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Mar 31, 2025
Kimberly-Clark Q1 2025 Earnings Report
Kimberly-Clark reported first quarter 2025 results reflecting resilient consumer demand amid a challenging global environment.
Key Takeaways
Kimberly-Clark saw Q1 2025 revenue fall by 6% to $4.84 billion due to currency impacts and divestitures, though strong productivity and innovation helped mitigate profit pressures. Adjusted EPS came in at $1.93, while net income totaled $567 million.
Revenue declined 6% due to currency translation and business exits, with organic sales down 1.6%.
Adjusted EPS of $1.93 beat reported EPS of $1.70 due to one-time charges from the 2024 Transformation Initiative.
Net income was $567 million, down 12.4% from the prior year.
The company updated its full-year outlook to reflect potential cost pressures from geopolitical uncertainties.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Kimberly-Clark adjusted its 2025 outlook downward, citing greater-than-expected global supply chain costs and geopolitical uncertainties, while reaffirming strong long-term growth potential.
Positive Outlook
- Organic sales expected to outpace market category growth.
- Adjusted operating profit forecasted to be flat to slightly positive on a constant-currency basis.
- Foreign exchange headwinds expected to ease compared to earlier forecasts.
- Productivity momentum supports reinvestment and long-term strategy.
- Adjusted free cash flow still expected to reach approximately $2 billion.
Challenges Ahead
- Outlook revised downward from high single-digit profit growth.
- Continued negative impact from PPE divestiture and exit of private label diaper business.
- Higher net interest expense anticipated.
- Higher adjusted effective tax rate expected.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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