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Dec 31, 2025
Kimberly-Clark Q4 2025 Earnings Report
Kimberly-Clark reported stronger profitability in Q4 2025 driven by cost discipline and productivity gains.
Key Takeaways
Kimberly-Clark delivered a solid Q4 with improved margins and net income, despite a small decline in net sales due to business exits. Adjusted EPS rose significantly, supported by operational efficiency.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Kimberly-Clark expects continued momentum in 2026, with mid-to-high single-digit adjusted operating profit growth and double-digit adjusted EPS growth from continuing operations.
Positive Outlook
- Adjusted EPS from continuing operations expected to grow double-digit (constant currency).
- Adjusted operating profit projected to grow mid-to-high single digits.
- Organic sales growth to outpace category averages.
- Expected 30% increase in income from equity companies.
- Favorable 130 basis points FX impact expected on reported EPS.
Challenges Ahead
- Headwind from the exit of private label diaper business (-50 bps on net sales).
- Reduction in income from discontinued operations expected.
- Flat net interest expense forecasted.
- Adjusted EPS (attributable) expected to be flat due to discontinued operations impact.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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