Earning Analysis
Welcome to our in-depth analysis of Kimberly-Clark Corp(KMB) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Kimberly-Clark Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-30 | Pre-Market | 1.45 | 1.82 | +25.52 | 4.10B | 4.15B | +1.31 | +2.99 | -13.78 |
| FY2025Q2 | 2025-08-01 | Pre-Market | 1.68 | 1.92 | +14.29 | 4.07B | 4.16B | +2.21 | +4.83 | +9.68 |
| FY2024Q4 | 2025-01-28 | Pre-Market | 1.50 | 1.50 | - | 4.86B | 4.93B | +1.42 | -1.50 | -0.73 |
| FY2024Q3 | 2024-10-22 | Pre-Market | 1.69 | 1.83 | +8.28 | 5.05B | 4.95B | -1.95 | -4.48 | -5.96 |
| FY2024Q2 | 2024-07-23 | - | 1.68 | 1.96 | +16.67 | 5.10B | 5.03B | -1.35 | -5.73 | -2.28 |
| FY2024Q1 | 2024-04-23 | - | 1.61 | 2.01 | +24.84 | 5.09B | 5.15B | +1.23 | +5.51 | +5.43 |
| FY2023Q4 | 2024-01-24 | - | 1.53 | 1.51 | -1.31 | 4.99B | 4.97B | -0.46 | -5.53 | -2.60 |
| FY2023Q3 | 2023-10-24 | - | 1.58 | 1.74 | +10.13 | 5.16B | 5.13B | -0.57 | -1.08 | -1.88 |
| - | 2023-07-25 | - | 1.48 | 1.65 | +11.49 | - | - | - | -3.10 | -5.88 |
| - | 2023-04-25 | - | 1.34 | 1.67 | +24.63 | - | - | - | +1.57 | +2.40 |
KMB Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Kimberly-Clark Corp reported performance for FY2025Q3, announced on 2025-10-30. The company achieved an EPS of 1.82, compared to analyst estimates of 1.45 by 25.52% . Revenue for the quarter reached 4.15B compared to expectations of 4.10B by 1.31% .
The stock price reacted with a 2.99% one-day change and a -13.78% five-day change following the earnings release. These movements reflect market reaction in Kimberly-Clark Corp growth trajectory and strategic initiatives.
KMB Earnings Forecast
Looking ahead, Kimberly-Clark Corp(KMB) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 4.12B and an EPS of 1.82.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.36%, while EPS estimates have been Revise Downward by -0.33%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Downward by -0.82% . These revisions correlate with a -19.21% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Kimberly-Clark Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between KMB's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.36%
In Past 3 Month
EPS Estimates for FY2025
Revise Downward
-0.33%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Downward
-0.82%
In Past 3 Month
Stock Price
Go Down
-19.21%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:16.48B
--
EPS Estimate-Annual FY 2025:7.49
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Stock Price104.94
KMB Revenue and EPS Performance: A Historical Perspective
Kimberly-Clark Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-30,Pre-Market):
EPS: 1.82 (Actual) vs.1.45 (Estimate) (25.52%)
Revenue: 4.15B (Actual) vs. 4.10B (Estimate) (1.31%)
Price Reaction: 2.99%(1-Day), -13.78%(5-Day)
FY2025Q2 (2025-08-01,Pre-Market):
EPS: 1.92 (Actual) vs.1.68 (Estimate) (14.29%)
Revenue: 4.16B (Actual) vs. 4.07B (Estimate) (2.21%)
Price Reaction: 4.83%(1-Day), 9.68%(5-Day)
FY2024Q4 (2025-01-28,Pre-Market):
EPS: 1.50 (Actual) vs.1.50 (Estimate) (0.00%)
Revenue: 4.93B (Actual) vs. 4.86B (Estimate) (1.42%)
Price Reaction: -1.50%(1-Day), -0.73%(5-Day)
Earnings Reaction
The chart below shows how KMB performed 10 days before and after its earnings report, based on data from the past quarters. Typically, KMB sees a -0.64% change in stock price 10 days leading up to the earnings, and a -1.03% change 10 days following the report. On the earnings day itself, the stock moves by -0.65%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed -0.42% on the day following the earnings release and then changed by -13.11% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Kimberly-Clark Corp (KMB) Q3 2025 Earnings Call Summary
Positive
2025-10-30
The earnings call summary indicates consistent growth in volume, market share, and operating margins, supported by strategic marketing shifts and premiumization efforts. The Q&A section adds confidence with plans for premiumization, innovation, and cost mitigation. Despite some uncertainties in future P&L specifics and tariff impacts, the overall sentiment is positive due to strong market performance and strategic positioning, suggesting a likely stock price increase.
Kimberly-Clark Corp (KMB) Q1 2025 Earnings Call Summary
Neutral
2025-04-23
The earnings call presents a mixed outlook. Financial performance shows a slight EPS beat, but revenue was softer than expected, indicating economic challenges. The company is focused on innovation and SG&A savings, which is positive, but faces competitive pressures and supply chain challenges. The Q&A reveals uncertainties, particularly regarding tariffs and cost impacts, and management's vague responses raise concerns. Overall, the sentiment is neutral as the positives are balanced by the negatives, suggesting a limited stock price movement in the short term.
Kimberly-Clark Corp (KMB) Q1 2025 Earnings Call Summary
Neutral
2025-04-22
The earnings call summary presents a mixed picture. Financial performance shows a decline in revenue with some SG&A savings, but optimism in product differentiation and innovation. The Q&A reveals concerns about tariffs and unclear management responses, which could hinder positive sentiment. Despite a share repurchase program, the lack of strong growth guidance tempers expectations. Overall, the sentiment is neutral, reflecting cautious optimism amid external challenges and uncertain market conditions.
Kimberly-Clark Corp (KMB) Q4 2024 Earnings Call Summary
Neutral
2025-01-31
The earnings call presented a mixed outlook. While there are positive elements such as productivity savings and gross margin expansion, challenges like competitive pressures, economic factors in key regions, and muted pricing strategy pose risks. The Q&A highlighted management's cautious stance on certain issues, contributing to uncertainty. With no share buyback or dividend program, and considering the lack of a market cap to gauge reaction strength, the sentiment leans towards neutral.
Kimberly-Clark Corporation (KMB) Q3 2024 Earnings Call Summary
Neutral
2024-10-22
The earnings call presents a mixed picture. Financial performance shows a decline in revenue, net income, and operating margin, leading to a negative sentiment. However, the share repurchase program and optimistic long-term growth guidance provide positive signals. The Q&A section reveals management's confidence in market share growth and innovation, but concerns about inventory reductions and demand challenges persist. The new organizational structure and transformation strategy are promising, but immediate market challenges offset these positives. Given the mixed signals, a neutral stock price movement is expected.
Kimberly-Clark Corporation (KMB) Q2 2024 Earnings Call Summary
Positive
2024-07-23
The earnings call highlights several positive factors: a focus on product innovation, especially eco-friendly products, and market expansion in Asia and Latin America. The company has announced a share repurchase program, and despite a slight decline in gross margin, EPS and net income have shown year-over-year growth. The Q&A section reflects a generally positive sentiment with expectations for volume growth and a stable pricing environment. The projected revenue growth and improved margins further support a positive outlook. However, competitive pressures and supply chain challenges remain concerns, slightly tempering the overall positive sentiment.
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FAQ
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