PR Newswire·Jan 27, 2026, 6:30 AM ET

Kimberly-Clark Reports Strong Finish to Second Year of Transformation

KMB

Kimberly-Clark reported 2025 full-year net sales of $16.4 billion, a 2.1 percent decrease driven by the PPE divestiture & exit of the US private label diaper business.
Full-year organic sales grew 1.7 percent, supported by a 2.5 percent volume increase partially offset by 0.9 percent in price investments.
Adjusted full-year operating profit was $2.7 billion, flat versus the prior year, while adjusted EPS increased 3.2 percent to $7.53.
Q4 2025 net sales were $4.1 billion, down 0.6 percent, with organic sales growth of 2.1 percent.
Q4 adjusted operating profit rose 13.1 percent to $629 million, driven by productivity gains & lower marketing expenses.
Q4 diluted EPS was $1.50, while adjusted EPS increased 24.0 percent to $1.86.
The company plans to acquire Kenvue to compound transformation momentum & raise global care standards.
The International Family Care & Professional (IFP) business is classified as discontinued operations & is expected to close in mid-2026.
North America net sales decreased 3.0 percent in Q4 due to the private label diaper exit, though organic sales grew 0.8 percent.
International Personal Care (IPC) net sales increased 4.2 percent in Q4, driven by 4.5 percent organic growth & volume gains.
Cash provided by operations was $2.8 billion in 2025, with capital spending of $1.1 billion & $1.8 billion returned to shareholders.
Total debt stood at $7.2 billion as of December 31, 2025, down from $7.4 billion at the end of 2024.
2026 outlook forecasts organic sales growth in line with or ahead of the 2 percent category growth rate.
2026 adjusted operating profit is expected to grow in the mid-to-high single digits on a constant-currency basis.
2026 adjusted EPS from continuing operations is projected to grow double digits, while total adjusted EPS is expected to be flat due to discontinued operations reduction.