Earnings Releases·Nov 5, 2026, 6:33 AM ET

Kimberly-Clark — Third Quarter 2026 Earnings Summary

Reported Q3 net sales of $4.1 billion (down 0.4% YoY) and adjusted EPS of $1.70 (up 17.2% YoY), while year-to-date adjusted operating profit rose 3.0% to $2.2 billion.
International Personal Care sales declined 2.8% due to a 770 basis point headwind from China social media disruption, whereas North America sales grew 0.9% driven by volume and Arbex JV transactions.
Guidance for 2026 projects organic sales growth approximately 100 basis points below the 1.7% category growth rate, with adjusted operating profit and continuing operations EPS expected to grow mid- and high-single digits respectively.
The company completed the Kenvue transaction on November 2, 2026, and the IFP transaction on July 1, 2026, recognizing a $1.4 billion pre-tax gain from the latter, while total debt decreased to $6.5 billion.
Management highlighted strong underlying momentum and productivity gains despite discrete charges of $106 million for Kenvue acquisition and $29 million for the Transformation Initiative in the quarter.