
Kimberly-Clark's Q3 earnings rose 17.2% despite softer sales, as Kenvue integration, $1.9B in synergies and inflation pressures shape its growth strategy.
Kimberly-Clark Corporation is an American multinational personal care corporation that produces mostly paper-based consumer products. The company manufactures sanitary paper products and surgical & medical instruments. Kimberly-Clark brand name products include Kleenex facial tissue, Kotex feminine hygiene products, Cottonelle, Scott and Andrex toilet paper, Wypall utility wipes, KimWipes scientific cleaning wipes and Huggies disposable diapers and baby wipes.
| Revenue (TTM) | $16.57B |
| Gross Profit (TTM) | $6.18B |
| EBITDA | $3.11B |
| Operating Margin | 13.20% |
| Return on Equity | 78.40% |
| Return on Assets | 9.28% |
| Revenue/Share (TTM) | $49.85 |
| Book Value | $8.81 |
| Price-to-Book | 23.12 |
| Price-to-Sales (TTM) | 4.02 |
| EV/Revenue | 4.37 |
| EV/EBITDA | 23.23 |
| Quarterly Earnings Growth (YoY) | 300.70% |
| Quarterly Revenue Growth (YoY) | -0.40% |
| Shares Outstanding | $613.64M |
| Float | $331.34M |
| % Insiders | 0.39% |
| % Institutions | 53.45% |
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Kimberly-Clark's Q3 earnings rose 17.2% despite softer sales, as Kenvue integration, $1.9B in synergies and inflation pressures shape its growth strategy.

The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.

Kimberly-Clark maintains a defensive position with essential household brands and steady cash generation. Lululemon Athletica continues to expand its premium global brand through an omni-channel retail strategy.

Kimberly-Clark NASDAQ: KMB has completed its acquisition of Kenvue and is beginning a multiyear integration, with executives saying on the company's third-quarter earnings call that they remain on track to deliver about $1.9 billion in cost synergies.

KMB's third-quarter earnings beat estimates on lower interest costs, but sales miss as China disruptions and pricing pressures weigh on performance.

Kimberly-Clark Corporation (KMB) Q3 2026 Earnings Call Transcript

Kimberly-Clark said third-quarter net income rose sharply despite a down-tick in sales due to one-time items, and reiterated its growth projections for the year.

DALLAS, Nov. 5, 2026 /PRNewswire/ -- Kimberly-Clark Corporation (NASDAQ: KMB) ("Kimberly-Clark"), a core S&P 500 component, today announced its third quarter 2026 financial results. The earnings release and supplemental materials are available at investor.kimberly-clark.com.

Kimberly-Clark has paid dividends for 92 consecutive years and has boosted its payouts for 54 consecutive years. The company generated net income of $2.5 billion in 2024 and $2 billion in 2025 to support those payouts.

KMB's Kenvue acquisition expands its global health and wellness footprint, strengthening its brand portfolio and creating new avenues for long-term growth.
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