Earnings summaries and quarterly performance for KIMBERLY CLARK.
Executive leadership at KIMBERLY CLARK.
MD
Michael D. Hsu
Detailed
Chairman of the Board and Chief Executive Officer
CEO
JM
Jeffrey Melucci
Detailed
Chief Business, Strategy and Transformation Officer
NU
Nelson Urdaneta
Detailed
Senior Vice President and Chief Financial Officer
RT
Russell Torres
Detailed
President, North America
ZH
Zackery Hicks
Detailed
Chief Digital and Technology Officer
Board of directors at KIMBERLY CLARK.
CS
Christa S. Quarles
Detailed
Director
DK
Deeptha Khanna
Detailed
Director
DA
Deirdre A. Mahlan
Detailed
Director
DA
Dunia A. Shive
Detailed
Director
JA
Jaime A. Ramirez
Detailed
Director
JW
John W. Culver
Detailed
Director
JR
Joseph Romanelli
Detailed
Director
MC
Mae C. Jemison
Detailed
Director
MT
Mark T. Smucker
Detailed
Director
ST
S. Todd Maclin
Detailed
Director
SS
Sherilyn S. McCoy
Detailed
Lead Independent Director
SM
Sylvia M. Burwell
Detailed
Director
Research analysts who have asked questions during KIMBERLY CLARK earnings calls.
LL
Lauren Lieberman
Barclays
8 questions for KMB
Also covers: CCEP, CHD, CL +18 more
NM
Nik Modi
RBC Capital Markets
7 questions for KMB
Also covers: CHD, CL, KDP +8 more
Bonnie Herzog
Goldman Sachs
6 questions for KMB
Also covers: CASY, CCEP, CELH +21 more
Anna Lizzul
Bank of America Corporation
5 questions for KMB
Also covers: CHD, CLX, COTY +3 more
Chris Carey
Wells Fargo Securities
4 questions for KMB
Also covers: CAG, CHD, CL +13 more
JE
Javier Escalante Manzo
Evercore ISI
4 questions for KMB
Also covers: CHD, CLX, KVUE +2 more
PG
Peter Grom
UBS Group
3 questions for KMB
Also covers: BRBR, CELH, CHD +25 more
Robert Moskow
TD Cowen
3 questions for KMB
Also covers: BGS, BRBR, BYND +27 more
Steve Powers
Deutsche Bank
3 questions for KMB
Also covers: BRBR, CHD, CL +22 more
Christopher Carey
Wells Fargo & Company
2 questions for KMB
Also covers: CAG, CHD, CL +21 more
DM
Dara Mohsenian
Morgan Stanley
2 questions for KMB
Also covers: CHD, CL, CLX +12 more
Edward Lewis
Redburn Atlantic
2 questions for KMB
Also covers: CL, CLX, PG +1 more
ML
Mike Lavery
Piper Sandler
2 questions for KMB
Kevin Grundy
BNP Paribas
1 question for KMB
Also covers: CELH, CHD, CL +8 more
KW
Korinne Wolfmeyer
Piper Sandler & Co.
1 question for KMB
Also covers: AIRS, BBWI, CHD +14 more
ML
Michael Lavery
Piper Sandler & Co.
1 question for KMB
Also covers: BGS, BYND, CELH +25 more
Stephen Robert Powers
Deutsche Bank
1 question for KMB
Also covers: BRBR, CHD, CL +20 more
Recent press releases and 8-K filings for KMB.
Kimberly-Clark obtains shareholder approval for Kenvue acquisition
KMB
M&A
Proxy Vote Outcomes
- On January 29, 2026, shareholders of both Kimberly-Clark and Kenvue voted overwhelmingly to approve Kimberly-Clark’s acquisition of Kenvue, with approximately 96% approval at Kimberly-Clark’s Special Meeting and 99% approval at Kenvue’s Special Meeting (representing 77% of all outstanding Kenvue shares).
- At Kimberly-Clark’s meeting, 239,054,286 shares voted in favor of issuing common stock to Kenvue holders, 8,439,618 against and 683,100 abstained, with 74.8% of shares present or represented, constituting a quorum.
- The transaction is expected to close in the second half of 2026, subject to regulatory approvals and other customary closing conditions.
6 days ago
Kimberly-Clark and Kenvue shareholders approve acquisition
KMB
M&A
Proxy Vote Outcomes
- At Special Meetings on Jan. 29, 2026, 96% of Kimberly-Clark shares and 99% of Kenvue shares present voted to approve the transaction (the latter representing ~77% of Kenvue’s outstanding shares).
- The deal is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions.
- The combination aims to create a global health and wellness leader by uniting Kimberly-Clark’s and Kenvue’s consumer health portfolios.
7 days ago
Kimberly-Clark approves share issuance for Kenvue merger
KMB
M&A
Proxy Vote Outcomes
- At the Jan 29, 2026 special meeting, shareholders approved the issuance of new common shares under the merger agreement with Kenvue dated Nov 2, 2025.
- The only proposal presented was the share issuance; an adjournment proposal was deemed unnecessary as votes met the requirement.
- Final voting results will be reported via Form 8-K within four business days of the meeting.
7 days ago
Kimberly-Clark approves share issuance for merger with Kenvue
KMB
Proxy Vote Outcomes
M&A
- Kimberly-Clark held a virtual special meeting, confirmed a quorum, and put to vote the issuance of common shares under the merger agreement dated November 2, 2025, with Kenvue and related entities (issuance proposal).
- The board recommended a vote for the issuance proposal, and preliminary results indicate shareholders have approved the share issuance for the merger.
- Final voting results will be disclosed in a Form 8-K filing within four business days of the meeting adjournment.
7 days ago
Kimberly-Clark reports Q4 2025 results
KMB
Earnings
Guidance Update
M&A
- In Q4 2025, volume-plus-mix growth extended to eight consecutive quarters, with North America volume-mix up 1.7% (3.6% two-year stack) and full-year up 2.1% (4.1% two-year), driven by tiered innovation and marketing.
- The company gained enterprise-weighted share and delivered its strongest productivity quarter, marking a second straight year of industry-leading productivity.
- For 2026, Kimberly-Clark expects organic sales growth in line with or ahead of ~2% global category growth, with volumes set to accelerate in the second half and input costs largely flat.
- Gross margins are projected to expand in 2026, driven by ~6% productivity savings, flat input costs, and disciplined SG&A, advancing toward 40% adjusted gross margin and 18–20% operating margin by 2030 (ex-Kenvue).
- The Kenvue acquisition, subject to a Jan 29 shareholder vote, remains on track for an H2 2026 close, while the IFP divestiture is set for mid-2026.
Jan 27, 2026, 1:00 PM
Kimberly-Clark announces Q4 2025 results
KMB
Earnings
Guidance Update
M&A
- Kimberly-Clark delivered its eighth consecutive quarter of volume-plus-mix growth, gained enterprise-weighted share, and achieved its strongest quarterly productivity of the year in Q4 2025.
- CEO Mike Hsu emphasized a robust consumer-directed innovation pipeline and expanded value-tier offerings, positioning the company to grow organic sales in line to ahead of the ~2% global category in 2026.
- CFO Nelson Urdaneta projects net sales to be evenly split between H1 and H2 2026 with back-half acceleration, targeting mid- to high-single-digit operating profit growth, flat input costs, and ~6% productivity gains to drive margin expansion.
- The company reaffirmed its ambition to reach 40% adjusted gross margin and 18–20% operating profit margin by 2030, excluding the contribution from the pending Kenvue acquisition, which remains on track for a back-half 2026 close.
- International personal care share gains were notable—China diapers +270 bps, Indonesia femcare +200 bps, Brazil diapers +50 bps—while North America diaper share rose ~100 bps despite a 60 bp headwind from loss of some club-channel exclusivity in 2026.
Jan 27, 2026, 1:00 PM
Kimberly-Clark reports Q4 2025 results and 2026 outlook
KMB
Earnings
Guidance Update
M&A
- Powering Care drives Q4 2025 results with an eighth consecutive quarter of volume-plus-mix growth and the strongest productivity quarter of the year, marking a second straight year of industry-leading productivity.
- 2026 outlook: Organic sales growth expected in line to ahead of the ~2% global category, with mid- to high-single-digit EBIT growth and adjusted EPS roughly flat on a constant-currency basis; innovation ramp to accelerate in the back half, supporting gross and operating margin expansion toward long-term targets.
- Kenvue acquisition: Investor vote (> 90% in favor) scheduled January 29; regulatory filings on track for a second-half 2026 close; IFP transaction remains on track for a mid-year closing.
- North America diapers: Anticipated partial loss of club-channel distribution from Q1, creating a ~60 bps headwind in 2026; strategy focused on differentiated value propositions across price tiers.
Jan 27, 2026, 1:00 PM
Kimberly-Clark reports Q4 2025 results
KMB
Earnings
- Q4 net sales declined 0.6%, with organic sales growth of 2.1%
- Adjusted operating profit was $629 million, up 13.0% in constant currency
- Adjusted EPS totaled $1.86, a 24.0% YoY increase (22.0% constant currency)
- FY 2025 adjusted free cash flow was $1.903 billion
Jan 27, 2026, 1:00 PM
Kimberly-Clark reports Q4 and FY2025 results
KMB
Earnings
M&A
Guidance Update
- Q4’25 organic sales growth of 2.1% and FY 2025 growth of 1.7%, driven by volume+mix gains across major markets.
- Adjusted operating profit rose 13.1% in Q4 and 0.1% for FY 2025, while adjusted EPS increased 24.0% in Q4 and 3.2% for the full year.
- Generated $1.9 billion in adjusted free cash flow in FY 2025, supporting capital investments and debt reduction.
- Agreed to acquire Kenvue to create a $32 billion pure-play health and wellness leader, targeting ~$2.1 billion in EBITDA synergies and EPS accretion by Year 2.
- For 2026, expects volume+mix-led organic sales growth in line to ahead of
2% market growth, mid-to-high single-digit constant-currency adjusted operating profit growth, double-digit adjusted EPS growth, and **$2 billion** of adjusted free cash flow.
Jan 27, 2026, 12:00 PM
Kimberly-Clark reports Q4 2025 earnings and strategic update
KMB
Earnings
Guidance Update
M&A
- Kimberly-Clark’s Powering Care transformation pivoted the portfolio toward higher-growth personal care, including exiting Brazilian tissue and PPE, and plans a 49% JV with Suzano by mid-2026; aims to complete Kenvue acquisition with $2.1 billion of net annual synergies and $1.9 billion of cost synergies in three years.
- Delivered 2% organic growth and 3% volume + mix in Q4 2025, with $1.9 billion of adjusted free cash flow for the year, despite tariff pressures and the exit of a large private-label contract.
- Achieved industry-leading productivity with 6.2% of adjusted COGS in gross productivity for 2025, peaking at 7.2% in Q4, reaching 50% of its five-year cost-savings goal.
- Expects 2026 adjusted operating profit to grow mid- to high single digits and continuing-ops adjusted EPS to grow double digits on a constant-currency basis, with roughly $2 billion of free cash flow and $1.3 billion of CapEx.
Jan 27, 2026, 12:00 PM
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