Kimberly-Clark Corporation (KMB) Earnings Call Transcripts

Kimberly-Clark Corporation's Latest Earnings Call - Q3 FY2026

In the third quarter of fiscal 2026, Kimberly-Clark Corporation (KMB:US) reported solid results amid the completion of its acquisition of Kenvue, which management described as a 'defining moment' for the company. Revenue for the quarter was $5.1 billion, with earnings per share (EPS) at $1.45, both reflecting strong operational momentum despite ongoing cost pressures. Management maintained its fiscal 2026 guidance, expressing confidence in achieving sustainable growth in 2027 and beyond, driven by integration synergies and enhanced brand performance.

Reported metrics

Guidance from management

Management maintained its fiscal 2026 guidance and expressed confidence in achieving sustainable growth in 2027, with a focus on integration synergies and brand performance improvements.

What management said

And just to add a couple of numbers, Peter, for you. I mean, one, keep in mind that the club distribution and diapers and training pants, it's about 1 point of headwind in the quarter for North America. And then also to reiterate what Mike was saying, in tissue, we gained overall 20 basis points share on a weighted basis in the quarter. And that's on the heels of 2 straight quarters of continued strong performance [i...

Just to add 1 point there. I think as you're tracking, Peter, I think you mentioned the patterns on pricing. As you look at it, year-to-date, total company pricing is down about 70 basis points, 80 basis points in North America, and that's having lapped our least intense quarter of programming last year. If you recall, we shifted some programming from Q3 to Q4 last year. So Q3 least intense period and we're about t...

What analysts pressed on

Analysts expressed concerns regarding cost pressures and the impact of retailer inventory changes on performance. There were also questions about the integration process and how management plans to maintain operational excellence amid significant staffing changes.

Main topics on the call

• Acquisition of Kenvue — The acquisition of Kenvue was described as a 'major milestone' that positions Kimberly-Clark at the intersection of fast-moving consumer goods and health care. Management emphasized the potential for 'extraordinary care'...
• Integration and Synergy Plans — Management outlined a clear three-phase plan for integration: 'ready, set, and grow,' focusing on seamless operations and quick wins on synergies in the first 100 days. They are on track to achieve approximately $1.9 bil...
• Performance in North America — Despite some challenges, North America showed strength in tissue and personal care, with management noting a 3% organic growth in self-care and essential care. They acknowledged a 130 basis point headwind from retailer i...
• Kenvue Brand Performance — Kenvue's brands demonstrated positive momentum, with organic growth of 3% in the quarter. Management highlighted improvements in execution and brand health, particularly in OTC and essential care categories, signaling a ...

Read the full Kimberly-Clark Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 60 Kimberly-Clark Corporation earnings call transcripts on record, spanning January 23, 2020 to November 5, 2026. Based on this history, Kimberly-Clark Corporation reports quarterly. The most recent call on file is dated November 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

KMB

Exchange

NasdaqGS

Country

US

Sector

Consumer Staples

Industry

Household Products

Calls on record

60

First call

January 23, 2020

Most recent

November 5, 2026

Reporting cadence

quarterly