Kimberly-Clark Corporation (KMB) Earnings Call Transcripts

Kimberly-Clark Corporation's Latest Earnings Call - September 9, 2026

In the third quarter of fiscal year 2026, Kimberly-Clark Corporation (KMB:US) reported a revenue contraction in the low single digits and a low teens decline in EPS year-over-year, reflecting a challenging market environment. The company has lowered its organic sales guidance for the fiscal year, citing increased promotional intensity from competitors and operational disruptions. Despite these challenges, management remains optimistic about long-term growth driven by their Power & Care strategy, which emphasizes innovation and margin optimization.

Reported metrics

Guidance from management

Management maintained a cautious outlook for the remainder of 2026, projecting low single-digit revenue contraction and a low teens decline in EPS. They expect to provide updates on full-year guidance in the next earnings call.

What management said

We haven't seen on the consumer offtake side, any change in the situation versus what we had talked about in the second quarter call. So while we haven't seen any sequential deterioration in offtake, we haven't seen any meaningful improvement to normalize either. And we're -- the team is doing a very, very good job of executing the strategy, focusing on communicating our quality and safety to the stakeholders and wor...

I'd just tag on to that quickly and just to reinforce that our strategy is to focus on growing volume mix and maintaining peanut discipline over time. And those pricing actions are flowing through, you'll start to see that in the scanner data in North America and in other geographies that we -- the ones we've already taken -- but pricing is just 1 lever. We also really focus on innovation and mix and revenue growth m...

What analysts pressed on

Analysts expressed concerns regarding the choppy demand environment and the impact of increased promotional intensity from competitors. There were also questions about the potential long-term effects of the China market on overall growth and profitability.

Main topics on the call

• Organic Sales Guidance Reduction — Management has lowered its fiscal year organic sales guidance, projecting a contraction in low single digits for Q3 due to increased promotional intensity and operational disruptions. CEO Mike Hsu noted, "the categories ...
• Power & Care Strategy — The Power & Care strategy introduced in 2024 focuses on innovation, margin optimization, and leveraging scale for growth. Hsu stated, "we want to deliver obvious superiority and then for us, superior performance is anoth...
• Impact of China Market — Management indicated that the China market is expected to negatively impact organic growth by approximately 250 basis points in Q3. CFO Nelson Urdaneta confirmed, "we haven't seen any sequential deterioration in offtake,...
• Cost Inflation and Pricing Strategy — The company anticipates $150 million in incremental gross input cost inflation in the second half of 2026, with plans to offset this through pricing and other mitigating actions. Urdaneta mentioned, "we expect to offset ...

Read the full Kimberly-Clark Corporation transcript (September 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 59 Kimberly-Clark Corporation earnings call transcripts on record, spanning January 23, 2020 to September 9, 2026. Based on this history, Kimberly-Clark Corporation reports quarterly. The most recent call on file is dated September 9, 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

59

First call

January 23, 2020

Most recent

September 9, 2026

Reporting cadence

quarterly