Kimberly-Clark's strategic reshaping, evidenced by a 14.2% revenue decline in 2026Q1, is offset by gross margin expansion to 38.3% in 2026Q2, driven by pricing power and mix shift.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue declined 14.2% YoY in 2026Q1, but gross margin improved to 38.3% in 2026Q2 from 35.0% a year earlier, though operating margin contracted to 10.7% due to rising SG&A.
Kimberly-Clark is highlighted for its dependable dividend payouts, appealing to income-focused investors.
The company demonstrates strong and stable cash flows, supporting its financial health and dividend sustainability.
Kimberly-Clark benefits from consistent demand for its essential consumer products, providing revenue stability.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 5, 2026 | $1.70+3.0% vs $1.65 | $4.1B+0.2% vs $4.1B |
Q3 2026 Aug 4, 2026 | $1.80-10.4% vs $2.01 | $4.2B-0.8% vs $4.2B |
Q2 2026 Apr 28, 2026 | $1.97+2.1% vs $1.93 | $4.2B+1.9% vs $4.1B |
Q1 2026 Jan 27, 2026 | $1.86+2.8% vs $1.81 | $4.1B-0.3% vs $4.1B |
Bond coupons never grow, but these four payers just handed shareholders a raise. One has a cash-rich balance sheet, one faces a $49 billion gamble, one is heading for a breakup, and one has a blemish on its record.
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.
Benchmark KMB against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Kimberly-Clark Corporation (KMB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $108.43 | $35.99B | 10.96 | -14.17% | 19.93% | 151.82% | 4.6% | |
| $165.40 | $385.15B | 24.84 | 3.26% | 18.23% | 29.42% | 2.55% | |
| $109.33 | $25.91B | 33.68 | 1.57% | 12.41% | 18.21% | 1.08% | |
| $23.84 | $1.63B | 20.24 | 2.28% | 2.73% | 47.41% | 5.07% | |
| $4.05 | $3.57B | -6.35 | -1.46% | -9.74% | -16.47% | 0.37% | |
| $99.96 | $12.09B | 18.02 | -5.41% | 9.41% | 541.6% | 4.93% |
Kimberly-Clark Corporation (KMB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Kimberly-Clark Corporation (KMB) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
May 14, 2026·SEC
May 5, 2026·SEC
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Kimberly-Clark Corporation (KMB) stock FAQ — growth, dividends, profitability & financials explained
Kimberly-Clark Corporation (KMB) reported $16.57B in revenue over the trailing twelve months. Revenue was $17.22B in fiscal year 2025. That is 31% more than the $13.15B of fiscal year 1996.
Kimberly-Clark Corporation (KMB) revenue fell by 8.3% over the trailing twelve months, compared with the twelve months before.
Yes. Kimberly-Clark Corporation (KMB) earned $3.30B in net income over the trailing twelve months (a 19.9% net margin).
Yes. Kimberly-Clark Corporation (KMB) pays a dividend that yields 4.60% at the current price, a high yield.
Kimberly-Clark Corporation (KMB) had a return on equity (ROE) of 151.8% over the trailing twelve months. That is well above the market's typical 10-15%.
Kimberly-Clark Corporation (KMB) generated $1.94B in free cash flow over the trailing twelve months.
