Overview
US personal care products maker's Q1 sales rose 2.7%, beating analyst expectations
Adjusted EPS for Q1 beat consensus, driven by productivity savings and new product launches
Outlook
Company forecasts 2026 adjusted operating profit to grow at mid-to-high single-digit rate
Kimberly-Clark expects 2026 adjusted EPS from continuing operations to grow at double-digit rate
Result Drivers
VOLUME-PLUS-MIX GROWTH - Co said Q1 organic sales growth was driven by 3% volume-plus-mix improvement, helped by new product launches and brand activations
PRODUCTIVITY SAVINGS - Strong productivity savings and lower overhead costs supported adjusted operating profit
PRICE INVESTMENTS - Lower pricing and investments in value propositions to drive new product trial weighed on gross margin
Company press release: ID:nPngB0p1a
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$4.16 bln
$4.09 bln (9 Analysts)
Q1 Adjusted EPS
Beat
$1.97
$1.89 (12 Analysts)
Q1 EPS
$2
Q1 Gross Margin
36.80%
Analyst Coverage
The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 11 "hold" and 1 "sell" or "strong sell"
The average consensus recommendation for the personal products peer group is "buy."
Wall Street's median 12-month price target for Kimberly-Clark Corp is $114.00, about 16% above its April 27 closing price of $98.25
The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 13 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)