Q1 25 EPS
$1.93
BEAT +7.22%
Est. $1.80
Q1 25 Revenue
$4.84B
vs S&P Since Q1 25
-63.1%
TRAILING MARKET
KMB -26.4% vs S&P +36.7%
Market Reaction
Did KMB Beat Earnings? Q1 2025 Results
Kimberly-Clark delivered a mixed first quarter for 2025, beating profit expectations while grappling with revenue headwinds and a sobering outlook revision that overshadowed the bottom-line strength. Adjusted EPS of $1.93 came in 7.22% above the $1.8… Read more Kimberly-Clark delivered a mixed first quarter for 2025, beating profit expectations while grappling with revenue headwinds and a sobering outlook revision that overshadowed the bottom-line strength. Adjusted EPS of $1.93 came in 7.22% above the $1.80 consensus estimate, though it still represented a 4.0% year-over-year decline, supported in part by a lower adjusted effective tax rate following the resolution of certain tax matters. Net sales fell 6.0% to $4.84 billion, with roughly half that decline attributable to currency translation drag and the impact of portfolio exits including the PPE divestiture. The more consequential story, however, was management's disclosure that tariff-related supply chain costs are expected to reach $300 million, prompting a sharp downgrade to full-year guidance, adjusted operating profit and EPS are now expected to be merely flat to positive on a constant-currency basis, a steep step down from the prior expectation of high single-digit growth. For investors who prize Kimberly-Clark as one of the most resilient dividend growers in the market, the company's 53rd consecutive year of dividend increases offered a measure of reassurance amid the uncertainty.
Key Takeaways
- • Strong in-market execution and effective cost management
- • Sustained productivity momentum fueling investments and profitability
- • Resilient consumer demand
- • Lower adjusted effective tax rate of 21.4% benefiting from resolution of certain tax matters
- • Price investments across all segments to enhance value propositions
KMB YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
KMB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Building on the strong foundation we established in 2024, we made further progress across the three pillars of our Powering Care strategy in the first quarter of 2025. Despite the evolving external landscape, our first quarter was consistent with our full-year plan.”
— Mike Hsu, Q1 2025 Earnings Press Release
KMB Earnings Trends
KMB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KMB EPS Trend
Earnings per share: estimate vs actual
KMB Revenue Trend
Quarterly revenue: estimate vs actual
KMB Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.97 | — | $4.16B | +1.69% |
| Q4 25 BEAT FY | $1.81 | $1.86 | +2.76% | $4.08B | — |
| FY Full Year | — | $7.53 | — | $16.45B | — |
| Q3 25 BEAT | $1.75 | $1.82 | +4.00% | $4.15B | — |
| Q2 25 BEAT | $1.66 | $1.92 | +15.66% | $4.16B | — |
| Q1 25 BEAT | $1.80 | $1.93 | +7.22% | $4.84B | — |