Q2 25 EPS
$1.92
BEAT +15.66%
Est. $1.66
Q2 25 Revenue
$4.16B
vs S&P Since Q2 25
-39.5%
TRAILING MARKET
KMB -23.6% vs S&P +15.9%
Market Reaction
Did KMB Beat Earnings? Q2 2025 Results
Kimberly-Clark delivered a standout second quarter, posting adjusted EPS of $1.92 against a consensus estimate of $1.66, a 15.66% beat, as CEO Mike Hsu described it as "one of the strongest quarters in our recent history." Reported revenue came in at… Read more Kimberly-Clark delivered a standout second quarter, posting adjusted EPS of $1.92 against a consensus estimate of $1.66, a 15.66% beat, as CEO Mike Hsu described it as "one of the strongest quarters in our recent history." Reported revenue came in at $4.16 billion, down 17.2% year-over-year, a decline driven almost entirely by divestitures and currency headwinds rather than underlying demand weakness; organic sales grew 3.9%, powered by volume growth of 5.0%, the highest in five years, as the company's innovation investments drove consumer pull across both North America and international markets. The adjusted gross margin of 36.9% contracted 180 basis points as price-value investments and tariff costs offset strong productivity gains. Looking ahead, management raised its full-year 2025 outlook, now expecting organic sales growth to exceed the roughly 2% category rate and adjusted EPS to grow at a low-to-mid single digit pace on a constant-currency basis. For income-focused investors, the results reinforce why Kimberly-Clark remains among the most durable dividend aristocrats, having now extended its consecutive annual dividend growth streak to 53 years.
Key Takeaways
- • Highest volume growth in five years at 5.0% consolidated, driving 3.9% organic sales growth
- • Strong productivity gains partially offsetting cost headwinds
- • North America Personal Care categories grew weighted share by 60 basis points
- • Innovation-led demand and strong commercial execution
- • Planned lower marketing, research and general expenses partially offsetting gross profit headwinds
KMB YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
KMB Revenue by Segment
With YoY comparisons, source: SEC Filings
“Our second quarter results are indicative of the exceptional progress we are making executing our Powering Care strategy. This was a very active quarter and one of the strongest in our recent history. We delivered strong organic sales growth, fueled by the highest volume growth we've achieved in five years. Our durable brands, differentiated value propositions and innovation investments enabled us to enhance and maintain leading market share positions across categories and price tiers. We took decisive actions to set Kimberly-Clark up for enhanced, sustainable growth and profitability.”
— Mike Hsu, Q2 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 | — |