Q3 25 EPS
$1.82
BEAT +4.00%
Est. $1.75
Q3 25 Revenue
$4.15B
vs S&P Since Q3 25
-24.5%
TRAILING MARKET
KMB -18.5% vs S&P +6.0%
Market Reaction
Did KMB Beat Earnings? Q3 2025 Results
Kimberly-Clark posted a solid beat in Q3 2025, with adjusted EPS of $1.82 clearing the $1.75 consensus estimate by 4.00% as volume-led organic growth and disciplined cost management offset a challenging macro backdrop. Reported revenue of $4.15 billi… Read more Kimberly-Clark posted a solid beat in Q3 2025, with adjusted EPS of $1.82 clearing the $1.75 consensus estimate by 4.00% as volume-led organic growth and disciplined cost management offset a challenging macro backdrop. Reported revenue of $4.15 billion reflected a steep -16.2% year-over-year decline, though that figure was heavily distorted by prior-year asset sale gains and portfolio exits, on an organic basis, sales grew 2.5%, with volumes up 2.4% across the portfolio. The most material driver of the adjusted EPS result was the company's ability to hold adjusted operating profit essentially flat at $683 million despite a 170-basis-point compression in adjusted gross margins, as tariff headwinds and planned price-to-value investments weighed on gross margins while lower marketing and overhead costs cushioned the blow. The quarter arrives against a backdrop of heightened strategic interest in the company, including a proposed $48.7 billion merger with Kenvue that has drawn significant retail investor attention. As a long-tenured dividend aristocrat, Kimberly-Clark guided for approximately 2% organic sales growth in 2025, with adjusted EPS expanding at a low-to-mid single-digit rate on a constant-currency basis.
Key Takeaways
- • Broad-based volume-plus-mix-led organic growth of 2.5% despite challenging broader industry volumes
- • Strong productivity gains across the business
- • Lower marketing, research and general expenses driven by efficiency gains
- • Lower incentive accruals versus prior year
- • Innovation and activations driving 2.6% volume growth in North America
KMB YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
KMB Revenue by Segment
With YoY comparisons, source: SEC Filings
“The operating environment remains dynamic, but we continue to execute our strategy with discipline and excellence as we play to win. We once again delivered broad-based volume-plus-mix-led growth, even while volume has been somewhat challenged in the broader industry. We held global weighted share, reflecting the strength of our brands across geographies and the good-better-best ladder. We continued to follow through on our decisive actions to transform Kimberly-Clark into an industry-leading personal care company poised for long-term durable growth.”
— Mike Hsu, Q3 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 | — |