Q4 25 EPS
$1.86
BEAT +2.76%
Est. $1.81
Q4 25 Revenue
$4.08B
vs S&P Since Q4 25
-7.6%
TRAILING MARKET
KMB -4.0% vs S&P +3.6%
Full Year 2025 Results
FY 25 EPS
$7.53
FY 25 Revenue
$16.45B
Market Reaction
Did KMB Beat Earnings? Q4 2025 Results
Kimberly-Clark closed Q4 2025 on a solid note, posting adjusted EPS of $1.86 against a consensus estimate of $1.81, a beat of 2.76%, even as reported revenue of $4.08 billion reflected a 17.2% year-over-year decline tied largely to the divestiture of… Read more Kimberly-Clark closed Q4 2025 on a solid note, posting adjusted EPS of $1.86 against a consensus estimate of $1.81, a beat of 2.76%, even as reported revenue of $4.08 billion reflected a 17.2% year-over-year decline tied largely to the divestiture of its U.S. Private label diaper business. The real story beneath the headline numbers was operating leverage: adjusted operating profit climbed 13.1% to $629 million in the quarter, powered by productivity savings and a more favorable adjusted tax rate of 23.1% versus 26.8% a year ago, with organic sales growth of 2.1% underscoring steady underlying demand. The pending Kenvue acquisition, which shareholders have already approved, looms as the next chapter, and with investors increasingly rotating into defensive consumer staples names, the deal adds strategic weight to Kimberly-Clark's long-term positioning. For 2026, management guided for organic sales growth near 2%, mid-to-high single-digit adjusted operating profit growth, and double-digit adjusted EPS expansion from continuing operations, all on a constant-currency basis.
Key Takeaways
- • Volume-plus-mix growth of 3.0% in Q4 driven by broad-based share gains
- • Strong productivity savings driving adjusted operating profit up 13.1% in Q4
- • Lower marketing, research and general expenses
- • Lower adjusted effective tax rate of 23.1% versus 26.8% in prior year Q4
- • Lower diluted shares outstanding
- • Higher income from equity companies
KMB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
KMB Revenue by Segment
With YoY comparisons, source: SEC Filings
“In 2025, we accelerated the largest transformation in Kimberly-Clark's more than 150-year history, delivering results that underscore the strength of our business and serve as a springboard for enhanced growth and continued outperformance in 2026. We delivered pioneering innovation across the value spectrum, breakthrough creative storytelling that strengthened brand love, and superior execution that fueled our second consecutive year of broad-based, share gain-led volume-plus-mix growth. We've also maintained a relentless focus on cost discipline as we successfully pivot our portfolio to higher growth, higher margin personal care categories.”
— Mike Hsu, Q4 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 | — |