Kimberly-Clark Reports Preliminary Q3 2026 Financial Results & Reaffirms Guidance

Executive Overview

Kimberly-Clark Corporation furnished a Current Report on Form 8-K on October 15, 2026, presenting estimated preliminary financial results for the third quarter ended September 30, 2026, and reaffirming its full-year 2026 financial outlook.

Key Preliminary Financial Metrics (Q3 2026 vs. Q3 2025)

• Net Sales: Estimated at $4,134 million, down 0.4% from $4,150 million in Q3 2025.
• Organic Sales Growth: Estimated at -1.3%, impacted by currency translation (-0.3%) and divestitures/business exits (-0.7%), compared to +2.5% in Q3 2025.
• Gross Profit: Estimated at $1,441 million (Adjusted Gross Profit of $1,468 million), compared to $1,493 million ($1,527 million adjusted) in the prior-year period.
• Operating Profit: Estimated at $516 million (Adjusted Operating Profit of $677 million), versus $621 million ($683 million adjusted) in Q3 2025. Key non-GAAP adjustments included $106 million related to the Kenvue acquisition and $55 million associated with the 2024 Transformation Initiative.
• Diluted EPS:
  • Continuing Operations: $1.19 (Adjusted: $1.70, up from $1.45 in Q3 2025).
  • Attributable to Kimberly-Clark: $5.37 (benefited by a $4.33 per share gain on the IFP transaction; Adjusted: $1.70, compared to $1.82 in Q3 2025).
• Balance Sheet Cash: Cash and cash equivalents rose to $1,874 million as of September 30, 2026, compared to $617 million as of September 30, 2025.

Corporate Guidance

Under Item 7.01, Kimberly-Clark issued a concurrent press release reaffirming its previously announced full-year fiscal 2026 outlook.