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Kimberly Clark (KMB) guidance and outlook
Kimberly Clark (KMB) reaffirmed its guidance on Nov 5, 2026: EPS $6.00 for FY2026. Kimberly Clark's 10-Q filed Nov 5, 2026 makes 20 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | +100 bps | new |
| Revenue | FY2026 | +1.7% | new |
| EPS | FY2026 | $6.00 | reaffirmed |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- These false allegations significantly affected our diaper sales in China during the second and third quarters of 2026 and are expected to further impact sales and profits in the near term.
- On October 30, 2026, in connection with the Kenvue Acquisition, our Board of Directors approved the Kenvue Integration Program (the "Program") which is intended to achieve certain operating profit synergies by 2030.
- The Program is expected to result in cumulative pre-tax charges of approximately $3.1 billion ($2.5 billion cash and $0.6 billion non-cash) over this period, with cash charges primarily related to supply chain network optimization (approximately $800), enterprise resource planning and technology integration (approximately $600), workforce optimization (approximately $400), advisory services (approximately $400)…
- The transformation is expected to impact our organization in all major geographies, and workforce reductions are expected to be in the range of 4% to 5%.
- We anticipate that full year capital spending will be approximately $1.3 billion, including incremental spending from the 2024 Transformation Initiative.
- The aggregate principal amount of Kenvue Notes that remained outstanding following the settlement of the exchange offers was approximately $0.6 billion and will be reflected in our consolidated total debt following the acquisition.
- Further, we do not expect restrictions or taxes on repatriation of cash held outside of the U.S. to have a material effect on our overall business, liquidity, financial condition or results of operations for the foreseeable future.
- There can be no assurance that these future events will occur as anticipated or that our results will be as estimated.
- • 2024 Transformation Initiative - We initiated this transformation to create a more agile and focused operating structure that will accelerate our proprietary pipeline of innovation in right-to-win spaces and improve our growth trajectory, profitability, and returns on investment.
- • IFP Repatriated Earnings - In connection with the IFP Transaction, we recognized deferred tax liabilities for certain permanently reinvested earnings from the IFP Business that are expected to be repatriated.
- We may encounter difficulties integrating our and Kenvue’s businesses and operations and, therefore, may fail to realize the projected benefits and cost savings of the Kenvue Acquisition, which could adversely affect the value of our common stock.
- The success of the combined company will depend, in part, on our ability to realize the anticipated benefits and cost savings from combining K-C’s and Kenvue’s respective businesses, including operational and other synergies that we believe the combined company will be able to achieve.
Kimberly Clark's latest quarter
Kimberly Clark, Q3 2026: revenue $4.1B (-0.4% year over year), operating margin 12.5%, net earnings $1.8B, operating cash flow $755M. The chart follows the revenue to costs, profit and cash.
Questions
Did Kimberly Clark raise or lower its guidance?
Kimberly Clark (KMB) reaffirmed its guidance on Nov 5, 2026: EPS $6.00 for FY2026.
What does Kimberly Clark expect?
These false allegations significantly affected our diaper sales in China during the second and third quarters of 2026 and are expected to further impact sales and profits in the near term. On October 30, 2026, in connection with the Kenvue Acquisition, our Board of Directors approved the Kenvue Integration Program (the "Program") which is intended to achieve certain operating profit synergies by 2030. The Program is expected to result in cumulative pre-tax charges of approximately $3.1 billion ($2.5 billion cash and $0.6 billion non-cash) over this period, with cash charges primarily related t
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.