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Key Takeaways Kimberly-Clark's Q3 adjusted EPS of $1.82 beat estimates and matched the prior year's performance. Net sales held at $4.2 billion, as volume gains offset the impacts of the U.S. diaper business exits.Operating profit stayed flat year over year, supported by productivity and cost controls. Kimberly-Clark Corporation ((KMB) posted third-quarter 2025 results that reflected resilient consumer demand, steady volume growth and ongoing productivity gains, even as margin pressures persisted. Both the ...

KIMBERLY-CLARK CORPORATION (Exact name of registrant as specified in its charter) Delaware 39-0394230 (State or other jurisdiction of incorporation) (I.R.S. Employer Identification No.) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...

Kimberly-Clark (NYSE:KMB) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Company ParticipantsMike Hsu - CEORuss Torres - President and COONelson Urdaneta - CFONik Modi - Managing DirectorChris Jakubik - Head of Investor RelationsLauren Lieberman - Managing DirectorConference Call ParticipantsChris Carey - Head of Consumer Staples Research and Senior Equity AnalystJavier Escalante - AnalystAnna Lizzul - AnalystPeter Grom - AnalystOperatorGood day everyone and welcome to the Kimberly-Clark third quarter 2 ...

Kimberly-Clark (NYSE:KMB) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Company ParticipantsMike Hsu - CEORuss Torres - President and COONelson Urdaneta - CFONik Modi - Managing DirectorChris Jakubik - Head of Investor RelationsLauren Lieberman - Managing DirectorConference Call ParticipantsChris Carey - Head of Consumer Staples Research and Senior Equity AnalystJavier Escalante - AnalystAnna Lizzul - AnalystPeter Grom - AnalystOperatorGood day everyone and welcome to the Kimberly-Clark third quarter 2 ...

Kimberly-Clark (NYSE:KMB) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Speaker4Good day everyone and welcome to the Kimberly-Clark third quarter 2025 earnings call question and answer session. It is now my pleasure to hand the floor over to your host Chris Jakubik, Vice President, Investor Relations. Sir, the floor is yours.Speaker1Thank you, and good morning, everyone.Speaker2This is Chris Jakubik, Head of Investor Relations at Kimberly-Clark, and thank you for joining us. I would like to remind ever ...

Financial Data and Key Metrics Changes - The third quarter organic net sales increased by 2.5%, driven by a 2.4% volume growth, with Baby and Child Care showing volume growth across multiple regions [40] - Adjusted operating profit dollars for Q3 were flat compared to the prior year and down 3.2% for the first nine months of the year [40][41] - Year-to-date adjusted operating profit margin was 17%, consistent with the prior year despite tariff headwinds [41][42] Business Line Data and Key Metrics Changes - North America achieved a volume plus mix growth of 2.1% in Q3, with strong performance in adult and feminine care, and baby and child care [19][20] - International Personal Care segment reported a volume plus mix growth of 3.6% in Q3, with significant gains in China, Korea, Australia, and Indonesia [29] - The diaper business in North America grew volume by 7% and gained 90 basis points of market share year-to-date [27] Market Data and Key Metrics Changes - In North America, the company gained 30 basis points of share in the first half of the year, with overall market share improvements in Personal Care [21][24] - Internationally, the company saw share gains in diapers across several markets, including China (270 basis points), South Korea (230 basis points), Brazil (90 basis points), and Indonesia (150 basis points) [29][38] - The weighted average private label share in personal care categories has consistently declined for the past five quarters [21] Company Strategy and Development Direction - The company is focused on its "Powering Care" strategy, which emphasizes innovation, brand building, and operational efficiency to drive growth [4][16] - Recent portfolio moves are aimed at sharpening focus on higher margin, higher growth personal care categories [10][11] - The company plans to leverage its global scale to deliver the best products across the good, better, best spectrum in various markets [28] Management's Comments on Operating Environment and Future Outlook - Management noted that despite persistent macro challenges, the "Powering Care" strategy is creating momentum and energy across the organization [16] - The company remains confident in its ability to unlock long-term potential and drive shareholder value [51] - The outlook for net sales and operating profit growth reflects a disciplined approach to leading market growth over time [43] Other Important Information - The company announced a commitment of $29 million to menstrual care and maternal and infant care across seven major markets [6] - Year-to-date adjusted free cash flow was approximately $1.3 billion, with expectations to deliver around $2 billion for the full year [42] Q&A Session Summary Question: What are the expectations for net sales growth in 2025? - The company expects to grow broadly in line with market growth where it competes in 2025, while maintaining the intent to lead market growth over time [43] Question: How is the company addressing tariff impacts? - The company projects a net tariff impact of approximately $50 million for the year, with efforts to mitigate some of the headwinds through productivity gains [45][46] Question: What is the outlook for adjusted earnings per share? - The company continues to expect low to mid single-digit growth versus the prior year on a constant currency basis, despite various headwinds [48]

POWERING CARE Q3 2025 EARNINGS October 30, 2025 Forward-Looking Statements Certain matters contained in this presentation concerning the business outlook, including raw material, energy and other input costs, our plans and expectations regarding the pending International Family Care and Professional ("IFP") joint venture transaction with Suzano ("IFP Transaction"), the anticipated charges and savings from the 2024 Transformation Initiative, cash flow and uses of cash, growth initiatives, innovations, market ...

Kimberly-Clark's third-quarter profit fell 51% as a result of divestitures, business exits and recent tariffs, although sales ticked up slightly. ...

Huggies diaper maker Kimberly-Clark topped analysts' estimates for third-quarter sales on Thursday, as inflation-weary consumers gravitated toward its affordable staples. ...