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Kimberly-Clark 8-K Report, Financial Results (Oct 15, 2026)

Reports
Earnings & Results·Regulation FD·Exhibits & Filings
Filing Date
Filed October 15, 2026
Period End
October 15, 2026
Security
KMB
In the record · 2016–202610-K1110-Q328-K111

KMB filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 111 current reports (8-K) between 2016 and 2026.

  1. Leadership change8-K · Sep ’19Sep ’19
  2. Change in control8-K · Sep ’21Sep ’21
  3. Leadership change8-K · Nov ’25Nov ’25

01—Abstract

Summary

Summary of the 8-K filed October 15, 2026. Cited figures are marked; the original filing is the authoritative source.

Kimberly-Clark Corporation reported preliminary, unaudited estimates for the three months ended September 30, 2026, alongside a Form 8-K press release reaffirming its 2026 outlook.

Estimated net sales were $4,134 milliona, compared with $4,150 million in the prior-year quarter. Organic Sales Growth was (1.3)%, compared with 2.5% a year earlier. Reported operating profit was $516 million, compared with $621 million, while adjusted operating profit was $677 million, compared with $683 million.

Deloitte & Touche LLP has not audited or reviewed these figures, and management notes that results may change during the quarter-end close. Earnings per share diverged sharply depending on the measure. Diluted EPS attributable to Kimberly-Clark was estimated at $5.37b, versus $1.34, which the filing attributes largely to a $4.33 per-share IFP Transaction gain excluded from adjusted results.

Adjusted EPS attributable to Kimberly-Clark was estimated at $1.70c, versus $1.82. Adjusted EPS from continuing operations was $1.70, versus $1.45. Non-GAAP adjustments for the quarter included $106 million of Kenvue Acquisition costs at the operating profit level.

Cash and cash equivalents were estimated at $1,874 milliond, compared with $617 million. The company stated that its 2026 outlook is unchanged. It expects Organic Sales Growth about 100 basis points below its weighted average category growth, reflecting roughly 100 basis points of impact from previously disclosed China social media disruptions.

It expects adjusted operating profit to grow mid-single digits, and adjusted EPS from continuing operations to grow high single digits, both on a constant-currency basis. It expects adjusted EPS attributable to Kimberly-Clark to decline at a low single-digit rate on a constant-currency basis.

The outlook excludes the pending Kenvue Acquisition, divestitures, and unidentified items. Final third-quarter and nine-month results are scheduled for release on November 5, 2026.

02—Key points

Key Highlights

  1. Estimated Q3 2026 net sales of $4,134 million, versus $4,150 million in Q3 2025, with Organic Sales Growth of (1.3)% versus 2.5%.
  2. Estimated Q3 2026 operating profit of $516 million (versus $621 million) and adjusted operating profit of $677 million (versus $683 million).
  3. Diluted EPS attributable to Kimberly-Clark estimated at $5.37, including a $4.33 per-share IFP Transaction gain; adjusted EPS attributable to Kimberly-Clark estimated at $1.70, versus $1.82.
  4. Adjusted EPS from continuing operations estimated at $1.70, versus $1.45 a year earlier.
  5. Estimated cash and cash equivalents of $1,874 million, versus $617 million at the prior-year quarter.
  6. 2026 outlook reaffirmed: adjusted operating profit growth of mid-single digits and adjusted EPS from continuing operations growth of high single digits, both on a constant-currency basis; adjusted EPS attributable to Kimberly-Clark expected to decline at a low single-digit rate.
  7. Final third-quarter and nine-month 2026 results are scheduled for release on November 5, 2026. The preliminary figures are unaudited and subject to quarter-end close procedures.

03—Questions

Frequently Asked Questions

  1. Why did EPS attributable to Kimberly-Clark differ so much from adjusted EPS?

    The estimated diluted EPS attributable to Kimberly-Clark of $5.37 includes a $4.33 per-share IFP Transaction gain, which the company excludes from its adjusted measure. Adjusted EPS attributable to Kimberly-Clark was estimated at $1.70.

  2. Has the 2026 outlook changed?

    No. The company stated that its 2026 outlook remains consistent with previous expectations. The outlook excludes the pending Kenvue Acquisition, divestitures, and other items not yet identified and quantified.

  3. What is affecting organic sales growth?

    The company expects 2026 Organic Sales Growth to be approximately 100 basis points below its weighted average category growth, reflecting roughly 100 basis points of realized and potential impact from previously disclosed China social media disruptions. Weighted average category growth was approximately 1.7% on a trailing 12-month basis.

  4. Are these preliminary third-quarter figures audited?

    No. Deloitte & Touche LLP has not audited, reviewed, or performed procedures on the estimated preliminary data. The figures remain subject to the quarter-end close, including review by management, the board, and the audit committee, and may be adjusted.

  5. What do the Kenvue Acquisition adjustments represent?

    The filing describes them as acquisition-related costs for the pending Kenvue Acquisition, primarily external advisory, legal, accounting, and related costs. These totaled $106 million at the operating profit level and $0.27 per diluted share in the quarter.

04—Continue

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