Kimberly-Clark Q3 Adjusted EPS of $1.70 Tops Estimates as Full-Year Outlook Holds

Kimberly-Clark reported preliminary third-quarter 2026 adjusted earnings per share from continuing operations of $1.70, topping the analyst consensus estimate of $1.66. Net sales came in at $4.13 billion, slightly below the $4.15 billion recorded in the same period a year earlier, while organic sales declined 1.3 percent compared with growth of 2.5 percent in Q3 2025. Shares rose following the release.

Adjusted operating profit was $677 million versus $683 million a year ago, a modest decline that nonetheless came in ahead of expectations. Diluted EPS attributable to Kimberly-Clark on a reported basis reached $5.37, compared with $1.34 in the prior-year quarter, a figure that reflects items beyond continuing operations. Adjusted gross profit was $1.47 billion versus $1.53 billion a year earlier.

The company confirmed its full-year 2026 outlook is unchanged, with organic sales growth expected to run approximately 100 basis points below its weighted average category growth rate, and earnings per share on a constant-currency basis projected to show a low single-digit decline. The outlook excludes the impact of Kimberly-Clark's pending acquisition of Kenvue Inc., which has not yet closed. Final third-quarter and nine-month results are scheduled for release on November 5, 2026, followed by a live analyst Q&A at 8:00 a.m. EST.