Every 10-Q that Kimberly-Clark Corp (KMB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow KMB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full KMB filings page.
Kimberly-Clark reported modest top-line growth but stronger margins from its core business for the quarter ended June 30, 2026. Net sales from continuing operations were $4.19 billion, up 0.6% year over year, while income from continuing operations was $410 million versus $444 million, reflecting a higher effective tax rate. Adjusted operating profit rose to $757 million and adjusted EPS from continuing operations increased 10.4% to $1.80, driven by productivity savings, tariff refunds and currency tailwinds, partly offset by lower net pricing and the exit of certain businesses.
The company completed the sale of a 51% interest in its International Family Care and Professional business on July 1, 2026 for approximately $1.3 billion in cash and retained a 49% equity stake initially valued at about $1.2 billion; this business is reported as discontinued operations, which posted a $60 million loss this quarter due to separation and tax charges. Kimberly-Clark continues to pursue the pending Kenvue acquisition, expected to involve issuing about 280 million shares and paying roughly $6.7 billion in cash.
The 2024 Transformation Initiative, extended through 2028, has generated cumulative pre-tax charges of $913 million toward an anticipated $1.5 billion, with significant productivity savings already identified. Management also notes short-term pressure from a social-media-driven diaper demand disruption in China and estimates roughly $150 million of incremental 2026 input costs tied to Middle East energy volatility.
Kimberly-Clark reported higher Q1 2026 profit while reshaping its portfolio. Net sales from continuing operations rose 2.7% to $4.16 billion, driven mainly by 2.6% volume growth. Income from continuing operations increased to $574 million from $470 million, and diluted EPS from continuing operations rose to $1.70 from $1.39.
Discontinued operations, reflecting the International Family Care and Professional business being sold into a joint venture with Suzano, contributed $101 million of income. Kimberly-Clark expects Suzano to buy 51% of this joint venture for about $1.7 billion in mid‑2026, with the company retaining 49%.
The company is also progressing on its pending acquisition of Kenvue, expecting to issue roughly 280 million shares and pay about $6.7 billion in cash. Its 2024 Transformation Initiative has generated cumulative pre‑tax charges of $859 million, with Q1 2026 charges of $51 million, but is targeted to deliver $3.0 billion in gross productivity savings. Operating cash flow strengthened to $745 million, up from $327 million, helped by an insurance recovery and better working capital.
Kimberly-Clark (KMB) reported Q3 FY2025 results with flat sales and lower GAAP earnings as tax law changes and prior-year gains rolled off. Net sales were $4,150 million, essentially in line with last year. Operating profit fell to $621 million from $1,026 million, and diluted EPS from continuing operations was $1.01 versus $2.42, reflecting higher taxes and cost pressures. Adjusted operating profit was $683 million (vs. $682 million) and adjusted EPS was $1.45 (vs. $1.56).
The company recorded approximately $130 million of incremental tax charges tied to the U.S. OBBBA, lifting the effective tax rate to 45.4% for the quarter. The 2024 Transformation Initiative recorded Q3 charges of $62 million pre-tax ($50 million after-tax) and has reached $718 million cumulative pre-tax through September. Income from discontinued operations was $110 million, aided by lower D&A.
KMB continues to prepare its International Family Care and Professional joint venture with Suzano, under which the buyer will acquire a 51% interest for approximately $1.7 billion, subject to closing conditions and expected in mid-2026. Cash and cash equivalents were $617 million at quarter-end; capital spending year-to-date was $668 million.
Kimberly-Clark’s Q2-25 10-Q shows modest top-line softness, margin pressure and heavy restructuring, offset by progress on the strategic portfolio shift.
- Continuing-ops net sales slipped 1.6% YoY to $4.16 bn; six-month sales -4.0% to $8.22 bn. Organic growth was positive (+3.9% Q2) but more than offset by divestitures, business exits and FX.
- GAAP operating profit rose 9.8% YoY to $592 mn, helped by lapping prior-year restructuring charges. Adjusted operating profit fell 2.2% as lower pricing, input inflation and tariffs (≈$170 mn FY impact) outweighed $110 mn of productivity gains.
- Diluted EPS from continuing ops eased to $1.33 (-1.5%); total EPS $1.53 (-5%). FY-to-date EPS is $3.23 (-8%).
- 2024 Transformation Initiative logged $122 mn pre-tax in Q2 ($199 mn YTD); total expected cost ≈$1.5 bn with completion by 2026, targeting $3.0 bn gross productivity savings.
- IFP Business reclassified as discontinued ops; JV with Suzano will yield ~$1.7 bn cash for 51% stake (closing mid-2026). Q2 discontinued income was $68 mn (-24%).
- Cash from operations fell to $1.10 bn (-25% YoY) on working-capital build; cash balance $634 mn versus $1.01 bn YE-24. Net debt declined ~$177 mn YTD.
- Segment trends: North America sales -1.9%, OP -4.0%; International Personal Care sales +0.4%, OP -12.9% due to FX and inflation.
- Balance sheet remains solid: equity up to $1.40 bn (from $0.98 bn) boosted by OCI gains; leverage manageable with long-term debt 6.47 bn.