Back to top

Image: Bigstock

Kimberly-Clark (KMB) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

Read MoreHide Full Article

For the quarter ended September 2026, Kimberly-Clark (KMB - Free Report) reported revenue of $4.13 billion, down 0.4% over the same period last year. EPS came in at $1.70, compared to $1.82 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $4.15 billion, representing a surprise of -0.33%. The company delivered an EPS surprise of +0.59%, with the consensus EPS estimate being $1.69.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Kimberly-Clark performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Net Sales - North America (NA) - Volume impact - YoY change: 2% versus the two-analyst average estimate of 0.5%.
  • Net Sales - North America (NA) - Net Price impact - YoY change: -1.8% compared to the -0.4% average estimate based on two analysts.
  • Net Sales - North America (NA) - Currency Translation - YoY change: -0.1% versus -0.1% estimated by two analysts on average.
  • Net Sales - North America (NA) - Organic - YoY change: 0.4% compared to the 0.3% average estimate based on two analysts.
  • Net Sales - International Personal Care (IPC) - Volume impact - YoY change: -4.6% compared to the -1.6% average estimate based on two analysts.
  • Net Sales - Consolidated - Organic - YoY change: -1.3% versus the two-analyst average estimate of -0.4%.
  • Net Sales - International Personal Care (IPC) - Currency Translation - YoY change: 0.9% versus the two-analyst average estimate of 1%.
  • Net Sales - International Personal Care (IPC) - Organic - YoY change: -4.6% versus -1.6% estimated by two analysts on average.
  • Net Sales - Consolidated - Currency Translation - YoY change: 0.3% compared to the 0.3% average estimate based on two analysts.
  • Net Sales - Consolidated - Volume impact - YoY change: -0.3% compared to the -0.2% average estimate based on two analysts.
  • Net Sales- International Personal Care (IPC): $1.4 billion versus the two-analyst average estimate of $1.43 billion. The reported number represents a year-over-year change of -2.8%.
  • Net Sales- North America (NA): $2.74 billion compared to the $2.72 billion average estimate based on two analysts. The reported number represents a change of +0.9% year over year.

View all Key Company Metrics for Kimberly-Clark here>>>

Shares of Kimberly-Clark have returned +12.8% over the past month versus the Zacks S&P 500 composite's -0.4% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

Published in