Kimberly-Clark (KMB) Earnings: Q3 2026 Results and Next Report Date

The quarter ended September 30, 2026 and Kimberly-Clark published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Kimberly-Clark reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted, continuing operations, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Figures are for continuing operations. The International Family Care and Professional (IFP) business went into the Arbex Joint Venture with Suzano on July 1, 2026 and is reported as discontinued operations; Kimberly-Clark kept a 49% stake. Diluted EPS attributable to Kimberly-Clark, including the roughly $1.4 billion pre-tax gain on that deal, was $5.37 against $1.34 a year earlier.
• Kimberly-Clark completed its acquisition of Kenvue on November 2, 2026, after the quarter ended. Kenvue is not in these results.
• On October 15, 2026 Kimberly-Clark published preliminary Q3 figures in a separate Form 8-K; the figures here are the final results released November 5.

Source: Kimberly-Clark Q3 2026 results (Form 8-K, Exhibit 99.1), November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Kimberly-Clark splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Kimberly-Clark's North America revenue was $2.7 billion in Q3 2026, up 1% from $2.7 billion in Q3 2025, 66% of total revenue.
• Kimberly-Clark's International Personal Care revenue was $1.4 billion in Q3 2026, down 3% from $1.4 billion in Q3 2025, 34% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 2026 release, Kimberly-Clark said:

“The company continues to expect 2026 Organic Sales Growth to be approximately 100 basis points below its weighted average category growth in the categories and countries it competes, which is approximately 1.7 percent on a trailing twelve-month basis.”

“Adjusted Operating Profit is expected to grow mid-single digits on a constant-currency basis.”

“Adjusted Earnings Per Share from Continuing Operations are expected to grow high single digits on a constant-currency basis.”

“Adjusted Earnings Per Share Attributable to Kimberly-Clark are expected to see a low single digit decline on a constant-currency basis.”

Source: Kimberly-Clark Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the KMB forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Net sales and diluted EPS from continuing operations, each as first reported in that quarter's release. Every release in this table already reports the IFP business as discontinued operations. Diluted EPS including discontinued operations was $5.37, $1.04, $2.00, $1.50 and $1.34 for these quarters, newest first.

Kimberly-Clark's next report is expected around February 2, 2027, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Kimberly-Clark's Q3 2026 net sales of $4,134 million came from two segments: North America at $2,738 million, up 0.9%, and International Personal Care at $1,396 million, down 2.8%. Total net sales fell 0.4% from $4,150 million, and organic sales, which strip out currency and business exits, declined 1.3%. (Kimberly-Clark Q3 2026 release, Nov 5, 2026)

By product, Baby and Child Care is the largest line at $1,599 million, down from $1,685 million. Family Care brought in $1,066 million, Adult Care $512 million, Professional $482 million and Feminine Care $433 million. Kimberly-Clark's brands include Huggies, Pull-Ups, Kotex, Depend, Kleenex, Scott, Cottonelle and Viva. (Kimberly-Clark Form 10-Q, Q3 2026, Nov 5, 2026)

Kimberly-Clark attributed an approximately 270 basis point headwind on organic sales to the China social media disruption, plus retailer year-over-year inventory movements in North America. In International Personal Care the China hit was about 770 basis points, taking that segment's organic sales down 4.6% even as South Korea, Indonesia and Enterprise Markets grew. North America organic sales rose 0.4% on volume growth of 2.0%, partly offset by lower pricing from increased promotional activity. (Kimberly-Clark Q3 2026 release, Nov 5, 2026)

Sales under supply agreements with the Arbex Joint Venture, formed when Kimberly-Clark moved its International Family Care and Professional business into a venture with Suzano on July 1, 2026, added to reported net sales in both segments. Kimberly-Clark holds a 49% non-controlling interest in that venture, and its share of the venture's Q3 net loss was $20 million. (Kimberly-Clark Q3 2026 release, Nov 5, 2026; Kimberly-Clark Form 10-Q, Q3 2026, Nov 5, 2026)

Walmart is Kimberly-Clark's largest customer, at approximately 16% of net sales from continuing operations in 2025, mostly in North America. Net sales in the U.S. to third parties totaled $10.1 billion in 2025, out of $16,447 million in total. (Kimberly-Clark Form 10-K, 2025, Feb 12, 2026)

Kimberly-Clark's diluted EPS from continuing operations was $1.19 in Q3 2026, against $1.01 a year earlier. Adjusted EPS from continuing operations was $1.70, up 17.2% from $1.45. The gap is mainly $0.27 of Kenvue acquisition costs, $0.13 of 2024 Transformation Initiative charges and $0.12 for its share of Arbex Joint Venture acquisition accounting and restructuring charges. (Kimberly-Clark Q3 2026 release, Nov 5, 2026)

Diluted EPS attributable to Kimberly-Clark, which adds discontinued operations, was $5.37. That figure includes $4.33 per share from the IFP transaction gain; excluding all items, adjusted EPS attributable to Kimberly-Clark was $1.70, down 6.6% from $1.82, because the year-ago quarter still held a full quarter of IFP earnings. (Kimberly-Clark Q3 2026 release, Nov 5, 2026)

Taxes and interest helped. The effective tax rate was 20.2%, against 45.4% a year earlier, when the One Big Beautiful Bill Act added $0.29 per share of charges, and net interest expense fell to $32 million from $59 million. Average diluted shares were 333.7 million, against 333.1 million, and Kimberly-Clark did not repurchase any shares in the first nine months of 2026. (Kimberly-Clark Q3 2026 release, Nov 5, 2026; Kimberly-Clark Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Kimberly-Clark reaffirmed its 2026 standalone outlook in the Q3 release: organic sales growth about 100 basis points below its weighted average category growth of approximately 1.7%, adjusted operating profit up mid-single digits and adjusted EPS from continuing operations up high single digits, both on a constant-currency basis. It expects adjusted EPS attributable to Kimberly-Clark to see a low single digit decline. It gives annual ranges, not a quarterly figure. (Kimberly-Clark Q3 2026 release, Nov 5, 2026)

The outlook does not include Kenvue, which Kimberly-Clark acquired on November 2, 2026 for cash consideration of approximately $6.7 billion and approximately 281.1 million Kimberly-Clark shares. Its board approved a Kenvue Integration Program expected to cost approximately $3.1 billion in cumulative pre-tax charges through December 31, 2029. (Kimberly-Clark Q3 2026 release, Nov 5, 2026; Kimberly-Clark Form 10-Q, Q3 2026, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Kimberly-Clark, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Kimberly-Clark's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning KMB is on is KMB a buy or a sell?, what analysts expect next is on the KMB forecast, and what the company does is on the Kimberly-Clark (KMB) stock page.

Every number on this page can be traced to a document Kimberly-Clark published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.