| KMB |
Report |
Adjusted EPS (continuing ops) |
IN-LINE |
pred ~$1.99 vs. cons $2.00 |
MEDIUM |
| KMB |
Report |
Organic Sales Growth (Q2) |
MISS |
pred ~1.0% vs. cons ~1.8% |
MEDIUM |
| KMB |
Report |
Adjusted Gross Margin (yoy bps change) |
MISS |
pred ~-30bps vs. cons ~+40bps |
MEDIUM |
| KMB |
Guide |
FY26 Organic Sales Growth guidance |
LOWER |
guide ~2.0% vs. cons ~2.5% (FY2026) |
MEDIUM |
| KMB |
Guide |
FY26 Adjusted Operating Profit Growth (constant currency) |
LOWER |
guide ~4% vs. cons ~6% (FY2026) |
MEDIUM |
| KMB |
Guide |
H2 2026 incremental input-cost headwind (oil/geopolitical) |
LOWER |
guide ~$150-170M vs. cons ~$0 baked in (H2 2026) |
MEDIUM |
| KMB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.7% |
— |
MEDIUM |
| KMB |
Return |
5-day cumulative residual |
-4.2% (FOLLOW-THROUGH) |
Q2 results likely show EPS roughly in-line but organic growth missing on a tough comp plus the DC-fire drag, while margins slip further on the flagged Middle East/oil-driven input cost hit; if management flags an incremental $150-170M H2 cost headwind without fully offsetting mitigation, sell-side models will need to trim FY organic growth and operating profit growth assumptions even after any narrow EPS beat, and lingering uncertainty on Kenvue close timing/financing removes a re-rating catalyst that could otherwise cushion the stock, arguing for continued downward drift over the week rather than a snapback. |
LOW |