| KMB |
Report |
Adjusted EPS attributable to KMB (2026 Q2) |
BEAT |
pred ~$2.06 vs. cons $2.01 |
MEDIUM |
| KMB |
Report |
Organic sales growth (2026 Q2) |
BEAT |
pred ~2.0% vs. cons 1.8% |
MEDIUM |
| KMB |
Report |
Adjusted gross margin (2026 Q2) |
IN-LINE |
pred ~38.3% vs. cons 38.2% |
LOW |
| KMB |
Guide |
Organic sales growth |
UNCHANGED |
guide ~2.5% vs. cons 2.5% (FY2026) |
MEDIUM |
| KMB |
Guide |
Adjusted operating profit growth, constant currency |
LOWER |
guide ~6.0% vs. cons 6.5% (FY2026) |
MEDIUM |
| KMB |
Guide |
Adjusted operating margin expansion |
LOWER |
guide ~60 bps vs. cons 75 bps (FY2026) |
MEDIUM |
| KMB |
Guide |
Adjusted EPS attributable to KMB |
BETTER |
guide ~$7.55 vs. cons $7.47 (FY2026) |
LOW |
| KMB |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.8% |
— |
MEDIUM |
| KMB |
Return |
5-day cumulative residual |
-4.1% (FOLLOW-THROUGH) |
A modest Q2 EPS beat is outweighed by lower full-year operating-profit and margin expectations as petroleum-linked costs shift pressure into Q3 and Q4; the implied out-period margin cuts drive negative estimate revisions after the initial report. |
MEDIUM |