| KMB |
Report |
Adjusted EPS from continuing operations |
BEAT |
pred ~$1.62 vs. cons $1.58 |
MEDIUM |
| KMB |
Report |
Organic sales growth |
MISS |
pred ~1.4% vs. cons 1.7% |
MEDIUM |
| KMB |
Report |
Adjusted operating profit |
IN-LINE |
pred ~$700M vs. cons $704M |
MEDIUM |
| KMB |
Guide |
Full-year organic sales growth |
UNCHANGED |
guide ~2.5% vs. cons 2.5% (FY2026) |
MEDIUM |
| KMB |
Guide |
Full-year constant-currency adjusted operating-profit growth |
UNCHANGED |
guide ~7.0% vs. cons 7.0% (FY2026) |
MEDIUM |
| KMB |
Guide |
Full-year constant-currency adjusted EPS growth from continuing operations |
UNCHANGED |
guide ~10.5% vs. cons 10.5% (FY2026) |
MEDIUM |
| KMB |
Guide |
Second-half incremental commodity-cost exposure |
LOWER |
guide ~$150M vs. cons $165M (2H2026) |
LOW |
| KMB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| KMB |
Return |
5-day cumulative residual |
+0.5% (FADE) |
A modest EPS beat and maintained FY2026 guide should initially reward resilient demand and productivity, but organic sales of ~1.4% versus 1.7% consensus and unchanged out-period EPS math leave limited basis for upward revisions; the initial positive reaction likely fades as investors focus on second-half commodity and execution risk. |
MEDIUM |