| KMB |
Report |
Organic Net Sales Growth (Q2 2026) |
BEAT |
pred ~2.0% vs. cons 1.18% |
MEDIUM |
| KMB |
Report |
Adj. EPS ex-disc. ops (Q2 2026) |
BEAT |
pred ~$1.65 vs. cons $1.619 |
MEDIUM |
| KMB |
Report |
Operating Margin - Operating (Q2 2026) |
BEAT |
pred ~17.1% vs. cons 16.75% |
MEDIUM |
| KMB |
Guide |
FY 2026 Organic Growth (FY) |
UNCHANGED |
guide ~2.5% reaffirm vs. cons 2.45% |
HIGH |
| KMB |
Guide |
FY 2026 Adj. EPS framework (FY) |
UNCHANGED |
maintain framework; input cost language pulls estimates down vs. cons $6.757 |
MEDIUM |
| KMB |
Guide |
H2 Input Cost Risk (qualitative) |
LOWER |
partially quantified; mitigation toolkit cited; negative tone vs. not in consensus |
MEDIUM |
| KMB |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| KMB |
Return |
5-day cumulative residual |
-0.5% (FADE) |
FADE — short-cover pop on day-1 partially reverses as sell-side cuts Q3/Q4 estimates on implied H2 math; input cost language weighs |
MEDIUM |