We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Kimberly-Clark to Report Q2 Earnings: Key Insights for Investors
Read MoreHide Full Article
Key Takeaways
KMB's innovation-led portfolio likely supported volume, mix and demand across key product categories.
KMB's productivity initiatives and supply chain investments likely improved efficiency and funded innovation.
KMB likely faced higher energy-related input costs tied to Middle East geopolitical developments.
As Kimberly-Clark Corporation (KMB - Free Report) prepares to unveil its second-quarter fiscal 2026 results on Aug. 04, after market close, investors are eager to see if the company can beat market expectations.
The Zacks Consensus Estimate for revenues is pegged at $4.2 billion, implying 1.7% growth from the prior year. Meanwhile, the consensus mark for earnings has remained unchanged at $2.00 per share in the past seven days, indicating 4.2% growth from the year-ago period. KMB has a trailing four-quarter earnings surprise of 19.1%, on average.
Kimberly-Clark Corporation Price, Consensus and EPS Surprise
Kimberly-Clark’s performance is likely to have been supported by continued execution of its innovation-led strategy, with differentiated, science-backed products across its good, better and best portfolio helping address a broad range of consumer needs and price points. In the last earnings call, the company highlighted that innovation was driving organic growth and improving volume and mix trends. Continuation of these trends is likely to have supported performance during the second quarter.
The company’s focus on expanding its presence across key growth categories is also likely to have remained a positive contributor. The continued innovation in Baby Care, Women’s Health and Active Aging might have helped the company strengthen its market share and broaden the company’s product portfolio. These initiatives were designed to reinforce Kimberly-Clark’s value propositions and sustain its underlying business momentum.
Productivity initiatives might have provided an additional tailwind during the quarter. Kimberly-Clark’s strong productivity pipeline, progress on its previously announced $2 billion investment in the North American supply chain and broader Powering Care efficiency initiatives might have supported operational efficiency and helped fund continued investments in innovation and brand building.
That said, the company likely continued to face cost headwinds from geopolitical developments in the Middle East.
What the Zacks Model Says About KMB
Our proven model predicts an earnings beat for KMB this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here.
KMB has an Earnings ESP of +1.43% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Other Stocks With Favorable Combination
Here are three other companies you may also want to consider, as our model shows that these too have the right combination of elements to post an earnings beat this season:
The Kraft Heinz Company (KHC - Free Report) currently has an Earnings ESP of +3.08% and a Zacks Rank of 2. The Zacks Consensus Estimate for second-quarter 2026 earnings per share is pegged at 53 cents, implying a 23.2% year-over-year decline. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for quarterly revenues is pegged at $6.2 billion, which indicates a decrease of 3% from the figure reported in the prior-year quarter. KHC has a trailing four-quarter earnings surprise of 10.2%, on average.
US Foods Holding Corp. (USFD - Free Report) currently has an Earnings ESP of +1.10% and a Zacks Rank of 2. The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings per share is pegged at $1.37, implying a 15.1% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $10.5 billion, which indicates growth of 3.8% from the figure reported in the prior-year quarter. USFD has a trailing four-quarter earnings surprise of 1.4%, on average.
Sysco Corporation (SYY - Free Report) currently has an Earnings ESP of +0.56% and a Zacks Rank of 3. The Zacks Consensus Estimate for fourth-quarter fiscal 2026 earnings per share is pegged at $1.51, implying a 2% year-over-year increase.
The Zacks Consensus Estimate for quarterly revenues is pegged at $21.9 billion, which indicates an increase of 3.7% from the figure reported in the prior-year quarter. SYY has a trailing four-quarter earnings surprise of 2.1%, on average.
View the Zacks #1 Rank List
Image: Bigstock
Kimberly-Clark to Report Q2 Earnings: Key Insights for Investors
Key Takeaways
As Kimberly-Clark Corporation (KMB - Free Report) prepares to unveil its second-quarter fiscal 2026 results on Aug. 04, after market close, investors are eager to see if the company can beat market expectations.
The Zacks Consensus Estimate for revenues is pegged at $4.2 billion, implying 1.7% growth from the prior year. Meanwhile, the consensus mark for earnings has remained unchanged at $2.00 per share in the past seven days, indicating 4.2% growth from the year-ago period. KMB has a trailing four-quarter earnings surprise of 19.1%, on average.
Kimberly-Clark Corporation Price, Consensus and EPS Surprise
Kimberly-Clark Corporation price-consensus-eps-surprise-chart | Kimberly-Clark Corporation Quote
Key Factors to Note for KMB's Q2 Earnings
Kimberly-Clark’s performance is likely to have been supported by continued execution of its innovation-led strategy, with differentiated, science-backed products across its good, better and best portfolio helping address a broad range of consumer needs and price points. In the last earnings call, the company highlighted that innovation was driving organic growth and improving volume and mix trends. Continuation of these trends is likely to have supported performance during the second quarter.
The company’s focus on expanding its presence across key growth categories is also likely to have remained a positive contributor. The continued innovation in Baby Care, Women’s Health and Active Aging might have helped the company strengthen its market share and broaden the company’s product portfolio. These initiatives were designed to reinforce Kimberly-Clark’s value propositions and sustain its underlying business momentum.
Productivity initiatives might have provided an additional tailwind during the quarter. Kimberly-Clark’s strong productivity pipeline, progress on its previously announced $2 billion investment in the North American supply chain and broader Powering Care efficiency initiatives might have supported operational efficiency and helped fund continued investments in innovation and brand building.
That said, the company likely continued to face cost headwinds from geopolitical developments in the Middle East.
What the Zacks Model Says About KMB
Our proven model predicts an earnings beat for KMB this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here.
KMB has an Earnings ESP of +1.43% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Other Stocks With Favorable Combination
Here are three other companies you may also want to consider, as our model shows that these too have the right combination of elements to post an earnings beat this season:
The Kraft Heinz Company (KHC - Free Report) currently has an Earnings ESP of +3.08% and a Zacks Rank of 2. The Zacks Consensus Estimate for second-quarter 2026 earnings per share is pegged at 53 cents, implying a 23.2% year-over-year decline. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for quarterly revenues is pegged at $6.2 billion, which indicates a decrease of 3% from the figure reported in the prior-year quarter. KHC has a trailing four-quarter earnings surprise of 10.2%, on average.
US Foods Holding Corp. (USFD - Free Report) currently has an Earnings ESP of +1.10% and a Zacks Rank of 2. The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings per share is pegged at $1.37, implying a 15.1% year-over-year decline.
The Zacks Consensus Estimate for quarterly revenues is pegged at $10.5 billion, which indicates growth of 3.8% from the figure reported in the prior-year quarter. USFD has a trailing four-quarter earnings surprise of 1.4%, on average.
Sysco Corporation (SYY - Free Report) currently has an Earnings ESP of +0.56% and a Zacks Rank of 3. The Zacks Consensus Estimate for fourth-quarter fiscal 2026 earnings per share is pegged at $1.51, implying a 2% year-over-year increase.
The Zacks Consensus Estimate for quarterly revenues is pegged at $21.9 billion, which indicates an increase of 3.7% from the figure reported in the prior-year quarter. SYY has a trailing four-quarter earnings surprise of 2.1%, on average.