Kimberly-Clark Corporation (KMB) stock — is it a good business?

Kimberly-Clark Corporation (KMB) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

From Kimberly-Clark's results release of November 5, 2026; its quarterly report has since been filed.

Revenue
Actual
$4.13B
-0.4% y/y
-1.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$5.37
+301% y/y
Guided
—
No guide given
EPS, adjusted: $1.70
Operating income, GAAP
Actual
$516M
-17% y/y
-18% q/q
Guided
—
No guide given
Operating income, adjusted: $677M

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

How it makes money

North America64%
International Personal Care36%

Shares of revenue are estimates for three months ended June 30, 2026, not figures from a filing.

Competes with

PGProcter & Gamble
A
Size
$388.6B
Margin
18.2%
ESSYYEssity
Georgia-Pacific, a Koch Industries division

What it sells6

Huggies diapers
Disposable diapers for babies, sold under the Huggies brand.
Pull-Ups training pants
Disposable pants for children learning to use the toilet.
Kleenex tissues
Facial tissues sold for household use.

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Scott and Cottonelle tissue products
Bathroom tissue and paper towels for household use.
Kotex feminine care products
Menstrual care products, including pads.
Depend incontinence products
Products for people managing bladder leakage, including disposable underwear.

Who buys it5

Walmart, the largest customer, buys primarily in North America; its purchases were 16% of continuing-operations net sales (2025, high).
Supermarkets, mass merchandisers, drugstores, warehouse clubs, department stores and other retailers buy household products for resale.
Online retailers and other distributors sell Kimberly-Clark household products to shoppers.

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Professional-product distributors buy products for resale to businesses and public facilities.
Manufacturers, lodging businesses, office buildings, food-service businesses and high-volume public facilities buy professional products directly or through distributors.

What it stands on, and what could break it

What the business leans on

1Manufacturing depends on third-party supplies of cellulose fiber, including wood pulp and recycled fiber, polypropylene and other synthetic materials, chemicals, and superabsorbent materials.
2A substantial portion of sales depends on Walmart: it accounted for 16% of continuing-operations net sales (2025, high).
3The business depends on retail and distribution channels and on manufacturing and delivery operations across many countries.

What could go wrong

1Higher prices for pulp, synthetic materials, energy, transportation or other supplies can reduce results if selling prices do not rise to offset them.
2False claims about diaper quality spread on social media significantly affected diaper sales in China in the second quarter of 2026; damage to consumer trust in a brand could also affect sales.
3The planned Kenvue acquisition may not be completed, and delays, integration problems or added borrowing could affect Kimberly-Clark's business and finances.

Full financial statements →

About Kimberly-Clark Corporation

Kimberly-Clark makes disposable diapers and training pants, menstrual and incontinence care products, tissues, paper towels and worksite wipes. Its household products reach shoppers through stores, distributors and online retailers; its workplace products are sold through distributors and directly to businesses and public facilities. Its brands include Huggies, Kleenex, Scott, Kotex and Depend.

Head office: Irving, Texas
Founded: 1872
Employees: Approximately 36,000 (December 31, 2025, high)
Listed on: NYSE
Financial year ends: December 31

Built from Kimberly-Clark Corporation’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

From Kimberly-Clark's results release of November 5, 2026; its quarterly report has since been filed.

Revenue
Actual
$4.13B
-0.4% y/y
-1.3% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$5.37
+301% y/y
Guided
—
No guide given
EPS, adjusted: $1.70
Operating income, GAAP
Actual
$516M
-17% y/y
-18% q/q
Guided
—
No guide given
Operating income, adjusted: $677M

Keep exploring

The themes Kimberly-Clark is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Household and Personal Products

Graded A or B and worth $2B or more: A first, then the largest.

All 29 graded companies in its industry

Grade rose recently in Consumer Staples

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises