Shares of Kimberly-Clark Corporation (NASDAQ: KMB) stayed green on Tuesday despite the company delivering mixed results for the fourth quarter of 2025. While earnings beat estimates, revenue missed the mark. Here are the main takeaways from the earnings report:
Mixed results
Kimberly-Clark reported net sales of $4.08 billion for the fourth quarter of 2025, which dipped 0.6% from the same period a year ago and narrowly missed estimates of $4.09 billion. Organic sales grew 2.1%, driven by volume-plus-mix growth of 3%. GAAP earnings per share increased 12% to $1.50 compared to last year. Adjusted EPS grew 24% year-over-year to $1.86, beating projections of $1.81.
Segment performance
In Q4, net sales in the North America segment decreased 3% YoY to $2.6 billion, mainly due to impacts from the exit of the company’s private label diaper business. Organic sales grew 0.8%, driven by a 2.5% increase in volume.
KMB continues to face a challenging environment in North America with economic pressures and heavy competition. During the quarter, the company saw resilient demand for its brands as it continues to focus on offering value to customers through various price tiers across all channels.
Sales in the International Personal Care segment increased 4.2% to $1.4 billion. Organic sales grew 4.5%, driven by a 3.3% growth in volume. The company saw volume-led organic growth across all its IPC Focus Markets during the quarter.
Outlook
For fiscal year 2026, Kimberly-Clark expects organic sales growth to be in-line to ahead of category growth from both the North America and International Personal Care businesses. Adjusted EPS is expected to be flat on a constant currency basis for the year.
