Consumer Staples·Household Products·$32.5B
Kimberly Clark Corp (KMB) is a leading company in the consumer staples sector, specializing in household products like tissues and diapers. With a market cap of $32 billion, it plays a crucial role in everyday consumer spending, particularly in times of economic uncertainty.
EPS
Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Revenue figures will provide insight into sales performance and demand for Kimberly Clark's products in the current market environment.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+22.19%
Avg Stock Reaction
-0.05%
In Q4 2025, Kimberly Clark reported an EPS of $1.86, significantly beating expectations of $1.39, indicating strong operational performance. However, the stock experienced a slight decline the following day.
Management Promises & Guidance
Analysts expect Kimberly Clark to report solid earnings, with a consensus EPS of $1.93 and revenue of $4.1 billion. Given the company's history of beating estimates, there is cautious optimism.
Bull Case
If Kimberly Clark exceeds EPS expectations and demonstrates strong revenue growth, it could signal robust demand and effective cost management, leading to a positive stock reaction.
Bear Case
Conversely, if the company misses EPS or revenue targets, it may raise concerns about market demand and operational challenges, potentially leading to a negative stock reaction.
EPS
$1.93Earnings per share (EPS) is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$4.1BRevenue figures will provide insight into sales performance and demand for Kimberly Clark's products in the current market environment.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $1.93?
A beat on EPS could reinforce confidence in Kimberly Clark's profitability and operational efficiency.
Q2
What is the revenue outlook given the consensus of $4.1 billion?
Revenue performance will indicate demand strength and could affect future guidance and market sentiment.
Why consensus could be wrong
The consensus may underestimate the impact of Kimberly Clark's cost management strategies, which could lead to better-than-expected margins this quarter.
Supporting Evidence
The company has consistently beaten EPS estimates, indicating strong operational control.
Recent consumer trends show increased demand for household products, which may not be fully reflected in revenue expectations.
Key Risk
If the company reports a significant increase in market share or innovative product success, it could challenge current revenue expectations.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it will reflect the company's ability to navigate market challenges and consumer demand.
Bull Confirmed If
An EPS of $1.95 or higher alongside revenue exceeding $4.2 billion would confirm the bull case.
Bear Confirmed If
An EPS below $1.90 or revenue falling short of $4.0 billion would confirm the bear case.
Implied Move
±4.2%
There is no options market data available, but the implied move suggests that traders are anticipating some volatility around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Kimberly Clark beats expectations, history suggests a modest positive reaction, averaging around +3.38% on the following day.
In-Line / Cautious
If results are in line with expectations, the market may react cautiously, leading to a muted response as investors await further commentary.
Miss
A miss on earnings could lead to a negative reaction, with historical data suggesting an average decline of around -1.53%.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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VERIZON COMMUNICATIO
Apr 27, 2026