Kimberly-Clark reported second-quarter 2026 revenue of $4.2 billion, missing market expectations, according to an SEC Form 8-K filing disclosed on August 4 (local time).
📊 Stock Price at Time of Writing (August 5, 2026, 05:02 KST)
$111.57 ▲ +3.73%
Earnings at a Glance
Second-quarter revenue rose to $4.2 billion, but the 0.6% increase fell short of market expectations. False claims about diaper quality that spread on Chinese social media, along with the company's exit from the U.S. private-label diaper business, weighed on revenue growth. On the other hand, one-time tariff refunds and cost-cutting efforts pushed adjusted operating income and adjusted earnings per share up by nearly double digits.
- Revenue: $4.2 billion, up 0.6% year-over-year
- Earnings per share (EPS): $1.22 (vs. $1.33 a year earlier); adjusted EPS, excluding one-time items, was $1.80, up 10.4% year-over-year
- Operating income: $633 million; adjusted operating income was $757 million, up 6.2%
Market Reaction
As of the morning of August 5, following the earnings release, Kimberly-Clark shares traded at $111.57, up 3.73% from the previous close. The Wall Street Journal reported that profits were dented by a controversy that originated on Chinese social media, while Stock Story (stockstory.org) reported that revenue missed Wall Street estimates. Bloomberg reported that the company lowered its full-year guidance in the wake of a warehouse fire and the quality controversy in China. Seeking Alpha, however, offered an analysis suggesting the market is focused on other issues despite the setbacks.
This article was automatically generated based on the original SEC Form 8-K filing and foreign media reports, with the goal of quickly delivering key data immediately after the announcement. Readers are advised to review the company's official filing before making trading decisions. The stock price reflects the time this article was written and may differ from the current price.
