Kimberly-Clark Corporation (KMB) earnings on August 4, 2026

Before the market opens Q2 2026

More Kimberly-Clark Corporation earnings

Prior outlook: Pessimistic Outcome: Partial

Kimberly-Clark rose nearly 4% despite ongoing Tylenol lawsuit concerns, with the stock swinging between gains and losses during the day.

KMB price around the earnings

111.57

Change: +3.7%

2026-08-04, 20:00 UTC

Start of the measured window End of the measured window
105.83 107.89 109.96 112.02 107.56
Price series around the eventClosing price per minute from before the event to the end of the measured window.
August 4, 2026
  • Price: green if it ends above the starting price; red if it ends below
  • Start of the measured window
  • End of the measured window
  • Market open
  • Starting price
Price series around the event

Prior thesis

Prior outlook: Pessimistic Outcome: Partial

Thesis published
Results released

Cautious outlook, legal risk and price drop

Analysts cite a strong history of beating earnings forecasts, but the Tylenol lawsuit and a recent price drop are weighing on the outlook. The overall picture is cautious, with both the market setup and sentiment pointing pessimistic.

Context analyzed before publication

Summary
Cautious outlook, legal risk and price drop
Playbook
The stock has been falling steadily over the past weeks, and the legal case is a major concern. Analysts cite price targets above the current price, but the negative trend and sentiment dominate.
Trend
Analyst confidence declining over recent days

Analysts

Drivers

  • Analysts Neutral

    Analysts have a 'hold' rating with a price target of $117, citing an 8.8% upside.

Evidence

Analyst consensus
Hold
Consensus average (1-5)
2.56
Analysts covering the stock
15
Average price target
117
Lowest price target
90
Highest price target
162
Upside to price target
8.8%
Quarterly earnings growth
17.3%
Revenue growth
2.7%
Forward EPS
7.56
Trailing EPS
5.17
Analyst moves in the last 60 days
4
  • Strong buy: 3
  • Buy: 3
  • Hold: 9
  • Sell: 1
  • Strong sell: 0
Strong buy
3
Buy
3
Hold
9
Sell
1
Strong sell
0
  • July 21, 2026 · Barclays: Maintains rating (Equal-Weight → Equal-Weight)
  • July 16, 2026 · UBS: Maintains rating (Neutral → Neutral)
  • July 8, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
  • June 17, 2026 · Piper Sandler: Maintains rating (Overweight → Overweight)

News and sentiment

Drivers

  • News & sentiment Negative

    The revival of the Tylenol lawsuit creates a significant legal risk that could hurt the stock.

Evidence

Sentiment
Sentiment
Constructive
Mention volume
High
Normalized volume
99%
News
Sources (3)

Technicals

Drivers

  • Technical Negative

    The stock is in a downtrend, down 0.83% over 14 days and 6.18% over 30 days, underperforming the market by 7.91%.

Evidence

Price when the context was analyzed
107.59
Average true range (ATR)
3.1%
Distance to 52-week high
-16.2%
14-day change (14d)
-0.8%
30-day change (32d)
-6.2%
30-day relative strength
-7.9%
SPY change (32d)
+1.7%
Nearest support
107.05
Distance to nearest support
0.5%
Nearest resistance
107.93
Distance to nearest resistance
0.3%
Volume accumulation ratio (14d / 46d)
0.75
  • Mid: 107.05 (0.5% away, 0.16 ATR, 10 touches)
  • Mid: 106.42 (1.1% away, 0.35 ATR, 20 touches)
  • Minor: 105.62 (1.8% away, 0.59 ATR, 1 touches)
  • Mid: 107.93 (0.3% away, 0.1 ATR, 16 touches)
  • Mid: 108.88 (1.2% away, 0.38 ATR, 14 touches)
  • Major: 109.54 (1.8% away, 0.58 ATR, 21 touches)

Trends

Evidence

Average earnings surprise
+6.2%
  • April 28, 2026: actual EPS 1.97 vs estimate 1.93 (surprise +2.2%)
  • January 27, 2026: actual EPS 1.86 vs estimate 1.81 (surprise +2.7%)
  • October 30, 2025: actual EPS 1.82 vs estimate 1.75 (surprise +3.9%)
  • August 1, 2025: actual EPS 1.92 vs estimate 1.66 (surprise +16.0%)

Expected move

Drivers

  • Past earnings Positive

    The company has beaten earnings forecasts in all recent quarters, with an average surprise of +6.2%, giving it a structural edge.

Implied move
+3.3%
Source
Options chain

Reactions over its last 20 earnings

Median move
2.5%
75th percentile move
4.6%
90th percentile move
5.6%
Up / down moves
9 / 11
Average up move
+3.0%
Average down move
-2.8%

Monitoring and close

What Kimberly-Clark Corporation reported

Status
Finished
Actual EPS2.12
EPS estimate2.01
EPS surprise+5.5%
Revenue$4,189 million
Revenue estimate$4,221 million
Revenue surprise-0.8%

Kimberly-Clark beats earnings forecasts on tariff refunds and productivity, despite weak China sales and inventory cuts. Outlook remains mixed.

Sources (18)

Pre-market second reading after the results

Verdict
Beat expectations

Heading into the open, results beat expectations on earnings but not on revenue, and the price is indicating -0.5% pre-market, a move below the stock's usual reaction (about 3%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.

How the stock reacted

Outcome
Partial
Consolidated
+3.7%
Max favorable move (MFE)
1.7%
Max adverse move (MAE)
4.2%