Kimberly-Clark Corporation

KMB Consumer Defensive Household & Personal Products

Kimberly-Clark Corporation’s revenue for fiscal 2025 (year ended December 2025) was $16.4 billion, down 2.13% from fiscal 2024.

Revenue
+0.62%
EPS
−32.0%
Free cash flow
−4.79%
Total debt
−10.0%

Quarter to June 2026, against a year earlier

108.32 0.38 +0.35%
Market cap
$35.9B
P/E
18.4×
Fwd P/E
16.9×
Dividend yield
4.71%
F-score
5/9
Altman Z
3.37
Beneish M
−2.63
Dividend safety
44/100

Revenue by segment Fiscal 2025

  • NA
  • IPC

Every year since 2009 →

Insider Decisions last twelve months

Bought, $m 1.04
Sold, $m 1.01
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — 1 — — — — — — — — —
Sell — — 1 — 1 2 — — — — — —
Insider Ownership 0.17%

Capital & Financial Ratios $m

Size
Market Cap 35,900.00
Revenue ttm 16,582.00
Net income ttm 1,989.00
Free cash flow ttm 1,869.00
Net debt Q 5,561.00
Valuation
P/E 18.42
Forward P/E 16.90
Price / sales 2.17
Forward P/S Powerpack
Price / FCF 19.26
Price / book 19.21 (above 6: high)
Financial health
Current ratio Q 0.91 (below 1: weak)
Debt / equity Q 3.48 (above 2: weak)
Interest coverage Q 11.94
Growth
Revenue growth Q +0.62% (above 0%: growing)
Operating income growth Q +6.93% (above 0%: growing)
EPS, this year −1.90% (below 0%: weak)
EPS, next year A −0.30% (below 0%: weak)
Revenue, next year A +1.05%
EPS, past 5 yrs −2.45% (below 0%: weak)
EPS, next 5 yrs A +1.64%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 16.89%
10-year low 10-year high
P/S against its own 10 years 24.01%
10-year low 10-year high
P/B against its own 10 years 4.12%
10-year low 10-year high
EV/Sales against its own 10 years 17.99%
10-year low 10-year high
EV/FCF against its own 10 years 48.94%
10-year low 10-year high

Dividends raised every year since 2016

Yield
4.71%
Annual rate
5.10
Payout ratio
86.7%
Growth, 2016–25
+3.56%/yr
  1. 3.68 ’16
  2. 3.88 ’17 +5%
  3. 4.00 ’18 +3%
  4. 4.12 ’19 +3%
  5. 4.28 ’20 +4%
  6. 4.56 ’21 +7%
  7. 4.64 ’22 +2%
  8. 4.72 ’23 +2%
  9. 4.88 ’24 +3%
  10. 5.04 ’25 +3%
  11. 5.16 ’26e +2%
paid forecast Powerpack

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 1,093 1,010 688 956
Receivables 2,135 1,728 1,892 1,858
Inventory 1,955 1,452 1,475 1,539
Other 520 694 535 636
5,703 5,580 5,310 6,354
2023 2024 2025 Q'26
Payables 3,653 3,264 3,388 3,372
ST’ Debt 567 564 694 43
Other — — — —
6,930 7,004 7,125 6,988

Compound Annual Growth %

10y 5y 3y
Sales (1.22%) (2.99%) (6.58%)
Cash Flow 1.88% (5.72%) 0.53%
Earnings 7.15% (2.99%) 1.48%
Book Value 44.88% 13.41% 32.54%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 2.00 1.04 — — —
’25 1.70 1.53 1.34 1.50 6.07
’24 1.91 1.61 2.69 1.34 7.55
’23 1.67 0.30 1.73 1.50 5.21
’22 1.55 1.29 1.38 1.50 5.72
’21 1.72 1.19 1.39 1.06 5.35
’20 1.92 1.99 1.38 1.58 6.87
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 4,163 4,189 — — —
’25 4,054 4,163 4,150 4,080 16,447
’24 4,326 4,231 4,144 4,104 16,805
’23 5,195 5,134 5,132 1,685 17,146
’22 5,095 5,063 5,053 4,964 20,175
’21 4,743 4,722 5,010 4,965 19,440
’20 5,009 4,612 4,683 4,836 19,140
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 745 908 — — —
’25 327 770 708 972 2,777
’24 438 1,021 958 817 3,234
’23 613 787 927 1,215 3,542
’22 204 740 798 991 2,733
’21 321 565 782 1,062 2,730
’20 704 1,579 559 887 3,729
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 348 557 — — —
’25 123 585 368 596 1,672
’24 244 877 1,433 610 3,164
’23 412 817 768 1,024 3,021
’22 (49) 524 595 799 1,869
’21 23 394 548 801 1,766
’20 352 1,300 301 590 2,543
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 18,287 18,348 18,486 18,450 19,140 19,440 20,175 17,146 16,805 16,447 16,582 (1.2%) 16,620 17,027 17,434 +2.0%
Gross margin, % 36.59 35.90 30.28 32.71 35.64 30.80 30.83 36.56 37.42 36.01 36.76 (0.6) pt
EBT 3,009 2,991 1,813 2,650 2,930 2,225 2,340 1,606 2,418 2,052 2,239 (4.2%)
EBT margin, % 16.45 16.30 9.81 14.36 15.31 11.45 11.60 9.37 14.39 12.48 13.50 (4.0) pt
Net income 2,219 2,319 1,445 2,197 2,396 1,844 1,961 1,764 2,578 2,049 1,989 (0.9%)
Per share, $
Per share, $ Revenue 50.88 51.89 53.12 53.70 56.18 57.63 59.80 50.76 50.07 49.55 49.89 (0.3%)
Earnings 6.03 6.44 4.05 6.28 6.90 5.38 5.73 5.22 7.58 6.09 5.88 +0.1%
Cash flow 8.99 8.28 8.53 7.96 10.95 8.09 8.10 10.49 9.64 8.37 10.03 (0.8%)
Capex (2.08) (2.21) (2.37) (2.81) (3.48) (2.86) (2.56) (1.54) (0.21) (3.33) (4.40) +5.4%
Free cash flow 6.91 6.07 6.16 5.15 7.46 5.24 5.54 8.94 9.43 5.04 5.62 (3.5%)
Book value 0.33 2.49 (0.13) 0.56 2.55 2.19 2.07 3.16 2.91 4.91 5.64 +35.2%
Shares, m 359 354 348 344 341 337 337 338 336 332 332 (0.9%)
Valuation, ×
Valuation, × P/E 19.03 18.46 28.06 21.90 19.54 26.57 23.93 23.40 17.31 16.59 18.42 21.5
P/S 2.25 2.29 2.14 2.56 2.40 2.48 2.29 2.41 2.62 2.04 2.17 2.3
P/B 351.90 47.74 0.00 243.62 52.86 65.41 66.09 38.70 45.10 20.54 19.21 93.2
EV/Sales 2.62 2.67 2.52 2.96 2.82 2.91 2.69 2.81 3.00 2.43 2.51 2.7
EV/FCF 19.25 22.78 21.72 30.85 21.23 32.00 29.03 15.96 15.92 23.90 22.24 23.3
Cash, $m
Cash, $m Operating cash flow 3,232 2,929 2,970 2,736 3,729 2,730 2,733 3,542 3,234 2,777 3,333 (1.7%)
Capex (748) (782) (826) (967) (1,186) (964) (864) (521) (70) (1,105) (1,464) +4.4%
Free cash flow 2,484 2,147 2,144 1,769 2,543 1,766 1,869 3,021 3,164 1,672 1,869 (4.3%)
Balance, $m
Balance, $m Working capital (731) (647) (1,495) (1,862) (1,269) (1,184) (1,605) (1,227) (1,424) (1,815) (634) +10.6%
Net debt 6,649 6,809 6,916 7,305 8,061 8,304 7,995 6,891 6,408 6,480 5,561 (0.3%)
Shareholders’ equity 117 882 (46) 194 869 737 700 1,068 975 1,630 1,874 +34.0%
Returns, %
Returns, % ROA 14.71 15.31 9.50 14.48 14.34 10.26 10.80 9.99 15.02 12.01 11.07 (2.7) pt
ROIC 31.25 27.29 20.28 24.93 22.70 17.70 19.27 15.14 22.86 18.12 21.13 (13.1) pt
ROE 2,759.24 456.06 337.32 2,914.86 442.52 225.90 269.17 199.55 249.14 155.16 119.32 (2,604.1) pt
People
People Employees 42,000 42,000 41,000 40,000 46,000 45,000 44,000 41,000 38,000 36,000 — (1.7%)
Revenue/emp, $m 0.44 0.44 0.45 0.46 0.42 0.43 0.46 0.42 0.44 0.46 — +0.5%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Jun 2026 · fundamentals updated 26 Oct 2026

Business profile

Updated

Kimberly-Clark makes and markets everyday personal-care, tissue and professional-use products. Its products use natural or synthetic fibers and materials, with manufacturing technologies focused on fibers, nonwovens and absorbency. The portfolio covers five daily-need categories: Baby & Child Care, Adult Care, Feminine Care, Family Care and Professional.

Its consumer brands include Huggies diapers, Pull-Ups training pants, GoodNites youth pants, Kleenex tissue, Scott, Cottonelle, Kotex feminine-care products, Poise, Depend, Andrex, Intimus, Plenitud, Sweety, Softex and Viva. Its professional products include WypAll. Consumer products are designed for household use, while professional products are used in workplaces and public facilities.

Where the money comes from and where it goes Fiscal 2025

Fiscal 2025: revenue by segment, and margins
NA 10,753 65.38%
IPC 5,694 34.62%
Gross margin 36.01%
Operating margin 14.29%
Pre-tax margin 12.48%

Revenue by segment since 2009

Kimberly-Clark Corporation vs peers in Household & Personal Products (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
UL Unilever PLC $140.6B 11.0× — +8.58% (above 0%: growing) +8.84% (above 0%: growing) −19.66% (below 0%: shrinking) 0.00% 0.00% Compare
CL Colgate-Palmolive Company $76.0B 37.5× 26.3× +4.91% (above 0%: growing) −5.43% (below 0%: shrinking) +11.73% (above 0%: growing) 61.48% 18.95% Compare
EL The Estee Lauder Companies Inc. $39.6B 214× 37.4× +6.33% (above 0%: growing) +78.81% (above 0%: growing) +7.87% (above 0%: growing) 75.46% (1.08%) Compare
KVUE Kenvue Inc. $37.1B 22.2× 20.3× +3.02% (above 0%: growing) +9.09% (above 0%: growing) +17.07% (above 0%: growing) 58.18% 17.67% Compare
KMB Kimberly-Clark Corporation $35.9B 18.4× 16.9× +0.62% (above 0%: growing) −32.03% (below 0%: shrinking) −4.79% (below 0%: shrinking) 38.27% 15.11%
CHD Church & Dwight Co., Inc. $25.4B 34.4× 28.9× +1.57% (above 0%: growing) +10.26% (above 0%: growing) +23.33% (above 0%: growing) 45.35% 18.07% Compare
CLX The Clorox Company $10.6B 18.3× 15.6× −2.01% (below 0%: shrinking) −50.37% (below 0%: shrinking) +11.42% (above 0%: growing) 41.27% 13.24% Compare
ELF e.l.f. Beauty $6.6B 112× 59.3× +35.52% (above 0%: growing) +91.53% (above 0%: growing) +447.39% (above 0%: growing) 83.20% 21.37% Compare
IPAR Interparfums, Inc. $3.7B 22.3× 23.8× +2.13% (above 0%: growing) −5.00% (below 0%: shrinking) +1,031.52% (above 0%: growing) 65.54% 14.35% Compare
Median of peers $31.3B 28.3× 26.3× +3.97% +8.97% +14.40% 59.83% 16.01%

All 31 Household & Personal Products stocks →

From the latest earnings call

Updated

  • Chief Financial Officer Nelson said Q2 organic sales growth trailed internal expectations, primarily because of the China diaper disruption and North American retailer inventory reductions.
  • Russ said China sellout had not deteriorated sequentially but had not turned positive, so the company retained a conservative outlook for the balance of 2026.

Largest institutional holders 13F, quarter to 30 June 2026

Held by institutions 96.43%
Held by the ten largest 48.02%
Holder Shares Stake Change
Vanguard 41.33m 12.42% +132.68k
BlackRock 32.32m 9.72% +2.12m
State Street 21.08m 6.34% −567.27k
Fidelity (FMR) 13.13m 3.95% +9.51m
Geode Capital Management 11.20m 3.37% +2.56m
Charles Schwab 10.81m 3.25% +1.15m
MFS Investment Management 8.16m 2.45% +511.68k
UBS 7.75m 2.33% +1.04m
Two Sigma 7.05m 2.12% +1.88m
Bank of America 6.88m 2.07% +219.74k
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.

Pay and ownership Proxy statement filed 23 March 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 15.32m 9.21m 89.85
2024 16.41m 23.83m 113.18
2023 16.53m 20.79m 101.25
2022 14.56m 23.44m 108.96
2021 12.01m 3.32m 110.71
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Read the proxy statement

Kimberly-Clark Corporation (KMB) Latest News

30 Oct

23 Oct

Impact 4 · · Simply Wall St.

8 Oct

7 Oct

KMB metrics, ten years each

stockrow.com/KMB · Data as of Oct 26, 2026 · For information only; not investment advice. · © 2026 stockrow.com