greeksoup/ stock research

Kimberly Clark (KMB) Q3 FY2026 earnings: revenue $4.1 billion, down 0.4% on the year

Kimberly Clark Corp. (KMB) reported revenue of $4.1 billion for Q3 FY2026, the quarter ended 30 September 2026, down 0.4% on the same quarter a year earlier. Net income was $1.8 billion, up 302.0% on the year, and diluted earnings per share $5.37. The figures are the company's own, from the 10-Q it filed with the SEC on 5 November 2026.

Revenue
$4.1 billion
-0.4% on the year · -1.3% on the quarter
Q4 FY2024Q3 FY2026
Operating margin
12.5%
15.0% a year earlier
Q4 FY2024Q3 FY2026
Net income
$1.8 billion
+302.0% on the year · +419.7% on the quarter
Q4 FY2024Q3 FY2026
Diluted EPS
$5.37
+300.7% on the year · +416.3% on the quarter
Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 2 kept.

  • Net sales flat; organic sales down: Net sales were $4.1 billion, down 0.4 percent, and organic sales fell 1.3 percent. Arbex supply-agreement sales and currency largely offset the organic decline.
  • Operating profit fell on China disruption: Operating profit was $516 million against $621 million. Adjusted operating profit was $677 million, down 0.9 percent from $683 million.
  • Adjusted EPS up on lower interest: Adjusted EPS from continuing operations was $1.70, up 17.2 percent. Lower net interest expense and a lower adjusted tax rate drove the increase.
Read the earnings call summary

Income statement (profit and loss)

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Revenue4,1344,1894,150-1.3%-0.4%
Cost of revenue2,6932,5862,657+4.1%+1.4%
Gross profit1,4411,6031,493-10.1%-3.5%
Gross margin34.9%38.3%36.0%
Operating income516633621-18.5%-16.9%
Operating margin12.5%15.1%15.0%
Interest expense48.053.065.0-9.4%-26.2%
Pre-tax income471572546-17.7%-13.7%
Income tax95.0217248-56.2%-61.7%
Effective tax rate20.2%37.9%45.4%
Net income1,793345446+419.7%+302.0%
Net margin43.4%8.2%10.7%
Diluted EPS$5.37$1.04$1.34+416.3%+300.7%
$ million except per share.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are.

Cash flow

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Operating cash flow755908708-16.9%+6.6%
Capital expenditure263352340-25.3%-22.6%
Free cash flow492556368-11.5%+33.7%
Free cash flow margin11.9%13.3%8.9%
Cash from investing213-410-338
Cash from financing-451305-388
Depreciation and amortisation184167176+10.2%+4.5%
Share-based compensation42.041.042.0+2.4%0.0%
Buybacks0.00.020.0
Dividends paid4254254180.0%+1.7%
Dividend per share$1.28$1.28$1.260.0%+1.6%
Diluted shares, weighted334m333m333m+0.1%+0.2%
Shares outstanding at period end333m333m332m0.0%+0.2%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Shareholders' equity2,9321,7501,332+67.5%+120.1%
Non-controlling interest142124136+14.5%+4.4%
Debt6,4916,5177,304-0.4%-11.1%
Other liabilities8,15410,1638,116-19.8%+0.5%
Total liabilities and equity17,71918,55416,888-4.5%+4.9%
Fixed assets7,0676,9486,530+1.7%+8.2%
Goodwill1,8281,8311,833-0.2%-0.3%
Intangible assets72.073.0n/a-1.4%
Cash and equivalents1,874956617+96.0%+203.7%
Receivables1,9751,8581,972+6.3%+0.2%
Inventory1,5791,5391,541+2.6%+2.5%
Other assets3,3245,3494,395-37.9%-24.4%
Total assets17,71918,55416,888-4.5%+4.9%

Questions

What was Kimberly Clark's revenue in Q3 FY2026?

Kimberly Clark (KMB) reported revenue of $4.1 billion for Q3 FY2026, the quarter ended 30 September 2026, down 0.4% on the same quarter a year earlier.

How much did Kimberly Clark earn in Q3 FY2026?

Net income for Q3 FY2026 was $1.8 billion, up 302.0% on the year, and diluted earnings per share $5.37.

When did Kimberly Clark report Q3 FY2026 results?

Kimberly Clark filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 5 November 2026.

Quarterly results, the last 20 quarters

Q4 FY2021 *Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2022 *Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2023 *Q1 FY2024 †Q2 FY2024 †Q3 FY2024 †Q4 FY2024Q1 FY2025 †Q2 FY2025Q3 FY2025Q4 FY2025Q1 FY2026Q2 FY2026Q3 FY2026
Revenue4,9655,0955,0635,0534,9645,1955,1345,1324,9704,3264,2314,1444,1044,0544,1634,1504,0804,1634,1894,134
Cost of revenue3,5293,5753,5343,5103,3373,4693,4033,2943,2333,2382,6372,5803,2532,5452,7072,6572,6152,6292,5862,693
Gross profit1,4361,5201,5291,5431,6271,7261,7311,8381,7371,6861,5941,5641,4451,5091,4561,4931,4651,5341,6031,441
Gross margin29%30%30%31%33%33%34%36%35%39%38%38%35%37%35%36%36%37%38%35%
Operating income5216936216557127871137746708535391,026548631592621507753633516
Operating margin10%14%12%13%14%15%2%15%13%20%13%25%13%16%14%15%12%18%15%12%
Interest expense64.065.068.073.076.073.076.074.070.067.072.067.064.064.067.065.060.058.053.048.0
Pre-tax incomen/an/an/an/an/an/an/an/an/an/a461962n/a557513546436685572471
Tax raten/an/an/an/an/an/an/an/an/an/a13%19%n/a24%23%45%24%24%38%20%
Net income3575234374675075661025875096475449074475675094464996653451,793
Net margin7%10%9%9%10%11%2%11%10%15%13%22%11%14%12%11%12%16%8%43%
Diluted EPS$1.06$1.55$1.29$1.38$1.50$1.67$0.30$1.73$1.50$1.91$1.61$2.69$1.34$1.70$1.53$1.34$1.50$2.00$1.04$5.37
Operating cash flow1,0622047407989916137879271,2154381,021958817327770708972745908755
Capital expenditure273253217209197201188160217194158160209204197340397424352263
Free cash flow789-49.0523589794412599767998244863798608123573368575321556492
Buybacks7.025.024.025.026.030.033.032.013054.010259624861.059.020.01.00.00.00.0
Dividends paid383384391392391391399399399398411411408405419418418418425425
Shares outstanding337m337m338m338m338m337m338m338m337m337m337m334m332m332m332m332m332m332m333m333m
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-K10-Q10-Q10-K10-K10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 5 November 2026: the filing.