$KMB · KIMBERLY CLARK CORP
Kimberly-Clark filed an 8-K (Item 2.02) reporting Q3 FY2026 results. Net sales were $4.134B, down 0.4% year over year, with organic sales down 1.3%. Adjusted EPS from continuing operations was $1.70, up 17.2%; GAAP diluted EPS attributable to Kimberly-Clark was $5.37, boosted by a ~$1.4B pre-tax gain on the completed IFP/Kenvue transaction. The company reaffirmed its 2026 standalone outlook.
- Q3 net sales $4.134B, down 0.4% YoY; organic sales down 1.3%
- Adjusted EPS from continuing operations $1.70, up 17.2% YoY
- GAAP diluted EPS $5.37 includes ~$1.4B pre-tax gain on IFP/Kenvue transaction
- Operating profit $516M, down 16.9% YoY; adjusted operating profit $677M, down 0.9%
- China social media disruption drove ~270 bps Q3 organic headwind
Markets closed — no regular-session reaction yet; extended-hours last trade $109.19 (+0.37% vs regular close) suggests a muted initial response to mixed results.
Kimberly-Clark's first quarter after completing the Kenvue/IFP transaction shows a 17.2% adjusted EPS gain but a China-driven organic sales decline, with the 2026 outlook reaffirmed.
The completed Kenvue transaction positions Kimberly-Clark as a combined consumer health leader, with the IFP business now reported as discontinued operations.
China social media disruption drove ~270 bps Q3 organic headwind and ~530 bps adjusted operating profit headwind; IPC operating profit fell 32.7% on higher input costs.