Kimberly-Clark (KMB) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $2.12
- Estimate
- $2.01
- Surprise
- +5.7%
- Revenue (period 2026-06-30)
- $4.19B
- Score at report (before → after)
- 5.5 → 5.5/10
Revenue source: xbrl.
How the report landed
Kimberly-Clark (KMB) beat the $2.01 estimate with adjusted EPS of $2.12 — a clear 5.7% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.5/10) to Sell at 5.5/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates KMB Sell at 4.9/10.
4 of the last 4 quarters beat the estimate; this quarter's +5.7% surprise compares with a +3.6% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Sector modifier (Consumer Defensive): +0.8
- Positive insider activity
What argues against it
- Concentration risk — Supplier: sole-source and single-source suppliers
- Analyst target reached - limited upside remaining
- Leverage penalty (D/E 3.5): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $104.46
- Stop
- $98.14
The stock trades at 20.6× trailing but 14.1× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 3.3× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-04 — shown for context, not personalized investment advice.
KMB at TrendMatrix's latest read
Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.
- Industry
- Household & Personal Products
- Market cap
- $64.10B
- P/E (fwd)
- 14.1
- P/E (ttm)
- 20.6
- 52-week range
- $92.42–$116.82
- Off 52-week high
- 10.6%
- RSI (14)
- 59
- Volume vs avg
- 3.31×
- Score today
- 4.9/10