Kimberly-Clark (KMB) Q3 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
- $1.70
- Estimate
- $1.65
- Surprise
- +3.0%
- Revenue (period 2026-09-30)
- $4.13B
- Score today
- 5.0/10
Revenue source: xbrl.
How the report landed
Kimberly-Clark (KMB) beat the $1.65 estimate with adjusted EPS of $1.70 — a modest 3.0% upside surprise.
Coverage in the report window
- Piper Sandler Maintains Overweight on Kimberly-Clark, Raises Price Target to $137 — benzinga, 2026-11-06
Where TrendMatrix's rating stands now
TrendMatrix currently rates KMB Sell at 5.0/10; no pre/post engine snapshot brackets this report.
4 of the last 4 quarters beat the estimate; this quarter's +3.0% surprise compares with a +3.4% four-quarter average.
What supports the rating
- Sector modifier (Consumer Defensive): +0.8
- Strong earnings beat streak (4/4)
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
- $108.28
- Stop
- $101.20
The stock trades at 21.1× trailing but 14.9× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-11-06 — 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
- $67.78B
- P/E (fwd)
- 14.9
- P/E (ttm)
- 21.1
- 52-week range
- $92.42–$116.82
- Off 52-week high
- 7.3%
- RSI (14)
- 55
- Volume vs avg
- 0.19×
- Score today
- 5.0/10