Kimberly Clark

Q2 FY2026 EarningsQ2 FY26 results were mixed relative to consensus, with revenue of $4.19B slightly missing the $4.22B expected. However, adjusted gross margin of 38.8% beat the 37.4% consensus, driven by strong productivity and one-time tariff refunds. Adjusted EPS from continuing operations of $1.80 fell short of the $2.01 mean estimate, largely impacted by a significant social media disruption in China and investments in new product trials. The company lowered its FY26 organic growth outlook to reflect continued headwinds in China.