Kimberly-Clark is set to report fiscal first-quarter 2026 earnings before the market opens on Tuesday, Apr. 28, with Wall Street looking for profit of $1.85 per share. That would be down 4.2% from $1.93 per share in the year-ago quarter, but still extend a run in which the Dallas-based personal care company has topped bottom-line estimates in each of the last four quarters.
The last report, on Jan. 27, showed adjusted earnings of $1.86 per share, a 24% increase from a year earlier and 33.8% above forecasts. Kimberly-Clark’s organic sales rose 2.1% in that quarter, helped by 3% volume-plus-mix growth, and shares closed down marginally after the release. Investors will now be watching whether that momentum carried into 2026, after management projected mid-to-high single-digit growth in adjusted operating profit and double-digit adjusted EPS growth from continuing operations for the year.
Kimberly-Clark manufactures and markets personal care products under brands including Huggies, Kleenex, Kotex, Cottonelle, Scott, Depend and Poise. For the current fiscal year ending in December, analysts expect the company to earn $7.34 per share, down 2.5% from $7.53 per share in fiscal 2025, before rising to $7.67 in fiscal 2027, a 4.5% increase year over year.
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The stock has had a rougher stretch than the business results suggest. Kimberly-Clark shares have fallen 30.3% over the past 52 weeks, compared with a 22% gain for the S&P 500 Index and a 4.3% rise for the State Street Consumer Staples Select Sector SPDR ETF. Even so, analysts still rate the stock a Moderate Buy overall, with 17 covering the company: four Strong Buy recommendations, one Moderate Buy, 11 Hold ratings and one Strong Sell. The mean price target is $117.41, implying 21.2% upside from current levels.
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That gap between steady earnings and a weak share price is what makes Tuesday’s report matter. If Kimberly-Clark delivers another beat and keeps its forecast intact, investors will have to decide whether the decline reflects a temporary reset in sentiment or a market that still expects more from a company that has already been outperforming the consensus.
