Kimberly-Clark Corp (NASDAQ:KMB) Reports Mixed Q2 2025 Earnings with Strong Volume Growth and EPS Beat

Kimberly-Clark Corp (NASDAQ:KMB) Reports Q2 2025 Earnings: Mixed Results Amid Strong Volume Growth

Kimberly-Clark Corp released its second-quarter 2025 earnings, delivering a mixed performance relative to analyst expectations. While earnings per share (EPS) exceeded estimates, revenue fell short, prompting a nuanced market reaction.

Key Earnings Highlights

• Revenue Miss: The company reported revenue of $4.16 billion, below the consensus estimate of $4.91 billion.
• EPS Beat: Adjusted EPS came in at $1.92, surpassing the expected $1.68, reflecting strong cost management and operational efficiency.
• Volume Growth: The company highlighted its strongest volume growth in five years, driven by innovation and improved commercial execution.

Market Reaction

The stock saw a pre-market rise of ~2.95%, suggesting investor optimism around the EPS beat and raised full-year guidance. However, the revenue miss may temper gains as trading progresses. Over the past month, shares have declined ~5.85%, indicating broader market skepticism ahead of earnings.

Full-Year and Q3 Outlook vs. Analyst Estimates

Kimberly-Clark raised its full-year outlook, aligning with its "Powering Care" transformation strategy. Analysts currently estimate:

• Full-year 2025 revenue: $19.71 billion
• Full-year 2025 EPS: $7.17
• Q3 2025 revenue estimate: $4.98 billion
• Q3 2025 EPS estimate: $1.81

The company did not provide specific numerical guidance in its press release, but management expressed confidence in continued momentum, citing resilient consumer demand and cost discipline.

Press Release Takeaways

• Strong Execution: The earnings beat was attributed to effective cost controls and higher sales volumes.
• Strategic Progress: The "Powering Care" initiative, now in its second year, appears to be yielding results.
• Category Performance: Personal care segments (diapers, adult care, feminine hygiene) drove growth, while tissue and professional products faced softer demand.

Conclusion

Kimberly-Clark’s Q2 results reflect a company navigating a challenging environment with disciplined execution. While revenue missed expectations, the EPS beat and raised outlook suggest underlying strength. Investors will watch whether volume growth can sustain momentum in the second half of 2025.

For more detailed earnings estimates and historical performance, see Kimberly-Clark’s earnings data.

Disclaimer: This article is not investment advice. Always conduct your own research before making financial decisions.