Kimberly-Clark: reports preliminary Q3 2026 net sales $4,134,000,000

What happened

• Kimberly-Clark filed an 8-K on Oct 15, 2026 reporting preliminary estimated financial data for the three months ended Sep 30, 2026. The filing states these amounts are estimates prepared by management and have not been audited or reviewed by Deloitte & Touche LLP.
• Based on management’s analysis, estimated results for the three months ended Sep 30, 2026 include: net sales $4,134,000,000; organic sales growth -1.3%; gross profit $1,441,000,000; adjusted gross profit $1,468,000,000; operating profit $516,000,000; adjusted operating profit $677,000,000; diluted earnings per share from continuing operations $1.19; diluted earnings per share attributable to Kimberly-Clark $5.37; adjusted earnings per share from continuing operations $1.70; and cash and cash equivalents $1,874,000,000.

Key details

• Net sales of $4,134,000,000 versus $4,150,000,000 for the three months ended Sep 30, 2025; organic sales growth was -1.3% versus 2.5% in the prior-year quarter.
• Adjusted operating profit $677,000,000 includes adjustments such as a $106,000,000 Kenvue acquisition adjustment and a $55,000,000 2024 transformation initiative adjustment; reported operating profit was $516,000,000.
• Diluted EPS from continuing operations $1.19 based on 333,700,000 weighted-average dilutive shares; diluted EPS attributable to Kimberly-Clark $5.37 and adjusted EPS attributable $1.70.
• Reported effective tax rate 20.2% and adjusted effective tax rate 19.5%; a press release is attached as Exhibit 99.1 under Regulation FD disclosure.

Why it may matter

• Item 2.02 in the filing reports preliminary results of operations and financial condition for the three months ended Sep 30, 2026; Item 7.01 discloses a press release attached as Exhibit 99.1. The filing states the preliminary data are subject to completion of quarter-end closing procedures, management and board review, and possible adjustments, and that the independent auditor has not provided assurance on the estimates. The filing does not show why the insider traded or why the company acted.