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KMKMB

Kimberly-Clark Corporation

$KMB·$37B·Household & Personal Products·Consumer Defensive
$109.31-0.8%YTD+8.9%1Y-12.3%
Mentions · last 7 days
2026-07-25: 12 posts2026-07-26: 9 posts2026-07-27: 16 posts2026-07-28: 18 posts2026-07-29: 20 posts2026-07-30: 25 posts2026-07-31: 22 posts122
Price updated 5h ago·X counts updated 3h ago
KMKMB
$KMBKimberly-Clark Corporation
$109.31-0.80%122 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Kimberly-Clark Corporation, together with its subsidiaries, manufactures and markets personal care products in the United States. It operates in two segments, North America and International Personal Care. The North America segment offers disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, facial and bathroom tissue, paper towels, napkins, wipers, tissue, towels, soaps and sanitizers, and other related products under the Huggies, Pull-Ups, Goodnites, Kotex, Poise, Depend, Kleenex, Scott, Cottonelle, Viva, Wypall , and other brand names. Its International Personal Care segment provides baby and child care, adult care and feminine care, including disposable diapers, training and youth pants, swimpants, baby wipes, feminine and incontinence care products, reusable underwear, and other related products under the Huggies, Kotex, Goodfeel, Intimus, Depend, and other brand names. The company sells its household use products directly to supermarkets, mass merchandisers, drugstores, warehouse clubs, variety and department stores, and other retail outlets, as well as through other distributors and e-commerce. It also sells its professional use products through distributors, directly to manufacturing, lodging, office building, food service, and high-volume public facilities, and through e-commerce. Kimberly-Clark Corporation was founded in 1872 and is headquartered in Dallas, Texas.

Industry overviewAI analysisGenerated by AI from underlying data

Where Household & Personal Products sits in its cycle right now — and what that implies for $KMB.

Household & Personal Products · Consumer Defensive

No material change from last week — inflation-weary consumers sustain spend on trusted daily-use brands (Colgate, Pepsi) while trading down in discretionary categories.

Industry benchmark

11-name peer basket
-3.1%YTD
-20.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
17.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
13.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
144%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 28, 2026$1.97$1.93+2.1%
Q4 2025Jan 27, 2026$1.86$1.81+2.8%
Q3 2025Oct 30, 2025$1.82$1.75+4.0%
Q2 2025Aug 1, 2025$1.92$1.67+15.0%
Next earningsTue, Aug 4·consensus EPS $2.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.2B-14.0%36.8%11.4%$2.00$321.0M
Q4 FY25$4.1B-17.2%35.9%12.4%$1.50$575.0M
Q3 FY25$4.1B-0.3%35.7%15.0%$1.34$1.1B
Q2 FY25$4.2B-1.6%35.0%14.2%$1.53$573.0M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$16.9B$16.7B – $17.0B$7.52$7.40 – $7.5511
FY27$17.6B$17.5B – $17.8B$7.54$7.28 – $7.759
FY28$18.3B$18.2B – $18.3B$8.14$8.02 – $8.957
FY29$26.6B$26.3B – $28.6B$8.48$8.34 – $9.313
FY30$35.9B$35.5B – $38.7B$9.13$8.99 – $10.036

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+4.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 331.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.285-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 6Andrew ScribnerController, VP & FP&A4.1K sh$401KSellMay 4Katy ChenPresident1.6K sh$152K
+ 24 other (10 awards · 8 exempts · 6 inkinds) in window

See when $KMB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Kimberly-Clark Announces $10 Million Commitment to Support Wisconsin's Fox Valley Tornado Relief and Recoveryprnewswire.com·1d ago5 Dividend Kings Continued to Pay and Raise Dividends Through Every Market Crash Since Black Monday247wallst.com·5d agoDelta Global Management LP Invests $990,000 in Kimberly-Clark Corporation $KMBdefenseworld.net·5d ago3 Dividend Stocks Baby Boomers Should Own for the Rest of Their Lives247wallst.com·8d agoAn Overlooked Dividend King With a 54-Year Winning Streak Worth Buying Nowfool.com·12d ago

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