Kimberly-Clark Corporation KMB reported weaker-than-expected first-quarter sales on Tuesday.Quarterly adjusted earnings per share totaled $1.93, beating the analyst consensus estimate of $1.89. Quarterly sales of $4.84 billion (down 6%) missed the street view of $4.88 billion."The current environment will now mean greater costs across our global supply chain versus our expectations at the beginning of the year," warned Kimberly-Clark CEO Mike Hsu.The company now expects its 2025 Adjusted Operating Profit to ...

Kimberly-Clark TodayKMBKimberly-Clark$137.87 -2.20 (-1.57%) 52-Week Range$124.10▼$150.45Dividend Yield3.66%P/E Ratio18.26Price Target$146.31Add to WatchlistDividend Kings, like Kimberly-Clark NYSE: KMB, are generally good stocks to buy and hold because their visible cash flows sustain reliable dividends and regular distribution growth. Those qualities, along with their healthy balance sheets and, oftentimes, share repurchases, provide ever-increasing shareholder value reflected in their stock prices. Kimbe ...

An unwelcome change in guidance was the development pushing down Kimberly-Clark's (KMB -1.93%) share price on Tuesday.The sturdy consumer goods company released quarterly results that weren't awful, but the market was concerned about that adjustment. In mid-afternoon trading, Kimberly-Clark's stock was down by almost 3% as a result. Meanwhile, the bellwether S&P 500 index was rising by just under 2%. Declines in all three business segmentsKimberly-Clark's first quarter of 2025 saw the company earn $4.84 bil ...

Kimberly-Clark Corporation (KMB) reported its first-quarter 2025 results, with the top line missing the Zacks Consensus Estimate but the bottom line exceeding the same. However, both metrics declined year over year. Kimberly-Clark’s results highlight the continued execution of its Powering Care strategy, with strong productivity gains and consumer-focused innovation driving competitive advantages. Despite rising global supply-chain costs, the company maintained alignment with its full-year plan, demonstrati ...

财务数据关键指标变化 - 2025年第一季度公司净销售额48.4亿美元，同比下降6.0%，主要因不利汇率、资产剥离和业务退出及有机销售额下降[72][75] - 2025年第一季度公司毛利润17.33亿美元，同比下降9.3%，毛利率35.8%，下降130个基点[72][76] - 2025年第一季度公司营业利润7.69亿美元，同比下降9.8%，调整后营业利润8.44亿美元，同比下降6.0%[72][77] - 2025年第一季度公司净利润5.67亿美元，同比下降12.4%，摊薄后每股收益1.70美元，同比下降11.0%[72][81][82] - 2025年第一季度经营活动提供的现金为3.27亿美元，较上一年的4.38亿美元减少[93] - 2025年第一季度投资活动使用现金1.19亿美元，较上一年的1.81亿美元减少，资本支出2.04亿美元，上一年为1.94亿美元，预计全年资本支出10 - 12亿美元[94] - 2025年第一季度融资活动使用现金6.83亿美元，较上一年的4.85亿美元增加，期间回购45.8万股普通股，花费6100万美元[95] - 截至2025年3月31日，短期债务为5100万美元，三个月平均月末余额为4100万美元，总债务为72亿美元，2024年12月31日为74亿美元[96][97] - 2025年第一季度有机销售增长方面，综合下降1.6%[109] - 2025年第一季度调整后毛利润为17.86亿美元，调整后营业利润为8.44亿美元，调整后每股收益为1.93美元[110][111] - 2025年第一季度报告的有效税率为23.8%，调整后为21.4%；2024年报告和调整后均为23.6%[112] 各条业务线数据关键指标变化 - 北美部门2025年第一季度净销售额26.66亿美元，同比下降3.9%，营业利润6.76亿美元，同比增长1.3%[87] - 国际个人护理部门2025年第一季度净销售额同比下降8.9%，营业利润同比下降19.8%[84] - 国际家庭护理和专业部门2025年第一季度净销售额同比下降7.7%，营业利润同比下降3.6%[84] - 国际个人护理业务2025年第一季度净销售额13.83亿美元，较2024年下降8.9%，营业利润1.94亿美元，下降19.8%[89][90] - 国际家庭护理与专业业务2025年第一季度净销售额7.91亿美元，较2024年下降7.7%，营业利润1.06亿美元，下降3.6%[91][92] - 2025年第一季度有机销售增长方面，北美个人护理业务下降0.6%，国际个人护理业务下降2.8%，国际家庭护理与专业业务下降2.3%[109] 政策及转型影响 - 2025年美国新关税政策使公司预计增加约3亿美元成本，大部分由北美部门承担[66] - 2024转型计划预计使员工减少4% - 5%，2026年底完成，预计税前总节省30亿美元，总成本约15亿美元[69] 特定业务情况 - 俄罗斯业务约占公司全球净销售额、营业利润和总资产的1% - 2%，公司面临高成本、供应链复杂等问题[70] 税务规则影响 - 公司评估经合组织全球反税基侵蚀规则（Pillar 2）对财务结果影响 immaterial[98]

Kimberly-Clark (KMB) reported $4.84 billion in revenue for the quarter ended March 2025, representing a year-over-year decline of 6%. EPS of $1.93 for the same period compares to $2.01 a year ago.The reported revenue represents a surprise of -0.49% over the Zacks Consensus Estimate of $4.86 billion. With the consensus EPS estimate being $1.89, the EPS surprise was +2.12%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ex ...

Kimberly-Clark (KMB) came out with quarterly earnings of $1.93 per share, beating the Zacks Consensus Estimate of $1.89 per share. This compares to earnings of $2.01 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 2.12%. A quarter ago, it was expected that this maker of consumer products such as Huggies diapers and Kleenex tissue would post earnings of $1.50 per share when it actually produced earnings of $1.50, delivering no ...

业绩总结 - 2025年第一季度调整后的自由现金流为1.83亿美元，预计2025年全年的调整后自由现金流约为20亿美元[46] - 第一季度有机销售增长为-6.0%，调整后的营业利润增长为-1.6%[46] - 2025年第一季度净销售增长为-6.0%，相比于2024年同期下降了3.9%[71] - 2025年第一季度调整后的毛利润为17.86亿美元，较2024年同期的19.11亿美元下降了6.6%[73] - 2025年第一季度调整后的营业利润为8.44亿美元，同比下降6.0%[76] - 2025年第一季度稀释每股收益为1.70美元，同比下降4.0%[78] - 2025年第一季度调整后的每股收益为1.93美元，较2024年同期的2.01美元下降了4.0%[78] 用户数据 - 第一季度北美有机增长为-0.6%，营业利润增长为1.3%[48] - 国际个人护理部门第一季度有机增长为14.0%，营业利润下降2.8%[52] 未来展望 - 2025年预计销售增长将受到约240个基点的负面影响，主要来自个人防护设备的剥离和美国私人标签尿布业务的退出[57] - 2025年预计调整后的每股收益增长将受到约100个基点的负面影响，主要由于更高的净利息支出和更高的有效税率[57] - 2025年预计毛利率节省目标为5%至6%[41] 新产品和新技术研发 - 公司在第一季度开始退出美国的私人标签尿布业务[20] 其他新策略 - 2024年转型计划对2025年第一季度的调整后毛利润和调整后营业利润分别贡献了5300万美元和7500万美元[73][76] 负面信息 - 2025年第一季度IPC部门的营业利润为1.94亿美元，同比下降19.8%[77] - 2025年第一季度IFP部门的营业利润为1.06亿美元，同比下降3.6%[77] - 2025年第一季度的毛利率节省为调整后成本的5.2%[40] - 2025年第一季度的货币转换影响为正，分别对净销售增长和调整后每股收益增长产生了4.0%的正面影响[78]

Kimberly-Clark Corporation (NYSE:KMB) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Christopher Jakubik - Investor Relations Mike Hsu - Chairman and Chief Executive Officer Nelson Urdaneta - Chief Financial Officer Conference Call Participants Lauren Lieberman - Barclays Nik Modi - RBC Capital Markets Dara Mohsenian - Morgan Stanley Anna Lizzul - Bank of America Javier Escalante - Evercore ISI Bonnie Herzog - Goldman Sachs Christopher Carey - Wells Fargo Securities Operator ...

Exhibit 99.1 Kimberly-Clark Announces First Quarter 2025 Results and Updates 2025 Outlook Results driven by strong in-market execution and effective cost management in dynamic operating environment Full year outlook adjusted to reflect potential incremental costs from a more uncertain geopolitical landscape DALLAS, April 22, 2025 - Kimberly-Clark Corporation (NYSE: KMB) today reported first quarter 2025 results driven by resilient consumer demand, the introduction of pioneering innovative new products, and ...