Kimberly-Clark's (NASDAQ:KMB) Q4 CY2025 Earnings Results: Revenue In Line With Expectations

Household products company Kimberly-Clark (NYSE:KMB) met Wall Streets revenue expectations in Q4 CY2025, but sales were flat year on year at $4.08 billion. Its non-GAAP profit of $1.86 per share was 2.7% above analysts’ consensus estimates.

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"In 2025, we accelerated the largest transformation in Kimberly-Clark's more than 150-year history, delivering results that underscore the strength of our business and serve as a springboard for enhanced growth and continued outperformance in 2026," said Kimberly-Clark Chairman and CEO Mike Hsu.

Company Overview

Originally founded as a Wisconsin paper mill in 1872, Kimberly-Clark (NYSE:KMB) is now a household products powerhouse known for personal care and tissue products.

Revenue Growth

Reviewing a company’s long-term sales performance reveals insights into its quality. Any business can experience short-term success, but top-performing ones enjoy sustained growth for years.

With $16.45 billion in revenue over the past 12 months, Kimberly-Clark is one of the larger consumer staples companies and benefits from a well-known brand that influences purchasing decisions. However, its scale is a double-edged sword because it’s harder to find incremental growth when your existing brands have penetrated most of the market. To expand meaningfully, Kimberly-Clark likely needs to tweak its prices, innovate with new products, or enter new markets.

As you can see below, Kimberly-Clark struggled to generate demand over the last three years. Its sales dropped by 6.6% annually despite consumers buying more of its products. We’ll explore what this means in the "Volume Growth" section.

This quarter, Kimberly-Clark’s $4.08 billion of revenue was flat year on year and in line with Wall Street’s estimates.

Looking ahead, sell-side analysts expect revenue to grow 2.7% over the next 12 months. Although this projection indicates its newer products will spur better top-line performance, it is still below the sector average.

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Organic Revenue Growth

When analyzing revenue growth, we care most about organic revenue growth. This metric captures a business’s performance excluding one-time events such as mergers, acquisitions, and divestitures as well as foreign currency fluctuations.

The demand for Kimberly-Clark’s products has generally risen over the last two years but lagged behind the broader sector. On average, the company’s organic sales have grown by 2.5% year on year.

In the latest quarter, Kimberly-Clark’s organic sales rose by 2.1% year on year. This performance was more or less in line with its historical levels.

Key Takeaways from Kimberly-Clark’s Q4 Results

Organic revenue growth and total revenue were both in line, but EPS managed to beat. Overall, this quarter wasn't perfect, but it was solid. The stock traded up 1.1% to $102.07 immediately following the results.

Should you buy the stock or not? What happened in the latest quarter matters, but not as much as longer-term business quality and valuation, when deciding whether to invest in this stock. We cover that in our actionable full research report which you can read here (it’s free).