For the third quarter of 2026, analysts expect Kimberly-Clark to report a consensus revenue of $4.2 billion and earnings per share of $1.66, with the stock trading near $107.94 against an average analyst target of $114.14.
The primary focus for investors is organic sales growth, particularly as the company navigates social media-driven market disruptions in its China diaper business.
Supporting this, management recently provided preliminary data suggesting that 2026 organic growth will likely trail category averages by about 100 basis points. Additionally, the recent completion of the $4.9 billion Kenvue acquisition remains a focal point, as investors evaluate its impact on the company’s strategic shift toward consumer health and wellness.