Short answer
Kimberly-Clark (KMB) filed its fiscal 2025 10-K annual report with the SEC on Feb 12, 2026. It reported revenue of $16.4B (−18.0% year over year) and net income of $2.0B.
- Top risk flagged: Regulatory risk from tightening data privacy and cybersecurity laws worldwide, increasing compliance costs and potential liabilities related to breaches of consumer data
FY2025 key financial metrics · XBRL
- Revenue
- $16.4B
- −18.0% YoY
- Net income
- $2.0B
- −20.6% YoY
- Operating margin
- 14.3%
- −1.7 pp YoY
- Gross margin
- 36.0%
- +0.2 pp YoY
- EPS (diluted)
- $6.07
- −19.6% YoY
- ROE
- 134.6%
- −168.4 pp YoY
- Operating cash flow
- $2.8B
- −14.1% YoY
Source: XBRL data from the Kimberly-Clark (KMB) FY2025 10-K on SEC EDGAR. USD.
Kimberly-Clark FY2025 10-K analysis
AI summary of each section, grounded in the filing text
Business Overview
- Core business: global manufacturing and marketing of personal care, family care, and professional products with leading brands in 175+ countries
- New strategic focus: 2024 Transformation Initiative emphasizing proprietary innovation, margin optimization, and organizational agility for growth
- Major corporate transactions: agreement to acquire Kenvue, Inc. for $6.7 billion plus 280 million shares; formed joint venture divesting 51% of International Family Care and Professional segment for $1.7 billion
- Employee base steady at ~36,000 with 35% in North America and half in manufacturing/distribution roles
- Sustainability commitment: execution of climate goals approved by SBTi, targeting reduced fossil fuel plastics, forest fiber use, and greenhouse gas emissions with $150 million environmental compliance spend expected in 2026
Management Discussion & Analysis
- Net sales $16.45B, down 2.1% YoY; organic sales up 1.7% driven by 2.5% volume growth, offset by divestitures and currency impacts
- Gross margin 36.0% vs 37.4%, down 140 bps; operating profit $2.35B, down 12.9%; adjusted operating profit $2.73B, flat YoY
- North America segment: sales $10.75B (-2.4%), operating profit $2.55B (+0.4%); International Personal Care sales $5.69B (-0.9%), operating profit $796M (-3.6%)
- Operating cash flow $2.8B, down from $3.2B; ongoing capital allocation includes $1.7B expected from IFP joint venture sale, transformation initiative costs approx. $1.5B pre-tax
- Management focused on 2024 Transformation Initiative to achieve $3B gross productivity savings by 2026; risks include birth rate declines, competitive pressures, input cost volatility, geopolitical uncertainties including Russia and Ukraine conflict impacts
Risk Factors
- Regulatory risk from tightening data privacy and cybersecurity laws worldwide, increasing compliance costs and potential liabilities related to breaches of consumer data
- Geopolitical exposure in Russia and surrounding region due to war in Ukraine, with operation curtailed and assets at risk of impairment
- Supply chain vulnerability from sole-source commodity suppliers and third-party manufacturers, risking production delays and cost increases
- Competitive pressure from private label manufacturers with lower production costs and e-commerce distribution intensifying market share threat
- Financial risk of credit rating downgrade increasing borrowing costs and reducing access to commercial paper market for funding
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