Kimberly-Clark (KMB) Q3 2025 10-Q Quarterly Report

Filed: Oct 30, 2025Period ending Sep 30, 2025
Materials
Converted Paper & Paperboard Prods (No Contaners/Boxes)SEC EDGAR

Kimberly-Clark (KMB) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 30, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Kimberly-Clark Q3 2025 10-Q Analysis

Management Discussion & Analysis

  • Revenue $4.15B Q3 flat YoY; Nine months $12.37B down 2.6% YoY due to divestitures, currency; organic sales up 2.5% Q3, 1.6% YTD
  • Operating profit Q3 $621M vs $1.0B prior; Nine months $1.8B vs $2.3B prior; adjusted operating margin ~16.5% vs ~17.1% YoY (approx., calc. from sales and adj. op profits)
  • IPC segment best Q3 performer: sales up 1.9%, operating profit up 6.5%; North America sales down 0.8%, op profit flat Q3; IPC op profit down 9.7% YTD, NA down 1.0% YTD
  • Operating cash flow $1.8B down from $2.4B prior year YTD, capex increased to $741M from $512M, share repurchases $140M in 9 months vs higher prior year
  • Management flags tariff cost ~$100M impact mostly in NA, expects completion of 2024 Transformation Initiative by end 2026 with $3B total savings, near-term tax headwinds from OBBBA act increasing effective tax rate to 45.4% Q3, but expects favorable cash tax impacts in medium term

Risk Factors

  • Section 'risk_factors' was empty or not found.

Kimberly-Clark Q3 2025 Quarterly Financials
XBRL

Revenue

$4.2B

-16.2% YoY +22.9% QoQ

Net Income

$446M

-50.8% YoY -12.4% QoQ

Net Margin

10.7%

-757bp YoY -433bp QoQ

Source: XBRL data from Kimberly-Clark Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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