Kimberly-Clark Corporation
KMB
Jodie read · what matters now
Revenue increased 2.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to KMB, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-04-28 against the comparable filing from 2025-04-22.
What improved
- Revenue increased 2.7% versus the comparable filing period.
- Operating margin improved 2.5 percentage points.
- Net income increased 17.3% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The decrease was primarily due to supply chain related investments and unfavorable pricing net of cost inflation, partially offset by gross productivity savings from integrated margin management of approximately $115.”
“This decrease was primarily due to an increase in U.S. commercial paper borrowings, partially offset by higher debt repayments in the current year.”
“International Personal Care Three Months Ended March 31 2026 2025 % Change Net Sales $ 1,512 $ 1,386 9.1 % Operating Profit 245 201 21.9 % Net sales of $1.5 billion for the three months ended March 31, 2026 increased 9.1% primarily driven by favorable currency impacts of 5.2% and organic sales growth of 4.0%.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind KMB
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
KMB is currently a Participant in the organic co-movement group Consumer Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for KMB; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.