Kimberly-Clark Beats on Profit, Misses on Sales as Supply Chain Costs Cloud Outlook

Kimberly-Clark (NYSE:KMB) posted mixed Q1 results, surpassing profit expectations but falling short on revenue, as pricing pressure and rising supply chain costs weighed on performance.

The company reported adjusted earnings of $1.93 per share, slightly ahead of the $1.90 forecasted by analysts. Revenue, however, declined to $4.84 billion—missing estimates and marking a 6% drop compared to the same quarter last year.

Organic sales dipped 1.6% year-over-year, reflecting a 1.5% decrease in pricing, while product volume and mix remained flat. The weaker top-line performance highlighted ongoing consumer sensitivity to price increases and slower momentum across some global markets.

Kimberly-Clark acknowledged that a more volatile global environment is now expected to drive higher-than-anticipated supply chain costs throughout the year. As a result, the company revised its 2025 outlook, now projecting flat to slightly positive adjusted operating profit on a constant-currency basis, a downgrade from its earlier forecast of high single-digit growth.