NASDAQ$KMB

Kimberly-Clark Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Kimberly-Clark's first quarter 2024 results reflected positive volume and mix gains, driven by innovative products and strong productivity initiatives.

Kimberly-Clark reported net sales of $5.1 billion, a 1% decrease, but organic sales grew by 6%. Diluted EPS increased by 14% to $1.91, and adjusted EPS rose by 20% to $2.01. The company has raised its 2024 outlook to reflect this solid start.

  • Net sales reached $5.1 billion, with a 6% increase in organic sales.
  • Gross margin improved to 37.1%, up 390 basis points year-over-year.
  • Diluted earnings per share (EPS) were $1.91, while adjusted EPS was $2.01, a 20% increase.
  • The company increased its 2024 outlook, anticipating mid-single-digit organic net sales growth.

Headline financials

Total Revenue

$5.15B

Previous: $5.2B-0.9%
EPS

$1.91

Previous: $1.67+14.4%
Organic Net Sales Growth

0.0%

Previous: 5.0%-100.0%
Adjusted Tax Rate

23.6%

No prior period
Capital Expenditures

-$194M

No prior period
Free Cash Flow

$647M

Previous: $566M+14.3%
Net Income

$647M

Previous: $566M+14.3%
Operating Income

$853M

Previous: $787M+8.4%
Gross Profit

$1.91B

Previous: $1.73B+10.7%
Cash & Equivalents

$853M

Previous: $524M+62.8%
Total Assets

$17.1B

Previous: $18.2B-6.0%
Stock-Based Comp

$32M

Previous: $24M+33.3%

Revenue & EPS history

Kimberly-Clark · Revenue · Quarterly

$5.15B

Q1 2024-0.9%vs Q1 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Kimberly-Clark has updated its 2024 outlook based on its first quarter results. Organic Net Sales is now expected to grow mid-single digits. Adjusted Operating Profit is now expected to grow at a low-teens percentage rate on a constant-currency basis. Adjusted Earnings Per Share is now expected to grow at a low-teens percentage rate on a constant-currency basis.

Tailwinds

  • Organic Net Sales is now expected to grow mid-single digits.
  • Adjusted Operating Profit is now expected to grow at a low-teens percentage rate on a constant-currency basis.
  • Adjusted Earnings Per Share is now expected to grow at a low-teens percentage rate on a constant-currency basis.

Headwinds

  • Reported Net Sales to be negatively impacted by 400 basis points of currency translation.
  • Reported Net Sales to be negatively impacted by 120 basis points from divestitures.
  • Reported Operating Profit and Reported Earnings Per Share are currently expected to be negatively impacted by approximately 700 basis points from currency translation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

+0.7%

Avg return

30 days after

48%

35 / 73 earnings

Positive

+12.0%

Q1 2022

Best reaction

-7.8%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%-0.6%+1.0%
Q4 2025-0.7%-1.1%+9.1%
Q3 2025+3.1%-13.8%-6.5%
Q2 2025+4.8%+9.7%+3.6%
Q1 2025-1.5%-6.0%-0.2%
Q4 2024-1.5%-1.1%+6.7%
Q3 2024-5.1%-6.0%-5.0%
Q2 2024-2.5%-1.6%+0.3%
Q1 2024+6.9%+4.9%+2.3%
Q4 2023-3.6%-2.9%-2.6%
Q3 2023-2.5%-4.1%+0.4%
Q2 2023-3.8%-4.9%-6.3%
Q1 2023+0.8%+1.7%-3.8%
Q4 2022-3.2%-4.2%-6.3%
Q3 2022+3.8%+7.3%+15.7%
Q2 2022-1.0%-1.2%-0.4%
Q1 2022+12.0%+9.7%+0.2%
Q4 2021-1.5%-1.4%-5.6%
Q3 2021+0.2%-2.7%+1.6%
Q2 2021+0.1%-0.0%+2.4%
Q1 2021-7.0%-7.6%-5.7%
Q4 2020+3.7%-0.1%-1.1%
Q3 2020-7.8%-9.2%-5.8%
Q2 2020+2.1%+4.5%+9.0%
Q1 2020+0.6%+0.6%+0.2%
Q4 2019-0.7%+0.3%-2.1%
Q3 2019-3.5%-3.6%-4.2%
Q2 2019+0.3%+2.2%+5.6%
Q1 2019+1.7%+1.8%+6.0%
Q4 2018-3.3%-6.2%+3.4%
Q3 2018-5.5%-7.2%+0.4%
Q2 2018+0.9%+2.5%+10.2%
Q1 2018+0.4%+4.5%+4.5%
Q4 2017+2.4%+4.6%-3.5%
Q3 2017-1.2%-0.9%+2.3%
Q2 2017-1.3%-1.1%-2.3%
Q1 2017+2.2%-0.2%-1.5%
Q4 2016+4.3%+3.4%+14.8%
Q3 2016-4.9%-4.2%-4.2%
Q2 2016-1.7%-3.8%-4.4%
Q1 2016-4.2%
Q4 2015-1.4%
Q3 2015+3.1%
Q2 2015-0.3%
Q1 2015+4.2%
Q4 2014-7.7%
Q3 2014+4.3%
Q2 2014-2.5%
Q1 2014-3.7%
Q4 2013+1.9%
Q3 2013+6.2%
Q2 2013-1.3%
Q1 2013+4.2%
Q4 2012+0.3%
Q3 2012-3.6%
Q2 2012+4.7%
Q1 2012+1.8%
Q4 2011-0.1%
Q3 2011+0.7%
Q2 2011-0.3%
Q1 2011-0.6%
Q4 2010-0.4%
Q3 2010-1.4%
Q2 2010+1.1%
Q1 2009+3.0%
Q1 2010-1.0%
Q4 2007+0.0%
Q4 2009+0.0%
Q4 2008+0.9%
Q3 2008+0.9%
Q3 2009+0.9%
Q2 2009-0.0%
Q2 2008-0.0%

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