NASDAQ$KMB

Kimberly-Clark Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Kimberly-Clark's Q2 2024 results reflected positive volume and mix gains, driven by innovative new products and effective cost management, leading to strong earnings growth.

Kimberly-Clark reported Q2 2024 net sales of $5.0 billion, a 2% decrease compared to the prior year, but organic sales grew by 4%. Adjusted EPS increased by 19% to $1.96, driven by organic growth and productivity gains. The company raised its 2024 earnings outlook, expecting mid-to-high teens percentage rate growth in adjusted operating profit and adjusted earnings per share on a constant-currency basis.

  • Net sales reached $5.0 billion with a 4% organic sales growth.
  • Adjusted earnings per share increased by 19% to $1.96, including a $0.12 headwind from currency translation.
  • Gross margin was 36.0%, with adjusted gross margin at 36.9%, up 290 basis points year-over-year.
  • The company increased its 2024 earnings outlook, anticipating mid-to-high teens percentage rate growth in adjusted operating profit.

Headline financials

Total Revenue

$5.03B

Previous: $5.13B-2.0%
EPS (adj)

$1.96

Previous: $1.65+18.8%
Capital Expenditures

-$158M

No prior period
Free Cash Flow

$544M

Previous: $102M+433.3%
Net Income

$544M

Previous: $102M+433.3%
Operating Income

$655M

Previous: $113M+479.6%
Gross Profit

$1.81B

Previous: $1.73B+4.6%
Cash & Equivalents

$1.16B

Previous: $580M+100.5%
Total Assets

$17.3B

Previous: $17.4B-0.6%
Stock-Based Comp

$39M

Previous: $47M-17.0%

Revenue & EPS history

Kimberly-Clark · Revenue · Quarterly

$5.03B

Q2 2024-2%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Forward guidance

Kimberly-Clark updated its 2024 outlook based on first-half results, expecting mid-single digit organic net sales growth but negative impacts from currency translation and divestitures on reported net sales. Adjusted operating profit and earnings per share are now expected to grow at a mid-to-high teens percentage rate on a constant-currency basis.

Tailwinds

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

Headwinds

  • Reported Net Sales are still expected to be negatively impacted by 400 basis points of currency translation
  • Reported Net Sales are still expected to be negatively impacted by 120 basis points from divestitures.
  • Reported Operating Profit and Reported Earnings Per Share are still expected to be negatively impacted by approximately 700 basis points from currency translation.
  • This outlook reflects assumptions subject to change given the macro environment.

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 Q2 2024

Historical avgQ2 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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro