EarningsQ2 2026 Earnings Report
MX:KIMBERA Q2 2026 EPS Results
Actual EPS$0.68
Consensus EPS$0.70
Beat/MissMissed by -$0.02
One Year Ago EPS$0.62
MX:KIMBERA Q2 2026 Revenue Results
Actual Revenue$14.45B
Expected Revenue$14.63B
Beat/MissMissed by -$186.02M
YoY Revenue Growth+2.68%
Earnings Announcement Details
QuarterQ2 2026
Date07/21/2026
TimeAfter Close
Conference CallTuesday, July 21, 2026
MX:KIMBERA Upcoming Earnings
Kimberly-Clark de Mexico SAB de CV's next earnings date is estimated for October 20, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:KIMBERA Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a majority of positive operational and financial developments: record revenue, volume-led consumer product growth, double-digit increases in gross profit and operating profit, EBITDA expansion above target, structural cost-savings (MXN 450M), strengthening private label sales and a healthy balance sheet (MXN 19.6B cash, net debt/EBITDA 0.9x). Notable near-term headwinds include a decline in Away from Home (-5.1%) and exports (-11.1%), higher SG&A (+11.5%), increased financing costs, and raw material/derivatives volatility that will likely pressure Q3 results. Management expects those pressures to ease toward year-end and reiterated confidence in margins remaining within target and in execution of strategic initiatives (including potential Kenvue Mexico transaction). Overall the positives—ongoing margin expansion, structural cost savings, strong cash/coverage metrics, and growth in core consumer categories—outweigh the manageable near-term challenges.Company Guidance
Record Quarterly Revenue
Net sales of MXN 14.4 billion, a 2.7% increase versus Q2 2025 and an all-time high for the company.
Volume-Led Growth in Consumer Products
Total volume up 3.1% YoY; Consumer Products sales grew 5.2% with a 4.0% volume increase and 1.2% price/mix contribution.
Strong Profitability Expansion
Gross profit rose 11.9% with a gross margin of 41.6%. Operating profit increased 12.2% with operating margin at 23.7% (up 50 bps sequentially).
EBITDA Growth and Margin Above Target
EBITDA of MXN 3.9 billion, up 9.6% YoY; EBITDA margin at 27.1%, above the long-term target range and improved 40 bps sequentially (13th consecutive quarter within/above range).
Material Cost Savings from Efficiency Program
Cost reduction program delivered approximately MXN 450 million of savings in the quarter (mainly in COGS) from global fiber contracting, sourcing changes, product redesigns and logistics efficiencies; company states savings are largely structural/run-rate.
Net Income and EPS Improvement
Net income of MXN 2.0 billion, up 9.0% YoY; earnings per share MXN 0.68, up 9.7%.
Strong Balance Sheet and Leverage Metrics
Total cash of MXN 19.6 billion as of June 30; net debt-to-EBITDA of 0.9x and EBITDA-to-net-interest coverage of 9x, supporting ability to finance opportunities like Kenvue Mexico.
Private Label and Innovation Momentum
Private label expected to reach ~MXN 800 million for the year (about double last year) as the company expands strategic participation; broad innovation pipeline across core and diamond categories (wipes, incontinence, feminine care, diapers, bathroom tissue) cited as driver of consumer products growth.
Progress on Strategic Initiatives and M&A Opportunity
Continued execution of 'KCM plus' growth/transformation strategy; active work with partner on potential Kenvue Mexico transaction with more information expected in Q3 and financing not expected to be an issue.
MX:KIMBERA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed