EarningsQ2 2026 Earnings Report
MX:KIMBERB Q2 2026 EPS Results
Actual EPS$0.68
Consensus EPS$0.69
Beat/MissMissed by -$0.01
One Year Ago EPS$0.62
MX:KIMBERB Q2 2026 Revenue Results
Actual Revenue$14.45B
Expected Revenue$14.63B
Beat/MissMissed by -$185.13M
YoY Revenue Growth+2.68%
Earnings Announcement Details
QuarterQ2 2026
Date07/21/2026
TimeAfter Close
Conference CallTuesday, July 21, 2026
MX:KIMBERB Upcoming Earnings
Kimberly-Clark de Mexico SAB de CV Class B's next earnings date is estimated for October 20, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
No earnings call audio is available for this earnings event.
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 presented a predominantly positive performance: record revenue, volume-driven consumer product growth, strong gross profit and EBITDA expansion, meaningful structural cost savings and healthy balance sheet metrics. Challenges include a decline in Away from Home and exports, higher SG&A from strategic reinvestment, short-term raw-material/derivative cost pressures and an aggressive promotional environment that will make Q3 more challenging. Management expects cost pressures to ease toward year-end, continued Consumer Products leadership in H2, growth in Away from Home later in the year, and progress on strategic initiatives (private label and Kenvue Mexico).Company Guidance
Record Quarterly Revenue
Net sales of MXN 14.4 billion in Q2 2026, a 2.7% increase year-over-year and an all-time high.
Volume-Led Growth in Consumer Products
Total volume up 3.1% overall; Consumer Products grew 5.2% with a 4.0% volume increase and 1.2% price/mix growth.
Strong Profitability Expansion
Gross profit increased 11.9% with gross margin at 41.6%; operating profit rose 12.2% and operating margin was 23.7% (50 bps sequential improvement).
Robust EBITDA Performance
EBITDA of MXN 3.9 billion, up 9.6% year-over-year; EBITDA margin 27.1%, above the long-term target range and improved 40 bps sequentially (13th consecutive quarter within/above range).
Significant Cost Savings Delivered
Cost reduction program yielded approximately MXN 450 million of savings in the quarter, driven by global fiber contracting, sourcing changes, alternative fibers, product redesigns and logistics efficiencies; cost of goods sold decreased 3%.
Net Income and EPS Growth
Net income of MXN 2.0 billion, up 9.0% year-over-year; earnings per share MXN 0.68, up 9.7%.
Strong Balance Sheet and Leverage Metrics
Cash position of MXN 19.6 billion as of June 30; net debt-to-EBITDA ratio 0.9x and EBITDA-to-net-interest coverage ~9x; management states financing for potential transactions should not be an issue.
Progress on Strategic Initiatives
Advancing KCM plus transformation (innovation, commercial execution, cost structure); private label business scaling (expected ~MXN 800 million this year, ~2x prior year); active progress on Kenvue Mexico opportunity with more color expected in Q3.
MX:KIMBERB 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