With a market cap of $42.4 billion, Kimberly-Clark Corporation (KMB) is a global manufacturer and marketer of a wide range of personal care and tissue-based consumer products. The company operates through segments including North America, International Personal Care, and International Family Care and Professional, serving both retail and professional markets through various channels including supermarkets, e-commerce, and direct distribution.

The Dallas, Texas-based company is expected to announce its fiscal Q2 2025 earnings results on Tuesday, Jul. 22. Ahead of this event, analysts expect Kimberly-Clark to report an adjusted EPS of $1.67, down 14.8% from $1.96 in the year-ago quarter. However, the company has met or surpassed Wall Street's earnings estimates in the last four quarters. In Q1 2025, KMB exceeded the consensus adjusted EPS estimate by 2.1%.

For fiscal 2025, analysts expect the consumer products maker to report an adjusted EPS of $7.09, down 2.9% from $7.30 in fiscal 2024. Nevertheless, adjusted EPS is projected to rebound, growing 6.1% year-over-year to $7.52 in fiscal 2026.

Shares of KMB have declined 6.7% over the past 52 weeks, lagging behind both the S&P 500 Index's ($SPX) 13.6% surge and the Consumer Staples Select Sector SPDR Fund’s (XLP) 5.7% return over the same period. 

Despite beating Q1 2025 earnings expectations with an adjusted EPS of $1.93, Kimberly-Clark shares fell 1.5% on Apr. 22. The company reported revenue of $4.8 billion, down 6% year-over-year and below analyst estimates, with all three business segments experiencing sales declines - North America down 3.9% and International Personal Care dropping 8.9%. Investor sentiment weakened further after management cut full-year guidance, projecting flat to slightly positive EPS growth instead of the previously expected mid-single-digit increase, citing $300 million in additional costs from global trade disputes.

Analysts' consensus view on Kimberly-Clark’s stock is cautious, with a "Hold" rating overall. Among 18 analysts covering the stock, four recommend "Strong Buy," one suggests "Moderate Buy," 11 advise "Hold," and two "Strong Sells." As of writing, KMB is trading below the average analyst price target of $142.24.