Kimberly Clark Corp

Company facts

Industry

Converted Paper & Paperboard Prods (No Contaners/Boxes)

Headquarters

Irving, Texas

Most recent report

10-Q, filed Aug 4, 2026

Incorporated

Delaware

Filings on record

1,001+ filings

On EDGAR

CIK 55785

Fiscal year ends

December

Filer status

Large accelerated filer

What to read: Jun 2026 10-Q

SECSift found 2 of 8 sections worth reading, with 0 positive, 7 notable, and 2 negative flags.

• Financial Statements (Item 1)

  Core financials with major events: IFP closed, Kenvue pending, transformation expanded.
  Notable

  • Transformation initiative extended through 2028; total costs now $1.5B, with $913M cumulative.
  • Pending Kenvue acquisition: $1.1B termination fee; costs incurred $109M in Q2 2026.
  • Entered $4.3B forward-starting interest rate swaps in Q2 2026 for Kenvue debt issuance.
  • Supplier finance program stable at $1.1B outstanding at June 30, 2026.
  • IFP transaction closed July 1, 2026; pre-tax gain >$1.0B expected in Q3 2026.

• Management's Discussion (Item 2)

  New China social media disruption, Kenvue costs, transformation extension, segment divergences require review.
  Notable

  • IFP transaction closed on July 1, 2026, with $1.7B purchase price for 51% interest.
  • No share repurchases in first half of 2026; prior year also none in Q1.
  Negative

  • False social media allegations in China significantly hurt Q2 2026 diaper sales.
  • North America net sales fell 1.2% in Q2 2026, dragged by private label exit and LA fire.

What changed: Jun 2026 vs. Mar 2026

About 16% of KMB's Jun 2026 10-Q is new information. 40 paragraphs were added, 89 changed, and 17 removed. Below are the most important lines SECSift identified.

• Item 2 43
• Item 1 37
• Item 6 5
• Item 4 1
• Item 5 1