Kimberly-Clark de México (KIMBERA) Q2 2026 earnings summary

Executive summary

• Net sales reached Ps. 14.4 billion in 2Q26, up 3% year-over-year, marking an all-time high.

• Consumer Products segment drove growth with a 5% increase, while Away from Home and Export sales declined.

• Gross profit rose 12% to Ps. 6.0 billion, with margin expansion of 340 bps year-over-year.

• Net income increased 9% to Ps. 2.0 billion, and EPS rose 10% to Ps. 0.68.

Financial highlights

• EBITDA grew 10% to Ps. 3.9 billion, with a margin of 27.1%, above the long-term range.

• Operating profit increased 12% to Ps. 3.4 billion, with a margin of 23.7%.

• Cost-reduction initiatives delivered Ps. 450 million in quarterly savings.

• Year-to-date net sales up 3% to Ps. 28.8 billion; net income up 10% to Ps. 4.1 billion.

Outlook and guidance

• Margin expansion expected to continue, supported by productivity initiatives and disciplined capital allocation.