Kimberly-Clark cuts 2026 adjusted operating profit growth outlook to mid-single digits amid China diaper disruption

• Kimberly-Clark forecast 2026 organic sales growth about 100 bps below weighted average category growth, with category growth now seen at 2%.
• China diaper disruption expected to be about a 100 bps headwind to full-year growth; Q2 organic sales included a roughly 50 bps hit.
• Adjusted operating profit growth outlook cut to mid-single digits constant-currency, from mid-to-high single digits, reflecting China disruption and stepped-up defense spending.
• Second-half gross input cost headwinds seen at about USD 150 million; pricing net of cost inflation expected roughly neutral, with about 90% of inputs covered.
• Adjusted EPS from continuing operations expected to rise high-single digits constant-currency; adjusted EPS attributable to Kimberly-Clark expected to fall low single digits; adjusted free cash flow seen near USD 2 billion.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Kimberly-Clark Corporation published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein.