Kimberly-Clark Corporation (NASDAQ: KMB) filed a Current Report on Form 8-K on October 15, 2026, providing estimated preliminary financial data for the three months ended September 30, 2026. The company stated that actual results for the period are subject to the completion of the quarter-end closing process and review by management and its audit committee.

For the three months ended September 30, 2026, the company estimates net sales of $4.134 billion, representing a 0.4% decrease compared to the prior year period. Organic sales growth is estimated at (1.3)%, down from 2.5% in the prior year. The company attributes this organic decline to realized and potential unfavorable impacts of approximately 100 basis points, primarily related to previously disclosed disruptions in China.

On a GAAP basis, the company estimates operating profit of $516 million for the third quarter of 2026, compared to $621 million in the prior year. Adjusted operating profit is estimated at $677 million, compared to $683 million in the prior year.

Diluted earnings per share from continuing operations is estimated at $1.19, compared to $1.01 in the prior year. Adjusted earnings per share from continuing operations is estimated at $1.70, compared to $1.45 in the prior year. Diluted earnings per share attributable to Kimberly-Clark is estimated at $5.37, compared to $1.34 in the prior year. Adjusted earnings per share attributable to Kimberly-Clark is estimated at $1.70, compared to $1.82 in the prior year.

Regarding the 2026 outlook, Kimberly-Clark stated that results remain consistent with previous expectations. The company expects 2026 organic sales growth to be approximately 100 basis points below its weighted average category growth, which is now approximately 1.7% on a trailing 12-month basis. The company expects adjusted operating profit to grow mid-single digits on a constant-currency basis and adjusted earnings per share from continuing operations to grow high single digits on a constant-currency basis. Adjusted earnings per share attributable to Kimberly-Clark is expected to see a low single-digit decline on a constant-currency basis.

The company noted that its final third quarter and nine months results will be released on November 5, 2026.