Church & Dwight, $CHD, Q2-25. Results: π Adj. EPS: $0.94 π’ π° Revenue: $1.51B π’ π Net Income: $191M π Adj. EPS beat expectations on stronger organic sales and margins; Touchland acquisition added as 8th power brand
Kimberly-Clark, $KMB, Q2-25. Results: π Adj. EPS: $1.92 π’ π° Revenue: $4.16B π΄ π Net Income: $509M π Strong volume-led organic growth and productivity gains drove one of the companyβs best quarters in recent years.
$KMB (+4.4% pre) Kimberly-Clark rallies after seeing its best quarterly volume growth in five years https://t.co/xP0M1ceRvB
Kimberly-Clark reported second-quarter adjusted earnings of $1.92 a share, comfortably ahead of the $1.68 consensus, as productivity gains and firmer pricing offset weaker reported revenue. Net sales fell 0.6% from a year earlier to $4.16 billion, partly because of business divestitures, yet gross margin widened to 35%. The company recorded roughly $47 million in GAAP net income for the period. Underlying trends were stronger than the headline figures suggested. Organic sales rose, and the consumer-products maker logged its best quarterly volume growth in five years, helped by demand for its Huggies diapers and Cottonelle tissue brands. Management said the results reflect progress on a broader effort to streamline operations, including the planned sale of an international tissue unit. On the back of the volume rebound, Kimberly-Clark raised its full-year outlook and now expects 2025 profit to expand at a low-to-mid-single-digit rate. The upbeat guidance sent the shares up about 4% in pre-market trading on Friday.