The Kimberly-Clark de México, S. A. B. de C. V. (BMV:KIMBERA) Second-Quarter Results Are Out And Analysts Have Published New Forecasts

The second-quarter results for Kimberly-Clark de México, S. A. B. de C. V. (BMV:KIMBERA) were released last week, making it a good time to revisit its performance. Kimberly-Clark de México S. A. B. de C. V reported in line with analyst predictions, delivering revenues of Mex$14b and statutory earnings per share of Mex$0.68, suggesting the business is executing well and in line with its plan. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Kimberly-Clark de México S. A. B. de C. V after the latest results.

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Taking into account the latest results, the most recent consensus for Kimberly-Clark de México S. A. B. de C. V from ten analysts is for revenues of Mex$57.8b in 2026. If met, it would imply a reasonable 2.7% increase on its revenue over the past 12 months. Statutory earnings per share are expected to reduce 2.0% to Mex$2.60 in the same period. Before this earnings report, the analysts had been forecasting revenues of Mex$57.8b and earnings per share (EPS) of Mex$2.64 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Kimberly-Clark de México S. A. B. de C. V

There were no changes to revenue or earnings estimates or the price target of Mex$43.13, suggesting that the company has met expectations in its recent result. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Kimberly-Clark de México S. A. B. de C. V, with the most bullish analyst valuing it at Mex$48.00 and the most bearish at Mex$40.00 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Kimberly-Clark de México S. A. B. de C. V's past performance and to peers in the same industry. It's clear from the latest estimates that Kimberly-Clark de México S. A. B. de C. V's rate of growth is expected to accelerate meaningfully, with the forecast 5.5% annualised revenue growth to the end of 2026 noticeably faster than its historical growth of 3.9% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 3.1% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Kimberly-Clark de México S. A. B. de C. V is expected to grow much faster than its industry.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Kimberly-Clark de México S. A. B. de C. V going out to 2028, and you can see them free on our platform here..

You can also see our analysis of Kimberly-Clark de México S. A. B. de C. V's Board and CEO remuneration and experience, and whether company insiders have been buying stock.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.