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After a string of EPS beats and a raised 2025 outlook, Kimberly‑Clark reports improved margins, strong free cash flow conversion and a leverage profile hinging on divestiture proceeds.
Kimberly‑Clark posted its best quarterly volume growth in five years (+~5%), while maintaining a ~3.8% yield and a high payout; cash flow backs the dividend but leverage and currency remain key risks.
Suzano JV delivers **$1.734B** proceeds and a +$0.30–$0.40 EPS tailwind; Powering Care is widening margins while KMB preserves a near-4% yield and heavy payout.