Overview

• Second-quarter organic sales rose 3.9% year-over-year, driven by volume gains in personal-care products
• Adjusted earnings per share reached $1.92, beating the $1.67 consensus, while net sales from continuing operations fell 1.6% to $4.16 billion
• North American volumes climbed 5.2% thanks to targeted promotions and new product launches
• Full-year guidance was raised to low- to mid-single-digit growth for both adjusted EPS and operating profit after a prior flat-to-positive outlook
• The company retains a $300 million tariff cost provision and expects the $3.4 billion Suzano tissue joint venture to close in mid-2026