KVUE
Kenvue Inc.17.25
+0.04+0.23%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
33.05BP/E (TTM)
23.00Basic EPS (TTM)
0.75Dividend Yield
0.05%Recent Filings
10-Q
Q3 FY2025 results
Kenvue posted Q3 net sales of $3.8B, down 3.5% y/y yet holding gross margin steady at 59.1% through supply chain gains offsetting input inflation and tariffs. Operating income slipped 3.8% y/y to $629M amid $84M restructuring charges, but YTD figures surged 38% to $1.9B after skipping last year's $578M impairments. Diluted EPS of $0.21 matched 1,923M shares; cash climbed to $1.1B with $1.3B operating cash flow funding $365M capex and $978M FCF (derived). Total debt sits at $9.0B including commercial paper, revolver untapped. Proposed Kimberly-Clark merger announced Nov 2 awaits approvals. Retailer inventory draws crimp volumes.
8-K
Kenvue merges with K-C
Kenvue signed a merger agreement with Kimberly-Clark on November 2, 2025, for a cash-and-stock deal converting each Kenvue share into $3.50 cash plus 0.14625 K-C shares. Boards unanimously approved; needs stockholder and antitrust nods by November 2, 2026. Kirk Perry named permanent CEO that day. Deal faces regulatory hurdles.
8-K
Q3 sales dip, leadership set
Kenvue reported Q3 net sales down 3.5% to $3,764M with organic sales off 4.4%, hit by volume drops and low seasonal demand, yet gross margins expanded to 59.1% on productivity gains. Kirk Perry locked in as permanent CEO; new North America and digital chiefs appointed for turnaround push. Affirms FY25 adjusted EPS $1.00-$1.05. Leadership stabilized.
8-K
Kenvue Q2 sales dip 4%
Kenvue reported Q2 2025 net sales down 4.0% to $3.8 billion, with organic sales declining 4.2% amid volume drops from weak allergy seasons and China shipment timing. Adjusted diluted EPS fell to $0.29 from $0.32, while margins held steady despite inflation headwinds offset by productivity gains. Kirk Perry stepped in as interim CEO on July 14, 2025, as the board advances its strategic alternatives review to boost growth. Full-year outlook now sees low-single-digit sales declines and adjusted EPS of $1.00-$1.05. Leadership shakeup signals urgency.
10-Q
Q2 FY2025 results
Kenvue's Q2 net sales dipped 4.0% year-over-year to $3.8B, with organic sales down 4.2% (derived) from softer allergy and sun seasons plus trade inventory shifts, yet gross margin held steady at 58.9% thanks to supply chain gains offsetting input inflation. Operating income surged to $692M from $154M, boosted by no repeat of last year's $510M Dr.Ci:Labo impairment, while diluted EPS climbed to $0.22 from $0.03 on 1,928M shares. Cash from operations hit $1.0B YTD, funding $785M dividends and $127M buybacks amid $8.6B debt; free cash flow reached $782M (derived). Restructuring under Our Vue Forward racked up $135M YTD charges but eyes $350M annual savings by 2026. Litigation over phenylephrine efficacy lingers as a wildcard.
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