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Inferra AI / Company / KVUE

Kenvue

KVUE · Consumer Staples

Last earnings Oct 30, 2026

Key results

Operating incomequarter

16.7%

Operating income margin was 16.7% vs 16.8% in the prior year period.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Adjusted operating incomequarter

21.5%

Adjusted operating income margin 1 was 21.5% vs 22.1% in the prior year period.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

EPSquarter

$0.21

Diluted earnings per share were $0.21 vs $0.20 in the prior year period.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Adjusted EPSquarter

$0.28

Adjusted diluted earnings per share 1 were $0.28 both in the current and prior year periods.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Gross Profit Margin and Operating Income Margin Third quarter 2025 Gross profit margin expanded 60 basis points to 59.1% from 58.5% in the prior year period.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Third quarter 2025 Operating income margin was 16.7% vs 16.8% in the prior year period.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Third quarter 2025 Adjusted operating income margin was 21.5% vs 22.1% in the prior year period.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Net Income Per Share ( Earnings Per Share ) Third quarter 2025 Diluted earnings per share were $0.21 vs $0.20 in the prior year period and Adjusted diluted earnings per share were $0.28 both in the current and prior year periods.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Revenuequarter

$3,764 million

Net sales $ 3,764 $ 3,899 $ 11,344 $ 11,793

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Gross marginquarter

$2,226 million

Gross profit 2,226 2,282 6,655 6,889

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Net incomequarter

$398 million

Net income $ 398 $ 383 $ 1,140 $ 737

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

AI analysis

Q3 2025 · reported Nov 3, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$3,764M
EX-99 · Nov 3, 2025
EPS · Q3 2025
$0.21
EX-99 · Nov 3, 2025
Net income · Q3 2025
$398M
EX-99 · Nov 3, 2025
Adjusted EPS · Q3 2025
$0.28
+27.3% vs prior quarter computed from stated figures
EX-99 · Nov 3, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Operating income16.7%18.0%—
Adjusted operating income21.5%22.7%—
EPS$0.21$0.22—
Adjusted EPS$0.28$0.22—
Revenue$3,764 million$3,839 million—
Gross margin$2,226 million$2,261 million—
Net income$398 million$420 million—

EX-99 · Nov 3, 2025

Guidance · company-stated

Net sales

“decreased 3.5%”

sales

“1 decline of 4.4%”

Gross profit

“margin was 59.1%”

Operating income

“margin was 16.7%”

Diluted earnings per share

“were $0.21”

Adjusted diluted earnings per share

“1 were $0.28”

Guidance stated in the release's Business Outlook table for FY 25; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$2,226M

Capital allocation

Management believes this non-GAAP measure is useful to investors as it provides a view of the Company s liquidity after deducting capital expenditures, which are considered a necessary component of our ongoing operations.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Third quarter results keep us on track to deliver our full year guidance and we are confident in the decisive actions we are taking to accelerate Kenvue s performance and unlock the inherent value of our brands

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Net sales: “Net sales decreased 3.5%”

sales: “sales 1 decline of 4.4%”

Gross profit: “Gross profit margin was 59.1%”

Operating income: “Operating income margin was 16.7%”

Diluted earnings per share: “Diluted earnings per share were $0.21”

Adjusted diluted earnings per share: “Adjusted diluted earnings per share 1 were $0.28”

Net sales (“FY 25”)
“Net sales decreased 3.5%”

sales (“FY 25”)
“sales 1 decline of 4.4%”

Gross profit (“FY 25”)
“Gross profit margin was 59.1%”

Operating income (“FY 25”)
“Operating income margin was 16.7%”

Diluted earnings per share (“FY 25”)
“Diluted earnings per share were $0.21”

Adjusted diluted earnings per share (“FY 25”)
“Adjusted diluted earnings per share 1 were $0.28”

Guidance stated in the release's Business Outlook table for FY 25; no direction stated — figures as stated in the table.

Capital allocation

Management believes this non-GAAP measure is useful to investors as it provides a view of the Company s liquidity after deducting capital expenditures, which are considered a necessary component of our ongoing operations.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Strategy & priorities

Throughout the third quarter, our team remained focused on our four operating priorities to drive improved performance, said Kirk Perry, Chief Executive Officer.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Organic sales decline was driven by a 4.0% volume decrease and unfavorable value realization of 0.4%, reflecting planned strategic price investments.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

The year-over-year change in both measures reflects the savings from productivity gains attributable to our global supply chain optimization initiatives, which helped offset the impact from lower volume, inflationary, tariff, and foreign exchange headwinds, as well as strategic price investment.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Halvorson is a seasoned and strategic marketing leader with deep expertise in digital transformation, consumer experience, and commerce strategy.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

We define Adjusted EBITDA as EBITDA adjusted for restructuring expenses and operating model optimization initiatives, costs incurred in connection with our establishment as a standalone public company ( Separation-related costs ), conversion of stock-based awards, stock-based awards granted to individuals employed by Kenvue as of October 2, 2023 ( Founder Shares ), impairment charges, the impact of the deferred transfer of certain assets and liabilities from Johnson Johnson in certain jurisdictions (the Deferred Markets ), litigation income, losses on investments, and tax indemnification releases.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Risks & headwinds

The year-over-year change in both measures reflects the savings from productivity gains attributable to our global supply chain optimization initiatives, which helped offset the impact from lower volume, inflationary, tariff, and foreign exchange headwinds, as well as strategic price investment.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

The outlook is predicated on the current foreign exchange rates and the estimated impact from tariffs in place as of October 31, 2025.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

We define Adjusted EBITDA as EBITDA adjusted for restructuring expenses and operating model optimization initiatives, costs incurred in connection with our establishment as a standalone public company ( Separation-related costs ), conversion of stock-based awards, stock-based awards granted to individuals employed by Kenvue as of October 2, 2023 ( Founder Shares ), impairment charges, the impact of the deferred transfer of certain assets and liabilities from Johnson Johnson in certain jurisdictions (the Deferred Markets ), litigation income, losses on investments, and tax indemnification releases.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Ci Labo asset impairment, litigation (income) expense, losses on investments, and tax indemnification releases.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

GAAP Net income adjusted for amortization of intangible assets, restructuring expenses and operating model optimization initiatives, Separation-related costs, conversion of stock-based awards, Founder Shares, impairment charges, the impact of the Deferred Markets, litigation income, losses on investments, tax indemnification releases, and their related tax impacts (i.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

GAAP Operating income adjusted for amortization of intangible assets, restructuring expenses and operating model optimization initiatives, Separation-related costs, conversion of stock-based awards, Founder Shares, impairment charges, the impact of the Deferred Markets, and litigation income.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

What changed vs prior quarter

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Adjusted operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

EPS — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Kenvue — Earnings release (8-K exhibit)EX-99Nov 3, 2025

Documents

Earnings deck slides

0 decks with slide view

Kenvue — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples

Filings

50 documents

Earnings releases

17 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Kenvue are held in this edition of the library.

Mentioned by

14 companies

Other tracked companies whose held documents mention Kenvue by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.