Earnings summaries and quarterly performance for Kenvue.
Executive leadership at Kenvue.
Kirk Perry
Detailed
Interim Chief Executive Officer
CEO
AB
Amit Banati
Detailed
Chief Financial Officer
AD
Anindya Dasgupta
Detailed
Group President, Asia Pacific
BT
Bernardo Tavares
Detailed
Chief Technology & Data Officer
CL
Carlton Lawson
Detailed
Group President, EMEA & Latin America
CT
Caroline Tillett
Detailed
Chief Scientific Officer
CE
Charmaine England
Detailed
Chief Growth Officer
JM
Jan Meurer
Detailed
Group President, North America
LA
Luani Alvarado
Detailed
Chief People Officer
MO
Matthew Orlando
Detailed
General Counsel
MS
Meredith Stevens
Detailed
Chief Operations Officer
RD
Russell Dyer
Detailed
Chief Corporate Affairs Officer
Board of directors at Kenvue.
BH
Betsy Holden
Detailed
Director
EM
Erica Mann
Detailed
Director
JS
Jeffrey Smith
Detailed
Director
KP
Kathleen Pawlus
Detailed
Director
LM
Larry Merlo
Detailed
Independent Chair of the Board
MH
Melanie Healey
Detailed
Director
MS
Michael Sneed
Detailed
Director
RA
Richard Allison
Detailed
Director
SH
Sarah Hofstetter
Detailed
Director
SG
Seemantini Godbole
Detailed
Director
VP
Vasant Prabhu
Detailed
Director
Research analysts who have asked questions during Kenvue earnings calls.
AT
Andrea Teixeira
JPMorgan Chase & Co.
5 questions for KVUE
Also covers: CELH, CENT, CHD +20 more
Bonnie Herzog
Goldman Sachs
5 questions for KVUE
Also covers: CASY, CCEP, CELH +21 more
Filippo Falorni
Citigroup Inc.
5 questions for KVUE
Also covers: CELH, CHD, CL +13 more
PG
Peter Grom
UBS Group
5 questions for KVUE
Also covers: BRBR, CELH, CHD +26 more
Anna Lizzul
Bank of America Corporation
3 questions for KVUE
Also covers: CHD, CLX, COTY +3 more
JE
Javier Escalante Manzo
Evercore ISI
3 questions for KVUE
Also covers: CHD, CLX, KMB +2 more
KW
Korinne Wolfmeyer
Piper Sandler & Co.
3 questions for KVUE
Also covers: AIRS, BBWI, CHD +14 more
LL
Lauren Lieberman
Barclays
3 questions for KVUE
Also covers: CCEP, CHD, CL +18 more
NM
Nik Modi
RBC Capital Markets
3 questions for KVUE
Also covers: CHD, CL, COTY +10 more
Steve Powers
Deutsche Bank
3 questions for KVUE
Also covers: BRBR, CHD, CL +23 more
KD
Keith Devas
Jefferies Financial Group Inc.
2 questions for KVUE
Also covers: PBH, PRGO
JF
Jeremy Fialko
HSBC
1 question for KVUE
Also covers: HLN, UL
Stephen Powers
Deutsche Bank
1 question for KVUE
Also covers: BRBR, CELH, CLX +8 more
Stephen Robert Powers
Deutsche Bank
1 question for KVUE
Also covers: BRBR, CHD, CL +20 more
Recent press releases and 8-K filings for KVUE.
Kenvue reports Q4 2025 results
KVUE
Earnings
M&A
- Revenue of $3.78 billion, up 3.2% year-over-year, with organic sales growth of 1.2%; adjusted EPS of $0.27, missing consensus estimates of $4.11 billion revenue and $0.33 EPS
- By segment, Essential Health led with 6.1% net-sales growth, Skin Health & Beauty grew 2.9%, and Self Care rose 1.5%
- Full fiscal year 2025 net sales fell 2.1% and adjusted diluted EPS was $1.08 versus $1.14 a year earlier
- No forward guidance provided due to a pending acquisition approved by shareholders and HSR clearance; deal expected to close in H2 2026
Feb 17, 2026, 9:53 PM
Kenvue reports Q4 and FY 2025 results
KVUE
Earnings
M&A
- Q4 2025 net sales rose 3.2%, including 1.2% organic growth; FY 2025 net sales fell 2.1% (organic -2.2%)
- Q4 2025 diluted EPS was $0.17, adjusted EPS $0.27; FY 2025 diluted EPS was $0.76, adjusted EPS $1.08
- Q4 gross profit margin was 56.5% (adjusted 58.8%) and operating income margin was 14.2% (adjusted 19.9%); FY gross profit margin was 58.1% (adjusted 60.2%) and operating income margin was 16.0% (adjusted 21.0%)
- Kenvue will not provide forward guidance due to its pending cash-and-stock acquisition by Kimberly-Clark, expected to close in H2 2026 pending approvals
Feb 17, 2026, 9:46 PM
Kenvue announces Q4 and full year 2025 results
KVUE
Earnings
M&A
- In Q4 2025, net sales rose 3.2% YOY, driven by 1.2% organic sales growth; diluted EPS was $0.17 and adjusted EPS was $0.27.
- For FY 2025, net sales declined 2.1%, with organic sales down 2.2%; diluted EPS stood at $0.76, adjusted EPS at $1.08.
- Full year 2025 operating cash flow reached $2.2 billion, generating $1.7 billion in free cash flow, and total debt was $8.5 billion as of December 28, 2025.
- Kenvue did not provide 2026 guidance due to its pending acquisition by Kimberly-Clark, expected to close in H2 2026.
Feb 17, 2026, 9:45 PM
Kenvue shareholders approve merger with Kimberly-Clark
KVUE
M&A
Proxy Vote Outcomes
- 99% of votes cast at Kenvue’s January 29, 2026 Special Meeting approved the Merger Agreement, representing 77% of all outstanding shares.
- 96% of votes cast at Kimberly-Clark’s Special Meeting approved the issuance of KMB shares for the transaction.
- The transaction is expected to close in the second half of 2026, subject to regulatory approvals and customary closing conditions.
- Final vote results remain subject to certification and will be filed in separate Form 8-Ks.
Jan 29, 2026, 9:30 PM
Kenvue stockholders approve Kimberly-Clark merger
KVUE
M&A
Proxy Vote Outcomes
- 1,499,451,317 shares (78.2%) of Kenvue common stock participated, constituting a quorum at the Jan 29, 2026 special meeting.
- Shareholders approved the Agreement and Plan of Merger with Kimberly-Clark, as unanimously recommended by Kenvue’s board.
- The Advisory Compensation Proposal tied to the merger also passed following a non-binding vote.
- Final vote results will be reported in a Form 8-K filed with the SEC.
Jan 29, 2026, 2:00 PM
Kenvue shareholders approve merger with Kimberly-Clark
KVUE
M&A
Proxy Vote Outcomes
- Kenvue held a special meeting of stockholders on January 29, 2026 with 1,499,451,317 shares (78.2%) present, constituting a quorum.
- Shareholders approved the Merger Proposal to adopt an Agreement and Plan of Merger with Kimberly-Clark, as unanimously recommended by the board.
- The Advisory Compensation Proposal related to the transaction received non-binding shareholder approval.
- The Adjournment Proposal was not put to vote following the Merger’s approval; final vote results will be filed on Form 8-K.
Jan 29, 2026, 2:00 PM
Kenvue shareholders approve merger with Kimberly-Clark
KVUE
M&A
Proxy Vote Outcomes
- Kenvue held a special meeting on January 29, 2026 with 1,499,451,317 shares (78.2%) represented, establishing a quorum for voting.
- The Board unanimously recommended approval of the Merger Agreement with Kimberly-Clark, the Advisory Compensation Proposal, and the Adjournment Proposal.
- Preliminary results show the Merger Proposal and Advisory Compensation Proposal were approved, rendering the Adjournment vote unnecessary; final results will be filed on Form 8-K.
Jan 29, 2026, 2:00 PM
Kimberly-Clark to acquire Kenvue for $48.7 B
KVUE
M&A
- Kimberly-Clark agreed to acquire Kenvue for an enterprise value of ~$48.7 billion, with Kenvue shareholders receiving $3.50 cash plus 0.14625 K-C shares per share (total consideration of $21.01/share).
- Post-close, K-C shareholders will own ~54% and Kenvue shareholders ~46% of the combined company.
- The deal carries a headline multiple of 14.3x Kenvue LTM Adjusted EBITDA (8.8x effective post-synergies), with fully committed financing targeting ~2.0x net leverage within 24 months.
- Expected synergies of ~$2.1 billion—including $1.9 billion in cost synergies and $0.2 billion in margin flow—drive value creation.
- Transaction is targeted to close in 2H 2026 subject to customary closing conditions and approvals.
Nov 3, 2025, 1:00 PM
Kimberly-Clark to acquire Kenvue and form consumer health leader
KVUE
M&A
- Combines Kimberly-Clark and Kenvue into a global health and wellness leader with pro forma annual revenues of $32 billion and $7 billion EBITDA.
- Deal valued at $48.7 billion, with Kenvue shareholders receiving $3.50 cash plus 0.14625 Kimberly-Clark shares per share (total $21.01), representing 4.3× LTM EBITDA (or 8.8× with $2.1 billion synergies).
- Targets $1.9 billion in cost synergies and $500 million in revenue synergies (net $2.1 billion EBITDA after reinvesting $300 million), to be achieved over 3-4 years, with one-time integration costs of $2.5 billion.
- Expected to close in H2 2026, subject to approvals; pro forma shareholders own 54% Kimberly-Clark and 46% Kenvue, with a leverage ratio goal of ~2× EBITDA within 24 months post-close.
Nov 3, 2025, 1:00 PM
Kimberly-Clark to acquire Kenvue
KVUE
M&A
- Kimberly-Clark and Kenvue will combine to form a $32 billion health and wellness leader generating approximately $7 billion in EBITDA pre-synergies and uniting 10 billion-dollar brands serving over a billion consumers globally.
- The transaction values Kenvue at about $48.7 billion, with Kenvue shareholders receiving $3.50 in cash plus 0.14625 Kimberly-Clark shares per Kenvue share (total consideration of $21.01 per share).
- The companies expect to unlock $2.1 billion of annual EBITDA synergies net of reinvestment, including $1.9 billion in cost and $500 million in revenue synergies, reinvesting $300 million; cost synergies to be realized within three years and revenue synergies within four years.
- Financing is structured with the majority in stock, supplemented by $1.8 billion of net proceeds from the Suzano JV to fund the cash component; the combined company targets a ~2× leverage ratio within 24 months and expects mid-single-digit EPS dilution in year one, turning accretive in year two.
- The deal is expected to close in H2 2026 subject to regulatory and shareholder approvals; pro forma ownership will be ~54% Kimberly-Clark and ~46% Kenvue, with three Kenvue directors joining Kimberly-Clark’s board.
Nov 3, 2025, 1:00 PM
Quarterly earnings call transcripts for Kenvue.
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