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Kenvue
Kenvue (KVUE) investor relations material
Kenvue Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Q4 net sales rose 3.2% year-over-year, with organic sales up 1.2% and a 2.1% foreign currency benefit.
Full year 2025 net sales declined 2.1% year-over-year, with organic sales down 2.2%.
Q4 diluted EPS was $0.17 (up from $0.15), and adjusted diluted EPS was $0.27 (up from $0.26).
Full year diluted EPS was $0.76 (up from $0.54), and adjusted diluted EPS was $1.08 (down from $1.14).
Pending acquisition by Kimberly-Clark expected to close in the second half of 2026.
Financial highlights
Q4 gross profit margin was flat at 56.5%; adjusted gross profit margin rose to 58.8% from 58.7%.
Q4 operating income margin increased to 14.2% (adjusted: 19.9%).
Full year gross profit margin expanded to 58.1% (adjusted: 60.2%).
Full year operating income margin was 16.0% (adjusted: 21.0%).
Net cash flows from operating activities were $2.2B; free cash flow was $1.7B.
Total cash and cash equivalents stood at $1.1B; total debt at $8.5B as of year-end.
Outlook and guidance
No forward-looking guidance provided due to the pending Kimberly-Clark transaction.
What caused Q4 volume decline across segments?
Explain net impact of "Our Vue Forward" initiatives.
What is the outlook for separation and transaction costs?
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Latest events from Kenvue
- Merger and compensation proposals were approved by stockholders, with final results pending SEC filing.KVUE
AGM 20263 Feb 2026 - Q2 saw 1.5% organic growth, margin expansion, and a $488M impairment hit net income.KVUEQ2 20242 Feb 2026
- Transformation drives growth, efficiency, and brand investment, with M&A on hold for now.KVUE2024 Deutsche Bank dbAccess Global Consumer Conference31 Jan 2026
- Transformation and efficiency gains are fueling brand growth and innovation, supporting long-term TSR.KVUEBarclays 17th Annual Global Consumer Staples Conference22 Jan 2026
- Q3 2024 saw margin gains and stable EPS despite flat sales and higher brand investment.KVUEQ3 202416 Jan 2026
- Strong transformation, cost savings, and brand investment drive growth and margin expansion.KVUEMorgan Stanley Global Consumer & Retail Conference11 Jan 2026
- 2025 organic sales growth targeted at 2–4%, with margin expansion and H2 acceleration expected.KVUEQ4 20248 Jan 2026
- Q1 2025 sales fell 3.9% as margins face tariff and FX pressure; cost savings initiatives continue.KVUEQ1 20258 Jan 2026
- Accelerating growth and margin expansion in 2025 through innovation and operational efficiency.KVUEConsumer Analyst Group of New York Conference (CAGNY) 20258 Jan 2026
Next Kenvue earnings date
Q1 20267 May, 2026
Kenvue
Next Kenvue earnings date
Q1 20267 May, 2026
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