NYSE$KVUE

Kenvue Inc · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Kenvue Inc Q1 fiscal 2026: $3.91B revenue, $474.0M net income

net losses to J&J, the Company will reimburse J&J for the amount of such net losses). (SEC accession 0001944048-26-000098)

  • Revenue: $3.91B
  • Net income: $474.0M
  • Diluted EPS: $0.25
  • Operating income: $767.0M
  • Gross profit: $2.30B

Headline financials

Total Revenue

$3.91B

Previous: $3.74B+4.5%
EPS (adj)

$0.25

Previous: $0.17+47.1%
Capital Expenditures

-$139M

Previous: -$200M+30.5%
Free Cash Flow

$350M

No prior period
Net Income

$474M

Previous: $322M+47.2%
Operating Income

$767M

Previous: $558M+37.5%
Gross Profit

$2.3B

Previous: $2.17B+6.2%
Cash & Equivalents

$1.08B

No prior period
Total Assets

$26.9B

No prior period

Revenue & EPS history

Kenvue · Revenue · Quarterly

$3.91B

Q1 2026+4.5%vs Q1 2025
Beat estimate in 7 of 12 quarters(58%)
ActualEstimate

Revenue by segment

Kenvue · $3.92B total across 3 segments · Q3 2023

  • Self Care
    $1.61B+6.4%
  • Essential Health
    $1.18B+3.0%
  • Skin Health & Beauty
    $1.12B-0.4%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 12 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+2.0%

Avg return

Earnings day

+3.1%

Avg return

5 days after

+3.0%

Avg return

30 days after

57%

8 / 14 earnings

Positive

+15.7%

Q3 2025

Best reaction

-7.7%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.0%-1.2%
Q4 2025+0.9%+2.9%-5.5%
Q3 2025+15.7%+17.5%+18.1%
Q2 2025+1.5%+2.1%-13.2%
Q1 2025+4.3%+2.4%-6.0%
Q4 2024-4.5%+0.8%+12.9%
Q3 2024+5.2%+5.1%+1.5%
Q2 2024+13.4%+15.6%+23.7%
Q1 2024+7.2%+7.7%-2.4%
Q4 2022-0.2%+3.1%+12.9%
Q4 2023-5.8%-6.2%-2.4%
Q3 2023-7.7%-5.7%+2.6%
Q2 2023-4.0%+0.5%-8.5%
Q1 2023-0.5%-0.8%+4.5%
Q3 2022
Q2 2022
Q1 2022
Q4 2021

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