NYSE$KVUE

Kenvue Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Kenvue reported Q4 2025 net sales of $3.78B and diluted EPS of $0.17.

Fourth-quarter net sales increased 3.2% to $3.78 billion with organic growth of 1.2%. Net income was $330 million and diluted EPS was $0.17. Self Care, Skin Health and Beauty, and Essential Health all posted organic growth in the quarter.

  • Q4 net sales $3.78B (+3.2% YoY).
  • Organic sales +1.2%.
  • Essential Health organic sales +4.2%.
  • Kimberly-Clark combination progressing.

Headline financials

Total Revenue

$3.78B

Previous: $3.66B+3.2%
EPS (adj)

$0.17

Previous: $0.26-34.6%
Gross Profit Margin

56.5%

Previous: 56.5%+0.0%
Adjusted Gross Margin

58.8%

Previous: 58.7%+0.2%
Operating Margin

14.2%

Previous: 13.2%+7.6%
Adjusted Operating Margin

19.9%

Previous: 19.2%+3.6%
Effective Tax Rate

22.7%

Previous: 15.3%+48.4%
Adjusted Tax Rate

20.2%

Previous: 17.7%+14.1%
R&D Expenses

$98M

Previous: $106M-7.5%
Organic Sales Growth

1.2%

No prior period
Organic Volume Growth

-1.1%

No prior period
Organic Price/Mix Growth

2.3%

No prior period
Net Income

$330M

Previous: $293M+12.6%
Operating Income

$535M

Previous: $483M+10.8%
Gross Profit

$2.14B

Previous: $2.07B+3.2%

Revenue & EPS history

Kenvue · Revenue · Quarterly

$3.78B

Q4 2025+3.2%vs Q4 2024
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%

Forward guidance

The release discusses Kenvue's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Kenvue cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 Q4 2025

Historical avgQ4 2025

+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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