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Sep 28, 2025
Kenvue Q3 2025 Earnings Report
Kenvue reported Q3 2025 results with a decline in net sales and flat adjusted EPS, while maintaining solid gross margins through productivity initiatives.
Key Takeaways
Kenvue delivered Q3 2025 results marked by a 3.5% drop in net sales and a 4.4% decline in organic sales. Despite volume challenges, the company held margins steady through cost efficiencies. Net income rose slightly, while adjusted EPS remained flat year-over-year.
Net sales were $3.76 billion, down 3.5% year-over-year
Organic sales declined 4.4%, driven by a 4.0% drop in volume
Adjusted gross profit margin improved to 61.2%
Adjusted EPS was flat at $0.28 vs. Q3 2024
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Kenvue reaffirmed its FY 2025 outlook, expecting low-single-digit declines in net and organic sales, with adjusted EPS guidance between $1.00 and $1.05.
Positive Outlook
- Affirmed full-year 2025 guidance
- Maintained adjusted EPS outlook of $1.00–$1.05
- Productivity initiatives offset margin pressures
- Stable adjusted gross and operating margins
- Named Kirk Perry permanent CEO
Challenges Ahead
- Organic sales declined due to volume softness
- Adjusted operating margin fell YoY
- Asia Pacific revenue dropped significantly
- R&D expenses remained high
- No earnings webcast due to acquisition activity
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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