Loading...
•
Sep 28
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
Kenvue
Kenvue
Kenvue Revenue by Segment
Kenvue Revenue by Geographic Location
Revenue by Segment
Self Care Revenue
CapyFin.comSkin Health and Beauty Revenue
CapyFin.comEssential Health Revenue
CapyFin.comRevenue by Geographic Location
North America Revenue
CapyFin.comEurope, Middle East and Africa Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.comLatin America Revenue
CapyFin.com 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