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Dec 28, 2025
Kenvue Q4 2025 Earnings Report
Kenvue reported higher fourth quarter 2025 net sales and earnings, with margin expansion and improved operating performance year over year.
Key Takeaways
Kenvue generated $3.78 billion in Q4 2025 net sales, up 3.2% year over year, with diluted EPS of $0.17 and adjusted diluted EPS of $0.27. Gross margin remained flat at 56.5%, while operating income margin improved to 14.2%, supported by productivity initiatives and favorable price realization.
Net sales increased 3.2% to $3.78 billion, driven by 1.2% organic growth and favorable FX.
Diluted EPS rose to $0.17, with adjusted diluted EPS of $0.27.
Operating income margin improved to 14.2%, while adjusted operating margin reached 19.9%.
Essential Health led segment growth with 6.1% reported sales increase.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company did not provide forward-looking guidance due to the pending transaction with Kimberly-Clark.
Positive Outlook
- Completed shareholder approvals for Kimberly-Clark transaction.
- HSR waiting period expired.
- Transaction expected to close in second half of 2026.
- Improved Q4 top-line growth.
- Margin expansion year over year.
Challenges Ahead
- No forward-looking financial guidance provided.
- Pending regulatory approvals required for transaction.
- Exposure to inflation and tariff headwinds.
- Volume decline of 1.1% in Q4.
- Higher effective tax rate year over year.
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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