Recent Updates — KVUE

Kenvue Inc. reported fiscal third-quarter results ending September 27, 2026, with net sales increasing 3.2% year-over-year to $3.89 billion, driven by a 2.9% organic growth rate and a 0.3% foreign currency benefit. Diluted earnings per share rose 5% to $0.22, while adjusted diluted EPS increased 4% to $0.29. Operating income margin expanded to 18.2%, up from 16.7% in the prior year period. The company cited strong performance in its Self Care segment and margin expansion from productivity initiatives. Due to a pending transaction with Kimberly-Clark, Kenvue will not provide forward-looking guidance or host a quarterly conference call. Kenvue Inc. is the world’s largest pure-play consumer health company by revenue.

Kenvue Inc. entered into a Third Supplemental Indenture to amend the restrictive covenants, events of default, and SEC reporting requirements for its existing senior notes. These amendments were solicited by Kimberly-Clark Corporation on behalf of Kenvue in connection with an ongoing exchange offer allowing holders to swap up to $7 billion of Kenvue debt for new Kimberly-Clark notes and cash. The changes become operative upon the settlement of the exchange offers, which is expected to occur promptly following expiration and around the closing date of Kimberly-Clark's acquisition of Kenvue. Kenvue Inc. operates in the consumer health sector, manufacturing over-the-counter medicines, personal care products, and baby care items.

Kenvue Inc. reported fiscal second quarter results ending June 28, 2026, with net sales increasing 3.0% to $3.955 billion and diluted earnings per share rising 9% to $0.24. The company delivered its third consecutive quarter of organic sales growth, driven by favorable value realization and volume increases across Self Care, Skin Health and Beauty, and Essential Health segments. Kenvue received FDA approval for Tylenol with Naproxen, the first OTC fixed-dose combination of acetaminophen and naproxen sodium. The company will not provide forward-looking guidance or host a conference call due to its pending merger with Kimberly-Clark, which is expected to close in the fourth quarter of 2026 subject to foreign regulatory approvals. Kenvue Inc. operates as a global consumer health company producing over-the-counter medications and personal care products.

Kenvue Inc. has released its financial results for the first fiscal quarter ended March 29, 2026. This announcement is a critical update for investors to assess the company's recent operational performance and financial health.