Kenvue beats Q4 sales expectations

Kenvue

17/02/2026 21:54

Overview

Consumer health firm's Q4 net sales rose 3.2%, beating analyst expectations

Adjusted diluted EPS for Q4 was $0.27, slightly up from prior year

Company in process of acquisition by Kimberly-Clark, expected to close in H2 2026

Outlook

Company will not provide forward-looking guidance due to pending Kimberly-Clark transaction

Result Drivers

FOREIGN CURRENCY BENEFIT - Q4 net sales increase of 3.2% was partly due to a 2.1% foreign currency benefit

VALUE REALIZATION - Organic sales growth driven by 2.3% favorable value realization, offset by 1.1% volume decrease

SUPPLY CHAIN OPTIMIZATION - Adjusted gross profit margin improved due to savings from global supply chain optimization

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$3.78 bln
$3.68 bln (10 Analysts)
Q4 Adjusted EPS
$0.27
Q4 EPS
$0.17
Q4 Net Income
$330 mln
Q4 Gross Profit
$2.14 bln
Q4 Operating Income
$535 mln
Q4 Pretax Profit
$427 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 13 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the personal products peer group is "buy."

Wall Street's median 12-month price target for Kenvue Inc is $18.00, about 2.2% below its February 17 closing price of $18.41

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 13 three months ago

Press Release: ID:nBw7wtt40a

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)