Kenvue (KVUE) FY2025 10-K Annual Report
Kenvue (KVUE) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 20, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Kenvue FY2025 10-K Analysis
Business Overview
- • Core business: Global pure-play consumer health company with $15.1B FY2025 sales, focused on Self Care, Skin Health & Beauty, and Essential Health segments
- • New emphasis: Completed full independence from J&J by August 2023, exiting TSAs and building standalone systems and capabilities
Management Discussion & Analysis
- • Operating cash flow $2.2B in FY 2025, up $428M from $1.8B in FY 2024, driven by working capital timing in payables and receivables
- • Financing cash outflow $1.8B in FY 2025 vs $1.6B in FY 2024; included $1.58B dividends, $197M share repurchases, $750M debt repayment, $746M long-term notes issuance
Risk Factors
- • Regulatory risk from Section 368(a) Internal Revenue Code uncertainty; potential additional U.S. federal income taxes if Proposed Transaction fails to qualify as a “reorganization”
- • Geopolitical/macroeconomic risk with inflationary pressures and raw material cost volatility linked to military conflicts and tariffs
Kenvue FY2025 Key Financial MetricsXBRL
Revenue
$15.1B
▼ -2.1% YoY
Net Income
$1.5B
▲ +42.7% YoY
Gross Margin
58.1%
▲ +16bp YoY
Operating Margin
16.0%
▲ +405bp YoY
Net Margin
9.7%
▲ +306bp YoY
ROE
13.7%
▲ +300bp YoY
Total Assets
$27.1B
▲ +5.8% YoY
EPS (Diluted)
$0.76
▲ +40.7% YoY
Operating Cash Flow
$2.2B
▲ +24.2% YoY
Source: XBRL data from Kenvue FY2025 10-K filing on SEC EDGAR. All figures in USD.
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