Short answer
Kenvue (KVUE) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 29, 2026. Quarterly revenue was $3.9B (up 4.5% year over year) with net income of $474M.
Q1 2026 key financials · XBRL
- Revenue
- $3.9B
- +4.5% YoY
- Net income
- $474M
- +47.2% YoY
- Operating margin
- 19.6%
- Gross margin
- 58.9%
- EPS (diluted)
- $0.25
- +47.1% YoY
Source: XBRL data from the Kenvue (KVUE) Q1 2026 10-Q on SEC EDGAR. USD.
Kenvue Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $3,909M, up 4.5% YoY from $3,741M; organic sales up 0.7%
- Gross margin 58.9% vs 58.0%; SG&A 37.2% vs 41.1% of sales
- Net income $474M, up 47.2% from $322M; operating income $767M vs $558M
- Best segment Skin Health and Beauty sales $1,059M, up 8.4%; adjusted operating income $168M, up 82.6%
- Headwinds: approximately $90M annualized gross tariff exposure; Pending Transaction expected to close second half of 2026
Risk Factors
- No material risk-factor changes identified; filing refers readers to the Annual Report’s Item 1A
- Merger execution risk from Kimberly-Clark acquisition announced November 2, 2025
- Share-repurchase restriction under merger agreement, requiring K-C consent for equity acquisitions
- No common shares repurchased during the three months ended March 29, 2026
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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