Short answer
Kenvue (KVUE) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 28, 2026. Quarterly revenue was $4.0B (up 3.0% year over year) with net income of $456M.
Q2 2026 key financials · XBRL
- Revenue
- $4.0B
- +3.0% YoY · +1.2% QoQ
- Net income
- $456M
- +8.6% YoY · −3.8% QoQ
- Operating margin
- 17.7%
- Gross margin
- 58.2%
- EPS (diluted)
- $0.23
- +4.5% YoY · −8.0% QoQ
Source: XBRL data from the Kenvue (KVUE) Q2 2026 10-Q on SEC EDGAR. USD.
Kenvue Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $3,955M, up $116M or 3.0% YoY; organic sales up 1.6%
- Gross margin 58.2% vs 58.9% YoY; operating income $699M vs $692M
- Best segment Skin Health and Beauty: sales $1,113M, up 5.1%; adjusted operating income $186M, up 24.8%
- Worst segment Essential Health: adjusted operating income $315M, down 10.3% YoY
- Headwinds include approximately $80M annualized gross tariff exposure and continued Middle East supply-chain volatility
Risk Factors
- Pending Kimberly-Clark acquisition restricts equity repurchases without K-C’s prior written consent
- Merger Agreement dated November 2, 2025 creates transaction-execution risk
- Share repurchases halted after merger execution, leaving 6,613 thousand authorized shares
- No new or changed 10-Q risk factors disclosed beyond the Annual Report reference
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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