Form 10-Q · Quarterly report
Kenvue 10-Q, filed Aug 6, 2026
- Filed
- CIK
- 0001944048
- Accession no.
- 0001944048-26-000142
Summary
Kenvue reported fiscal second-quarter 2026 net sales of $3.96 billion, up 3.0% from a year earlier, with organic sales up 1.6% and net income of $456 million, while its pending acquisition by Kimberly-Clark — approved by both sets of shareholders in January 2026 — remains on track to close in the fourth quarter of 2026.
Key points
- Kenvue's board approved the merger agreement with Kimberly-Clark on November 2, 2025; shareholders of both companies approved it on January 29, 2026, and the Hart-Scott-Rodino waiting period expired February 4, 2026.
- Under the deal, Kenvue shareholders would receive 0.14625 Kimberly-Clark shares and $3.50 in cash per share, with Kenvue holders expected to own about 46% and Kimberly-Clark holders about 54% of the combined company.
- Kenvue's board approved a 2026 restructuring initiative on February 17, 2026 aimed at optimizing its operating model and supply chain.
- Kenvue estimates roughly $80 million in annualized gross tariff exposure, and noted the U.S. Supreme Court struck down tariffs imposed under the International Emergency Economic Powers Act in February 2026.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
Item 2. Management’s Discussion Overview Company Overview At Kenvue, our purpose is to realize the extraordinary power of everyday care. As a global leader at the intersection of healthcare and consumer goods, we are the world’s largest pure-play consumer health company by revenue with $15.1 billion in Net sales in the fiscal year 2025. By combining the power of science with meaningful consumer insights and our digital strategy, we empower consumers to live healthier lives every day. …
An excerpt of the text as filed with the SEC, cut for length.
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