The company said its net sales for Q3 2026 rose 3.2% from a year earlier. Organic sales grew 2.9%, and the foreign currency effect was 0.3%. The company cited volume growth of 1.6% and value realization of 1.3% as drivers of the organic sales increase.

1. 01

   The company said its net sales for Q3 2026 rose 3.2% from a year earlier. Organic sales grew 2.9%, and the foreign currency effect was 0.3%. The company cited volume growth of 1.6% and value realization of 1.3% as drivers of the organic sales increase.

2. 02

   Kenvue said gross profit margin for Q3 was 59.5% (vs. 59.1% in the prior year period), operating income margin was 18.2% (vs. 16.7%), and diluted earnings per share were $0.22 (vs. $0.21). Adjusted operating income margin was 21.9% (vs. 21.5%), and adjusted diluted earnings per share were $0.29 (vs. $0.28).

3. 03

   The company said net cash flows from operating activities for the 9 months ended September 27, 2026 were $1.9 billion (vs. $1.3 billion in the prior year period), and free cash flow was $1.6 billion (vs. $1.0 billion). The company cited higher net income and lower use of working capital as drivers of the improvement in operating cash flow.

4. 04

   The company said it will not provide forward-looking guidance and will not hold a quarterly conference call due to the pending transaction with Kimberly-Clark. It said Pending Transaction and other related costs for Q3 were $28 million.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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