Kenvue Q3 2026: Revenue Beats as Kimberly-Clark Deal Nears Close
As seen on the 24/7 Wall St. homepage on October 30, 2026.
Kenvue is going quiet, skipping guidance and the conference call with the Kimberly-Clark combination near completion, leaving a fourth straight quarter of sales growth to speak for itself. Revenue beat estimates and adjusted earnings came in just under expectations, with a 29.4% effective tax rate weighing on results.
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Kenvue posted net sales of $3.89 billion for the quarter ending September 27, 2026, beating expectations and marking four consecutive quarters of net and organic sales growth. Adjusted EPS of $0.29 missed expectations as the effective tax rate climbed to 29.4%.
Self Care grew 5.9% to $1.66 billion on Smoking Cessation brands including Nicorette and a strong cold and flu season in Asia Pacific. Skin Health and Beauty was the weak spot, roughly flat on U.S. distribution losses and promotional timing.
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Operating income rose 12.2% year over year to $706 million, so the margin picture reads better than the headline EPS figure suggests.
With the Kimberly-Clark combination nearing completion, Kenvue is issuing no guidance and holding no earnings call this quarter, leaving investors without management commentary to lean on. CEO Kirk Perry said the business transformation begun last year is on track.