Read from its own SEC filings · nothing written, nothing inferred

Kenvue $KVUE

🫧 Edgar looked up Kenvue Inc. ($KVUE). Last filing: 10-Q, 2026-08-06. 10 event filings (8-K) in the past twelve months.

🔖 Exposure: revenue $15.1B (FY2025), total debt $7.8B. Experience: revenue down 2.1% on the year, up 0.1% a year over 4 years; operating margin 16.0%, up from 11.9%. Soundness: equity 39.8% of assets, return on equity 13.7%, payout 107.6% of profit, dividend per share up 2 years running. Credibility: four or more audited years, reasonable weight. Range: 80% of past cases like this landed between $13.6B and $15.5B next year (method v4.1: its own 4-year record of growth weighed at 50% against $10B+ filers; on a year the method never saw, 83.4% landed inside). In a shock year the stress range is $12.8B to $16.4B. A statistical range, not company guidance. Against peers (10 filers, $50M+ revenue, perfumes, cosmetics & other toilet preparations): operating margin 16.0% against a 3.3% median; growth -2.1% against 0.1%.

Kenvue Inc. against its own record and its peers
Operating marginPeer median 3.3%16.0%Revenue, on the yearPeer median 0.1%-2.1%Equity of assetsPeer median 35.6%39.8%Return on equityPeer median 2.0%13.7%Payout of profit107.6%Gold tick: the median of 8–10 peers with $50M+ revenue in perfumes, cosmetics & other toilet preparations
Handed back now, or kept to compound
Of each dollar of profit107.6% paid outMore was paid out than was earned in the year.Handed back per share$0.825up 2 years runningGrowth its own profit can fund0.0%retained x return on equityRevenue growth it managed-2.1%last year, for comparison

Gold is paid out to shareholders; navy is kept in the business. Retained profit times return on equity is the pace a company can fund from itself. Facts from the filings, not a recommendation.

The figures, as filed

Fiscal year end2025-12-28
Revenue$15.1B
Revenue, on the year−2.1%
Revenue, a year over the record0.1%
Operating margin16.0%
Operating margin, prior year11.9%
Net margin9.7%
Research and development$382M · 2.5% of revenue
Total debt$7.8B
Equity of assets39.8%
Return on equity13.7%
Payout of profit107.6%
Dividend per share$0.825 · up 2 years running
Earnings per share$0.77
Book value per share$5.60
Revenue per share$7.86
Shares outstanding1,924,000,000
Audited years read5

Peers: the median of 10 filers with $50M+ revenue in perfumes, cosmetics & other toilet preparations.

Health watch · last 12 months

Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt.

Health Harbor

Kenvue sails as: Sound ship

Sailing speed follows growth: 0.4% a year crosses the harbor in 79 seconds.

New shipno warning signs
Sound shipone warning sign
Weathered boattwo warning signs
Old boatthree warning signs
Rotting at the dockfour or more warning signs

Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an 80% revenue range of ±25% or wider. A picture of the signs, not a rating and not investment advice.

Speed and cash · fiscal 2025

Cash Compass🐄 Cash cow now · steady, with strong cash arriving today
Inside viewTurns 14.5% of revenue into operating cash; revenue growing 0.4% a year over three years; pays and raised its dividend.
Outside viewAmong $10B+ companies: 53rd percentile for cash, 27th for growth. cash growth

Both views must agree for a label · market view (price) not sourced; add a price at /boards/ask.json?q=TICKER&price=… · a description, not advice.

Cash conversion (operating cash ÷ revenue)14.5%
Growth speed (3 years, per year)0.4%
Revenue swing (std-dev of yearly growth)2.3%
Cash flow (operating · investing · financing · free)$2.2B · −$436M · −$1.8B · $1.7B
Investment book (cash · short-term · long-term)$1.1B · — · —
Common dividendpaid, raised on the year
Equity of assets39.8%

Kenvue is growing slower than its size class, with steadier revenue. SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class.

Recent filings

Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price. Reporting, not investment advice. No price targets and no trading recommendations. Figures from the SEC’s own data · every filing · this page as JSON · ask about another company

1 · Watch

Tell me when they file

Or tap watch on any row above. One note the day they file, from Edgar, each with a one-click stop link. Handled to EU GDPR and Japan APPI standards.

On Bluesky: follow Edgar & Edgarette.

2 · Price it

A new leader’s rebrand and launch

Priced live by the same engine as our estimator, from the catalogue at wholesale.

Price the printing · Open the full estimator

✦ Build the kit yourself
3 · Confirm

Check it with Jenny

Most buyers check what they found, or what their AI found, with one person before they commit. That person is the principal.

Jenny Huang Goodman MPA MSc MHSA, Principal

Book a time (757) 390-0424
Independence. Every range, flag and score on these boards is identical for everyone. Clients of POPS4 or Hako Shikin receive no different numbers, no earlier access and no say in what is published. The service lines shown beside each board describe work we do; they never change the data. For reviewers: Method · Terms of use · Status
Free · unsponsored · source-linked

Clean data. No ads. Not now, not later.

Nine boards reading every SEC filing the day it lands, ten editorial desks publishing daily, an open endpoint other AIs can query, and a 70,000-product house behind all of it. This is the public record end of it.

Every row is a filing.Straight from the company's own SEC document, linked. Nothing written, nothing inferred.
Nobody is watching you read.No ad trackers, no cookies from us. Our page counts are cookieless.
One email, one job.Watch a company and we hold that address for the alert alone. One tap ends it. Never shared, never passed on.
The house pays for this.Corporate event programs, corporate supplies and branded merchandise, since 1997. That is what funds the desks, under the house's own vendor standards.
Free to reuse with credit · CC BY 4.0 · how the boards are built