KVUEKenvue

Consumer staples · Cosmetics · NYSE

At Kenvue, our purpose is to realize the extraordinary power of everyday care. 10-K, Item 1

Employees: 22,000
Headquarters: Summit, NJ
CEO: Kirk Perry
Next results: around Feb 16, 2027

RevenueFY2022–25 $15.1B−2.1% FY2024: $15.5B 10-K FY2025 · XBRL Net incomeFY2022–25 $1.5B+42.7% FY2024: $1.0B 10-K FY2025 · XBRL Free cash flowFY2022–25 $1.7B+29.0% FY2024: $1.3B 10-K FY2025 · XBRL Operating marginFY2022–25 16.0%+4.0 pts 19.4% in FY2022 10-K FY2025 · XBRL

What changed

10-K filed Feb 20, 2026 against Feb 24, 2025

Area	What changed	Source
Risk factors	82 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Receivables growing faster than revenue	Receivables +10.0% vs revenue -2.1% (+12.2 pts)	10-K · XBRL
Accounting checks	10 other checks clear, 1 worth a look	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	5 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 20, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-24. Quoted as filed.

If the Proposed Transaction is consummated, the combined company may not perform as we or the market expects and may fail to realize the projected benefits and cost savings of the Proposed Transaction, which could adversely affect the value of K-C common stock, which our shareholders will own following the completion of the Proposed…
10-K, Item 1A

All 82 new paragraphs →

Accounting checks

latest 10-K

10 of 11 clear 1 worth a look. Checks, not verdicts.

!
Receivables growing faster than revenueReceivables +10.0% vs revenue -2.1% (+12.2 pts)
✓
Cash from operations $2.2B vs net income $1.5B (FY ending 2025-12-28)
✓
Inventory +4.7% vs revenue -2.1% (+6.9 pts)
✓
Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Revenue Recognition - U.S. Net Sales
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Nov 4, 20268-K Shareholder rights changed 8-K item 3.03
Nov 2, 20268-K Material agreement ended, Acquisition or sale of assets completed, Listing notice, Shareholder rights changed, Change in control, Director or officer change, Bylaws or fiscal year changed, Other events 8-K items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01
Oct 30, 20268-K Quarterly results 8-K item 2.02
Oct 30, 202610-Q Quarterly report (10-Q) period ended Sep 27, 2026
Oct 13, 20268-K Material agreement signed 8-K item 1.01

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