Kenvue (KVUE) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $0.31
- Estimate
- $0.32
- Surprise
- -2.8%
- Revenue (period 2026-06-28)
- $3.96B
- Score at report (before → after)
- 6.3 → 5.8/10
Revenue source: xbrl.
How the report landed
Kenvue (KVUE) missed the $0.32 estimate with diluted EPS of $0.31 — a modest 2.8% shortfall. TrendMatrix's engine moved from Buy (Wait) (6.3/10) to Hold at 5.8/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates KVUE Hold at 5.4/10.
3 of the last 4 quarters beat the estimate; this quarter's -2.8% surprise compares with a +11.8% four-quarter average. Next scheduled report: 2026-11-05.
What supports the rating
- Sector modifier (Consumer Defensive): +0.8
- Strong earnings beat streak (3/4)
What argues against it
- Analyst target reached - limited upside remaining
- Weak growth
- Negative momentum
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $18.80
- Price target
- $19.17
- Stop
- $18.16
- Upside to target
- +2.0%
The stock trades at 22.3× trailing but 15.3× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
KVUE at TrendMatrix's latest read
Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.
- Industry
- Household & Personal Products
- Market cap
- $36.40B
- P/E (fwd)
- 15.3
- P/E (ttm)
- 22.3
- 52-week range
- $14.02–$20.69
- Off 52-week high
- 9.1%
- RSI (14)
- 50
- Volume vs avg
- 0.90×
- Score today
- 5.4/10