Kenvue Inc. filed its quarterly report on Form 10-Q with the SEC on October 30, 2026, covering the fiscal quarter ended September 27, 2026.

Key Highlights

  • Shares outstanding: 1,921,768,446 shares of Common Stock, $0.01 par value, were outstanding as of October 26, 2026, according to the filing.
  • Reporting period: The quarterly period covered ended September 27, 2026.
  • Pending transaction: The filing references a "Pending Transaction with Kimberly-Clark," details of which are described in Note 1 to the condensed consolidated financial statements.
  • 2026 Restructuring Initiative: The company disclosed a "2026 Restructuring Initiative," described further in Note 15 to the condensed consolidated financial statements.
  • Filer status: Kenvue is classified as a large accelerated filer under Rule 12b-2 of the Exchange Act.
  • Forward-looking statements: The filing contains forward-looking statements that, as the company cautioned, "are subject to risks, uncertainties, and changes that are difficult to predict and many of which are outside of our control."

Kenvue's September 2026 Quarterly Filing: Key Disclosures and Pending Kimberly-Clark Transaction

Kenvue Inc. (NYSE:KVUE), headquartered at 1 Kenvue Way, Summit, New Jersey 07901, filed its Form 10-Q for the quarterly period ended September 27, 2026. As of October 26, 2026, the company reported 1,921,768,446 shares of Common Stock outstanding at a par value of $0.01 per share. The filing was submitted under Commission File Number 001-41697.

A notable disclosure in the filing is the reference to a "Pending Transaction with Kimberly-Clark," which is defined and described in Note 1 to the condensed consolidated financial statements. The company stated that forward-looking statements in the report, "other than the statements regarding the Pending Transaction with Kimberly-Clark, do not assume the consummation of the Pending Transaction unless specifically stated otherwise." Additionally, the filing references a "2026 Restructuring Initiative," with further detail provided in Note 15 to the condensed consolidated financial statements. The company cautioned that "the expected benefits and opportunities from the 2026 Restructuring Initiative... may not be realized or may take longer to realize than expected."

The filing covers condensed consolidated balance sheets, statements of operations, statements of comprehensive income, statements of stockholders' equity, and statements of cash flows, all of which are noted as unaudited. The company also included Management's Discussion and Analysis, disclosures about market risk, and a controls and procedures section. Legal proceedings, including matters related to acetaminophen and talc or talc-containing products, are identified among the risk factors disclosed. All forward-looking statements in the filing are subject to the company's cautionary language as described in the filing.

What Was Disclosed

Kenvue Inc. filed a Form 10-Q for the quarter ended September 27, 2026, disclosing 1,921,768,446 shares outstanding, a pending transaction with Kimberly-Clark, a 2026 Restructuring Initiative, and various risk factors including legal proceedings and tariff-related trade risks.