Kenvue to Announce Second Quarter 2025 Results on August 7, 2025
The company will host a conference call and webcast at 8:30 a.m. Eastern Time to discuss its financial results. The conference call can be accessed by dialing 877-407-8835 from the U.S. or +1 201-689-8779 from international locations. A live webcast of the conference call can also be accessed at investors.kenvue.com, with a replay made available after the live event.
About Kenvue
Kenvue Inc. is the world's largest pure-play consumer health company by revenue. Built on more than a century of heritage, our iconic brands, including Aveeno®, BAND-AID® Brand, Johnson's®, Listerine®, Neutrogena® and Tylenol®, are science-backed and recommended by healthcare professionals around the world. At Kenvue, we realize the extraordinary power of everyday care. Our teams work every day to put that power in consumers' hands and earn a place in their hearts and homes. Learn more at www.kenvue.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250725592413/en/
Contacts
Investor Relations: Sofya TsinisKenvue_IR@Kenvue.com Media Relations: Melissa WittMedia@Kenvue.com
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
3 minutes ago
- Yahoo
NOV Inc (NOV) Q2 2025 Earnings Call Highlights: Navigating Market Challenges with Strategic ...
Revenue: $2.2 billion for Q2 2025, up 4% sequentially, down 1% year-over-year. Net Income: $108 million or $0.29 per fully diluted share. Adjusted EBITDA: $252 million, representing 11.5% of sales. Free Cash Flow: $108 million generated in Q2 2025. Share Repurchase: 10.9 million shares repurchased for $150 million in the first half of 2025. Dividends: Quarterly base dividend of $0.075 per share and a supplemental dividend of $0.21 per share, totaling $135 million year-to-date. Tariff Expense: $11 million in Q2 2025, expected to rise to $20-$25 million in Q3 and $25-$30 million in Q4. Energy Products and Services Revenue: $1.03 billion, a 2% decrease year-over-year. Energy Equipment Revenue: $1.21 billion, nearly unchanged year-over-year. Energy Equipment EBITDA: $158 million, with a 13.1% margin. Working Capital Improvement: 300 basis point improvement year-over-year as a percentage of revenue. Tax Rate: Expected full-year tax rate between 26% and 28%. Warning! GuruFocus has detected 10 Warning Signs with GBNXF. Release Date: July 29, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points NOV Inc (NYSE:NOV) reported a 4% sequential increase in revenue for the second quarter of 2025, reaching $2.2 billion. The Energy Equipment segment achieved its 12th consecutive quarter of year-over-year margin expansion. NOV Inc (NYSE:NOV) generated $108 million in free cash flow during the quarter, converting 83% of EBITDA to free cash flow over the last 12 months. The company repurchased 10.9 million shares for $150 million in the first half of 2025, returning $602 million to shareholders through buybacks and dividends. NOV Inc (NYSE:NOV) is focused on structural cost reduction and process improvement, expecting to remove over $100 million in annual costs by the end of 2026. Negative Points Global drilling activity declined by 6% sequentially, with North American exploration and production companies curtailing short-cycle activity. Pricing pressure is intensifying, with international conventional activity easing and Saudi Arabia suspending additional onshore rigs. Tariff-related and inflationary cost pressures compressed segment margins, with tariff expenses expected to rise in the coming quarters. The Energy Products and Services segment experienced a 20% year-over-year decline in product sales due to market uncertainty and reduced global activity. NOV Inc (NYSE:NOV) anticipates a challenging remainder of 2025, with expectations of North American shale activity drifting modestly lower and global drilling activity slowing further. Q & A Highlights Q: Clay, given the recent changes and challenges, how are you thinking about where margins might bottom in the next few quarters, and what could drive them back up? A: Clay Williams, Chairman and CEO, explained that while margins have been pressured by factors like OPEC+ production increases and tariff impacts, NOV is focused on cost reduction initiatives. He is optimistic that these efforts will stabilize margins in the second half of the year and set the stage for recovery in 2026, driven by increased offshore activity and demand for NOV's technologies. Q: What are the key indicators you are watching to signal a market turnaround in the next few quarters? A: Clay Williams noted that while current market conditions are challenging due to commodity price pressures and OPEC's actions, he expects signs of recovery as offshore drillers prepare for increased activity in 2026. He anticipates more inbound calls for equipment projects and spare parts, indicating a market turnaround. Q: Can you provide an update on NOV's cash generation and working capital expectations for the rest of the year? A: Rodney Reed, CFO, highlighted that NOV has achieved strong free cash flow conversion, with working capital as a percentage of revenue improving by 300 basis points year-on-year. For the second half of the year, they expect CapEx to be consistent with last year and working capital as a percentage of sales to be between 27% and 29%, leading to a healthy free cash flow outlook. Q: With the cost reduction steps taken, what size market is NOV preparing for, and what further cost initiatives might be available? A: Clay Williams stated that NOV is preparing for a larger market, driven by international unconventional and deepwater demand. While current market conditions are challenging, NOV is focusing on efficiency improvements and facility consolidations. Jose Bayardo, COO, added that these efforts are part of a long-term strategy to capitalize on market shifts rather than a downsizing due to lower activity expectations. Q: Can you discuss the adoption rate of NOV's automation and digital technologies, particularly in offshore markets? A: Jose Bayardo shared that NOV's automation and digital technologies, such as the NOVOS platform and robotics systems, are seeing strong market traction. The company has sold 220 NOVOS systems, with 134 installed, and has a growing pipeline for robotics systems. Digital product revenue is up 25% year-over-year, indicating robust adoption and future growth potential. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus.
Business Insider
7 minutes ago
- Business Insider
RBC Capital Reaffirms Their Hold Rating on IAMGOLD (IAG)
In a report released on July 28, Michael Siperco from RBC Capital maintained a Hold rating on IAMGOLD, with a price target of $9.00. The company's shares closed yesterday at $6.97. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Siperco covers the Basic Materials sector, focusing on stocks such as Torex Gold Resources, Orla Mining, and Equinox Gold. According to TipRanks, Siperco has an average return of 22.5% and a 64.67% success rate on recommended stocks. In addition to RBC Capital, IAMGOLD also received a Hold from TR | OpenAI – 4o's Orla Bullionna in a report issued on July 22. However, on July 28, Bank of America Securities reiterated a Buy rating on IAMGOLD (NYSE: IAG). Based on IAMGOLD's latest earnings release for the quarter ending March 31, the company reported a quarterly revenue of $477.1 million and a net profit of $39.7 million. In comparison, last year the company earned a revenue of $338.9 million and had a net profit of $54.8 million Based on the recent corporate insider activity of 30 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of IAG in relation to earlier this year.
Business Insider
7 minutes ago
- Business Insider
RBC Capital Remains a Buy on Carvana Co (CVNA)
RBC Capital analyst Brad Erickson maintained a Buy rating on Carvana Co on July 28 and set a price target of $400.00. The company's shares closed yesterday at $336.50. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Erickson covers the Communication Services sector, focusing on stocks such as Zillow Group Class A, Meta Platforms, and Alphabet Class A. According to TipRanks, Erickson has an average return of 21.9% and a 59.59% success rate on recommended stocks. In addition to RBC Capital, Carvana Co also received a Buy from Bank of America Securities's Mike McGovern in a report issued on July 28. However, on the same day, Evercore ISI maintained a Hold rating on Carvana Co (NYSE: CVNA). The company has a one-year high of $364.00 and a one-year low of $118.50. Currently, Carvana Co has an average volume of 3.57M. Based on the recent corporate insider activity of 331 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of CVNA in relation to earlier this year. Last month, GREGORY B SULLIVAN, a Director at CVNA sold 5,000.00 shares for a total of $1,661,150.00.
