| KVUE |
Report |
Adjusted diluted EPS |
BEAT |
pred ~$0.33 vs. cons $0.32 |
MEDIUM |
| KVUE |
Report |
Net sales |
IN-LINE |
pred ~$4.00B vs. cons $3.99B |
MEDIUM |
| KVUE |
Report |
Organic sales growth |
BEAT |
pred ~1.6% vs. cons 0.8% |
MEDIUM |
| KVUE |
Guide |
Kimberly-Clark transaction consideration |
UNCHANGED |
guide ~$3.50 cash + 0.14625 KMB shares vs. cons $3.50 cash + 0.14625 KMB shares (H2 2026) |
HIGH |
| KVUE |
Guide |
Merger closing timing / regulatory-status commentary |
UNCHANGED |
guide ~6 months remaining to H2 2026 close vs. cons 6 months remaining to H2 2026 close (H2 2026) |
MEDIUM |
| KVUE |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.4% |
— |
MEDIUM |
| KVUE |
Return |
5-day cumulative residual |
+0.2% (STABILIZE) |
A modest ~$0.01 EPS beat and ~0.8-point organic-sales upside support the operating narrative, but unchanged merger terms and timing leave little scope for estimate revisions or deal-spread compression; residual return ~0.2% versus day-1 residual ~0.4%. |
MEDIUM |