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Side-by-side financial comparison of Kenvue (KVUE) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
Kenvue is the larger business by last-quarter revenue ($3.8B vs $2.2B, roughly 1.7× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 8.7%, a 14.8% gap on every dollar of revenue. On growth, Kenvue posted the faster year-over-year revenue change (3.2% vs -36.8%). Over the past eight quarters, Kenvue's revenue compounded faster (-1.5% CAGR vs -11.9%).
Kenvue Inc. is an American consumer health company. Formerly the Consumer Healthcare division of Johnson & Johnson, Kenvue owns well-known brands such as Aveeno, Band-Aid, Benadryl, Combantrin, Zyrtec, Johnson's, Listerine, Lactaid, Mylanta, Neutrogena, Trosyd, Calpol, Tylenol, and Visine. Kenvue is incorporated in Delaware and was originally headquartered in the Skillman section of Montgomery Township, New Jersey, before relocating to Summit, New Jersey.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
KVUE vs RNR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.2B |
| Net Profit | $330.0M | $515.8M |
| Gross Margin | 56.5% | — |
| Operating Margin | 14.2% | — |
| Net Margin | 8.7% | 23.5% |
| Revenue YoY | 3.2% | -36.8% |
| Net Profit YoY | 12.6% | 72.6% |
| EPS (diluted) | $0.16 | $6.57 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $2.2B | ||
| Q4 25 | $3.8B | $3.0B | ||
| Q3 25 | $3.8B | $3.2B | ||
| Q2 25 | $3.8B | $3.2B | ||
| Q1 25 | $3.7B | $3.5B | ||
| Q4 24 | $3.7B | $2.3B | ||
| Q3 24 | $3.9B | $4.0B | ||
| Q2 24 | $4.0B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $330.0M | $760.5M | ||
| Q3 25 | $398.0M | $916.5M | ||
| Q2 25 | $420.0M | $835.4M | ||
| Q1 25 | $322.0M | $170.0M | ||
| Q4 24 | $293.0M | $-189.7M | ||
| Q3 24 | $383.0M | $1.2B | ||
| Q2 24 | $58.0M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 56.5% | — | ||
| Q3 25 | 59.1% | — | ||
| Q2 25 | 58.9% | — | ||
| Q1 25 | 58.0% | — | ||
| Q4 24 | 56.5% | — | ||
| Q3 24 | 58.5% | — | ||
| Q2 24 | 59.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 14.2% | 42.5% | ||
| Q3 25 | 16.7% | 46.3% | ||
| Q2 25 | 18.0% | 41.8% | ||
| Q1 25 | 14.9% | -2.0% | ||
| Q4 24 | 13.2% | -3.6% | ||
| Q3 24 | 16.8% | 43.7% | ||
| Q2 24 | 3.9% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 8.7% | 25.6% | ||
| Q3 25 | 10.6% | 28.7% | ||
| Q2 25 | 10.9% | 26.1% | ||
| Q1 25 | 8.6% | 4.9% | ||
| Q4 24 | 8.0% | -8.3% | ||
| Q3 24 | 9.8% | 29.8% | ||
| Q2 24 | 1.5% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $0.16 | $16.16 | ||
| Q3 25 | $0.21 | $19.40 | ||
| Q2 25 | $0.22 | $17.20 | ||
| Q1 25 | $0.17 | $3.27 | ||
| Q4 24 | $0.16 | $-3.76 | ||
| Q3 24 | $0.20 | $22.62 | ||
| Q2 24 | $0.03 | $9.41 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $10.8B | $4.3B |
| Total Assets | $27.1B | $53.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.7B | ||
| Q3 25 | $1.1B | $1.7B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.1B | $1.6B | ||
| Q4 24 | $1.1B | $1.7B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.0B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.8B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $1.9B | ||
| Q2 24 | — | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $10.8B | $11.6B | ||
| Q3 25 | $10.6B | $11.5B | ||
| Q2 25 | $10.7B | $10.8B | ||
| Q1 25 | $10.1B | $10.3B | ||
| Q4 24 | $9.7B | $10.6B | ||
| Q3 24 | $10.6B | $11.2B | ||
| Q2 24 | $10.2B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $27.1B | $53.8B | ||
| Q3 25 | $27.2B | $54.5B | ||
| Q2 25 | $27.1B | $54.7B | ||
| Q1 25 | $26.3B | $53.6B | ||
| Q4 24 | $25.6B | $50.7B | ||
| Q3 24 | $26.9B | $52.8B | ||
| Q2 24 | $26.4B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.27× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.17× | ||
| Q2 24 | — | 0.19× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $854.0M | — |
| Free Cash FlowOCF − Capex | $744.0M | — |
| FCF MarginFCF / Revenue | 19.7% | — |
| Capex IntensityCapex / Revenue | 2.9% | — |
| Cash ConversionOCF / Net Profit | 2.59× | — |
| TTM Free Cash FlowTrailing 4 quarters | $1.7B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $854.0M | $483.0M | ||
| Q3 25 | $294.0M | $1.6B | ||
| Q2 25 | $621.0M | $1.5B | ||
| Q1 25 | $428.0M | $157.8M | ||
| Q4 24 | $793.0M | $778.9M | ||
| Q3 24 | $249.0M | $1.5B | ||
| Q2 24 | $440.0M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $744.0M | — | ||
| Q3 25 | $196.0M | — | ||
| Q2 25 | $533.0M | — | ||
| Q1 25 | $249.0M | — | ||
| Q4 24 | $661.0M | — | ||
| Q3 24 | $190.0M | — | ||
| Q2 24 | $350.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | 19.7% | — | ||
| Q3 25 | 5.2% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | 6.7% | — | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 8.8% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | — | ||
| Q3 25 | 2.6% | — | ||
| Q2 25 | 2.3% | — | ||
| Q1 25 | 4.8% | — | ||
| Q4 24 | 3.6% | — | ||
| Q3 24 | 1.5% | — | ||
| Q2 24 | 2.3% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.59× | 0.64× | ||
| Q3 25 | 0.74× | 1.73× | ||
| Q2 25 | 1.48× | 1.76× | ||
| Q1 25 | 1.33× | 0.93× | ||
| Q4 24 | 2.71× | — | ||
| Q3 24 | 0.65× | 1.26× | ||
| Q2 24 | 7.59× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KVUE
| Self Care | $1.6B | 42% |
| Essential Health | $1.1B | 30% |
| Skin Health And Beauty | $1.0B | 28% |
RNR
Segment breakdown not available.
