PVH Q4 Earnings Call Highlights

2 months ago 27

MarketBeat

Wed, April 1, 2026 astatine 10:20 AM CDT 8 min read

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PVH finished fiscal 2025 with Q4 results that beat guidance—reported gross up mid‑single digits, non‑GAAP EPS $3.82 (up 17%), sequential gross‑margin improvement, and the institution returned implicit $560 cardinal to shareholders portion generating much than $500 cardinal successful escaped currency flow.
Management signaled a heavier tariff headwind successful 2026 (about 215 bps / ~$195 cardinal gross hit) but expects to mitigate ~60% of the interaction for the twelvemonth and exit 2026 with implicit 75% mitigation, portion guiding FY26 EPS to $11.80–$12.10 and readying astatine slightest $300 cardinal successful buybacks.
Near‑term symptom is expected: Q1 operating borderline is projected astatine 6–6.5% (vs. 8.1% a twelvemonth earlier) and EPS $1.65–$1.80 arsenic higher tariff costs and a astir 100‑bp summation successful selling are front‑loaded to thrust Calvin Klein and Tommy Hilfiger momentum.
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PVH (NYSE:PVH) executives said the institution finished fiscal 2025 with fourth-quarter results up of its guidance and entered 2026 with “positive momentum,” adjacent arsenic tariffs and an uneven user situation stay cardinal variables.

Chief Executive Officer Stefan Larsson said PVH “exceeded our guidance crossed revenue, operating profit, and EPS” successful the 4th quarter, with gross up mid-single digits connected a reported ground and level successful changeless currency. Larsson highlighted better-than-expected gross borderline performance, noting “sequential betterment crossed each regions.”

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Interim Chief Financial Officer Melissa Stone said PVH delivered 6% reported gross maturation successful the quarter, with operating borderline reaching 10% contempt a “negative 170 ground constituent gross tariff impact.” Stone said non-GAAP EPS was $3.82, up 17% from $3.27 a twelvemonth earlier. She added that the quarter’s gross borderline was 57.6%, down 60 ground points twelvemonth implicit year, arsenic tariff impacts and class transitions were partially offset by mitigation actions, little merchandise costs, and favorable overseas exchange.

Stone said PVH mitigated “over 40%” of accrued tariffs successful the quarter. She besides pointed to “significant sequential betterment successful Calvin Klein gross margins successful the 4th quarter” arsenic the institution worked done “transitory operational issues” antecedently discussed.

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