The significant EPS beat and raised 2026 guidance signal strong execution and brand momentum; monitor first-quarter 2026 results for confirmation of DTC growth and margin trends under ongoing tariff pressure.
Price Chart
Executive Summary
PVH reported Q4 2025 non-GAAP EPS of $3.82, beating consensus of $1.81 by 111.4%, on revenue of $2.505 billion, up 6% YoY and above guidance. Full-year 2025 revenue grew 3% to $8.95 billion and non-GAAP EPS reached $11.40, both above guidance. The company raised its 2026 full-year EPS outlook to $11.80–$12.10, citing strong brand momentum and DTC growth, despite tariff headwinds.
Key Financial Metrics
Key Facts
- Q4 2025 non-GAAP EPS of $3.82 beat consensus of $1.81 by 111.4%
- Q4 2025 revenue of $2.505 billion increased 6% YoY, exceeding guidance
- Full-year 2025 revenue grew 3% to $8.95 billion, non-GAAP EPS was $11.40, both above guidance
- 2026 full-year EPS guidance raised to $11.80–$12.10, above prior outlook
- Company expects DTC growth for both Calvin Klein and Tommy Hilfiger in 2026
Financial Impact
$2.505 billion revenue (6% YoY growth), $3.82 EPS (111.4% beat)
Risk Factors
- Tariff headwinds projected to impact 2026 EPS by approximately $3.30 per share
- First-quarter 2026 non-GAAP EPS guidance of $1.65–$1.80 is below Q4 2025's $3.82, indicating potential near-term margin pressure
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000078239-26-000020 |
| Document: pvh-20260331.htm | 0000078239-26-000020 |
| Document: 0000078239-26-000020-index-headers.html | 0000078239-26-000020 |
| Document: 0000078239-26-000020-index.html | 0000078239-26-000020 |
| Document: 0000078239-26-000020.txt | 0000078239-26-000020 |
| 8-K Data (Synthetic) | 0000078239-26-000020 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 11, 2026 21d ago | Insider Buy | $73.01 $73.40 | ▲ +0.53% | ▲ +0.43% | $75.53 (+3.45%) |
Jun 29, 2026 13w ago | 8-K | $73.29 $76.83 | ▲ +4.83% | ▲ +3.44% | $75.53 (+3.06%) |
Jun 3, 2026 17w ago | 8-K | $77.41 $81.81 | ▲ +5.68% | ▲ +8.23% | $75.53 (−2.43%) |
May 8, 2026 21w ago | DEFA14A | $89.15 $80.72 | ▼ −9.46% | ▼ −10.92% | $75.53 (−15.28%) |
Apr 29, 2026 22w ago | 8-K | $90.60 $91.83 | ▲ +1.36% | ▼ −1.75% | $75.53 (−16.64%) |
Mar 31, 2026 26w ago | 8-K | $76.08 $90.67 | ▲ +19.18% | ▲ +15.41% | $75.53 (−0.73%) |
US Market Status
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