While the top- and bottom-line numbers for PVH (PVH) give a sense of how the business performed in the quarter ended January 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
PVH (PVH) came out with quarterly earnings of $3.82 per share, beating the Zacks Consensus Estimate of $3.3 per share. This compares to earnings of $3.27 per share a year ago.
PVH Corp. rides Calvin Klein and Tommy Hilfiger strength, but tariffs and margin pressure may weigh on Q4 fiscal 2025 results.
PVH Corp. faces margin pressure from tariffs and macro risks, but shares are now attractively valued at ~7x forward earnings. European sales weakness and inflationary risks from the Iran war pose significant headwinds, particularly for PVH's international exposure. Guidance for the upcoming year is likely to be cautious, with a wide EPS range ($9.00–$11.25) reflecting commodity price uncertainty.
G-III Apparel Group remains pressured by PVH license losses, tariffs, and deleveraged SG&A, with Q4 sales down 8% YoY. I maintain a Hold rating as valuation at 12x forward earnings does not sufficiently compensate for execution risk and ongoing headwinds. Owned brands like DKNY and Karl Lagerfeld show scale and growth, but cannot yet offset PVH revenue declines; FY27 guidance implies further challenges.
Atlantic Investment Management Inc. trimmed its stake in PVH Corp. (NYSE: PVH) by 23.1% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 100,000 shares of the textile maker's stock after selling 30,000 shares during the period. PVH comprises 4.8% of Atlantic Investment Management Inc.'s
PVH advances its strategy with stronger Calvin Klein and Tommy Hilfiger focus and innovations to enhance design, demand planning and consumer engagement.
PVH Corp. teams with OpenAI to embed AI across design, planning and retail, advancing the PVH+ plan and deepening Calvin Klein and TOMMY HILFIGER ties.
PVH Corp. gains from its PVH+ Plan, strong Calvin Klein and Tommy Hilfiger brands, and cost discipline, even as Heritage brands and macro pressures weigh.
PVH Corp. (NYSE:PVH), which owns the clothing brands Calvin Klein and Tommy Hilfiger, saw its shares plummet almost 12% on Thursday as it warned of continued tariff impacts despite a third quarter earnings beat. The apparel company reported revenue of $2.29 billion for the fiscal third quarter, a 2% increase from a year earlier and ahead of its guidance for flat to slightly higher sales.
PVH posts a Q3 beat with revenues up year over year and guides FY25 toward the high end as Calvin Klein and Tommy Hilfiger momentum builds.
PVH Corp. ( PVH ) Q3 2026 Earnings Call December 4, 2025 9:00 AM EST Company Participants Sheryl Freeman - Vice President of Investor Relations Stefan Larsson - CEO & Director Zachary Coughlin - Executive VP & CFO Conference Call Participants Robert Drbul - BTIG, LLC, Research Division Jay Sole - UBS Investment Bank, Research Division Michael Binetti - Evercore ISI Institutional Equities, Research Division Dana Telsey - Telsey Advisory Group LLC Matthew Boss - JPMorgan Chase & Co, Research Division Presentation Operator Good morning, everyone, and welcome to today's PVH Third Quarter 2025 Earnings Conference Call. [Operator Instructions].