PVH

PVH

Market cap $3B

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.

NEW YORK--(BUSINESS WIRE)--Calvin Klein, Inc., part of PVH Corp. [NYSE:PVH], today announces the opening of the new Calvin Klein global flagship in New York City. The store re-establishes the brand in one of the world's premier fashion capitals and follows flagship openings in Paris and Tokyo. Located at 530 Broadway in the heart of SoHo, the 3,000+ square foot selling space reaffirms Calvin Klein's commitment to creating premium lifestyle destinations that marry the brand's distinctive minimal.

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].

PVH Corp (PVH) remains a 'hold' as tariff pressures, muted European demand, and limited pricing power constrain upside despite a low 8x earnings multiple. Q3 earnings beat estimates but margins contracted 210bps due to tariffs; management remains cautious, narrowing FY guidance to $10.85–$11.00 EPS. Europe, PVH's largest region, saw constant-currency sales decline and soft macro conditions, while China showed improvement and Americas profits were hit hard by tariffs.

While the top- and bottom-line numbers for PVH (PVH) give a sense of how the business performed in the quarter ended October 2025, 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 $2.83 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $3.03 per share a year ago.

PVH Corp. (NYSE: PVH) stock slid in Wednesday's extended trading after the company released its third-quarter earnings report and issued fourth-quarter EPS guidance below the analyst estimate.

NEW YORK--(BUSINESS WIRE)--PVH Corp. [NYSE: PVH] today reported its 2025 third quarter results and 2025 outlook. Stefan Larsson, Chief Executive Officer, commented, “In the third quarter, we exceeded our guidance across reported revenue, operating margin and EPS, and delivered constant-currency revenue in line with expectations. Through disciplined PVH+ Plan execution, we continued to lean into the iconic brand strength of Calvin Klein and TOMMY HILFIGER, expanding innovation across product and.