PVH · Pvh Corp. /De/
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY27 earnings call · Sep 3, 2026TL;DR. PVH delivered Q2 revenue in line with guidance and beat profitability expectations, including a $107M tariff refund benefit that lifted operating margin to 11.1% and EPS to $3.70; the company reaffirmed its full-year guidance of approximately flat revenue, ~8.8% operating margin, and $11.80–$12.10 EPS, while recognizing a $439M non-cash goodwill impairment and flagging EMEA pressure from the Middle East conflict and a spring 27 wholesale order book down mid-single digits.
- + Received $107M of tariff refunds, contributing ~510 bps to operating margin and ~$1.80 to EPS
- + E-commerce grew 4% reported / 3% constant currency, with strength in both brands and Americas and EMEA leading
- + DTC grew in Americas and APAC, with gross margin expansion ex-tariff refunds and higher AURs in those regions
- − Recognized a $439M non-cash goodwill impairment in Q2 tied to geopolitical and macroeconomic factors
- − Q3 guidance points to operating margin of ~7.5%, below the prior-year Q3 of 8.8%
- − Q3 SG&A expected to rise over 200 bps vs prior year on higher marketing and deleverage
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Depreciation and amortization expense on a non-GAAP basis non-GAAP | $117.5M | Six Months Ended 8/2/26 | — |
| Diluted net income per common share on a non-GAAP basis non-GAAP | $5.71 | Six Months Ended 8/2/26 | — |
| Earnings before interest and taxes on a non-GAAP basis non-GAAP | $363.8M | Six Months Ended 8/2/26 | — |
| EBIT on a non-GAAP basis non-GAAP | $233M | second quarter 2026 | — |
| Income tax expense on a non-GAAP basis non-GAAP | $71M | Six Months Ended 8/2/26 | — |
| Net income on a non-GAAP basis non-GAAP | $265.3M | Six Months Ended 8/2/26 | — |
| Operating margin on a non-GAAP basis non-GAAP | 11.1% | the second quarter of 2026 | — |
| Owned and operated digital commerce revenue increase | 4% | the second quarter of 2026 | — |
| SG&A expenses on a non-GAAP basis non-GAAP | $2.17B | Six Months Ended 8/2/26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Apparel Manufacturing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
PVH
this stock
Pvh Corp. /De/
|
$3.51B | +12.7% | +3.4% | — | 9.8% |
|
HMRZF
H&M Hennes & Mauritz AB
|
$29.63B | -7.7% | — | — | 1.3% |
|
RL
Ralph Lauren Corp
|
$21.28B | +2.8% | +14.6% | 22.5 | 4.7% |
|
MONRF
Moncler S.p.A./ADR
|
$13.29B | -22.6% | — | — | 1.0% |
|
LEVI
Levi Strauss & Co
|
$7.59B | -4.2% | +4.1% | 12.3 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| PVH | -0.6% | +4.2% | -15.1% | +2.0% | +12.7% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.4% | +4.7% | -27.3% | +1.1% | -0.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.