NYSE$KTB
Kontoor Brands Inc. · Q4 2025 earnings
Q4 2025 earnings · · Before market open · Investor relations
Briefing
Kontoor Brands reported Q4 2025 revenue of $1.02B with adjusted EPS of $1.73, up 26% year over year.
Fourth-quarter revenue increased 46% to $1.02 billion, including a 36-point benefit from Helly Hansen; organic revenue rose 2%. Adjusted operating income was $150 million (+48%); adjusted EPS was $1.73 versus $1.37 implied prior year. Wrangler global revenue grew 12%; Lee grew 2%. The company paid down $200 million of term debt and repurchased $25 million of stock. FY26 outlook targets revenue of $3.40–$3.45 billion and adjusted EPS of $6.40–$6.50.
- Q4 revenue $1.02B (+46%); Helly Hansen $254M in quarter.
- Adjusted EPS $1.73 (+26%); adjusted gross margin 46.8%.
- Wrangler U.S. wholesale +11%; inventory down 26% from Q3.
- $200M voluntary debt paydown; $25M buybacks.
- FY26 guide: ~9% revenue growth and EPS $6.40–$6.50.
Headline financials
Revenue & EPS history
Kontoor Brands · Revenue · Quarterly
$1.02B
Revenue by segment
Kontoor Brands · $613M total across 3 segments · Q1 2026
- Wrangler$436M—71.1%
- Helly Hansen$165M—27.0%
- Other$12M—2.0%
Forward guidance
FY26 revenue $3.40–$3.45B (~+9%), adjusted operating income $506–$512M, adjusted EPS $6.40–$6.50, and ~$425M operating cash flow with $225M voluntary debt payments.
Tailwinds
- Helly Hansen integration and brand diversification.
- Project Jeanius cost savings and margin expansion.
- Accelerated deleveraging below 1.5x net leverage target.
Headwinds
- Tariff increases embedded in outlook.
- Lee international wholesale still declining.
- Acquisition integration execution risk.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q4 2025
+1.3%
Avg return
Earnings day
+1.4%
Avg return
5 days after
+4.6%
Avg return
30 days after
58%
19 / 33 earnings
Positive
+18.6%
Q4 2025
Best reaction
-17.3%
Q4 2017
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -2.4% | -1.9% | +21.2% | |
| Q4 2025 | +18.6% | +17.7% | +6.5% | |
| Q3 2025 | -9.4% | -10.8% | -3.3% | |
| Q2 2025 | +12.4% | +24.0% | +41.5% | |
| Q1 2025 | +1.5% | +8.0% | +7.3% | |
| Q4 2024 | -13.5% | +0.5% | -25.7% | |
| Q3 2024 | +6.6% | +10.7% | +19.9% | |
| Q2 2024 | -1.5% | -2.2% | +6.7% | |
| Q1 2024 | +5.6% | +9.0% | +18.0% | |
| Q4 2023 | -6.8% | -7.8% | -5.0% | |
| Q3 2023 | +6.3% | +9.7% | +19.2% | |
| Q2 2023 | +16.6% | +16.3% | +13.7% | |
| Q1 2023 | -7.9% | -9.8% | -9.4% | |
| Q4 2022 | +18.5% | +21.7% | +9.1% | |
| Q3 2022 | +10.8% | +9.6% | +30.7% | |
| Q2 2022 | +2.1% | -1.0% | -3.0% | |
| Q1 2022 | +2.9% | +0.0% | -2.2% | |
| Q4 2021 | -3.0% | -12.7% | -16.5% | |
| Q3 2021 | +1.5% | +5.4% | -5.2% | |
| Q2 2021 | -0.7% | -2.0% | -6.4% | |
| Q1 2021 | +0.9% | -0.7% | -1.3% | |
| Q3 2020 | +5.3% | +14.4% | +38.2% | |
| Q2 2020 | -2.1% | +4.0% | +13.7% | |
| Q1 2020 | -8.1% | -20.8% | +16.2% | |
| Q4 2017 | -17.3% | -18.0% | -37.1% | |
| Q4 2019 | -3.3% | -6.6% | -60.1% | |
| Q3 2018 | +1.0% | -0.3% | +8.5% | |
| Q3 2019 | -5.8% | -5.7% | +0.6% | |
| Q2 2018 | -4.7% | +0.8% | +11.6% | |
| Q2 2019 | +16.0% | +9.1% | +21.5% | |
| Q1 2019 | +0.5% | -4.6% | +7.7% | |
| Q4 2018 | +0.5% | -4.6% | +7.7% | |
| Q1 2018 | +0.5% | -4.6% | +7.7% |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro