NYSE$PVH

PVH Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

PVH exceeded revenue expectations and delivered solid performance across brands and regions in Q4 2024.

PVH Corp. reported fourth quarter 2024 results that surpassed revenue guidance, driven by strong performances from Calvin Klein and Tommy Hilfiger, particularly in international markets. Operating income and EPS were in line with expectations, and the company provided a confident outlook for 2025.

  • Revenue reached $2.490 billion, above guidance and up 2% on a constant currency basis.
  • Non-GAAP EPS was $3.72, slightly above the high end of guidance.
  • International segments, especially Calvin Klein International and Tommy Hilfiger International, delivered robust growth.
  • Gross margin improved to 58.7%, reflecting better full-price selling and reduced freight costs.

Headline financials

Total Revenue

$2.49B

Previous: $2.49B+0.0%
EPS (adj)

$3.72

Previous: $3.72+0.0%
Gross Margin

58.7%

No prior period
Inventory

$820M

No prior period
Net Income

$178M

Previous: $139M+28.6%
Operating Income

$239M

Previous: $208M+14.9%
Gross Profit

$1.46B

Previous: $1.39B+5.1%

Revenue & EPS history

PVH · Revenue · Quarterly

$2.49B

Q4 2024+0%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

PVH · $33M total across 1 segment · Q4 2024

  • Heritage Brands
    $33M

Forward guidance

PVH expects revenue to increase approximately 4% on a constant currency basis in FY 2025, with non-GAAP EPS projected at approximately $10.75.

Tailwinds

  • Revenue expected to grow ~4% on constant currency basis in FY 2025
  • Non-GAAP EPS guidance of approximately $10.75 for FY 2025
  • Brand strength expected to continue driving international growth
  • Inventory position significantly improved
  • Strong gross margin performance projected to continue

Headwinds

  • U.S. wholesale and China businesses expected to remain volatile
  • Ongoing macroeconomic uncertainty could impact consumer demand
  • Foreign exchange headwinds may slightly offset revenue growth
  • Heritage Brands segment continues to decline
  • Potential impact from geopolitical instability in key markets

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

-1.5%

Avg return

5 days after

-1.3%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+21.4%

Q4 2022

Best reaction

-22.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-20.7%-18.8%
Q4 2025+4.6%-16.4%
Q3 2025-11.8%-13.1%-22.5%
Q2 2025-0.8%+2.2%+5.2%
Q1 2025-18.1%-19.4%-10.4%
Q3 2024-2.4%-3.2%-5.5%
Q2 2024-5.7%-4.8%-6.0%
Q1 2024+1.0%-2.1%-14.5%
Q4 2023-22.7%-22.7%-22.0%
Q4 2024-0.6%-22.7%-22.0%
Q3 2023+8.6%+15.8%+35.6%
Q2 2023+5.1%+6.5%-4.1%
Q1 2023-12.6%-13.5%-4.5%
Q4 2022+21.4%+22.5%+14.2%
Q3 2022+13.3%+9.7%+8.8%
Q2 2022-10.9%-13.6%-26.5%
Q1 2022+2.3%+0.3%-19.9%
Q4 2021-1.9%-8.4%-11.3%
Q3 2021-5.6%-2.6%-0.1%
Q2 2021+13.0%+7.9%-3.7%
Q1 2021-3.1%-3.0%-4.2%
Q4 2020+7.9%+3.1%+16.4%
Q3 2020+7.8%+12.8%+14.8%
Q2 2020+6.6%+10.0%+7.8%
Q1 2020-16.8%-11.8%-25.6%
Q4 2019-15.3%+5.5%+18.7%
Q3 2019+0.2%-2.9%+4.9%
Q2 2019+8.9%+8.6%+25.7%
Q1 2019-20.2%-17.2%-10.6%
Q4 2018+15.6%+13.6%+19.0%
Q3 2018-0.4%-3.3%-16.7%
Q2 2018-9.2%-8.2%-7.4%
Q1 2018+3.2%+3.0%-3.5%
Q4 2017+5.8%+5.4%+12.1%
Q3 2017-2.2%-2.4%-0.3%
Q2 2017+5.5%+4.9%+4.8%
Q1 2017+4.5%+2.8%+7.9%
Q4 2016+6.3%+9.5%+6.0%
Q3 2016+1.8%+0.9%-14.9%
Q2 2016-2.0%-0.7%-0.9%
Q1 2016+5.3%+6.2%+5.1%
Q4 2015+6.0%
Q3 2015-10.0%
Q2 2015+8.2%
Q1 2015+7.1%
Q4 2014+0.9%
Q3 2014+0.7%
Q2 2014+10.4%
Q1 2014-7.9%
Q4 2013+1.8%
Q3 2013+1.4%
Q2 2013-4.1%
Q1 2013+10.3%
Q4 2012-6.3%
Q3 2012+5.2%
Q2 2012+5.5%
Q1 2012+6.2%
Q1 2011-0.6%
Q4 2009-0.3%
Q4 2011-0.3%
Q3 2011+0.9%
Q3 2010+0.9%
Q2 2011+0.6%
Q2 2010+0.6%
Q4 2010+0.6%

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