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Kontoor Brands Inc (KTB)
NYSE:KTB
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.12Last Year’s EPS
1.2Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong, broadly positive momentum driven by record 2025 results, successful Helly Hansen acquisition and integration, meaningful cost savings from Project Genius, Wrangler growth, and constructive 2026 guidance for revenue, margins, and EPS. Material near-term headwinds remain—primarily tariff-related costs (> $100 million impact), Lee brand transition and international wholesale softness, and leverage that is still above management target. Management emphasized confidence in mitigating tariffs over 12–18 months, continued deleveraging, and targeted investments to sustain growth, leading to a favorable outlook overall.Company Guidance
Record Financial Performance in 2025
Company reported record revenue, earnings, and cash flow for 2025: full-year revenue increased 18%, adjusted operating earnings increased by more than 20%, adjusted EPS for the quarter was $1.73 (up 25% year-over-year), and cash from operations exceeded $450 million for the year.
Helly Hansen Acquisition Outperformed Expectations
Helly Hansen delivered strong results in its seven months under ownership: Q4 revenue +10%, full-year pro forma revenue > $700 million (up ~7% year-over-year pro forma), Q4 earnings exceeded outlook by ~50%, and Helly contributed $0.44 to adjusted EPS versus prior outlook of $0.29. Helly generated approximately $100 million of cash from operations in the seven months since acquisition.
Significant Synergy and Integration Progress for Helly
Identified Helly Hansen synergies have grown to more than $40 million (up from $25 million previously) with full run-rate expected in 2027; integration has driven improved sales quality, higher gross margin, and working capital efficiency (inventory days reduced by ~100 days year-over-year at Helly).
Project Genius Delivering Cost Savings
Project Genius delivered over $50 million of gross savings in 2025 and is expected to approach $100 million of gross savings in 2026 with a full run rate achieved in the first half of 2026; benefits contributed to margin expansion and reinvestment capacity.
Wrangler Momentum and Channel Strength
Wrangler finished the year with continued growth: Q4 revenue +3% and full-year global revenue +4%; DTC grew +10% in Q4 (and +10% in the U.S.), with double-digit growth in female and western segments and consistent market share gains in denim and non-denim bottoms.
Margin Expansion and Strong Profitability Metrics
Adjusted gross margin expanded 210 basis points to 46.8% in the quarter (Helly contributed ~180 basis points of that), and trailing twelve-month adjusted ROIC improved to 29% from 23% in the prior quarter.
Balance Sheet Actions and Deleveraging Progress
Finished the quarter with net debt of $1.0 billion, $108 million cash on hand, pro forma net leverage ~2.0x, and voluntary acquisition-related debt repayments of $250 million since close; company expects to return to <1.5x net leverage by 2026 and made a voluntary $200 million term loan payment during the quarter.
Capital Return and Shareholder Actions
Returned over $140 million to shareholders in 2025 via dividends and buybacks, repurchased $25 million of shares in the quarter with $190 million remaining authorization, and declared a quarterly cash dividend of $0.53 per share.
Positive 2026 Outlook with Growth and Margin Guidance
2026 guidance: full-year revenue $3.40–$3.45 billion (≈9% growth), adjusted gross margin guidance 47.2%–47.4% (up 60–80 bps), adjusted EPS guidance $6.40–$6.50 (up 15–16%), and expected cash from operations ≈ $425 million.
Lee Digital Momentum
Lee's digital business showed positive results: digital revenue up 11% for the full year and U.S. Lee revenue +1% in the quarter, supported by refreshed creative and brand initiatives aimed at returning global Lee to growth in H2 2026.
KTB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KTB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $64.82 | $78.18 | +20.61% |
Nov 03, 2025 | $80.36 | $72.94 | -9.23% |
Aug 07, 2025 | $55.96 | $63.13 | +12.82% |
May 06, 2025 | $62.12 | $63.27 | +1.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kontoor Brands Inc (KTB) report earnings?
Kontoor Brands Inc (KTB) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Kontoor Brands Inc (KTB) earnings time?
Kontoor Brands Inc (KTB) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KTB EPS forecast?
KTB EPS forecast for the fiscal quarter 2026 (Q1) is 1.12.
