PVH Corp. Q3 EPS Forecast at $2.35-$2.50, Revenue Expected Flat to Up Slightly YoY.

PVH Corp. expects Q3 adjusted EPS of $2.35-$2.50, below the consensus of $2.94, and sees Q3 revenue flat to up slightly year-over-year. The company's guidance reflects ongoing challenges from tariffs and market sentiment.

PVH Corp. (PVH) has provided its earnings guidance for the third quarter (Q3) of 2025, with adjusted earnings per share (EPS) expected to range between $2.35 and $2.50, falling short of the consensus estimate of $2.94 [2]. The company also forecasts Q3 revenue to be flat to slightly up year-over-year, reflecting ongoing challenges from tariffs and market sentiment.

PVH's guidance indicates that the company is facing persistent headwinds, including the impact of tariffs and shifting consumer preferences. The company's PVH+ Plan, aimed at revitalizing its iconic brands Calvin Klein and Tommy Hilfiger, has shown mixed results. While Calvin Klein and Tommy Hilfiger both achieved revenue growth of 5% and 4% respectively, regional declines and mixed direct-to-consumer (DTC) performance have offset these gains [3]. Additionally, the U.S. tariffs on imported goods have reduced PVH's EPS by $1.15 per share, but the company's cost-cutting measures and pricing adjustments have partially mitigated these pressures [3].

Analysts have expressed cautious optimism, with a majority rating the stock as a "buy" and a few recommending a "hold" position. However, they caution that the stock's valuation remains undervalued, driven by brand-driven margins, but warn of risks from tariffs and regional demand volatility [3]. The company's stock has lost about 22.8% since the beginning of the year, compared to the S&P 500's gain of 9.5% [2].

PVH's stock repurchase program, totaling $561 million in Q1 2025, signals a commitment to shareholder returns, but the absence of buybacks in Q2 raises questions about liquidity constraints [3]. Institutional ownership remains robust, with key investors like UMB Bank and Hantz Financial Services increasing their stakes [3].

Looking ahead, investors should closely monitor PVH's earnings call for more insights into the company's outlook and the potential impact of tariffs and market sentiment on its future performance.

References:
[1] Reuters. (2025). PVH Corp. reports results for the quarter ended July 31. Retrieved from https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3UI1FJ:0-pvh-corp-reports-earnings-summary/
[2] Nasdaq. (2025). PVH beats Q2 earnings and revenue estimates. Retrieved from https://www.nasdaq.com/articles/pvh-pvh-beats-q2-earnings-and-revenue-estimates
[3] AInvest. (2025). PVH Corp: Strategic Turnaround, Brand Revitalization, and Operational Discipline Drive Sustainable Growth. Retrieved from https://www.ainvest.com/news/pvh-corp-strategic-turnaround-brand-revitalization-operational-discipline-drive-sustainable-growth-2508/