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PVPVH

PVH Corp.

$PVH·$3.9B·Apparel - Manufacturers·Consumer Cyclical
$85.10+0.5%YTD+22.2%1Y+3.6%
Price updated 6m ago·X counts updated 8d ago
PVPVH
$PVHPVH Corp.
$85.10+0.50%21 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PVH on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

21X posts · last 7 days
Oct 1Oct 11

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PVH — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

Calvin Klein and Tommy Hilfiger owner with Q1 revenue +2% YoY, 6% operating margin and CEO Stefan Larsson buying $1M of shares.

PVH owns Calvin Klein, Tommy Hilfiger and Stuart Weitzman globally, so earnings depend on brand-mix execution and the macro-apparel cycle across the US, Europe and Asia.

  • Q1 FY26 revenue $2.03B, +2.1% YoY with 5.9% operating margin; prior four quarters: +5.6%, +1.7%, +4.5%, +2.1% — LSD growth, margin volatile
  • Q4 FY25 operating margin 9.0%, Q2 FY25 5.2%, Q3 7.1% — margin oscillates with promotional cadence
  • TTM: 23x earnings, 0.40x sales, 3.3% ROE, 58% gross margin, 6.9% operating margin, FCF yield 15.4%, debt-to-equity 0.86 — low-multiple scaled-apparel economics
  • FY26 estimate: $8.88B revenue, $10.91 EPS; FY27 $8.90B, $12.09 EPS — modeling flat revenue with 11% EPS growth on buyback
  • YTD +12%, trailing-12m -11% at $75.85 against a $3.5B market cap
  • Sep 8: CFO Alexis Rollier appointed with zero initial ownership; CEO Stefan Larsson bought $1M of shares
  • PVH consensus PT $86.55 — modest upside case

The operating line is flat but the FCF yield at 15% and CEO conviction buy signal a value setup — the thesis is whether brand-level execution lifts operating margin back toward the Q4 9% range or stays pinned near 6% through the apparel cycle.

What to watch: Dec 2 Q2 earnings and brand-level mix commentary — whether Calvin Klein and Tommy Hilfiger operating-margin extends past 6% or the apparel cycle keeps margins pinned.

On the calendar: 2026-12-02 Q2 earnings

Read the AI verdict on $PVH

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global apparel company owning Calvin Klein and Tommy Hilfiger brands across 40+ countries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Apparel - Manufacturers sits in its cycle right now — and what that implies for $PVH.

Apparel - Manufacturers · Consumer Cyclical

No material change from last week — mid-income consumer squeeze continues to pressure branded apparel.

What this means for $PVH

Neutral — Global apparel company owning Calvin Klein and Tommy Hilfiger brands across 40+ countries.

Industry benchmark

5-name peer basket
+20.6%YTD
+67.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
22.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
1.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
15.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
57.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$3.70$3.08+20.1%
Q1 2026Jun 3, 2026$2.01$1.82+10.4%
Q4 2025Mar 31, 2026$3.82$3.30+15.8%
Q3 2025Dec 3, 2025$2.83$2.54+11.4%
Next earningsWed, Dec 2·consensus EPS $2.63

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.0B+2.1%58.6%5.9%$1.92—
Q4 FY25$2.5B+5.6%58.5%9.0%$-3.34$539.7M
Q3 FY25$2.3B+1.7%56.0%7.1%$0.09$-85.1M
Q2 FY25$2.2B+4.5%57.0%5.2%$4.66$181.9M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.9B$8.9B – $8.9B$10.91$10.87 – $10.997
FY27$8.9B$8.8B – $8.9B$12.09$12.05 – $12.129
FY28$9.0B$9.0B – $9.1B$12.46$11.99 – $12.889
FY29$9.3B$8.9B – $9.9B$13.84$13.59 – $14.315
FY30$9.5B$9.3B – $9.7B$13.81$13.56 – $14.282

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.61%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+10.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 45.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.765-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuySep 11Stefan LarssonCEO14.2K sh$1.0M
+ 13 other (11 awards · 2 inkinds) in window

See when $PVH insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsOct 63
3New insider — initial holdingsOct 63
3New insider — initial holdingsSep 153
AI summary

Alexis Rollier, Chief Financial Officer of PVH Corp. (PVH), filed an initial Form 3 dated September 8, 2026 disclosing 0 shares of common stock directly owned upon becoming a reporting person. No derivative securities are listed. This is a routine administrative insider-ownership disclosure upon appointment as CFO; no material business events are implied.

8-KOfficer or director changeJul 148-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

PVH Corp (PVH) announced an executive appointment on July 14, 2026, naming a new executive (surname Rollier) under an employment agreement. Rollier is a 14-year Sephora veteran who previously served as CFO and COO of the Americas and CFO of Europe and the Middle East. The appointment falls under Items 5.02 (director/officer appointment) and 8.01 (other events). Details of compensation and specific title were included in the full filing.

8-KAgreement terminatedJun 298-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

PVH Corp. entered a new Credit Agreement with Bank of America on June 24, 2026 consisting of at minimum a EUR 400M Euro Term Loan A facility, while terminating the prior credit agreement. New credit facility accessing European capital markets; full terms are cut off in the excerpt.

8-KOfficer or director changeJun 248-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

PVH Corp.'s 2026 Annual Meeting on June 18, 2026 approved amendments to its Stock Incentive Plan, adding 1,068,000 shares to the available pool and raising the full-value award counting ratio from 1.6x to 1.72x per RSU/PSU granted on or after June 18, 2026 (plan terminates April 29, 2030). The filing also covers Items 5.02 and 5.07, indicating officer/director change disclosures at the annual meeting. Moderately dilutive — share pool expansion and tightened award-counting methodology.

+ 17 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

PVH Conference: Calvin Klein, Tommy Hilfiger Target Repeatable Growthdefenseworld.net·10d agoPVH Conference: Calvin Klein, Tommy Hilfiger Target Repeatable Growthmarketbeat.com·11d agoWhy PVH (PVH) is a Top Value Stock for the Long-Termzacks.com·12d agoPVH has path to higher sales and margins within reach, Jefferies says after management meetingproactiveinvestors.com·13d agoWhy PVH (PVH) is a Top Growth Stock for the Long-Termzacks.com·14d ago

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Voices on X · last 7 days

No standout posts about $PVH on X in the last 7 days.

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