$PVH

PVH CORP. /DE/

AlphAI earnings read2026 second quarter · SEP 2PVH CORP. REPORTS 2026 SECOND QUARTER RESULTS AND REAFFIRMS FULL YEAR OUTLOOKVerdict: mixed

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$1.0M
Larsson Stefan
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Analysts Offer Insights on Consumer Cyclical Companies: Booking Holdings (BKNG), PVH (PVH) and Texas Roadhouse (TXRH)

Analysts updated ratings and price targets for Booking Holdings (BKNG), PVH (PVH), and Texas Roadhouse (TXRH). Bernstein maintained a Hold rating on BKNG with a $188 target. Goldman Sachs kept a Buy rating on PVH with an $88 target. Wells Fargo reiterated a Buy rating on TXRH with a $230 target. Consensus targets are $235.67 for BKNG, $88.30 for PVH, and $221.50 for TXRH.

Insider Stock Purchases: September 14, 2026

On September 14, 2026, insiders at PVH Corp. ($PVH), Hillman Solutions Corp. ($HLMN), Neonc Technologies Holdings, Inc. ($NTHI), Dominari Holdings Inc. ($DOMH), and Beeline Holdings, Inc. ($BLNE) made significant stock purchases. PVH's CEO bought 14,179 shares for $1M, Hillman's CFO bought 35,500 shares for $248.5K, Neonc's CEO bought 37,000 shares for $135.6K, Dominari's CEO bought 50,000 shares for $108.1K, and Beeline's CEO bought 93,200 shares for $94.2K.

Top insider buys and sells disclosed on Friday

Relmada Therapeutics (RLMD) executives bought shares at $4.10-$4.25. PVH (PVH) CEO bought $1M in stock. Clipper Realty (CLPR) director bought $388K in shares. Gloo (GLOO) chair bought 50,000 shares. Hagerty (HGTY) sold $122M in shares. Dell (DELL) saw $55M in sales by Silver Lake. Hinge Health (HNGE) CEO sold $22.3M in shares.

PVH sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 6 news stories mentioning PVH (PVH CORP. /DE/). Coverage has skewed bullish: 3 bullish, 3 neutral, and 0 bearish.

Recent PVH coverage spans earnings, financial news and insider activity.

In the last 30 days, PVH insiders filed 1 SEC Form 4 transaction — 1 purchase ($1.0M) and no sales. The most active reporter was Larsson Stefan, Chief Executive Officer, with 1 filing.

What's driving PVH

AlphAI scores every news story that mentions PVH with an AI model for sentiment and relevance, and aggregates insider trades from PVH CORP. /DE/'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $PVH

Score

Analysts Offer Insights on Consumer Cyclical Companies: Booking Holdings (BKNG), PVH (PVH) and Texas Roadhouse (TXRH)

Analysts updated ratings and price targets for Booking Holdings (BKNG), PVH (PVH), and Texas Roadhouse (TXRH). Bernstein maintained a Hold rating on BKNG with a $188 target. Goldman Sachs kept a Buy rating on PVH with an $88 target. Wells Fargo reiterated a Buy rating on TXRH with a $230 target. Consensus targets are $235.67 for BKNG, $88.30 for PVH, and $221.50 for TXRH.

Insider Stock Purchases: September 14, 2026

On September 14, 2026, insiders at PVH Corp. ($PVH), Hillman Solutions Corp. ($HLMN), Neonc Technologies Holdings, Inc. ($NTHI), Dominari Holdings Inc. ($DOMH), and Beeline Holdings, Inc. ($BLNE) made significant stock purchases. PVH's CEO bought 14,179 shares for $1M, Hillman's CFO bought 35,500 shares for $248.5K, Neonc's CEO bought 37,000 shares for $135.6K, Dominari's CEO bought 50,000 shares for $108.1K, and Beeline's CEO bought 93,200 shares for $94.2K.

$RLMDLow

Top insider buys and sells disclosed on Friday

Relmada Therapeutics (RLMD) executives bought shares at $4.10-$4.25. PVH (PVH) CEO bought $1M in stock. Clipper Realty (CLPR) director bought $388K in shares. Gloo (GLOO) chair bought 50,000 shares. Hagerty (HGTY) sold $122M in shares. Dell (DELL) saw $55M in sales by Silver Lake. Hinge Health (HNGE) CEO sold $22.3M in shares.

Q2 Outperformance Masks Regional Headwinds for PVH Corp. (PVH)

PVH Corp. (PVH) reported Q2 revenue of $2.097B, down 3% YoY, matching guidance. Adjusted operating margins rose to 11.1%, beating estimates, partly due to $107M in tariff refunds. EPS was $3.70, exceeding the $3.00-$3.10 range. EMEA revenue fell 6% due to weak consumer spending, while Americas saw a 1% decline. Management reaffirmed full-year guidance, citing confidence in the PVH+ Plan and DTC growth.

$PVHMed

PVH (PVH) Q2 2026 Earnings Call Transcript

PVH reported Q2 2026 earnings, meeting revenue guidance and exceeding profitability expectations. The company saw growth in D2C and e-commerce, with strong performance in APAC and the Americas. Gross margins improved, and inventory levels were down 3% year-over-year. PVH welcomed a new CFO, Alexei Rossignol, and remains on track with its PVH plus plan. Licensing revenue was over $350 million annually, with expected growth. The company highlighted strong consumer engagement and product performanc

$PVHMed

PVH (PVH) Reaffirmed its Outlook as Tariff Refunds Lifted Margins. Can the Core Business Recover Without the One-Off Benefit?

PVH Corp. (NYSE:PVH) reported Q2 revenue of $2.097B, down 3% YoY, with gross margin up 530 bps to 63.0%, largely due to $107M in tariff refunds. The company recorded a $439M goodwill impairment, and GAAP operating margin fell to -9.1%. PVH reaffirmed its full-year outlook, expecting flat revenue and non-GAAP EPS of $11.80-$12.10. Wholesale revenue declined 6%, and Calvin Klein revenue fell 7%, while direct-to-consumer revenue was flat.

5 New 5-Star Stocks This Week

Morningstar upgraded five US-listed stocks to 5-star ratings, indicating undervaluation. The stocks are PG&E (PCG), Edison International (EIX), Aurora Innovation (AUR), Pentair (PNR), and PVH (PVH). PG&E and Edison saw significant weekly declines, while Aurora rose. All trade below their fair value estimates, with discounts ranging from 30% to 47%.

$PVHHighAI 8/10

PVH Q2 Earnings Call Highlights

PVH Corp reported Q2 revenue declines in Asia-Pacific (3%) and EMEA (6%), with mixed performance across brands. Calvin Klein and Tommy Hilfiger revenues fell, but direct-to-consumer sales showed growth. Gross margin improved to 63%, and inventory decreased 3%. PVH reaffirmed its full-year outlook, expecting flat revenue and EPS of $11.80-$12.10. The company plans $300M in share buybacks and $250M in capex for 2026. According to the CEO, European wholesalers remain cautious, and the spring 2027 o

$PVHHigh

UBS reiterates Buy on PVH stock, cites brand strength and strategy

UBS reiterated a Buy rating on PVH Corp (NYSE:PVH) with a $121 price target, citing brand strength, strategy, and balance sheet. The stock trades at $74.19, with a market cap of $3.41B. InvestingPro analysis suggests undervaluation, with a Fair Value of $98.20. PVH's Q2 earnings beat estimates, with EPS of $3.70 vs. $3.08 expected, and revenue of $2.1B vs. $2.09B expected. UBS noted a 4-to-1 upside-to-downside ratio for the stock.

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