Earnings summaries and quarterly performance for Kontoor Brands.
Executive leadership at Kontoor Brands.
Scott Baxter
Detailed
President, Chief Executive Officer and Chairman of the Board
CEO
JB
Jennifer Broyles
Detailed
Executive Vice President, Chief Commercial Officer & Global Head of Brands
JA
Joseph Alkire
Detailed
Executive Vice President, Chief Financial Officer & Global Head of Operations
TD
Thomas Doerr Jr.
Detailed
Executive Vice President, Chief Legal Officer & Secretary
Board of directors at Kontoor Brands.
Research analysts who have asked questions during Kontoor Brands earnings calls.
Paul Kearney
Barclays
4 questions for KTB
Also covers: COLM, CRI, GIII +6 more
BR
Brooke Roach
Goldman Sachs Group, Inc.
3 questions for KTB
Also covers: , AS, BURL +23 more
IB
Irwin Boruchow
Wells Fargo Securities
3 questions for KTB
Also covers: , BBWI, BURL +18 more
LV
Laurent Vasilescu
BNP Paribas S.A.
3 questions for KTB
Also covers: AS, BIRK, CLAR +9 more
JD
Jim Duffy
Stifel Financial Corp.
2 questions for KTB
Also covers: BIRK, CLAR, COLM +9 more
MS
Mauricio Serna Vega
UBS
2 questions for KTB
Also covers: ANF, BKE, COLM +8 more
PM
Peter McGoldrick
Stifel
2 questions for KTB
Also covers: BIRK, CLAR, COLM +10 more
IB
Ike Boruchow
Wells Fargo
1 question for KTB
Also covers: AS, BBWI, BURL +18 more
MS
Mauricio Serna
UBS Group AG
1 question for KTB
Also covers: ANF, BKE, COLM +7 more
RD
Robert Drbul
Guggenheim Securities
1 question for KTB
Also covers: COLM, CPRI, CROX +13 more
Recent press releases and 8-K filings for KTB.
Kontoor Brands Reports Strong Q3 2025 Results and Raises Full-Year Outlook
KTB
Earnings
Guidance Update
New Projects/Investments
- Kontoor Brands reported strong Q3 2025 results, with global revenue increasing 27% and adjusted EPS rising 5% to $1.44. Helly Hansen's revenue grew 11% to $193 million, contributing $0.03 to EPS.
- The company raised its full-year 2025 outlook, now expecting revenue at the upper end of $3.09 billion-$3.12 billion (19%-20% growth), adjusted gross margin of approximately 46.4%, adjusted EPS of approximately $5.50 (12% increase), and cash from operations approximating $400 million.
- Kontoor Brands made a $25 million voluntary debt repayment in Q3 2025 and plans an additional $185 million repayment in Q4, targeting approximately two times net leverage by year-end.
- Wrangler achieved its 14th consecutive quarter of market share gains, while Lee revenue declined 9% (4% excluding China actions). Project Genius is on track to deliver over $100 million in annual savings by 2026, with $50 million gross savings in 2025.
Nov 3, 2025, 1:30 PM
Kontoor Brands Reports Q3 2025 Results and Raises Full-Year Outlook
KTB
Earnings
Guidance Update
New Projects/Investments
- Kontoor Brands reported Q3 2025 global revenue increased 27%, including the contribution from Helly Hansen, and adjusted earnings per share (EPS) rose 5% to $1.44. Helly Hansen's global revenue grew 11%, while Wrangler's global revenue increased 1% (mid-single-digit excluding a timing shift), and Lee's global revenue decreased 9% (4% excluding actions in China).
- The company is raising its full-year 2025 outlook, now expecting revenue at the upper end of $3.09 billion-$3.12 billion (19%-20% growth), adjusted gross margin of approximately 46.4%, and adjusted EPS of approximately $5.50.
- Kontoor Brands made a $25 million voluntary debt repayment in Q3 2025 and expects an additional $185 million voluntary payment in Q4, anticipating a return to approximately two times net leverage by year-end.
- Helly Hansen integration is progressing well, with line of sight to greater than $25 million in run-rate synergies beginning meaningfully in 2026, and Project Genius is expected to mature to a full run rate in excess of $100 million of annual savings over the course of 2026.
Nov 3, 2025, 1:30 PM
KTB Reports Strong Q3 2025 Results and Raises Full-Year Outlook
KTB
Earnings
Guidance Update
Revenue Acceleration/Inflection
- KTB reported a 27% increase in global revenue for Q3 2025, with adjusted earnings per share (EPS) of $1.44, up 5% year-over-year and $0.09 above its prior outlook. The adjusted gross margin expanded 80 basis points to 45.8%.
- The company raised its full-year 2025 outlook, now expecting revenue at the upper end of $3.09 billion-$3.12 billion (representing 19%-20% growth), adjusted gross margin of approximately 46.4%, adjusted EPS of approximately $5.50 (a 12% increase), and cash from operations of approximately $400 million.
- Helly Hansen's revenue grew 11% in Q3 2025, contributing $0.03 to EPS, and its full-year revenue contribution is now expected to be $460 million. Wrangler global revenue increased 1%, while Lee's global revenue declined 9% (or 4% excluding China actions).
- KTB made a $25 million voluntary debt repayment in Q3 and anticipates an additional $185 million payment in Q4, aiming to return to approximately two times net leverage by year-end. The company expects Project Genius savings to exceed $100 million annually by 2026 and over $25 million in run-rate synergies from Helly Hansen by 2026.
Nov 3, 2025, 1:30 PM
Kontoor Brands Reports Strong Q3 2025 Results and Raises Full-Year Outlook
KTB
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Kontoor Brands reported Q3 2025 revenue of $853 million, a 27 percent increase compared to the prior year, and adjusted EPS of $1.44, up 5 percent.
- The company raised its full-year 2025 outlook, now anticipating revenue at the high end of $3.09 to $3.12 billion (an increase of approximately 19 to 20 percent) and adjusted EPS of approximately $5.50 (an increase of 12 percent).
- Adjusted operating income for Q3 2025 increased 14 percent to $122 million, and the full-year outlook for cash from operations was raised to approximately $400 million.
- Kontoor Brands made a $25 million voluntary term loan payment in Q3 2025 and declared a regular quarterly cash dividend of $0.53 per share, a 2 percent increase.
Nov 3, 2025, 11:57 AM
Kontoor Brands Reports Strong Q3 2025 Results and Raises Full-Year Outlook
KTB
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Kontoor Brands reported third quarter 2025 revenue of $853 million, an increase of 27 percent compared to the prior year, and adjusted EPS of $1.44, representing a 5 percent increase.
- The company raised its full-year 2025 outlook, now expecting revenue at the high end of $3.09 to $3.12 billion, an increase of approximately 19 to 20 percent, and adjusted EPS of approximately $5.50, an increase of 12 percent.
- Adjusted gross margin for Q3 2025 was 45.8 percent, an increase of 80 basis points compared to the prior year, with the full-year adjusted gross margin now expected to be approximately 46.4 percent.
- Kontoor Brands made a $25 million voluntary term loan payment in Q3 2025 and anticipates an additional $185 million payment in Q4, totaling $235 million for the full year, with cash from operations expected to approximate $400 million.
Nov 3, 2025, 11:50 AM
Kontoor Brands to Acquire Allianz (Helly Hansen)
KTB
M&A
Debt Issuance
New Projects/Investments
- Kontoor Brands announced an agreement to acquire the global outdoor and workwear brand, Allianz (Helly Hansen), for approximately $900 million.
- The acquisition will be funded by $700 million of new debt financing and $200 million of excess cash. Post-closing, the pro forma net leverage ratio will be less than three times, with an anticipated return to under two times within 12 months and pre-deal leverage within 18-24 months.
- Allianz (Helly Hansen) generated approximately $650 million in revenue and $75 million in EBITDA in 2024, with expectations for more than $680 million in revenue and $80 million in EBITDA for 2025. The acquisition is expected to be meaningfully accretive to 2025 earnings and cash flow.
- The acquisition is intended to accelerate top-line growth, add category, channel, and consumer diversification, and leverage Kontoor's global operating platform for significant synergies. Kontoor Brands will temporarily pause share repurchase activity to prioritize debt repayment.
Feb 19, 2025, 1:30 PM
Quarterly earnings call transcripts for Kontoor Brands.
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