Kontoor Brands (KTB) Q3 2025

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Earnings

Kontoor Brands posted a mixed but ultimately encouraging third quarter for fiscal 2025, delivering adjusted EPS of $1.44 against a consensus estimate of $1.40, a 3.17% beat, while revenue of $853.22 million fell 2.14% short of the $871.83 million Wal… Read more Kontoor Brands posted a mixed but ultimately encouraging third quarter for fiscal 2025, delivering adjusted EPS of $1.44 against a consensus estimate of $1.40, a 3.17% beat, while revenue of $853.22 million fell 2.14% short of the $871.83 million Wall Street had expected, though it still represented a striking 27.3% year-over-year gain. The single biggest driver of that top-line surge was the first full quarterly contribution from Helly Hansen, the outdoor apparel brand acquired earlier this year, which added $192.65 million in revenue and provided immediate scale to Kontoor's portfolio. A shift in shipment timing from Q3 into Q4 created a roughly 2-percentage-point headwind on revenue, softening what would otherwise have been a cleaner beat. Wrangler remained the organic growth engine, while Lee faced pressure from both U.S. Wholesale softness and deliberate inventory actions in China. Adjusted gross margin widened 80 basis points to 45.8%, underscoring disciplined cost management even as reported operating income came under pressure from $46 million in restructuring charges. Looking ahead, the company raised its full-year adjusted EPS outlook to approximately $5.50 and now targets revenue at the high end of its $3.09–$3.12 billion guidance range.