Q4 25 EPS
$1.73
BEAT +5.23%
Est. $1.64
Q4 25 Revenue
$1.02B
BEAT +4.29%
Est. $976.2M
vs S&P Since Q4 25
+17.2%
BEATING MARKET
KTB +27.7% vs S&P +10.5%
Full Year 2025 Results
FY 25 EPS
$5.59
BEAT +1.71%
Est. $5.50
FY 25 Revenue
$3.15B
BEAT +1.36%
Est. $3.11B
Market Reaction
Did KTB Beat Earnings? Q4 2025 Results
Kontoor Brands closed out fiscal 2025 with a strong beat on both the top and bottom lines, as the Helly Hansen acquisition reshaped the company's financial profile in a single quarter. For Q4 2025, the Winston-Salem apparel maker posted revenue of $1… Read more Kontoor Brands closed out fiscal 2025 with a strong beat on both the top and bottom lines, as the Helly Hansen acquisition reshaped the company's financial profile in a single quarter. For Q4 2025, the Winston-Salem apparel maker posted revenue of $1.02 billion, up 45.6% year-over-year and ahead of the $975.76 million consensus, while adjusted EPS of $1.73 cleared the $1.65 estimate by 4.85%, rising 26% from the prior-year period. The Helly Hansen deal was the dominant driver, contributing $254 million in quarterly revenue and 36 percentage points of the year-over-year growth, while Wrangler delivered its own momentum with global revenue climbing 12%. Adjusted gross margin expanded 210 basis points to 46.8%, with Helly Hansen accounting for the bulk of that improvement. The company's milestone billion-dollar quarter came alongside forward guidance calling for fiscal 2026 revenue of $3.40 to $3.45 billion and adjusted EPS of $6.40 to $6.50, though tariff headwinds are expected to weigh more heavily in the first half of the year.
Key Takeaways
- • Helly Hansen acquisition contributing 36 percentage points of revenue growth and $0.44 EPS contribution
- • Wrangler U.S. direct-to-consumer growth of 16% and wholesale growth of 11%
- • Project Jeanius benefits driving gross margin expansion and SG&A discipline
- • 53rd fiscal week contributing approximately 8 percentage points to Wrangler growth and 6 percentage points to Lee growth
- • Record cash generation of $455.8 million from operations, including $100 million from Helly Hansen
- • Adjusted gross margin expansion of 210 basis points to 46.8% driven by Helly Hansen mix benefit
KTB YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
KTB Revenue by Segment
With YoY comparisons, source: SEC Filings
KTB Revenue by Geography
With YoY comparisons, source: SEC Filings
“We had a strong finish to the year driven by better-than-expected revenue, earnings and cash generation. 2025 was a transformational year for Kontoor, highlighted by the acquisition of Helly Hansen, strong growth in Wrangler and disciplined execution.”
— Scott Baxter, Q4 2025 Earnings Press Release
KTB Earnings Trends
KTB vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KTB EPS Trend
Earnings per share: estimate vs actual
KTB Revenue Trend
Quarterly revenue: estimate vs actual
KTB Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.14 | $1.55 | +35.92% | $807.6M | +2.91% |
| Q4 25 BEAT FY | $1.64 | $1.73 | +5.23% | $1.02B | +4.29% |
| FY Full Year | $5.50 | $5.59 | +1.71% | $3.15B | +1.36% |
| Q3 25 BEAT | $1.40 | $1.44 | +3.17% | $853.2M | -2.14% |
| Q2 25 BEAT | $0.83 | $1.21 | +46.14% | $658.3M | +3.88% |
| Q1 25 BEAT | $1.16 | $1.20 | +3.13% | $622.9M | -0.55% |