PVH Corp.

NYSE:PVH 주식 리포트

시가총액: US$3.9b

PVH 과거 순이익 실적

과거 기준 점검 1/6

PVH은 연평균 12.4%의 비율로 수입이 증가해 온 반면, Luxury 산업은 수입이 5.4% 증가했습니다. 매출은 연평균 1.3%의 비율로 증가했습니다. PVH의 자기자본이익률은 0.5%이고 순이익률은 0.3%입니다.

핵심 정보

12.38%

순이익 성장률

16.61%

주당순이익(EPS) 성장률

Luxury 산업 성장률12.25%
매출 성장률1.30%
자기자본이익률0.53%
순이익률0.28%
다음 순이익 업데이트03 Jun 2026

최근 과거 실적 업데이트

Recent updates

Seeking Alpha May 09

The Pros And Cons Of Buying PVH Corp. Now

Summary PVH Corp. demonstrates resilient sales results amid fluctuating U.S. consumer confidence, but the fact that FX contributed significantly to growth is worrying. While the growth in PVH's receivables is not a concern, the amount of debt is, especially if interest rates were to stay higher for longer. Share buybacks underscore management's confidence in PVH's valuation and future cash flow generation. Current market dynamics and internal capital allocation strategies position PVH for potential long-term shareholder value creation, but I would like to see growth before issuing a buy rating. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 30

PVH: Brand Phaseouts And Rising SG&A Will Constrain Future Upside Potential

PVH's updated analyst price targets show a mixed but generally supportive tone, with several firms lifting their views by $10 to $16 while one cut its target to $120. Analysts point to self help earnings initiatives and shifting expectations around revenue growth, margins and future P/E multiples.
내러티브 업데이트 Apr 15

PVH: Self Help And Brand Phaseout Risks Will Pressure Future Upside

PVH's analyst price target has shifted to $79 from $74 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside recent changes in Street targets and commentary on the company's self help initiatives. Analyst Commentary Recent Street research shows a mix of optimism on PVH's long term earnings potential and caution around execution risks, brand transitions and the impact on valuation.
내러티브 업데이트 Apr 01

PVH: Self Help And AI Collaboration Will Shape Balanced Risk Reward Outlook

PVH's analyst price target has been trimmed from $79 to $74 as analysts factor in lower Street targets tied to concerns around brand phaseouts and higher SG&A investments, even as they continue to reference company specific self help initiatives in their rationale. Analyst Commentary Recent price target revisions on PVH reflect a more cautious tone from several bearish analysts, even as they continue to reference self help initiatives and long term earnings ambitions.
내러티브 업데이트 Mar 18

PVH: Self Help And AI Adoption Will Drive Future Re Rating

Narrative Update on PVH Analysts have reduced their PVH Corp. price target to $120 from $148, citing ongoing self help initiatives that support slightly higher modeled revenue growth, profit margins, and a marginally lower future P/E assumption.
내러티브 업데이트 Mar 04

PVH: Future AI Execution And Buy Rating Will Support Share Re Rating

Analysts keep their fair value estimate for PVH steady at $79.00, with updated assumptions around revenue growth, profit margins and a lower discount rate helping support the current $79.00 price target, backed by recent positive research attention including a new Buy rating initiation. Analyst Commentary Recent research attention, including a new Buy initiation, highlights that some analysts see upside potential in PVH at current levels, with the steady US$79.00 fair value estimate reflecting updated views on growth, margins and risk.
내러티브 업데이트 Feb 17

PVH: New Buy Rating And Execution Will Support Stronger Future Returns

Analysts nudged their $138.72 price target for PVH in line with modest tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions, supported by fresh Street research including a new Buy initiation. Analyst Commentary Recent Street research has tilted constructive, with bullish analysts aligning around a case that PVH can justify a higher valuation multiple as execution improves against their updated assumptions for revenue growth, margins, and future P/E.
내러티브 업데이트 Feb 03

PVH: Margin Resilience And Buy Rating Will Support Stronger Future Returns

Analysts have adjusted their fair value estimate for PVH to about US$139 from roughly US$137, citing updated assumptions around the discount rate, modest revenue growth, profit margins and future P/E expectations following recent Street research attention. Analyst Commentary Bullish analysts are treating the recent fair value adjustment for PVH as part of a broader positive reassessment, centered on how the company might balance modest revenue growth, profit margins and its future P/E profile.
내러티브 업데이트 Jan 19

PVH: Future Execution On Earnings Guidance Will Support Share Re Rating

The analyst price target for PVH has been adjusted modestly, with a US$1 move in fair value to US$79.0 as analysts factor in updated revenue growth and margin assumptions, along with recent Street research that includes a higher US$98 target from Jefferies. Analyst Commentary Recent updates from the Street have centered on refined revenue and margin assumptions for PVH, with the latest fair value estimate at US$79.0 sitting below a higher US$98 price target from Jefferies.
내러티브 업데이트 Jan 05

PVH: Higher Earnings Confidence Will Support Re Rating Despite Margin Concerns

Analysts have lifted their fair value estimate for PVH from US$70.00 to US$80.00, reflecting updated assumptions around revenue growth, profit margins and a slightly higher future P/E multiple following recent price target revisions in Street research. Analyst Commentary Recent Street research has generally framed PVH as a stock with upside potential, but also one where execution on revenue growth and profitability assumptions will be closely watched.
내러티브 업데이트 Dec 15

PVH: Margin Improvements And Share Repurchases Will Support Stronger Share Performance

Analysts modestly raised their price target on PVH to approximately $98 from about $96, reflecting slightly stronger margin expectations, even as revenue growth forecasts ease and valuation multiples compress. Analyst Commentary Bullish analysts have highlighted PVH as a relative winner within the Fashion Brands group, pointing to resilient fundamentals despite a more cautious backdrop for discretionary spending.
분석 기사 Sep 09

Results: PVH Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates

PVH Corp. ( NYSE:PVH ) defied analyst predictions to release its second-quarter results, which were ahead of market...
내러티브 업데이트 Aug 28

Expansion In Asia-Pacific And Europe Will Unlock Future Potential

PVH’s price target has been raised to $95.00, as stronger-than-expected Q2 sales and margin improvements outweighed concerns about promotional pressure, operational challenges, and cautious guidance, with bullish sentiment further supported by CEO insider buying and expectations for efficiency gains. Analyst Commentary Stronger-than-expected Q2 sales and improved margins contributed to upward price target revisions, though some analysts view management’s guidance as conservative and the stock as undervalued.
분석 기사 Jul 17

An Intrinsic Calculation For PVH Corp. (NYSE:PVH) Suggests It's 45% Undervalued

Key Insights PVH's estimated fair value is US$131 based on 2 Stage Free Cash Flow to Equity PVH's US$71.41 share price...
분석 기사 Jul 02

These 4 Measures Indicate That PVH (NYSE:PVH) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 Jun 16

There May Be Reason For Hope In PVH's (NYSE:PVH) Disappointing Earnings

The most recent earnings report from PVH Corp. ( NYSE:PVH ) was disappointing for shareholders. However, our analysis...
분석 기사 Jun 11

Increases to CEO Compensation Might Be Put On Hold For Now at PVH Corp. (NYSE:PVH)

Key Insights PVH to hold its Annual General Meeting on 18th of June CEO Stefan Larsson's total compensation includes...
분석 기사 May 09

PVH Corp. (NYSE:PVH) Could Be Riskier Than It Looks

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 18x, you may...
분석 기사 Apr 21

Should You Investigate PVH Corp. (NYSE:PVH) At US$68.92?

PVH Corp. ( NYSE:PVH ), is not the largest company out there, but it saw a decent share price growth of 14% on the NYSE...
Seeking Alpha Mar 25

PVH Corp. Q4 Preview: I Recommend High Caution

Summary PVH Corp. has historically had quite stable earnings, while notably trailing from its 2022 Investor Day targets. PVH's outlook is weak. With risks in China, stagnant brand relevance with Tommy Hilfiger and Calvin Klein, and potentially weak consumer confidence, the Q4 report will likely be weak. After a decline, PVH's stock is cheap. Yet, due to the rising uncertainties, I believe that the cheap price is warranted. Read the full article on Seeking Alpha
분석 기사 Mar 14

PVH (NYSE:PVH) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
분석 기사 Feb 06

Not Many Are Piling Into PVH Corp. (NYSE:PVH) Stock Yet As It Plummets 26%

PVH Corp. ( NYSE:PVH ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
Seeking Alpha Jan 17

PVH Corp: China's Advanced Probe Could Disrupt Supply Chain And Production

Summary PVH Corp faces significant risks due to a Chinese investigation over alleged Xinjiang cotton boycotts, potentially impacting 16% of its profits and supply chains. The investigation is linked to U.S. sanctions under the Uyghur Forced Labor Prevention Act, complicating PVH's choices between U.S. compliance and Chinese market access. The most severe penalties could include restrictions on China trade, investment, personnel, and unspecified fines, with PVH potentially needing to cease all China operations. Given the heightened risks and market reaction, I maintain a Hold rating, anticipating PVH may need to orchestrate an orderly withdrawal from China. Read the full article on Seeking Alpha
분석 기사 Jan 10

Does PVH (NYSE:PVH) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jan 09

PVH Corp.: Reiterate Buy Rating As I Remain Confident On Growth And Margin Outlook

Summary I maintain a buy rating on PVH Corp. due to expected positive growth in FY25, driven by improved demand and margin expansion. The macroeconomic environment has continued to improve, boosting consumer confidence and discretionary spending, benefiting PVH's DTC channels and stabilizing U.S. wholesale markets. Strategic initiatives, including effective inventory management and transitioning G-III licenses in-house, are set to enhance margins and operational efficiency. Read the full article on Seeking Alpha
분석 기사 Dec 23

Fewer Investors Than Expected Jumping On PVH Corp. (NYSE:PVH)

PVH Corp.'s ( NYSE:PVH ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a strong buy right now...
분석 기사 Dec 05

PVH (NYSE:PVH) Is Doing The Right Things To Multiply Its Share Price

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Seeking Alpha Dec 05

PVH Corp.: Concerning Guidance Outweighs Solid Q3 Results

Summary PVH Corp. shares fell 6% after reporting Q3 results and offering disappointing Q4 guidance, despite beating Q3 earnings expectations. European consumer pullback and high inventory levels are key concerns, impacting PVH's sales and margins. Despite challenges, PVH's strong balance sheet and buybacks offer some support, with shares trading at an attractive valuation. I recommend buying the dip, anticipating shares to recover to $115-120, driven by strong brands and potential growth in the US next year. Read the full article on Seeking Alpha
분석 기사 Nov 04

A Look At The Intrinsic Value Of PVH Corp. (NYSE:PVH)

Key Insights The projected fair value for PVH is US$94.54 based on 2 Stage Free Cash Flow to Equity With US$98.46 share...
Seeking Alpha Oct 02

PVH Corp.: Upgrade To Buy Given The Better Demand Outlook

Summary I upgrade PVH stock from sell to buy due to improved demand outlook and visible path to margin expansion, enabling faster earnings growth than top line. Easing inflation in key markets and improved consumer sentiment have significantly boosted the demand outlook, with strong sell-through rates and improving order books. Management's cautious 3Q24 revenue decline guidance is prudent, but early signs of strong sales and record consumer engagement suggest potential outperformance. Read the full article on Seeking Alpha
분석 기사 Sep 18

Not Many Are Piling Into PVH Corp. (NYSE:PVH) Just Yet

With a price-to-earnings (or "P/E") ratio of 7.2x PVH Corp. ( NYSE:PVH ) may be sending very bullish signals at the...
Seeking Alpha Sep 02

PVH Corp.: Q2 Results Provide More Confidence For FY24 Guidance, Reiterating Buy

Summary PVH Corp.'s 2Q24 results met expectations, with revenue declines mainly due to the sale of legacy brands, and showed sequential improvement in North America and Europe. Despite a 20% stock drop since June, fundamentals have improved, making the current 9.5x earnings valuation attractive; I maintain my Buy rating. Mixed top line performance: 2Q24 revenue down 6%, with a 3% comparable decrease; Europe showed significant improvement, while North America was flat and Asia declined. For 2H24, wholesale revenue outlook aligns with yearly guidance, showing improvement in Europe for the Spring 25 season. Read the full article on Seeking Alpha
분석 기사 Aug 30

Results: PVH Corp. Exceeded Expectations And The Consensus Has Updated Its Estimates

PVH Corp. ( NYSE:PVH ) shareholders are probably feeling a little disappointed, since its shares fell 4.9% to US$96.89...
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새로운 내러티브 Aug 29

Shifting Focus To Calvin Klein And Tommy Hilfiger Drives Brand Revitalization And Margin Growth

Streamlining operations through focus on Calvin Klein and Tommy Hilfiger brands and efficiency measures should improve net margins and revenue.

매출 및 비용 세부 내역

PVH가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:PVH 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
01 Feb 268,950254,3830
02 Nov 258,8173414,4160
03 Aug 258,7784694,4060
04 May 258,6854024,3890
02 Feb 258,6535994,3940
03 Nov 248,7717134,3360
04 Aug 248,8797434,3500
05 May 249,0126794,3820
04 Feb 249,2186644,4280
29 Oct 239,2175314,3690
30 Jul 239,1341824,3290
30 Apr 239,0592034,2470
29 Jan 239,0242004,2140
30 Oct 228,9654534,3690
31 Jul 229,0179194,4070
01 May 229,1989864,4380
30 Jan 229,1559524,3290
31 Oct 218,8155044,2900
01 Aug 218,6002944,1590
02 May 217,868613,9330
31 Jan 217,133-1,1363,9330
01 Nov 207,644-1,1464,0600
02 Aug 208,113-1,0064,2160
03 May 208,897-7614,4670
02 Feb 209,9094174,5760
03 Nov 199,7926434,4060
04 Aug 199,7296774,3620
05 May 199,6996494,3590
03 Feb 199,6577464,3970
04 Nov 189,6726964,4910
05 Aug 189,5046924,4270
06 May 189,2406474,3050
04 Feb 188,9155384,1670
29 Oct 178,5245303,8140
30 Jul 178,4114173,7120
30 Apr 178,2743883,6350
29 Jan 178,2035493,5970
30 Oct 168,2085833,4880
31 Jul 168,1286783,4060
01 May 168,0596903,3710
31 Jan 168,0205723,3160
01 Nov 157,9774903,4060
02 Aug 158,0454943,4740

양질의 수익: PVH는 $579.8M 규모의 큰 일회성 손실이 있어 1st February, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: PVH의 현재 순 이익률 (0.3%)은 지난해 (6.9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: PVH는 지난 5년 동안 흑자전환하며 연평균 12.4%의 수익 성장을 기록했습니다.

성장 가속화: PVH은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: PVH은 지난 1년 동안 수익이 감소(-95.8%)하여 Luxury 업계 평균(17.2%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: PVH의 자본 수익률(0.5%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 05:31
종가2026/05/20 00:00
수익2026/02/01
연간 수익2026/02/01

데이터 소스

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패키지데이터기간미국 소스 예시 *
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분석가 소스

PVH Corp.는 28명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jamie MerrimanBernstein
Lorraine Corrine HutchinsonBofA Global Research
Kendall ToscanoBofA Global Research