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Kontoor Brands (KTB) investor relations material
Kontoor Brands Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Second quarter results exceeded expectations, driven by strong Wrangler growth, a progressing Lee turnaround, and Helly Hansen acquisition and integration.
Net revenues rose 8% year-over-year to $658M in Q2, with organic growth of 4% excluding Helly Hansen.
Helly Hansen contributed $29M in June revenue; integration is progressing well, though it posted a segment loss due to seasonality and purchase accounting.
Gross margin improved to 46.3%–46.4%, aided by lower product costs, Project Jeanius, and Helly Hansen accretion.
The company raised its full-year revenue and EPS outlook, supported by effective tariff mitigation and ongoing integration synergies.
Financial highlights
Q2 net revenues: $658.3M, up 8% year-over-year; six-month net revenues: $1.28B, up 3%.
Adjusted gross margin expanded 120 bps to 46.4%; reported gross margin 46.3%.
Q2 net income was $73.9M, up 43% year-over-year, including $33M in FX hedge gains.
Adjusted EPS was $1.21, up 23% year-over-year; diluted EPS $1.32, with a $0.12 loss per share from Helly Hansen.
Inventory including Helly Hansen was $686M; organic inventory down 1% year-over-year.
Outlook and guidance
Full-year 2025 revenue expected at $3.09B–$3.12B, up 19%–20%, with Helly Hansen contributing $455M.
Adjusted gross margin forecast at ~46.1%, up 100 bps, including 50 bps tariff impact.
Adjusted EPS now expected at ~$5.45, up 11%, including ~$0.20 impact from tariffs and $0.20 in incremental investments.
Cash from operations expected to exceed $375M; capex to be ~$40M.
Third quarter revenue expected at $855M, up 28% year-over-year.
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