Filing Flows › Kontoor Brands (KTB) › Guidance & outlook
Kontoor Brands (KTB) guidance and outlook
Kontoor Brands (KTB) raised some and lowered other parts of its guidance on Nov 5, 2026: EPS $5.40 for FY2026; EPS +31% for FY2026; Gross margin 50%–50.2% for FY2026; EPS $6.60 for FY2027. Kontoor Brands' 10-Q filed Nov 5, 2026 makes 18 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EPS | FY2026 | $5.40 | raised |
| EPS | FY2026 | +31% | raised |
| Gross margin | FY2026 | 50%–50.2% | raised |
| EPS | FY2027 | $6.60 | new |
| EPS | FY2027 | +20% | new |
| Operating cash flow | FY2027 | $400M | new |
| Revenue | FY2026 | $2.7B | reaffirmed |
| Revenue | FY2026 | +12% | lowered |
| Revenue | Q4 2025 | $40.0M | new |
| Revenue | FY2025 | $3.0M | new |
| Operating income | FY2026 | $400M | lowered |
| Capital expenditures | FY2026 | $25.0M | lowered |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- The Company has responded to ongoing macroeconomic conditions by controlling expenses, instituting pricing adjustments for our products, investing in our brands and executing our Project Jeanius business transformation.
- While we anticipate continued uncertainty related to the macroeconomic environment during the remainder of 2026, including the potential impact of further tariff rate changes, we believe we are appropriately positioned to successfully manage through operational challenges and cost pressures should they arise.
- We expect to incur additional costs in future periods primarily related to the information technology integration of Helly Hansen.
- The Company expects the reorganized legal entity structure to align legal ownership with the operating model and facilitate future integration synergies and a simplified operating structure.
- The Company completed its execution of Project Jeanius during the third quarter of 2026.
- We expect to incur additional costs related to our ongoing transformation in future periods.
- Selling, general and administrative expenses increased $168.5 million, from 35.6% to 38.8% of net revenues, primarily attributable to $124.4 million of increased operating expenses due to the inclusion of Helly Hansen for the entire nine-month period ende d Se ptember 2026, $33.0 million from higher investme nts in our direct-to-consumer business, demand creation and technology and $11.8 million of incremental…
- Operating margin increased to 25.3%, compared to 24.7% for the 2025 period, due to the benefits of Project Jeanius and favorable business mix and pricing, net of changes in product costs, partially offset by other operating cost increases driven by higher investments in demand creation, technology and our direct-to-consumer businesses.
- Operating margin increased to 27.6%, compared to 23.0% for the 2025 period, driven by the benefits of Project Jeanius, the U.S. tariff receivable recorded in the first quarter of 2026 and favorable business and pricing, net of changes in product costs, partially offset by other operating cost increases driven by higher investments in demand creation, technology and our direct-to-consumer business.
- We believe cash flows from operations will support our short-term liquidity needs as well as any future liquidity and capital requirements, in combination with available cash balances and borrowing capacity from our revolving credit facility.
- As of September 2026, the Company was in compliance with all applicable covenants under the 2025 Credit Agreement and expects to maintain compliance with the applicable covenants for at least one year from the issuance of these financial statements.
- The Company intends to continue to pay cash dividends in future periods.
Kontoor Brands' latest quarter
Kontoor Brands, Q3 2026: revenue $685M (+3% year over year), operating margin 11.2%, net loss $29.5M, operating cash flow $52.4M. The chart follows the revenue to costs, profit and cash.
Questions
Did Kontoor Brands raise or lower its guidance?
Kontoor Brands (KTB) raised some and lowered other parts of its guidance on Nov 5, 2026: EPS $5.40 for FY2026; EPS +31% for FY2026; Gross margin 50%–50.2% for FY2026; EPS $6.60 for FY2027.
What does Kontoor Brands expect?
The Company has responded to ongoing macroeconomic conditions by controlling expenses, instituting pricing adjustments for our products, investing in our brands and executing our Project Jeanius business transformation. While we anticipate continued uncertainty related to the macroeconomic environment during the remainder of 2026, including the potential impact of further tariff rate changes, we believe we are appropriately positioned to successfully manage through operational challenges and cost pressures should they arise. We expect to incur additional costs in future periods primarily relat
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.