HighGravityDataCurrent guidance
31 items
Kontoor Brands
Guidance from Kontoor Brands’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 12, 2026
Data checked
Aug 12, 2026
What changed in the Aug 12, 2026 release
Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | Revenue | for FY2026 | “$3.40 to $3.45 billion” | “$2.66 to $2.71 billion” | Filing ↗ |
| New | Second-half revenue (Wrangler and Helly Hansen) | for H2 FY2026 | — | “increase in the mid-single digit range for both Wrangler and Helly Hansen, excluding the impact of the 53rd week in 2025” | Filing ↗ |
| Lowered | Adjusted EPS | for FY2026 | “$6.40 to $6.50” | “$5.25 to $5.35” | Filing ↗ |
| Raised | Adjusted gross margin | for FY2026 | “48.3 percent to 48.5 percent, representing an increase of 180 to 200 basis points compared to prior year” | “49.8 to 50.0 percent” | Filing ↗ |
| Raised | Adjusted operating income | for FY2026 | “$411 to $418 million, representing an increase of 15 percent to 17 percent compared to prior year” | “$413 to $420 million” | Filing ↗ |
| New | Effective tax rate on adjusted pre-tax earnings | for FY2026 | — | “approximately 20 percent” | Filing ↗ |
| Raised | Adjusted SG&A expenses | for FY2026 | “increase approximately 18 percent compared to prior year” | “increase approximately 23 percent compared to prior year” | Filing ↗ |
| Lowered | Average shares outstanding | for FY2026 | “approximately 56 million” | “approximately 55.5 million” | Filing ↗ |
| Lowered | Capital expenditures | for FY2026 | “approximately $40 million” | “approximately $30 million” | Filing ↗ |
| New | Effective tax rate | for FY2026 | — | “approximately 20 percent on adjusted pre-tax earnings” | Filing ↗ |
| New | IEEPA refunds | for FY2026 | — | “expects to receive the remaining IEEPA refunds by the end of fiscal 2026” | Filing ↗ |
| New | Incremental brand-building and other growth-enabling investments | for FY2026 | — | “approximately $25 million” | Filing ↗ |
| Raised | Interest expense | for FY2026 | “approximately $55 million” | “approximately $56 million” | Filing ↗ |
| Lowered | Other expense | for FY2026 | “approximately $15 million” | “approximately $14 million” | Filing ↗ |
| New | Reciprocal tariff rate (outlook assumption) | for H2 FY2026 | — | “15 percent” | Filing ↗ |
| New | Total cash from operations | for FY2026 | — | “approximately $450 million” | Filing ↗ |
| New | Lee business divestiture impact to earnings per share | No period stated | — | “immaterial” | Filing ↗ |
| Reiterated | Voluntary term loan payments | for FY2026 | “$225 million” | “$225 million” | Filing ↗ |
| Reiterated | Net leverage ratio | No period stated | “below 1.5 times” | “below 1.5 times” | Filing ↗ |
Show 11 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Lee revenue reported in discontinued operations | for FY2026 | “$0.75 billion” | — | Filing ↗ |
| Not restated | Revenue from Lee reported in discontinued operations | for FY2026 | “approximately $750 million” | — | Filing ↗ |
| Not restated | Revenue including the contribution from discontinued operations | for FY2026 | “$3.41 to $3.46 billion” | — | Filing ↗ |
| Not restated | Adjusted EPS from continuing operations before reclass of allocated expenses | for FY2026 | “$5.70 to $5.80” | — | Filing ↗ |
| Not restated | Adjusted EPS including the contribution from discontinued operations | for FY2026 | “$6.60 to $6.70” | — | Filing ↗ |
| Not restated | EPS contribution from the Lee business including the impact of overhead and other expenses previously allocated to the Lee business | for FY2026 | “approximately $1.45” | — | Filing ↗ |
| Not restated | EPS contribution from the Lee business reported in discontinued operations | for FY2026 | “approximately $0.90” | — | Filing ↗ |
| Not restated | EPS of discontinued operations before reclass of allocated expenses | for FY2026 | “$0.90” | — | Filing ↗ |
| Not restated | SG&A expenses, excluding Helly Hansen | for FY2026 | “consistent with prior year” | — | Filing ↗ |
| Not restated | Divestiture of Lee impact to earnings per share | No period stated | “immaterial” | — | Filing ↗ |
| Not restated | EPS impact of Lee divestiture | No period stated | “immaterial to earnings per share” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Lee revenue reported in discontinued operations | “$0.75 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Revenue | “$2.66 to $2.71 billion” | for FY2026 | GAAP-tied | Mar 3, 2026 | 2 | Filing ↗ |
| Revenue from continuing operations | “$2.66 to $2.71 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Revenue from Lee reported in discontinued operations | “approximately $750 million” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Revenue including the contribution from discontinued operations | “$3.41 to $3.46 billion” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Second-half revenue (Wrangler and Helly Hansen) | “increase in the mid-single digit range for both Wrangler and Helly Hansen, excluding the impact of the 53rd week in 2025” | for H2 FY2026 | GAAP-tied | Aug 12, 2026 | 1 | Filing ↗ |
| Adjusted EPS | “$5.25 to $5.35” | for FY2026 | Company-defined | Mar 3, 2026 | 2 | Filing ↗ |
| Adjusted EPS from continuing operations | “$5.15 to $5.25” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Adjusted EPS from continuing operations before reclass of allocated expenses | “$5.70 to $5.80” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Adjusted EPS including the contribution from discontinued operations | “$6.60 to $6.70” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Adjusted gross margin | “49.8 to 50.0 percent” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
| Adjusted operating income | “$413 to $420 million” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
| Effective tax rate on adjusted earnings | “approximately 20 percent” | for FY2026 | Company-defined | Mar 3, 2026 | 2 | Filing ↗ |
| Effective tax rate on adjusted pre-tax earnings | “approximately 20 percent” | for FY2026 | Company-defined | Aug 12, 2026 | 1 | Filing ↗ |
| EPS contribution from the Lee business including the impact of overhead and other expenses previously allocated to the Lee business | “approximately $1.45” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| EPS contribution from the Lee business reported in discontinued operations | “approximately $0.90” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| EPS of discontinued operations before reclass of allocated expenses | “$0.90” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Adjusted SG&A expenses | “increase approximately 23 percent compared to prior year” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
| Average shares outstanding | “approximately 55.5 million” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
| Capital expenditures | “approximately $30 million” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
| Capital returned through share repurchases, dividends and voluntary debt payments | “more than $900 million of capital” | for FY2026 | Declared action | Aug 12, 2026 | 1 | Filing ↗ |
| Cash from operations | “approximately $450 million” | for FY2026 | GAAP-tied | Mar 3, 2026 | 2 | Filing ↗ |
| Effective tax rate | “approximately 20 percent on adjusted pre-tax earnings” | for FY2026 | GAAP-tied | Aug 12, 2026 | 1 | Filing ↗ |
| IEEPA refunds | “expects to receive the remaining IEEPA refunds by the end of fiscal 2026” | for FY2026 | Company-defined | Aug 12, 2026 | 1 | Filing ↗ |
| Incremental brand-building and other growth-enabling investments | “approximately $25 million” | for FY2026 | Company-defined | Aug 12, 2026 | 1 | Filing ↗ |
| Interest expense | “approximately $56 million” | for FY2026 | GAAP-tied | Mar 3, 2026 | 3 | Filing ↗ |
| Net leverage ratio (continuing operations basis) | “below 1.5 times” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Other expense | “approximately $14 million” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
| Reciprocal tariff rate (outlook assumption) | “15 percent” | for H2 FY2026 | Company-defined | Aug 12, 2026 | 1 | Filing ↗ |
| Regular quarterly cash dividend | “$0.53 per share” | for FY2026 | Declared action | Mar 3, 2026 | 1 | Filing ↗ |
| SG&A expenses, excluding Helly Hansen | “consistent with prior year” | for FY2026 | Company-defined | Mar 3, 2026 | 1 | Filing ↗ |
| Total cash from operations | “approximately $450 million” | for FY2026 | GAAP-tied | Aug 12, 2026 | 1 | Filing ↗ |
| Voluntary term loan payments | “$225 million” | for FY2026 | Company-defined | Mar 3, 2026 | 3 | Filing ↗ |
No period stated
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Accelerated Share Repurchase agreement | “$400 million” | — | Declared action | Aug 12, 2026 | 1 | Filing ↗ |
| Quarterly cash dividend | “$0.52 per share” | — | Declared action | May 6, 2025 | 1 | Filing ↗ |
| Share repurchase authorization | “up to $750 million” | — | Declared action | May 6, 2026 | 1 | Filing ↗ |
How one item moved
Adjusted operating income, for FY2025 — every statement across the year, each linked to its filing.
Oct 31, 2024
New
“expected to outpace revenue growth driven by gross margin expansion, SG&A leverage and the benefits of Project Jeanius”
Aug 7, 2025
Narrowed
“approximately $443 million, representing an increase of 16 percent compared to the prior year”
Nov 3, 2025
Raised
“approximately $449 million, representing an increase of 18 percent compared to the prior year”
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Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|
| Helly Hansen contribution to 2025 revenue | — | 4 statements | — | — |
| Lee revenue reported in discontinued operations | 2 statements | — | — | — |
| Revenue | 3 statements | 6 statements | 2 statements | — |
| Revenue from continuing operations | 1 statement | — | — | — |
| Revenue growth excluding the impact of Helly Hansen | — | 2 statements | — | — |
The full record for Kontoor Brands and its Apparel, footwear & accessories peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 12, 2026 | FY2026 Q2 | 0001760965-26-000055 | 21 | Open filing ↗ |
| May 6, 2026 | FY2026 Q1 | 0001760965-26-000027 | 26 | Open filing ↗ |
| Mar 3, 2026 | FY2025 Q4 | 0001760965-26-000010 | 21 | Open filing ↗ |
| Nov 3, 2025 | FY2025 Q3 | 0001760965-25-000100 | 21 | Open filing ↗ |
| Aug 7, 2025 | FY2025 Q2 | 0001760965-25-000078 | 19 | Open filing ↗ |
| May 6, 2025 | FY2025 Q1 | 0001760965-25-000045 | 35 | Open filing ↗ |
| Feb 19, 2025 | FY2024 Q4 | 0001760965-25-000005 | 0 | Open filing ↗ |
| Oct 31, 2024 | FY2024 Q3 | 0001760965-24-000049 | 19 | Open filing ↗ |
Not located in filing
11 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 11 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Second-half Wrangler revenue = expected to increase in the mid-single digit range, excluding the impact of the 53rd week in 2025 | span gate: value not verbatim in filing | Aug 12, 2026 |
| Second-half Helly Hansen revenue = expected to increase in the mid-single digit range, excluding the impact of the 53rd week in 2025 | span gate: value not verbatim in filing | Aug 12, 2026 |
| Voluntary term loan payments = $225 million, excluding the impact of additional debt payments from the planned Lee divestiture proceeds | span gate: value not verbatim in filing | Aug 12, 2026 |
| Capital returned through share repurchases, dividends and voluntary debt payments = more than $900 million, including the proceeds from the Lee divestiture | span gate: value not verbatim in filing | Aug 12, 2026 |
| Accelerated Share Repurchase agreement = $400 million, deploying expected proceeds from the Lee divestiture | span gate: value not verbatim in filing | Aug 12, 2026 |
| Interest expense = approximately $50 million | span gate: value not verbatim in filing | Nov 3, 2025 |
| Adjusted other expense = approximately $11 million | span gate: value not verbatim in filing | Nov 3, 2025 |
| Helly Hansen = breakeven, net of acquisition-related interest expense | span gate: value not verbatim in filing | Aug 7, 2025 |
| Cash flow from operations = expected to exceed $350 million, including the expected contribution from Helly Hansen | span gate: value not verbatim in filing | May 6, 2025 |
| Unmitigated tariff impact to operating income = estimated $50 million unmitigated impact, including the tariff impact of Helly Hansen | span gate: value not verbatim in filing | May 6, 2025 |
| Project Jeanius benefits = accelerating benefits driven by combined gross margin and SG&A initiatives | span gate: value not verbatim in filing | Oct 31, 2024 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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