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PVH Corp. 8-K Filings

PVH NYSE

Every 8-K that PVH Corp. (PVH) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow PVH and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full PVH filings page.

Rhea-AI Summary

PVH Corp. (PVH) reported 2026 second quarter revenue of $2.097 billion, down 3% year over year but at the high end of guidance on a reported basis and better than guidance in constant currency. Regionally, revenue fell 6% in EMEA, 1% in the Americas and rose 3% in APAC, while Calvin Klein revenue declined 7% and Tommy Hilfiger was approximately flat.

Profitability was mixed. A $439 million noncash goodwill impairment drove a GAAP operating margin of (9.1)% and GAAP diluted EPS of $(2.23). Excluding this and other items, non-GAAP operating margin improved to 11.1% (from 8.2%), helped by a 510 bps benefit from $107 million of tariff refunds, and non-GAAP EPS rose to $3.70 from $2.52.

Direct-to-consumer revenue was flat overall, with owned stores down 1% and owned digital commerce up 4%. Wholesale revenue fell 6% and licensing revenue 13%, reflecting planned license transitions. Inventory decreased 3% to $1.738 billion. PVH reaffirmed its full-year 2026 non-GAAP outlook of approximately flat revenue, 8.8% operating margin and non-GAAP EPS of $11.80–$12.10, versus $11.40 in 2025, and expects to repurchase at least $300 million of stock in 2026.

Rhea-AI Summary

PVH Corp. reported that the Executive Committee of its Board of Directors declared a quarterly cash dividend of $0.0375 per share on its common stock on August 5, 2026. The dividend will be paid on September 23, 2026 to stockholders of record as of September 2, 2026.

A press release describing the dividend is provided as an exhibit. The company also lists its common stock and its 4.125% Senior Notes due 2029 as traded on the New York Stock Exchange.

Rhea-AI Summary

PVH Corp. appointed Alexis Rollier as Chief Financial Officer under an employment agreement dated July 3, 2026; he is expected to join in early September 2026. He will succeed interim CFO Melissa Stone, who will continue as Executive Vice President, Global Financial Planning & Analysis.

The agreement sets an initial annual base salary of $850,000, with eligibility for annual bonuses under PVH’s Performance Incentive Bonus Plan at 25% threshold, 100% target and 200% maximum of base salary for fiscal 2026, prorated for his employment period. Rollier receives a $375,000 make‑whole cash advance, sign‑on RSU and PSU awards each valued at approximately $400,000, and an additional make‑whole RSU award valued at $275,000 vesting 50% on each of the first two anniversaries of grant. If terminated without cause or for good reason, including in connection with certain change in control situations, he is generally entitled to cash severance equal to two times the sum of base salary and target bonus, continued insurance benefits for up to two years, potential Section 4999 excise tax cutback, and is subject to confidentiality, non-solicitation, non-interference and non-compete covenants.

Rhea-AI Summary

PVH Corp. entered into a new long-term Credit Agreement that refinances its prior credit facility and extends its debt maturities. The agreement provides a €400,000,000 euro-denominated term loan A and a US$1,500,000,000 multicurrency revolving credit facility, both maturing on June 24, 2031. The euro term loan was fully drawn on closing and used to repay and terminate the existing 2022 credit agreement and all commitments under it.

The term loan will amortize quarterly beginning with the quarter ending September 30, 2026, with payments equal to 2.50% per annum of the initial principal, with the remaining balance due at maturity. Borrowings bear interest at base rate or benchmark rates such as term SOFR, EURIBOR, SONIA, SARON, TIBOR, ESTR or term CORRA, plus an applicable margin initially set at 1.0% for most benchmark-based revolving loans and 1.125% for the euro term loan. Margins may later adjust based on PVH’s net leverage ratio and public debt ratings.

Rhea-AI Summary

PVH Corp. held its 2026 annual meeting, where stockholders approved amendments to its Stock Incentive Plan. The changes add 1,068,000 additional shares of common stock to the plan and adjust how full value awards are counted so that each restricted stock unit, performance share unit, restricted stock or other stock-based award granted on or after June 18, 2026 counts as 1.72 shares for plan limits.

The plan now authorizes up to 24,493,589 shares for equity awards and continues to run through April 29, 2030. Stockholders also re-elected all nominated directors, approved a non-binding say-on-pay vote on executive compensation, ratified Ernst & Young LLP as auditor, and formally approved the plan amendments.

Rhea-AI Summary

PVH Corp. reported first quarter 2026 revenue of $2.025 billion, up 2% year over year and slightly above guidance, with direct-to-consumer sales up 6% as both Calvin Klein and Tommy Hilfiger grew in stores and online.

On a non-GAAP basis, operating margin was 6.5% and EPS was $2.01, above guidance of $1.65 to $1.80, though below last year’s $2.30 as the company increased marketing and brand investments. Inventory fell 5% to $1.51 billion and net income on a GAAP basis improved to $88 million from a loss a year ago.

For full year 2026, PVH now expects revenue to be approximately flat, reflecting macro pressure in EMEA tied to the Middle East conflict, but reaffirms a non-GAAP operating margin of about 8.8% and non-GAAP EPS of $11.80 to $12.10, supported in part by tariff refunds of about $100 million and an expected $300 million share repurchase program.

Rhea-AI Summary

PVH Corp. announced that the Executive Committee of its Board of Directors declared a quarterly cash dividend of $0.0375 per share on its common stock. The dividend will be paid on June 24, 2026 to stockholders who are on record as of June 3, 2026. A related press release is provided as an exhibit.

Rhea-AI Summary

PVH Corp. reported 2025 fourth quarter and full-year results that surpassed its own guidance on several key metrics and outlined its 2026 outlook. Fourth quarter 2025 revenue rose 6% to $2.505 billion, exceeding guidance, while non-GAAP operating margin reached 10.0% and non-GAAP EPS was $3.82, above the guided $3.20–$3.35 range. Full-year 2025 revenue grew 3% to $8.950 billion, with non-GAAP operating margin of 8.8% and non-GAAP EPS of $11.40. GAAP results were weighed down by a $480 million noncash goodwill and intangible impairment and higher tariffs, leaving GAAP EPS at $0.52. The company repurchased $561 million of stock in 2025 and plans at least $300 million of additional buybacks in 2026. For 2026, PVH projects revenue to increase slightly and non-GAAP operating margin to hold at about 8.8%, with non-GAAP EPS expected between $11.80 and $12.10, despite an estimated $3.30 per-share gross tariff headwind partly offset by mitigation actions.

Rhea-AI Summary

PVH Corp. reported that its Board of Directors amended the company’s By-Laws, effective immediately on March 20, 2026. The key change lowers the ownership threshold for stockholders to request a special meeting to 25% of the outstanding common shares, down from a majority. The amendments also add specific conditions and requirements that stockholders must satisfy when making such a request and revise related provisions to align with the new threshold. The full text of the amended By-Laws is provided as an exhibit, giving investors more detail on how special meetings can now be initiated.

Rhea-AI Summary

PVH Corp. disclosed that its Executive Committee declared a quarterly cash dividend of $0.0375 per share on its common stock. The dividend will be paid on March 25, 2026 to shareholders who are on record as of March 4, 2026. A press release with further details is provided as an exhibit.

Rhea-AI Summary

PVH Corp. announced that it has issued a press release reporting its earnings for the third quarter of 2025. The company furnished this press release as an exhibit to a current report, allowing investors to see an overview of its recent operating performance and financial condition for the quarter. The report also confirms PVH’s common stock and its 4.125% senior notes due 2029 remain listed on the New York Stock Exchange.

Rhea-AI Summary

PVH Corp. reported a planned leadership change in its finance team and confirmed its non-GAAP revenue and earnings guidance for the third quarter and full year 2025. Chief Financial Officer Zachary Coughlin will leave the company on December 31, 2025 to pursue an opportunity in another industry, and PVH has begun a search for his successor. Melissa Stone, Executive Vice President, Global Financial Planning & Analysis, will become Interim Chief Financial Officer and interim principal financial officer starting January 1, 2026. In connection with her interim role, she will receive a monthly base salary increase of $20,833, a one-time grant of restricted stock units valued at $200,000 that vest over two years, a one-time $300,000 cash bonus payable after the new CFO starts, and up to $5,000 in legal fee reimbursement.

Rhea-AI Summary

PVH Corp. declared a quarterly cash dividend of $0.0375 per share on its common stock. The dividend is payable on December 17, 2025 to stockholders of record on November 26, 2025.

The company also noted that it issued a press release with these details.

Rhea-AI Summary

PVH Corp. filed a current report to disclose that it released its earnings press release for the second quarter of 2025. The company states that it issued this press release on August 26, 2025, and attached it as Exhibit 99.1 to the report.

The report clarifies that the earnings information and the exhibit are being furnished, not filed, which means they are not subject to certain liability provisions of the securities laws and are not automatically incorporated into other securities filings. The filing is focused solely on sharing the second quarter 2025 earnings release with the market.

8-K
Rhea-AI Summary

PVH held its Annual Meeting of Stockholders on June 18, 2025, with 94% of eligible shares represented (45,226,213 shares). Key voting outcomes include:

  • All ten director nominees were successfully elected to one-year terms, with most receiving strong support above 42 million votes. Notable exception was Amy McPherson, who received 39.7 million votes in favor with significant opposition of 2.9 million votes against
  • Shareholders approved the non-binding advisory vote on executive compensation ("Say-on-Pay") with 41.3 million votes in favor (95.7% of votes cast)
  • Ernst & Young LLP was ratified as independent auditor with 43.4 million votes in favor (96% of votes cast)

The meeting demonstrated strong shareholder engagement and broad support for management proposals, though with some notable dissent regarding one board member. The company's governance matters received overwhelming approval from voting shareholders.