Inferra AI / Company / KTB

Kontoor Brands, Inc.

KTB · Consumer Discretionary

Last earnings Aug 12, 2026

Key results

Adjusted gross marginquarter

53.8 percent

Adjusted gross margin of 53.8 percent increased 710 basis points compared to prior year Reported operating income from continuing operations of $91 million.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Adjusted operating incomequarter

$94 million

Adjusted operating income of $94 million increase d 19 percent compared to prior year Reported Diluted EPS from continuing operations of $1.03.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Continuing Operations Review revenuequarter

$584 million

Second Quarter 2026 Income Statement from Continuing Operations Review Revenue was $584 million and increased 19 percent compared to prior year, including the contribution from the acquisition of Helly Hansen completed in the second quarter of 2025.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Revenuequarter

$469 million

Wrangler brand global revenue was $469 million and increased 2 percent compared to prior year.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

revenue increased 1 percent, driven by a 9 percent increase in direct-to-consumer.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Wrangler international revenuequarter

10 percent

Wrangler international revenue increased 10 percent compared to prior year, driven by a 31 percent increase in direct-to-consumer and a 7 percent increase in wholesale.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Helly Hansen global revenue was $114 million.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Workwear revenuequarter

$70 million

Sport and Workwear revenue was $70 million and $37 million, respectively.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

AI analysis

Q2 2026 · reported Aug 12, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2026
$469M
EX-99 · Aug 12, 2026
Adjusted operating income · Q2 2026
$94M
EX-99 · Aug 12, 2026
Adjusted gross margin · Q2 2026
53.8 percent
EX-99 · Aug 12, 2026
Continuing Operations Review revenue · Q2 2026
$584M
EX-99 · Aug 12, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Aug 12, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Segment mix

Business-unit revenue, as stated

0250500750$584MContinuing Operations Review$70MWorkwear

Segment revenue figures as stated in the event record.

Headline figures

MetricQ2 2026Prior qtrYear ago
Adjusted gross margin53.8 percent——
Adjusted operating income$94 million——
Continuing Operations Review revenue$584 million——
Revenue$469 million——
Wrangler international revenue10 percent——
Workwear revenue$70 million——

EX-99 · Aug 12, 2026

Guidance · company-stated

Direction: Raised

Revenue$400 MILLION

“1 KONTOOR BRANDS REPORTS 2026 SECOND QUARTER RESULTS AND RAISES FULL YEAR OUTLOOK EXPECTS TO ENTER INTO A $400 MILLION ACCELERATED SHARE REPURCHASE AGREEMENT Second Quarter Highlights Revenue from continuing operations of $584 million increased 19 percent compared to prior year, driven by $114 million of Helly Hansen revenue, exceeding expectations, and 2 percent growth in Wrangler Reported gross margin from continuing operations of 56.”

Company outlook — Raised

“We are raising our full year outlook based on the strength we have seen in our year-to-date results, and our confidence and visibility as we enter the second half of the year.”

Midpoint vs latest-quarter revenue-14.7%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Adjusted gross margin53.8 percent

Capital allocation

Revenuefull year$400M
Revenue$584M
Dividend$0.53

htm EX-99.1 Document Exhibit 99.1 KONTOOR BRANDS REPORTS 2026 SECOND QUARTER RESULTS AND RAISES FULL YEAR OUTLOOK EXPECTS TO ENTER INTO A $400 MILLION ACCELERATED SHARE REPURCHASE AGREEMENT Second Quarter Highlights Revenue from continuing operations of $584 million increased 19 percent compared to prior year, driven by $114 million of Helly Hansen revenue, exceeding expectations, and 2 percent growth in Wrangler Reported gross margin from continuing operations of 56.2 percent.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue -14.7% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Our second quarter results were driven by growth from Wrangler, a stronger-than-expected contribution from Helly Hansen and robust gross margin expansion, said Scott Baxter, Chief Executive Officer and Chairman of the Board of Directors

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “1 KONTOOR BRANDS REPORTS 2026 SECOND QUARTER RESULTS AND RAISES FULL YEAR OUTLOOK EXPECTS TO ENTER INTO A $400 MILLION ACCELERATED SHARE REPURCHASE AGREEMENT Second Quarter Highlights Revenue from continuing operations of $584 million increased 19 percent compared to prior year, driven by $114 million of Helly Hansen revenue, exceeding expectations, and 2 percent growth in Wrangler Reported gross margin from continuing operations of 56.”

Revenue — Raised (“RAISES”)
“1 KONTOOR BRANDS REPORTS 2026 SECOND QUARTER RESULTS AND RAISES FULL YEAR OUTLOOK EXPECTS TO ENTER INTO A $400 MILLION ACCELERATED SHARE REPURCHASE AGREEMENT Second Quarter Highlights Revenue from continuing operations of $584 million increased 19 percent compared to prior year, driven by $114 million of Helly Hansen revenue, exceeding expectations, and 2 percent growth in Wrangler Reported gross margin from continuing operations of 56.”

Company outlook — Raised (“raising”)
“We are raising our full year outlook based on the strength we have seen in our year-to-date results, and our confidence and visibility as we enter the second half of the year.”

Classified from the release's primary full-year outlook statement.

Capital allocation

htm EX-99.1 Document Exhibit 99.1 KONTOOR BRANDS REPORTS 2026 SECOND QUARTER RESULTS AND RAISES FULL YEAR OUTLOOK EXPECTS TO ENTER INTO A $400 MILLION ACCELERATED SHARE REPURCHASE AGREEMENT Second Quarter Highlights Revenue from continuing operations of $584 million increased 19 percent compared to prior year, driven by $114 million of Helly Hansen revenue, exceeding expectations, and 2 percent growth in Wrangler Reported gross margin from continuing operations of 56.2 percent.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

With the Lee divestiture on track to close in the fourth quarter, w e intend to deploy $400 million of the expected proceeds into an Accelerated Share Repurchase agreement based on the confidence we have in our long-term strategy and value creation potential.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

As previously announced, the Company s Board of Directors declared a regular quarterly cash dividend of $0.53 per share, payable on September 18, 2026, to shareholders of record at the close of business on September 8, 2026.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

The Company returned $80 million to shareholders through dividends and share repurchases during the second quarter, including the repurchase of $50 million of common stock at an average price per share of $74.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Year-to-date, the Company repurchased $75 million of common stock at an average price per share of $75.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

At the end of the quarter, the Company had $700 million remaining under its existing share repurchase authorization.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Strategy & priorities

Our second quarter results were driven by growth from Wrangler, a stronger-than-expected contribution from Helly Hansen and robust gross margin expansion, said Scott Baxter, Chief Executive Officer and Chairman of the Board of Directors.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

With the Lee divestiture on track to close in the fourth quarter, w e intend to deploy $400 million of the expected proceeds into an Accelerated Share Repurchase agreement based on the confidence we have in our long-term strategy and value creation potential.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Kontoor Brands is a purpose-led organization focused on leveraging its global platform, strategic sourcing model and best-in-class supply chain to drive brand growth and deliver long-term value for its stakeholders.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

NOTE 2 ASSETS HELD-FOR-SALE AND DISCONTINUED OPERATIONS The Company continuously assesses the composition of its portfolio to ensure it is aligned with its strategic objectives and positioned to maximize growth and returns to shareholders.

SEC original ↗Kontoor Brands, Inc. — 10-Q Quarterly report10-QAug 12, 2026

Additionally, the planned sale represents a strategic shift that will have a major effect on the Company's operations and financial results.

SEC original ↗Kontoor Brands, Inc. — 10-Q Quarterly report10-QAug 12, 2026

Risks & headwinds

Tariff Update Following the U.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Supreme Court s ruling that the International Emergency Economic Powers Act ( IEEPA ) does not authorize tariffs, the U.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

During the first quarter of 2026, the Company recognized a net receivable of $54 million based on the probability of the recovery of IEEPA tariffs previously paid.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Court of International Trade ruled that Section 122 tariffs were also invalid and these tariffs expired on July 24, 2026.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

The Company's year-to-date financial results include the previously paid and expensed tariffs under Section 122.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

The Company has not recorded a receivable related to Section 122 tariffs and continues to monitor ongoing litigation related to the potential recovery of these tariffs.

SEC original ↗Kontoor Brands, Inc. — Earnings release (8-K exhibit)EX-99Aug 12, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Documents

Filings

30 documents

Earnings releases

6 documents

Presentations

0 documents

No presentations for Kontoor Brands, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Kontoor Brands, Inc. are held in this edition of the library.

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