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It's been a good week for PVH Corp. (NYSE:PVH) shareholders, because the company has just released its latest yearly results, and the shares gained 4.7% to US$67.72. It looks like the results were a bit of a negative overall. While revenues of US$8.7b were in line with analyst predictions, statutory earnings were less than expected, missing estimates by 2.3% to hit US$10.56 per share. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
Following last week's earnings report, PVH's 13 analysts are forecasting 2026 revenues to be US$8.70b, approximately in line with the last 12 months. Per-share earnings are expected to ascend 13% to US$12.83. Before this earnings report, the analysts had been forecasting revenues of US$8.63b and earnings per share (EPS) of US$12.45 in 2026. The analysts seems to have become more bullish on the business, judging by their new earnings per share estimates.
See our latest analysis for PVH
The average the analysts price target fell 7.0% to US$103, suggesting thatthe analysts have other concerns, and the improved earnings per share outlook was not enough to allay them. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic PVH analyst has a price target of US$160 per share, while the most pessimistic values it at US$80.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the PVH's past performance and to peers in the same industry. It's pretty clear that there is an expectation that PVH's revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 0.5% growth on an annualised basis. This is compared to a historical growth rate of 1.4% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 5.4% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than PVH.