PVHPVH CORP. /DE/
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments
- Revenue
- $9.0B
- 3.4% YoY
- Operating margin
- 2.6%
- 71% YoY
- EBITDA
- $503M
- 52% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.5×
- $1.3B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear27× net incomeCash flow under 80% of net income
- Dilutive SBCClear0% of revenueOver 10% of revenue
- Payouts exceed cash flowClear85% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear14% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.2B | $9.0B | $9.2B | $8.7B | $9.0B | 3.4% |
| Operating income | $1.1B | $471M | $929M | $772M | $231M | 70% |
| Net income | $952M | $200M | $664M | $599M | $25M | 96% |
| Operating cash flow | $1.1B | $39M | $969M | $741M | $680M | 8.2% |
| Capex | $268M | $290M | $245M | $159M | $142M | 11% |
| Stock-based comp | $47M | $47M | $52M | $54M | $44M | 18% |
| Buybacks | $361M | $419M | $570M | $525M | $578M | 10% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $1M · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $1M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $16M | −$1M | 74 | 69 |
| FY2025 | $16M | $1M | 103 | 85 |
| FY2024 | $16M | $31M | 140 | 79 |
| FY2023 | $12M | $10M | 101 | 89 |
| FY2022 | $15M | $15M | 107 | 96 |