Kontoor Brands, Inc. (KTB) · Nov 5, 2026 · Earnings

Kontoor Brands earnings beat as revenue misses, outlook rises

Beat — Adj. EPS $1.50 vs ~$1.34 consensus

Kontoor Brands earnings beat on adjusted EPS, while revenue fell short of consensus. The apparel company also raised its 2026 outlook and expanded buybacks.

Kontoor is entering its post-Lee phase as a more focused Wrangler-and-Helly-Hansen apparel platform, with investors looking for proof that Helly Hansen integration and margin expansion can offset the business and cash flow being divested. The prior quarter had already established a pattern of improving earnings and a planned $400 million ASR, so this filing is mainly about execution and magnitude rather than a surprise strategic pivot.

The quarter beat on the metric that matters most to earnings expectations, but not on sales. Adjusted EPS was $1.50 versus a published consensus of roughly $1.34, while revenue of $685.3 million came in below consensus near $694.2 million. The result was driven by gross-margin improvement and lower corporate expense, not broad-based top-line acceleration: Wrangler revenue rose 3% and Helly Hansen revenue also rose 3%.

Metric	Q3 2026	Q3 2025	Consensus / prior guide
Revenue (Financial Highlights)	$685.3M	$666.5M	$694.2M
Adjusted EPS (Financial Highlights)	$1.50	$1.07	$1.34
Adjusted operating income (Financial Highlights)	$101.0M	$95.4M
FY adjusted EPS outlook (Outlook)	$5.40		$5.25–$5.35

Margin execution is carrying the story. Adjusted gross margin expanded to 48.1% from 45.8%, and adjusted operating income increased 6% to $101 million despite $23.2 million of Helly Hansen integration costs and incremental overhead previously allocated to Lee. This is a credible improvement in the underlying operating model, although the revenue miss shows the quarter was more about conversion and cost structure than demand strength.

The raised full-year outlook is the clearest positive change. Management lifted adjusted EPS guidance to $5.40 from the prior $5.25–$5.35 range and raised adjusted gross-margin expectations to 50.0%–50.2%. Revenue was narrowed to approximately $2.68 billion rather than raised, while cash-flow guidance of approximately $325 million reflects lost Lee cash generation, separation costs, and added inventory investment. The earnings raise therefore strengthens the profitability story, but does not remove the execution burden created by the portfolio reshaping.

The buyback makes the Lee divestiture financially tangible, but it is capital allocation rather than organic growth. Kontoor plans a $400 million ASR funded from the $698 million of net Lee-sale proceeds, with total planned 2026 repurchases increased to $450 million. The transaction was already expected after the second-quarter release and Lee's sale had been completed before this earnings filing, so the new information is the larger total repurchase and the final terms—not the strategic direction itself.

Reported GAAP earnings obscure the operating result this quarter. Continuing-operations EPS was negative $0.62 because of a $1.73 non-cash tax charge tied to the Helly Hansen intellectual-property migration, while adjusted EPS was $1.50. The adjustment is clearly disclosed and non-cash, but the size of the charge means investors must rely on adjusted results to assess current operating performance.

Bottom line: This was a narrow earnings beat with a revenue miss, but the raised profit outlook and better margins modestly advance Kontoor's focused-brand transformation. It matters because execution is holding up through the Lee separation, though the growth case still depends more on margins and Helly Hansen integration than on strong quarterly sales momentum.

What to watch next

First-half 2027 ASR settlement and Helly Hansen systems migration

Original filing on SEC EDGAR

More Kontoor Brands, Inc. news

Live · an AI on the whole US market

Breaking down Wall Street's information edge.

A buy-side analyst on every ticker.

It reads every public company's filing the second it drops — decoded into plain English, before it's a headline. The edge every investor deserves, not just the desks.

Trade the facts, not the FOMO.

Every event

8-Ks decoded the moment they file

Every number

Fundamentals, valuation, quality

What's next

Earnings calendar + the analyst view

scroll ↓

From filing to your screen in seconds

AllSight is the fastest.

DETECT

The moment it files

Every public company, around the clock. The AI never blinks and never takes lunch — nothing to set up.

filed 9:41:03 · decoded 9:41:19

DECODE

Plain English — never a call.

The event, the numbers, how it sits vs. expectations — in seconds. The AI decodes it; you pull the trigger.

DELIVER

On your screen, before the bell

Overnight and premarket, it's already read everything. You walk into every session with the setup — not scrambling to find it.

Understand it like a Wall Street analyst. Explained like a friend.

the raw filing — read the original on SEC.gov↗

decoded▸

AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

Know a company all the way down.

Not just one filing. AllSight profiles every public company end to end — the numbers, the quality, the insiders, the smart money, the Street. One page, nothing missed.

Price & every insider trade, plotted
A quality score ranked against every peer
40+ valuation & profitability multiples
Where each one sits in its 5-year range
Whole-market insider flow, in real time
Which superinvestors are holding it
Analyst consensus & price target

Live · — filings read this week

AllSight gives you an edge others can't.

One scan before the open, one after the close — every filing on every ticker, already decoded. You walk into every session fully prepared.

Not investment advice · a neutral translation you can check against the original SEC filing

allsight.ai

Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

Bull 58%Neu 27%Bear 15%

AllSight

AllSight Pro

A buy-side analyst on every ticker — reading the whole market the second it moves.

It reads every public company's filing the instant it drops and hands you what it means — in plain English, before it's a headline.

The read itself

Not another feed. A buy-side analyst that never sleeps, on everything.

Whole-market breadthevery public company

Not the 20 names CNBC repeats. Every ticker that files — thousands of companies, one AI reading all of them.

Filed-to-decoded in secondsspeed

Filed 9:41:03, decoded 9:41:19. You've got the catalyst while the tape is still moving and the crowd's still on the headline.

Past the headlinedepth

What actually happened, the numbers that matter, how it sits vs what the Street expected, and what it sets up next.

Source-grounded & neutralrigor

Every read traces to the words in the actual filing — click to see them. A translation you can check, never a buy/sell call.

Zero effort to youconvenience

Plain English, one glance. Follow your stocks and the moment any of them files, it's in your pocket — no watching, no digging.

All of it, livePro

Free reads every session once it closes. Pro reads it the moment it files: the whole market, all day, every day.

And then — go deeper

From "what happened" to "is it worth it."

Cheap or dear?Where it trades vs its own valuation history.

The quality score, in fullAll five dimensions, ranked against its sector.

Structure & multi-year trendsRevenue, margins, cash — the hard numbers, decoded.

Insider activityWho inside the company is buying and selling.

Analyst price targetsWhere Wall Street says every name is headed.

The whole company, one pagePrice, ownership, the full read — on any ticker.

Hire your personal buy-side analyst.

Trade one usual slippage for a whole market's rhythm.

Free

forever

Every closed session, on the whole market. The live session and the deep company read stay Pro.

Monthly

$29/mo

billed monthly

Everything, live — every session the moment it files, plus the full company read. Flexible, month to month.

Best value · save 40%

Annual

$17.40/mo

$209 billed yearly

about one slippage a month

Same full access — the whole market live and every company — at the lowest price. 40% off the monthly.

Billed today. Powered by Stripe · AllSight never sees your card.

Kontoor Brands earnings beat as revenue misses, outlook rises

What to watch next

More Kontoor Brands, Inc. news

Breaking down Wall Street's information edge.