PVH
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PVH Q2 revenue $2.1B (est. $2.09B), adj EPS $3.70 (est. $3.08) including $107M tariff refunds. FY26 adj EPS guide $11.80-$12.10 (est. $12.02). Q3 adj EPS guide $2.50-$2.65 (est. $2.99). Non-GAAP operating margin 11.1% with 510 bps tariff benefit. GAAP EPS -$2.23 on $439M goodwill impairment. New CFO Alexis Rollier from Sephora.
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