V.F. Corp Q3 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy VFC?
Source: seekingalpha
- Earnings Beat: V.F. Corp reported a Q3 Non-GAAP EPS of $0.58, exceeding expectations by $0.14, indicating improved profitability and boosting market confidence in future performance.
- Stable Revenue Growth: The company achieved Q3 revenue of $2.88 billion, up 1.8% year-over-year, surpassing market expectations by $120 million, demonstrating resilience in sales despite challenges from lackluster brand power.
- Positive Outlook: For Q4 FY'26, revenue is projected to be flat to up 2%, with adjusted operating income expected between $10 million and $30 million, reflecting efforts in cost control and operational efficiency to support future growth.
- Cash Flow Improvement: Free cash flow for FY'26 is up compared to last year, with adjusted operating income and operating cash flow also increasing, and leverage expected to remain at or below 3.5x by FY'26 end, indicating ongoing financial health improvements.
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Analyst Views on VFC
Wall Street analysts forecast VFC stock price to fall
18 Analyst Rating
3 Buy
13 Hold
2 Sell
Hold
Current: 20.180
Low
10.00
Averages
16.09
High
25.00
Current: 20.180
Low
10.00
Averages
16.09
High
25.00
About VFC
V.F. Corp is a global apparel, footwear and accessories company. The Company designs, procures, markets and distributes a variety of branded products, including backpacks, luggage and accessories for consumers of all ages. Its products are marketed under VF-owned brand names. Its portfolio of outdoor, active and workwear brands includes The North Face, Vans, Timberland, Altra, Smartwool, Icebreaker, Kipling, Napapijri, Eastpak, JanSport, and Timberland PRO. Its segments include Outdoor, Active, and Work. The Outdoor segment is a group of outdoor-based lifestyle brands. Product offerings include performance and performance-inspired outdoor apparel, footwear, equipment and accessories. The Active segment is a group of activity-based lifestyle brands. Product offerings include active apparel, footwear, backpacks, luggage and accessories. The Work segment consists of performance and lifestyle workwear brands with product offerings that include apparel, footwear and accessories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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