Zacks Investment Research·Jun 26, 2026
V.F. (VFC) Advances While Market Declines: Some Information for InvestorsV.F. (VFC) concluded the recent trading session at $17.37, signifying a +2.42% move from its prior day's close.
V.F. Corporation(VFC)Earnings, Financials & Key Ratios
VFC•NYSE
$16.45
25.7× P/E·Price updated Jul 7, 2026
SectorConsumer CyclicalIndustryApparel ManufacturingSub-IndustryLifestyle and multi-brand apparel groups
AboutV.F. Corporation, together with its subsidiaries, engages in the design, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and related products for men, women, and children in the Americas, Europe, and the Asia-Pacific. It operates through three segments: Outdoor, Active, and Work. The company offers outdoor, merino wool and other natural fibers-based, lifestyle, and casual apparel; footwear; equipment; accessories; outdoor-inspired, performance-based, youth culture/action sports-inspired, streetwear, and protective work footwear; handbags, luggage, backpacks, and totes; and work and work-inspired lifestyle apparel and footwear. It provides its products under the North Face, Timberland, Smartwool, Icebreaker, Altra, Vans, Supreme, Kipling, Napapijri, Eastpak, JanSport, Dickies, and Timberland PRO brand names. The company sells its products primarily to specialty stores, department stores, national chains, and mass merchants, as well as sells through direct-to-consumer operations, including retail stores, concession retail stores, and e-commerce sites, and other digital platforms. V.F. Corporation was founded in 1899 and is headquartered in Denver, Colorado.Show more
- Revenue$9.61B+1.1%
- EBITDA$888M+58.0%
- Net Income$255M+234.4%
- EPS (Diluted)0.64+230.6%
- Gross Margin54.78%+2.4%
- EBITDA Margin9.24%+56.3%
- Operating Margin6.32%+97.8%
- Net Margin2.65%+233.0%
- ROE15.28%+226.7%
VFC Price & Volume
V.F. Corporation (VFC) stock price & volume — 10-year historical chart
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Operational Volatility Masks Persistent Structural Debt Risks
Investment Thesis • Updated 2026Q4
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial:Vulnerable
Cash Flow:Mixed
Primary Risk:High leverage and brand relevance
Key Thesis Takeaways
- V.F.
- Corporation faces a challenging turnaround as stagnant revenue growth, fluctuating between a 1.0% increase and a 0.5% decline, highlights ongoing difficulties in maintaining brand relevance.
- The company's reliance on debt, evidenced by a 2.69x debt-to-equity ratio, continues to constrain financial flexibility while recurring non-operating charges frequently obscure underlying profitability.
- Investors should monitor the sustainability of the 2.0% dividend yield against the backdrop of erratic free cash flow and a negative $928.8 million retained earnings balance.
Verdict Logic
the company's precarious liquidity position, highlighted by a $119.3 million net loss in 2026Q4 and a negative retained earnings balance of $928.8 million, suggests that the current 2.0% dividend yield may be unsustainable.
VFC Growth Metrics
V.F. Corporation (VFC) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-1.34%
5 Years0.78%
3 Years-4.68%
TTM1.06%
Profit CAGR
10 Years-14.57%
5 Years-8.97%
3 Years29.06%
TTM234.37%
EPS CAGR
10 Years-13.87%
5 Years-9.25%
3 Years27.33%
TTM228%
Return on Capital
10 Years10.69%
5 Years7.25%
3 Years3.79%
Last Year8.81%
VFC Recent Earnings
V.F. Corporation (VFC) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 5/12 qtrs (42%)
Q2 2026Latest
May 20, 2026Metric
Actual
Est
EPS
$0.30-4565.6%
$0.01
Rev
$2.2B+1.7%
$2.1B
Q1 2026
Jan 28, 2026Metric
Actual
Est
EPS
$0.58+34.9%
$0.43
Rev
$2.8B+2.4%
$2.8B
Q4 2025
Oct 28, 2025Metric
Actual
Est
EPS
$0.52+22.5%
$0.42
Rev
$2.8B+2.6%
$2.7B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.24+31.4%
$0.35
Rev
$1.8B-35.3%
$2.7B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 20, 2026 | $0.30vs $0.01-4565.6% | $2.2Bvs $2.1B+1.7% |
| Q1 2026 | Jan 28, 2026 | $0.58vs $0.43+34.9% | $2.8Bvs $2.8B+2.4% |
| Q4 2025 | Oct 28, 2025 | $0.52vs $0.42+22.5% | $2.8Bvs $2.7B+2.6% |
| Q3 2025 | Jul 30, 2025 | $0.24vs $0.35+31.4% | $1.8Bvs $2.7B-35.3% |
Based on last 12 quarters of dataView full earnings history →
Latest VFC News
Recent stock market news and headlines for V.F. Corporation (VFC)
Zacks Investment Research·Jun 19, 2026
V.F. (VFC) Up 7.1% Since Last Earnings Report: Can It Continue?V.F. (VFC) reported earnings 30 days ago. What's next for the stock?
Zacks Investment Research·Jun 15, 2026
V.F. (VFC) Exceeds Market Returns: Some Facts to ConsiderV.F. (VFC) closed at $17.97 in the latest trading session, marking a +1.87% move from the prior day.
Peers Comparison
Key metrics vs top competitors for V.F. Corporation (VFC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.45 | $6.44B | 25.70 | 1.06% | 2.65% | 15.28% | 2.16% | |
| $6.47 | $2.29B | -7.11 | -3.63% | 9.59% | 73.92% | — | |
| $77.05 | $3.55B | 145.38 | 3.44% | 0.25% | 0.45% | — | |
| $395.31 | $24.11B | 26.16 | 14.63% | 11.6% | 34.77% | — | |
| $6.74 | $2.88B | -5.81 | -3.86% | -9.94% | -30.13% | — | |
| $52.01 | $7.96B | 19.63 | 12.5% | 6.1% | 10.09% | — |
Compare VFC vs Peers
V.F. Corporation (VFC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
VFC SEC Filings & Documents
V.F. Corporation (VFC) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 20, 2026·SEC
Material company update
Jan 28, 2026·SEC
Material company update
Jan 28, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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VFC Frequently Asked Questions
V.F. Corporation (VFC) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is V.F. Corporation's revenue?
V.F. Corporation (VFC) reported $9.61B in revenue for fiscal year 2026. This represents a 87% increase from $5.14B in 1997.
How fast is V.F. Corporation growing?
V.F. Corporation (VFC) grew revenue by 1.1% over the past year. Growth has been modest.
Is VFC profitable?
Yes, V.F. Corporation (VFC) is profitable, generating $254.9M in net income for fiscal year 2026 (2.7% net margin).
Dividend & Returns
Does VFC pay dividends?
Yes, V.F. Corporation (VFC) pays a dividend with a yield of 2.16%. This makes it attractive for income-focused investors.
What is VFC's return on equity?
V.F. Corporation (VFC) has a return on equity (ROE) of 15.3%. This is reasonable for most industries.
What is V.F. Corporation's free cash flow?
V.F. Corporation (VFC) generated $510.0M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.