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VF Corp (VFC)
:VFC
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VF (VFC) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Oct 17, 2025
Before Open (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
0.44
Last Year’s EPS
0.6
Same Quarter Last Year
Based on 18 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Jul 30, 2025|
% Change Since: -5.27%|
Earnings Call Sentiment|Neutral
The earnings call reflected a mixed sentiment with notable achievements in cost reduction and brand growth, particularly with North Face and Timberland. However, significant challenges remain with Vans' declining revenue and the impact of tariffs on gross profit. The company is showing progress in its turnaround strategy but faces ongoing hurdles.
Company Guidance -
Q2 2026
During the V.F. Corporation First Quarter Fiscal Year 2026 Earnings Conference Call, the company reported a decline in top-line revenue by 2% in constant dollars, although it was flat on a reported basis. Notably, 60% of the business by revenue is now growing, a significant improvement from just 10% a year ago. V.F. Corporation achieved a stronger bottom line with a loss of $56 million, which was $50 million better than the high end of their guidance. The company reduced costs by over $300 million and aims for an additional $500 million to $600 million in net operating income improvements. Gross margins improved by 200 basis points, and SG&A was down by 5% over the past two years. Inventory was up 4%, but net debt was reduced by $1.4 billion or 20%. The North Face saw a 5% growth, Timberland grew 9%, and Vans declined by 15%, with 40% of the decline due to channel rationalization. The management remains focused on growth across its brands, aiming for a 55% gross margin and a 45% SG&A to sales ratio by fiscal 2028.
V.F. Corporation Exceeds Guidance
The company delivered above its guidance this quarter. Adjusted loss was $56 million, about $50 million ahead of the high end of guidance and ahead of last year.
Cost Reduction Achievements
V.F. Corporation has reduced over $300 million in costs with another $500 million to $600 million of net operating income improvement targeted.
North Face and Timberland Growth
The North Face grew 5% this quarter, driven by strong double-digit growth in footwear and bags. Timberland grew 9% with a strong global momentum.
Altra's Strong Performance
Altra brand grew well over 20% and is on track to exceed $250 million in revenue this year, up from $60 million when it was acquired.
Gross Margin Improvement
Adjusted gross margin was up 200 basis points to 54.1%, driven by higher quality inventory, lower discounts, and FX effects.

VF (VFC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

VFC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Oct 17, 2025
2026 (Q2)
0.44 / -
0.6
Jul 30, 2025
2026 (Q1)
-0.34 / -0.24
-0.3327.27% (+0.09)
May 21, 2025
2025 (Q4)
-0.14 / -0.13
-0.3259.38% (+0.19)
Jan 29, 2025
2025 (Q3)
0.34 / 0.62
0.578.77% (+0.05)
Oct 28, 2024
2025 (Q2)
0.38 / 0.60
0.63-4.76% (-0.03)
Aug 06, 2024
2025 (Q1)
-0.37 / -0.33
-0.15-120.00% (-0.18)
May 22, 2024
2024 (Q4)
0.02 / -0.32
0.17-288.24% (-0.49)
Feb 06, 2024
2024 (Q3)
0.77 / 0.57
1.12-49.11% (-0.55)
Oct 30, 2023
2024 (Q2)
0.65 / 0.63
0.73-13.70% (-0.10)
Aug 01, 2023
2024 (Q1)
-0.12 / -0.15
0.09-266.67% (-0.24)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

VFC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 30, 2025
$12.40$12.72+2.58%
May 21, 2025
$14.33$12.07-15.77%
Jan 29, 2025
$26.28$25.26-3.88%
Oct 28, 2024
$16.76$21.29+27.03%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does VF Corp (VFC) report earnings?
VF Corp (VFC) is schdueled to report earning on Oct 17, 2025, Before Open (Confirmed).
    What is VF Corp (VFC) earnings time?
    VF Corp (VFC) earnings time is at Oct 17, 2025, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is VFC EPS forecast?
          VFC EPS forecast for the fiscal quarter 2026 (Q2) is 0.44.

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