Lands’ End (NASDAQ:LE) Issues Q3 2026 Earnings Guidance

Lands’ End (NASDAQ:LE) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.070-0.200 for the period, compared to the consensus EPS estimate of 0.230. The company issued revenue guidance of $300.0 million-$330.0 million, compared to the consensus revenue estimate of $326.4 million. Lands’ End also updated its FY 2026 guidance to 0.440-0.720 EPS.

Analyst Ratings Changes

LE has been the topic of a number of recent analyst reports. Weiss Ratings upgraded shares of Lands’ End from a “hold (c-)” rating to a “hold (c)” rating in a research report on Thursday, June 11th. Wall Street Zen cut shares of Lands’ End from a “buy” rating to a “hold” rating in a research report on Saturday, June 13th. Finally, Noble Financial assumed coverage on shares of Lands’ End in a research note on Thursday, June 18th. They set an “outperform” rating and a $20.00 target price for the company. One equities research analyst has rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.00.

Lands’ End Price Performance

Shares of LE traded down $0.45 during midday trading on Thursday, reaching $10.82. The stock had a trading volume of 368,847 shares, compared to its average volume of 167,957. The company’s 50-day moving average is $11.94 and its 200 day moving average is $12.52. Lands’ End has a 12-month low of $9.56 and a 12-month high of $20.04. The company has a current ratio of 1.58, a quick ratio of 0.37 and a debt-to-equity ratio of 0.06. The company has a market capitalization of $332.61 million, a price-to-earnings ratio of 14.09 and a beta of 2.32.

Lands’ End (NASDAQ:LE) last announced its quarterly earnings data on Thursday, September 3rd. The company reported $0.09 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.09. The company had revenue of $302.04 million for the quarter, compared to analysts’ expectations of $300.67 million. Lands’ End had a return on equity of 8.22% and a net margin of 26.24%.Lands’ End has set its FY 2026 guidance at 0.440-0.720 EPS and its Q3 2026 guidance at 0.070-0.200 EPS. On average, equities analysts predict that Lands’ End will post 0.49 EPS for the current fiscal year.

Key Stories Impacting Lands’ End

Here are the key news stories impacting Lands’ End this week:

• Positive Sentiment: Second-quarter revenue was $302.04 million, above the approximately $300.67 million analyst estimate, while reported EPS of $0.09 matched consensus and improved from a loss in the prior-year period. Lands’ End Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: The company’s turnaround includes cost reductions, intellectual-property monetization and debt paydown, leaving Lands’ End with a relatively leaner balance sheet and potential long-term upside if operational improvements gain traction. Lands’ End Has Promise, But Execution Is Key
• Neutral Sentiment: Fiscal 2026 revenue guidance of $1.3 billion to $1.4 billion is broadly consistent with the consensus revenue outlook, but the company’s valuation remains difficult to assess because the stock is inexpensive on enterprise-value-to-EBITDA measures while appearing more costly on earnings and operating-cash-flow multiples.
• Negative Sentiment: Third-quarter EPS guidance of $0.07 to $0.20 is below the consensus estimate of $0.23, while the $300 million to $330 million revenue range also trails the $326.4 million expectation at its midpoint.
• Negative Sentiment: Full-year EPS guidance of $0.44 to $0.72 is well below the $0.83 consensus estimate. Analysts also noted that adjusted EPS missed expectations and management reduced EBITDA guidance, reinforcing concerns that profitability and execution remain under pressure. Lands’ End Lags Q2 Earnings Estimates

Institutional Investors Weigh In On Lands’ End

Institutional investors have recently made changes to their positions in the business. Arrowstreet Capital Limited Partnership boosted its position in Lands’ End by 76.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 487,183 shares of the company’s stock valued at $6,869,000 after buying an additional 211,736 shares during the period. Jacobs Levy Equity Management Inc. increased its holdings in shares of Lands’ End by 147.3% in the third quarter. Jacobs Levy Equity Management Inc. now owns 202,024 shares of the company’s stock worth $2,849,000 after buying an additional 120,342 shares during the period. Millennium Management LLC increased its holdings in shares of Lands’ End by 686.0% in the third quarter. Millennium Management LLC now owns 122,415 shares of the company’s stock worth $1,726,000 after buying an additional 106,840 shares during the period. Jane Street Group LLC bought a new stake in shares of Lands’ End in the 4th quarter valued at about $1,528,000. Finally, UBS Group AG lifted its stake in shares of Lands’ End by 197.4% in the 3rd quarter. UBS Group AG now owns 132,610 shares of the company’s stock valued at $1,870,000 after acquiring an additional 88,017 shares during the last quarter. Hedge funds and other institutional investors own 37.46% of the company’s stock.

Lands’ End Company Profile

Lands’ End, Inc (NASDAQ: LE) is an American retailer specializing in casual apparel, accessories and home goods. Headquartered in Dodgeville, Wisconsin, the company sells its products through a combination of direct-to-consumer channels including e-commerce, catalogues and a network of outlet stores. Lands’ End is known for its nautical-inspired designs, functional outerwear and commitment to quality fabrics.

Founded in 1963 by Gary Comer as a mail-order sailing supply business, Lands’ End rapidly expanded its product offering beyond marine gear.