V.F. (NYSE:VFC) Posts Earnings Results, Beats Estimates By $0.16 EPS

V.F. (NYSE:VFC) issued its quarterly earnings data on Wednesday. The textile maker reported $0.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.54 by $0.16, FiscalAI reports. V.F. had a return on equity of 21.78% and a net margin of 3.93%. The company had revenue of $2.70 billion during the quarter, compared to the consensus estimate of $2.66 billion. During the same period last year, the company earned $0.52 earnings per share. The firm’s revenue was down 3.8% compared to the same quarter last year.

Here are the key takeaways from V.F.’s conference call:

• Second-quarter results exceeded expectations: revenue grew 1% versus guidance for flat growth, operating income reached $364 million—about $50 million ahead of guidance—and EPS rose more than 40% to $0.70. Gross margin expanded nearly 300 basis points to 55.4%.
• Management reaffirmed fiscal 2027 guidance, including revenue growth of 2% or better and operating margin of approximately 8%, while raising the expected full-year tax rate outlook to the high-20% range. It also expects approximately $515 million or more of reported free cash flow, including tariff refunds.
• The North Face and Timberland each grew 4% in the quarter, while Altra surged more than 40% across all regions and channels. Management said 75% of the portfolio is now growing, up from 43% in fiscal 2024.
• Vans declined 9.8% in the second quarter, with wholesale still affected by destocking, although global direct-to-consumer sales returned to growth for the first time in nearly five years. Management expects Vans to improve to down 4% or better in the third quarter and down 2% or better in the second half, citing firm wholesale orders and new product launches.
• Inventory increased 7% year over year as VF invested in the back half, and management acknowledged that inventory management will be a key priority from fiscal 2028 onward. Asia-Pacific remained weak, including a roughly 20% Timberland decline, while unmitigated tariffs are expected to total approximately $70 million to $80 million in the second half.

V.F. Stock Performance

Shares of VFC stock opened at $18.36 on Friday. The company has a debt-to-equity ratio of 1.48, a current ratio of 1.47 and a quick ratio of 0.78. The firm has a 50-day moving average of $14.61 and a 200-day moving average of $16.96. V.F. has a one year low of $12.45 and a one year high of $22.27. The company has a market cap of $7.22 billion, a P/E ratio of 17.06, a P/E/G ratio of 0.89 and a beta of 1.56.

V.F. Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Stockholders of record on Thursday, December 10th will be issued a $0.09 dividend. The ex-dividend date is Thursday, December 10th. This represents a $0.36 annualized dividend and a dividend yield of 2.0%. V.F.’s dividend payout ratio is currently 52.17%.

Insider Transactions at V.F.

In other news, Director Richard Carucci acquired 20,000 shares of V.F. stock in a transaction on Thursday, August 13th. The stock was acquired at an average cost of $14.73 per share, with a total value of $294,600.00. Following the transaction, the director owned 356,215 shares of the company’s stock, valued at approximately $5,247,046.95. This trade represents a 5.95% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.54% of the company’s stock.

Trending Headlines about V.F.

Here are the key news stories impacting V.F. this week:

• Positive Sentiment: V.F. reported adjusted earnings of $0.70 per share, well above the $0.54 consensus estimate, while revenue of approximately $2.70 billion also exceeded expectations. Expanding margins and stronger results from The North Face, Timberland and Altra helped offset continued weakness at Vans. V.F. Corp beats FQ2 estimates as Vans weakness continues
• Positive Sentiment: Management reaffirmed its fiscal 2027 outlook, while Vans showed signs of stabilization: direct-to-consumer sales grew for the first time in five years and wholesale trends are expected to improve in the second half. VF Corp. Finds Its Winning Formula With North Face and Timberland, but Vans Lags
• Positive Sentiment: BTIG Research reaffirmed its Buy rating and $23 price target, implying additional upside. BNP Paribas Exane also upgraded VFC from Underperform to Neutral, reducing a source of negative analyst pressure. V.F. Stock Rating Reaffirmed as Buy by BTIG Research
• Neutral Sentiment: Deutsche Bank raised its price target to $19 but maintained a Hold rating, signaling modestly improved expectations rather than a decisive bullish view. Deutsche Bank Adjusts V.F. Price Target
• Negative Sentiment: Vans remains the key risk, with brand weakness continuing despite early improvement. Investors also purchased an unusually high volume of put options, suggesting some traders are positioning for downside or hedging against volatility.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on VFC. UBS Group set a $17.00 target price on V.F. in a research note on Monday, October 19th. Piper Sandler upgraded V.F. from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $16.00 to $20.00 in a report on Tuesday, October 13th. Needham & Company LLC restated a “buy” rating and set a $21.00 price objective on shares of V.F. in a report on Monday. Wall Street Zen cut shares of V.F. from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. Finally, Robert W. Baird lifted their price objective on shares of V.F. from $15.00 to $16.00 and gave the company a “neutral” rating in a report on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat.com, V.F. has a consensus rating of “Hold” and a consensus price target of $18.33.

V.F. Company Profile

V.F. Corporation, commonly known as VF Corporation, is a global apparel, footwear and accessories company. Its brand portfolio includes The North Face, Vans, Timberland, Dickies, JanSport, Smartwool, Icebreaker, Kipling, Eastpak and Napapijri. These brands serve outdoor, active, workwear, lifestyle and youth-oriented markets.

VF sells products through wholesale partners, company-operated retail stores, brand websites and other digital channels. Its offerings include jackets, outdoor and performance apparel, footwear, backpacks, luggage and workwear.