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

Lands’ End (NASDAQ:LE) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.440-0.720 for the period, compared to the consensus estimate of 0.830. The company issued revenue guidance of $1.3 billion-$1.4 billion, compared to the consensus revenue estimate of $1.3 billion. Lands’ End also updated its Q3 2026 guidance to 0.070-0.200 EPS.

Lands’ End Stock Down 4.0%

Shares of LE opened at $10.82 on Friday. Lands’ End has a 52 week low of $9.56 and a 52 week high of $20.04. The company has a quick ratio of 0.37, a current ratio of 1.58 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 0.98 and a beta of 2.32. The stock’s 50-day moving average price is $11.94 and its 200-day moving average price is $12.52.

Lands’ End (NASDAQ:LE) last posted its earnings results on Thursday, September 3rd. The company reported $0.09 earnings per share for the quarter, meeting the consensus estimate of $0.09. Lands’ End had a net margin of 26.24% and a return on equity of 8.22%. The firm had revenue of $302.04 million during the quarter, compared to analyst estimates of $300.67 million. 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, sell-side analysts predict that Lands’ End will post 0.49 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on LE shares. Weiss Ratings raised shares of Lands’ End from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Wall Street Zen lowered Lands’ End from a “buy” rating to a “hold” rating in a report on Saturday, June 13th. Finally, Noble Financial began 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 on the stock. One analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Lands’ End presently has an average rating of “Moderate Buy” and an average price target of $20.00.

Lands’ End News Summary

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

• Positive Sentiment: Lands’ End reported fiscal second-quarter revenue of $302.04 million, ahead of the $300.67 million consensus estimate. EPS was $0.09, in line with the consensus cited by several reports, and improved from a $0.06 loss in the year-ago quarter. Lands’ End Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: The company’s balance-sheet improvement, including debt paydown and intellectual-property monetization, provides support for its turnaround strategy and could help reduce financial risk. Lands’ End Has Promise, But Execution Is Key
• Neutral Sentiment: Reported profitability improved year over year, with a 26.24% net margin and 8.22% return on equity. However, some analysts noted that adjusted EPS and other operating metrics were less impressive relative to expectations. Lands’ End Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Fiscal third-quarter guidance calls for EPS of $0.07 to $0.20, below the $0.23 analyst consensus, while revenue guidance of $300 million to $330 million is also below the $326.4 million consensus at the midpoint. This indicates pressure on near-term profitability and demand.
• Negative Sentiment: Full-year fiscal 2026 EPS guidance of $0.44 to $0.72 trails the $0.83 consensus, although revenue guidance of $1.3 billion to $1.4 billion is broadly consistent with expectations. Commentary that EBITDA expectations were reduced further reinforced concerns about execution and declining profitability. Lands’ End Falls After Revenue Guidance Arrives Below Expectations

Institutional Inflows and Outflows

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

About Lands’ End

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.