A Look at VF's Upcoming Earnings Report
Benzinga Insights 9 months ago
Earnings
VF (NYSE:VFC) is set to give its latest quarterly earnings report on Wednesday, 2026-01-28. Here's what investors need to know before the announcement.
Analysts estimate that VF will report an earnings per share (EPS) of $0.43.
Anticipation surrounds VF's announcement, with investors hoping to hear about both surpassing estimates and receiving positive guidance for the next quarter.
New investors should understand that while earnings performance is important, market reactions are often driven by guidance.
Overview of Past Earnings
In the previous earnings release, the company beat EPS by $0.10, leading to a 0.21% drop in the share price the following trading session.
Here's a look at VF's past performance and the resulting price change:
| Quarter | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| EPS Estimate | 0.42 | -0.34 | -0.14 | 0.34 |
| EPS Actual | 0.52 | -0.24 | -0.13 | 0.62 |
| Price Change % | 0.00 | -8.00 | 0.00 | 5.00 |
Performance of VF Shares
Shares of VF were trading at $20.01 as of January 26. Over the last 52-week period, shares are down 20.83%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release.
Analyst Observations about VF
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding VF.
Analysts have provided VF with 14 ratings, resulting in a consensus rating of Neutral. The average one-year price target stands at $17.14, suggesting a potential 14.34% downside.
Understanding Analyst Ratings Among Peers
The below comparison of the analyst ratings and average 1-year price targets of Levi Strauss, Gildan Activewear and Kontoor Brands, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
- Analysts currently favor an Outperform trajectory for Levi Strauss, with an average 1-year price target of $28.67, suggesting a potential 43.28% upside.
- Analysts currently favor an Outperform trajectory for Gildan Activewear, with an average 1-year price target of $80.8, suggesting a potential 303.8% upside.
- Analysts currently favor an Buy trajectory for Kontoor Brands, with an average 1-year price target of $95.4, suggesting a potential 376.76% upside.
Analysis Summary for Peers
The peer analysis summary outlines pivotal metrics for Levi Strauss, Gildan Activewear and Kontoor Brands, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| VF | Neutral | 1.62% | $1.46B | 13.70% |
| Levi Strauss | Outperform | 6.95% | $951.60M | 10.26% |
| Gildan Activewear | Outperform | 2.18% | $306.60M | 8.07% |
| Kontoor Brands | Buy | 27.31% | $352.16M | 7.19% |
Key Takeaway:
VF ranks at the top for Gross Profit and Return on Equity among its peers. It is in the middle for Revenue Growth.
All You Need to Know About VF
VF designs, produces, and distributes branded apparel, footwear, and accessories. Its apparel categories are active, outdoor, and work. Its portfolio of 10 brands includes Vans, The North Face, Timberland, and Altra. VF markets its products in the Americas, Europe, and Asia-Pacific through wholesale sales to retailers, e-commerce, and branded stores owned by the company and partners. Tracing its roots to 1899, the company has evolved through many brand acquisitions and dispositions.
VF: A Financial Overview
Market Capitalization Analysis: The company's market capitalization is above the industry average, indicating that it is relatively larger in size compared to peers. This may suggest a higher level of investor confidence and market recognition.
Revenue Growth: VF's remarkable performance in 3 months is evident. As of 30 September, 2025, the company achieved an impressive revenue growth rate of 1.62%. This signifies a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Consumer Discretionary sector.
Net Margin: VF's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 6.77% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): VF's ROE excels beyond industry benchmarks, reaching 13.7%. This signifies robust financial management and efficient use of shareholder equity capital.
Return on Assets (ROA): VF's ROA stands out, surpassing industry averages. With an impressive ROA of 1.83%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: VF's debt-to-equity ratio surpasses industry norms, standing at 3.92. This suggests the company carries a substantial amount of debt, posing potential financial challenges.
To track all earnings releases for VF visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.