Explore V.F.'s (VFC) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
V.F. Corporation returned to organic growth in Q3 after the divestment of Dickies. The earnings turnaround is progressing, but in a volatile manner. VFC's performance varied largely by brand and market as Vans' weakness continues. I estimate VFC stock to have a fair value of $18.3.
VFC beats Q3 earnings and revenue estimates as sales rise 1% Y/Y, led by The North Face and Timberland, keeping its Reinvent targets on track.
V.F. Corporation (VFC) Q3 2026 Earnings Call Transcript
VF Corp (NYSE:VFC, XETRA:VFP), the parent company of The North Face, Vans, and Timberland, reported quarterly earnings that topped Wall Street expectations, driven by strong holiday sales and margin expansion. The company posted third-quarter earnings of $0.58 per share, excluding non-recurring items, $0.13 above the FactSet consensus of $0.45.
While the top- and bottom-line numbers for V.F. (VFC) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
V.F. (VFC) came out with quarterly earnings of $0.58 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.62 per share a year ago.
Get a deeper insight into the potential performance of V.F. (VFC) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
VFC faces a likely third-quarter fiscal 2026 revenue decline as Vans weaken, margins compress and transformation efforts work to reset growth.
V.F. (VFC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
In the closing of the recent trading day, V.F. (VFC) stood at $18.82, denoting a -1.88% move from the preceding trading day.
V.F. Corporation (VFC) Presents at ICR Conference 2026 Transcript