V.F. (VFC) reported $2.7 billion in revenue for the quarter ended September 2026, representing a year-over-year decline of 3.8%. EPS of $0.70 for the same period compares to $0.52 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $2.69 billion, representing a surprise of +0.07%. The company delivered an EPS surprise of +29.63%, with the consensus EPS estimate being $0.54.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how V.F. performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Geographic Revenue- Americas: $1.32 billion compared to the $1.35 billion average estimate based on three analysts. The reported number represents a change of -1.6% year over year. Geographic Revenue- Asia-Pacific/APAC: $361 million versus $391.49 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -6.6% change. Geographic Revenue- Europe/EMEA: $1.01 billion compared to the $978.25 million average estimate based on three analysts. The reported number represents a change of -5.7% year over year. Revenue- Outdoor: $1.73 billion versus $1.71 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.2% change. Revenue- Active: $700.26 million versus the five-analyst average estimate of $714.96 million. The reported number represents a year-over-year change of -8%. Revenue- All Other: $261.69 million versus $261.02 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -30.9% change. Revenue by Brand- The North Face: $1.21 billion compared to the $1.18 billion average estimate based on three analysts. The reported number represents a change of +4.3% year over year. Revenue by Brand- Timberland: $525.9 million versus $536.38 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change. Revenue by Brand- Vans: $547.6 million compared to the $559.19 million average estimate based on three analysts. The reported number represents a change of -9.8% year over year. Revenue by Channel- Wholesale: $1.78 billion versus $1.77 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -6% change. Revenue by Channel- Direct-To-Consumer (DTC): $915.2 million compared to the $911.86 million average estimate based on two analysts. The reported number represents a change of +0.6% year over year. Segment profit (loss)- Active: $50.27 million compared to the $64.22 million average estimate based on three analysts.View all Key Company Metrics for V.F. here>>>
Shares of V.F. have returned +17.5% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"
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