Inferra AI / Company / VFC

V F Corp

VFC · Consumer Discretionary

Last earnings Oct 28, 2026

Key results

Financial Review revenuequarter

$2.8B

Q2'26 Financial Review Revenue of $2.8B, +2% vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Revenuequarter

LY or (1%) C$ Revenue (1%) C$ vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Vans revenuequarter

LY, respectively, or both +4% C$ Vans revenue sequentially improved to (9%) vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Adjusted operating incomequarter

11%

LY or (11%) C$ Adjusted operating income and margin up vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Operating marginquarter

11.2%

Operating margin of 11.2%, +130bps vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Adjusted operating marginquarter

11.8%

LY, and adjusted operating margin of 11.8%, +40bps vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

LY gross marginquarter

52.2%

LY Gross margin of 52.2%, flat vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

EPSquarter

LY or (1%) C$ EPS of $0.48, adjusted EPS of $0.52 Earnings per share (EPS) of $0.48 vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

AI analysis

Q2 FY2026 · reported Oct 28, 2025

Based on: Earnings release + Q2 FY2026 deck + parent 8-K + 10-K — transcript not held

LY gross margin · Q2 FY2026

52.2%

EX-99 · Oct 28, 2025

Financial Review revenue · Q2 FY2026

$2.8B

EX-99 · Oct 28, 2025

Operating margin · Q2 FY2026

11.2%

EX-99 · Oct 28, 2025

Adjusted operating margin · Q2 FY2026

11.8%

EX-99 · Oct 28, 2025

Headline figures

Metric	Q2 FY2026	Prior qtr	Year ago
Financial Review revenue	$2.8B	—	—
Revenue	1%	—	—
Vans revenue	4%	—	—
Adjusted operating income	11%	—	—
Operating margin	11.2%	—	—
Adjusted operating margin	11.8%	—	—
LY gross margin	52.2%	—	—
EPS	1%	—	—

EX-99 · Oct 28, 2025

Guidance · company-stated

Direction: reiterated

No guidance located in the held release

Outlook statement

“1 VF CORPORATION EXCEEDS GUIDANCE IN SECOND QUARTER FISCAL 2027 Reports strong operating income performance, with continued gross margin expansion Reaffirms FY'27 guidance DENVER, October 28, 2026 VF Corporation (NYSE VFC) today reported financial results for its second quarter (Q2'27) ended September 26, 2026 and reaffirmed its full year outlook.”

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Operating margin11.2%

Adjusted operating margin11.8%

LY gross margin52.2%

Capital allocation

Dividend$0.09

htm EX-99.2 Document Exhibit 99.2 VF CORPORATION RELEASES SECOND QUARTER FISCAL 2026 FINANCIAL RESULTS DENVER, October 28, 2025 VF Corporation (NYSE VFC) today reported financial results for its second quarter (Q2'26) ended September 27, 2025, and the Company's Board of Directors authorized a quarterly per share dividend of $0.09.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

We also announced the pending sale of Dickies for $600 million, enhancing our capacity to invest in the portfolio and drive shareholder returns

Based on: Earnings release + Q2 FY2026 deck + parent 8-K + 10-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

LY of $0.60 Net interest expense of $46M effective tax rate of 29% Net debt down $1.5B or (21%) vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

LY Net debt excluding lease liabilities down $1.5B or (27%) vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Dividend Declared VF s Board of Directors declared a quarterly dividend of $0.09 per share.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

This dividend will be payable on December 18, 2025, to shareholders of record at the close of business on December 10, 2025.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

VF defines free cash flow as cash flow from continuing operations less capital expenditures and software purchases and defines net debt as long-term debt, the current portion of long-term debt, short-term borrowings, and operating lease liabilities, less cash and cash equivalents per VF's consolidated balance sheet.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Strategy & priorities

Looking ahead, we will continue to focus on generating value across our brands and returning the company to sustainable and profitable growth.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

(b) Transaction and deal related activities reflect activities associated with the review of strategic alternatives for the Global Packs business, consisting of the Kipling , Eastpak and JanSport brands, which totaled $0.5 million for the six months ended September 2024.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

LY Pending sale of Dickies® for $600M Proceeds will be used to pay down debt, in line with stated capital allocation priorities Transaction will be accretive to VF's growth rate on a pro-forma basis and is expected to close during Q3'26 Enhances capacity to invest in our portfolio and drive shareholder returns Establishing Q3'26 guidance and on track to meet plans for FY'26 Q3'26: Revenue (3%) to (1%) C$ vs.

SEC original ↗V F Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 28, 2025

LY, with strong margin expansion; positive consumer engagement from regional activations icebreaker® MerinoFineTM products continue to grow Napapijri® declines moderated, with a positive performance from UK key accounts Packs1 down vs.

SEC original ↗V F Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 28, 2025

(b) Transaction and deal related activities reflect activities associated with the review of strategic alternatives for the Global Packs business, consisting of the Kipling®, Eastpak® and JanSport® brands, which totaled $0.5 million for the six months ended September 2024.

SEC original ↗V F Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 28, 2025

Risks & headwinds

LY, includes known and anticipated tariff impacts Adjusted operating income up vs.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Forward-looking statements are made based on VF s expectations and beliefs concerning future events impacting VF and therefore involve several risks and uncertainties.

SEC original ↗V F Corp — Earnings release (8-K exhibit)EX-99Oct 28, 2025

LY reflecting initial impacts from tariffs, partially offset by lower discounts Adjusted SG&A dollars slightly up vs.

SEC original ↗V F Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 28, 2025

LY (FY'25: $313M) Includes known and anticipated tariff impacts Adjusted operating income up vs.

SEC original ↗V F Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 28, 2025

Legal Proceedings 23 ITEM 4.

SEC original ↗V F Corp — 10-K Annual report10-KMay 20, 2026

Forward-looking statements are made based on VF s current expectations and beliefs concerning future events impacting VF and therefore involve risks and uncertainties.

SEC original ↗V F Corp — 10-K Annual report10-KMay 20, 2026

Documents

Earnings deck slides

0 decks with slide view

V F Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors