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V.F. (VFC) Reports Q2 Earnings: What Key Metrics Have to Say

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V.F. (VFC - Free Report) reported $2.8 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 1.6%. EPS of $0.51 for the same period compares to $0.60 a year ago.

The reported revenue represents a surprise of +2.72% over the Zacks Consensus Estimate of $2.73 billion. With the consensus EPS estimate being $0.42, the EPS surprise was +21.43%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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: $1.34 billion versus the three-analyst average estimate of $1.32 billion. The reported number represents a year-over-year change of -0.9%.
  • Geographic Revenue- Europe: $1.07 billion versus $1.03 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
  • Geographic Revenue- Asia-Pacific: $386.6 million versus $391.07 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change.
  • Revenue- Outdoor: $1.66 billion versus $1.63 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +0.3% change.
  • Revenue- All Other: $378.48 million compared to the $371.15 million average estimate based on five analysts.
  • Revenue- Active: $760.75 million compared to the $737.22 million average estimate based on five analysts. The reported number represents a change of -13.5% year over year.
  • Revenue by Brand- The North Face: $1.16 billion compared to the $1.13 billion average estimate based on three analysts. The reported number represents a change of +6% year over year.
  • Revenue by Brand- Vans: $606.9 million versus the three-analyst average estimate of $595.57 million. The reported number represents a year-over-year change of -9.1%.
  • Revenue by Brand- Timberland: $506.4 million versus $500.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.5% change.
  • Revenue by Channel- Direct-To-Consumer: $909.9 million versus $903.04 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.6% change.
  • Segment profit (loss)- Active: $65.75 million compared to the $87.05 million average estimate based on two analysts.
  • Segment profit (loss)- Outdoor: $300.74 million versus the two-analyst average estimate of $276.56 million.

View all Key Company Metrics for V.F. here>>>

Shares of V.F. have returned +15% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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