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V.F. (VFC) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended December 2025, V.F. (VFC - Free Report) reported revenue of $2.88 billion, up 1.5% over the same period last year. EPS came in at $0.58, compared to $0.62 in the year-ago quarter.

The reported revenue represents a surprise of +4.26% over the Zacks Consensus Estimate of $2.76 billion. With the consensus EPS estimate being $0.43, the EPS surprise was +34.88%.

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: $1.54 billion versus the three-analyst average estimate of $1.49 billion. The reported number represents a year-over-year change of +2.1%.
  • Geographic Revenue- Europe: $928.7 million versus $954.64 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
  • Geographic Revenue- Asia-Pacific: $408.4 million versus $439.9 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5.7% change.
  • Revenue- Outdoor: $1.93 billion compared to the $1.86 billion average estimate based on five analysts. The reported number represents a change of +4% year over year.
  • Revenue- Active: $671.84 million versus the five-analyst average estimate of $675.07 million. The reported number represents a year-over-year change of -12.3%.
  • Revenue- All Other: $277.96 million versus $250.93 million estimated by four analysts on average.
  • Revenue by Brand- The North Face: $1.36 billion versus the three-analyst average estimate of $1.31 billion. The reported number represents a year-over-year change of +8.2%.
  • Revenue by Brand- Vans: $557.6 million compared to the $574.83 million average estimate based on three analysts. The reported number represents a change of -8.2% year over year.
  • Revenue by Brand- Timberland: $569.7 million compared to the $541.66 million average estimate based on three analysts. The reported number represents a change of +8.1% year over year.
  • Revenue by Channel- Direct-To-Consumer: $1.63 billion compared to the $1.58 billion average estimate based on two analysts. The reported number represents a change of +3.9% year over year.
  • Segment profit (loss)- Outdoor: $407.73 million versus the three-analyst average estimate of $388.3 million.
  • Segment profit (loss)- Active: $-4.62 million versus $9.85 million estimated by three analysts on average.

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

Shares of V.F. have returned +11.1% over the past month versus the Zacks S&P 500 composite's +0.8% 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.

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