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Here's What Key Metrics Tell Us About V.F. (VFC) Q4 Earnings

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For the quarter ended March 2026, V.F. (VFC - Free Report) reported revenue of $2.17 billion, up 1% over the same period last year. EPS came in at $0, compared to -$0.13 in the year-ago quarter.

The reported revenue represents a surprise of +1.77% over the Zacks Consensus Estimate of $2.13 billion. With the consensus EPS estimate being -$0.02, the EPS surprise was +100%.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $1.01 billion compared to the $1.02 billion average estimate based on three analysts. The reported number represents a change of +1.5% year over year.
  • Geographic Revenue- Asia-Pacific: $336.4 million compared to the $326.67 million average estimate based on three analysts. The reported number represents a change of +0.1% year over year.
  • Geographic Revenue- Europe: $819.3 million versus the three-analyst average estimate of $874.15 million. The reported number represents a year-over-year change of +0.9%.
  • Revenue- Outdoor: $1.34 billion versus the five-analyst average estimate of $1.31 billion. The reported number represents a year-over-year change of +5%.
  • Revenue- Active: $588.7 million compared to the $595.06 million average estimate based on five analysts. The reported number represents a change of -8.8% year over year.
  • Revenue- All Other: $237.5 million versus the four-analyst average estimate of $224.91 million.
  • Revenue by Brand- The North Face: $935 million versus the three-analyst average estimate of $912.88 million. The reported number represents a year-over-year change of +12%.
  • Revenue by Brand- Vans: $486.6 million versus the three-analyst average estimate of $481.66 million. The reported number represents a year-over-year change of -1.2%.
  • Revenue by Brand- Timberland: $404.8 million versus the three-analyst average estimate of $396.78 million. The reported number represents a year-over-year change of +7.7%.
  • Revenue by Channel- Direct-To-Consumer (DTC): $955.3 million versus the two-analyst average estimate of $917.97 million. The reported number represents a year-over-year change of +3.8%.
  • Segment profit (loss)- Active: $-14.92 million versus the three-analyst average estimate of $-27.38 million.
  • Segment profit (loss)- Outdoor: $175 million compared to the $118.99 million average estimate based on three analysts.

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

Shares of V.F. have returned -22.1% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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