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V.F. Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary28 Jan, 2026
Executive summary
Q3 fiscal 2026 delivered revenue growth and margin expansion, surpassing guidance, with reported revenue up 1% and adjusted revenue ex Dickies up 4%; operating income reached $341M (adjusted ex Dickies), and net income from continuing operations was $300.8M.
The North Face and Timberland grew 8% and 5% in constant dollars, respectively, with The North Face Americas up 15% and Timberland Americas up 9%; Vans declined 8–10% but showed digital and product innovation progress.
The Americas region posted its strongest performance in over three years, with global DTC sales up 3–4% and digital channels driving growth.
Completed the sale of Dickies in Q3'26, resulting in a $139M pre-tax gain; results are shown both including and excluding Dickies.
Leadership transition announced: Martino Scabbia Guerrini stepping down as CCO, Brent Hyder assuming the role.
Financial highlights
Q3 revenue was $2.88B, up 1% year-over-year (2% in constant currency), with adjusted revenue ex Dickies up 4%.
Gross margin improved to 56.6% (reported), 57.0% (adjusted ex Dickies), up 30bps year-over-year, despite tariff impacts.
Operating income was $289M (reported), $341M (adjusted ex Dickies); adjusted operating margin was 12.1%.
Diluted EPS from continuing operations was $0.76 (reported), $0.58 (adjusted ex Dickies).
Free cash flow through Q3 was $513M, flat year-over-year; cash provided by operating activities for nine months was $638M.
Outlook and guidance
Q4 revenue expected to be flat to up 2% in constant dollars, with adjusted operating income guidance of $10M–$30M.
Fiscal 2026 annual revenue expected to be flat to up versus last year, with gross margin targeted at 54.5% or better and operating margin at 6.5% or better.
Free cash flow and operating cash flow projected up year-over-year; year-end leverage targeted at or below 3.5x.
The company aims for $500–$600M in net operating income expansion by Fiscal 2028 through its transformation program.
Full-year revenue growth (ex Dickies and Supreme) expected for the first time since FY'23.
Vans holiday performance vs. Q3 decline
Reinvent consulting fees: remaining stock price risk
Path to FYE'26 leverage target
Vans: How to boost physical store traffic?
Altra: Strategy to unlock $1B+ potential?
Gross margin: Tariff mitigation beyond FY26?
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Next V.F. earnings date
Q4 202620 May, 2026
V.F.
Next V.F. earnings date
Q4 202620 May, 2026
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Frequently asked questions
V. F. Corporation, operates in the design, production, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and related products for men, women, and children. V. F. Corporation operates through two segments: Apparel and Footwear. The Apparel segment comprises Jacob Davis (which includes all New York-related products), VF Outlet sales and licensing revenues from non-United States brand names. The Footwear segment comprises Jones Group, JanSport, Eastpak, Kipling/High Sierra, Eagle Creek and Hill City/Trail Head; brands comprising the Vans lifestyle footwear business; Reef/Santa Cruz brand name; and Licensed Brands business comprising Action Sports americas (included within License Brands), the Skechers License business (non-wholly-owned) and licensed brands for Bearpaw Products Ltd.; Teva USA and Converse; Zumiez businesses comprising Zumiez Inc.
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