VF Corp Q4 revenue beats on Americas momentum

VF

20/05/2026 11:13

Overview

US apparel and footwear firm's fiscal Q4 revenue rose 1% yr/yr, beating analyst expectations

Company highlighted global growth for The North Face and Timberland, with Vans returning to growth in Americas DTC

VF Corp reinstated annual guidance for FY27, expecting continued revenue growth and margin expansion

Outlook

VF Corp expects FY27 revenue to rise 1% to 2% in constant dollars vs LY

Company sees FY27 adjusted operating margin of about 8%

VF Corp projects FY27 free cash flow flat to up vs LY of $405 mln

Result Drivers

AMERICAS MOMENTUM - Q4 revenue growth was driven by the Americas region, which saw its highest growth since Q1 2023

BRAND PERFORMANCE - The North Face and Timberland delivered global growth, with The North Face up 12% yr/yr and Timberland up 8% yr/yr

VANS RECOVERY - Vans returned to growth in Americas DTC for the first time in over four years

Company press release: ID:nBw12BcG0a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$2.17 bln
$2.13 bln (18 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 9 "strong buy" or "buy", 12 "hold" and 3 "sell" or "strong sell"

The average consensus recommendation for the apparel & accessories peer group is "buy."

Wall Street's median 12-month price target for VF Corp is $20.00, about 19.5% above its May 19 closing price of $16.74

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 19 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)