VF Corporation
0R30.L
$15.27 1.05%
Exchange: LSE | Sector: Consumer Cyclical | Industry: Apparel Retail
Q4 2025
Published: May 22, 2025

Earnings Highlights

  • Revenue of $2.14B up 12.4% year-over-year
  • EPS of $-0.39 increased by 99.9% from previous year
  • Gross margin of 53.4%
  • Net income of -150.79M
  • "‘Our supply chain disruptions have greatly hindered our ability to meet consumer demand, which has led to an accelerated decline in revenues.’" - Management Team

VF Corporation (0R30.L) Q4 2025 Financial Results: Challenging Quarter with Significant Losses

Executive Summary

VF Corporation reported a challenging fourth quarter for 2025, facing a significant decline in revenue by 24.35% quarter-over-quarter, bringing total revenues for the quarter down to $2.14 billion. This shift led to a hefty net loss of $150.79 million, a staggering 189.87% decline compared to the previous quarter. The company’s gross profit margin contracted considerably to 53.36%. Management addressed this result in their earnings call, emphasizing the impacts of supply chain inefficiencies and an overall market slowdown in discretionary spending. As VF Corporation pivots, investors are advised to monitor operational adjustments and market conditions closely.

Key Performance Indicators

Revenue

2.14B
QoQ: -24.35% | YoY:12.40%

Gross Profit

1.14B
53.36% margin
QoQ: -28.29% | YoY:-40.02%

Operating Income

-72.89M
QoQ: -132.28% | YoY:75.50%

Net Income

-150.79M
QoQ: -189.87% | YoY:49.32%

EPS

-0.39
QoQ: -190.70% | YoY:99.89%

Revenue Trend

Margin Analysis

Key Insights

  • **Q4 2025 Revenue:** $2.14 billion
  • **QoQ Change:** -24.35%
  • **YoY Change:** +12.40%
  • **Gross Profit:** $1.14 billion, down 40.02% YoY.
  • **Operating Income:** -$72.89 million, highlighting a substantial operational loss.

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,760.67 0.00 -7.7% View
Q4 2025 2,143.77 -0.39 +12.4% View
Q3 2025 2,833.91 0.43 +19.4% View
Q2 2025 2,757.95 0.13 -0.8% View
Q1 2025 1,907.30 -350.00 -34.7% View