Reported Q: Q4 2025 Rev YoY: +12.4% EPS YoY: +99.9% Move: +0.50%
VF Corporation
VFC
$21.02 0.50%
Exchange NYSE Sector Consumer Cyclical Industry Apparel Manufacturers
Q4 2025
Published: May 22, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for VFC

Reported

Report Date

May 22, 2025

Quarter Q4 2025

Revenue

2.14B

YoY: +12.4%

EPS

-0.39

YoY: +99.9%

Market Move

+0.50%

Previous quarter: Q3 2025

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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
  • ""The Reinvent program and our efforts to improve our operating profitability are working well and significantly overperformed on operating income, up by 400 basis points year-over-year to $22 million, exceeding our guidance."" - Bracken Darrell, CEO
VFC
VF Corporation

Executive Summary

VF Corporation's (VFC) financial performance for Q4 2025 showcased a revenue downturn of 3% year-over-year, in line with guidance expectations, primarily attributed to strategic restructuring initiatives targeted at enhancing long-term profitability. Notably, while Vans brand revenues suffered a significant decline of 20%, management indicated that better marketplace management and strategic actions would lead to improved performance in the future. Gross margin, however, improved by 560 basis points attributed to lower material costs, reduced promotional activity, and a more favorable inventory quality. Overall, efforts to execute the 'Reinvent' program are yielding positive outcomes, particularly in operating income, which saw an increase of 400 basis points year-over-year. Looking ahead, management remains optimistic about achieving targeted leverage ratios, with net debt reducing significantly by 26%.

Key Performance Indicators

Revenue
Increasing
2.14B
QoQ: -24.35% | YoY: 12.40%
Gross Profit
Decreasing
1.14B
53.36% margin
QoQ: -28.29% | YoY: -40.02%
Operating Income
Increasing
-72.89M
QoQ: -132.28% | YoY: 75.50%
Net Income
Increasing
-150.79M
QoQ: -189.87% | YoY: 49.32%
EPS
Increasing
-0.39
QoQ: -190.70% | YoY: 99.89%

Revenue Trend

Margin Analysis

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 +19.1% View
Q2 2025 2,757.95 0.13 +148.0% View
Q1 2025 1,907.30 -350.00 -35.6% View