VFP.DE
VF Corporation
Q1 2026 Report
VF Corporation (VFP.DE) Q1 2026 Financial Results: A Struggle Amidst Challenging Conditions...
Read full report
Executive Summary
In Q2 2025, VF Corporation reported a significant turnaround with revenues reaching $2.76 billion, marking a 15.95% year-over-year increase. The company showcased robust growth in gross profit, which soared by 24.97% to $1.44 billion, illustrating enhanced cost control alongside strategic pricing initiatives. Net income reflected an impressive recovery, climbing to $52.2 million, up 112.47% from the previous year, indicating the effectiveness of recent management strategies.
Management emphasized the importance of brand strength and e-commerce expansion during the earnings call, highlighting a 400 basis point increase in gross profit margin compared to last year. Facing challenges related to inventory management and supply chain disruptions, VF Corporation has taken steps to streamline operations and optimize its product offerings, which are expected to support continuous growth moving forward.
Key Performance Indicators
Revenue
2.76B
QoQ: 0.00% | YoY:15.95%
Gross Profit
1.44B
52.23% margin
QoQ: 0.00% | YoY:24.97%
Operating Income
273.90M
QoQ: 0.00% | YoY:176.99%
Net Income
52.18M
QoQ: 0.00% | YoY:112.47%
EPS
0.13
QoQ: 0.00% | YoY:112.04%
Revenue Trend
Margin Analysis
Key Insights
- Q2 2025 revenue of $2.76 billion, a 15.95% YoY increase, matched with a stable quarter-over-quarter performance.
- Gross profit margin improved to 52.23%, a notable enhancement from last year's 48.31%.
- Operating income surged by 176.99% to $274 million, demonstrating improved operational efficiency.
- Net income reached $52.2 million, reflecting a net profit margin of 1.89%, up from a mere 0.88% the previous year.
- The company’s operating cash flow is reported at a deficit of $301.6 million, resulting from changes in working capital.