VF Corporation Reports Revenue Growth in Q4 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: Newsfilter
- Revenue Growth: VF Corporation achieved a 1% year-over-year revenue increase in Q4 2026, reaching $2.166 billion, with a 4% growth excluding the Dickies brand, indicating a strong recovery in the Americas market, particularly for The North Face and Timberland brands.
- Operating Income Improvement: The fourth quarter operating income was $62 million, with an adjusted operating income of $54 million excluding Dickies, surpassing guidance of $10 million to $30 million, reflecting significant progress in cost control and operational efficiency.
- Annual Guidance Reinstated: VF Corporation reinstated its annual guidance for FY 2027, expecting revenue growth of 1% to 2% and an adjusted operating margin of approximately 8%, demonstrating confidence in future growth and sustained market competitiveness.
- Dividend Declaration: The VF Board declared a quarterly dividend of $0.09 per share, payable on June 18, 2026, indicating the company's commitment to shareholder returns while maintaining financial stability.
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Analyst Views on VFC
Wall Street analysts forecast VFC stock price to fall
18 Analyst Rating
3 Buy
13 Hold
2 Sell
Hold
Current: 16.700
Low
10.00
Averages
16.09
High
25.00
Current: 16.700
Low
10.00
Averages
16.09
High
25.00
About VFC
V.F. Corp is a global apparel, footwear and accessories company. The Company designs, procures, markets and distributes a variety of branded products, including backpacks, luggage and accessories for consumers of all ages. Its products are marketed under VF-owned brand names. Its portfolio of outdoor, active and workwear brands includes The North Face, Vans, Timberland, Altra, Smartwool, Icebreaker, Kipling, Napapijri, Eastpak, JanSport, and Timberland PRO. Its segments include Outdoor, Active, and Work. The Outdoor segment is a group of outdoor-based lifestyle brands. Product offerings include performance and performance-inspired outdoor apparel, footwear, equipment and accessories. The Active segment is a group of activity-based lifestyle brands. Product offerings include active apparel, footwear, backpacks, luggage and accessories. The Work segment consists of performance and lifestyle workwear brands with product offerings that include apparel, footwear and accessories.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Improved Market Sentiment: The overall positive market sentiment, evidenced by the rise in the textile sector, may signal a recovery in consumer confidence, further driving performance growth for related companies.
See More
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- Investment Opportunity: Curreen Capital highlighted that V.F. Corporation's current stock price presents an attractive upside-to-downside ratio, although the market shows greater enthusiasm for AI stocks, V.F. remains a noteworthy investment consideration.
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- Sales Growth Outlook: V.F. Corp. maintains its full-year sales growth forecast of 1% to 2%, projecting total sales between $9.70 billion and $9.80 billion, reflecting confidence in future market conditions despite current stock performance challenges.
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See More
