Reported Q: Q3 2025 Rev YoY: +19.1% EPS YoY: +139.8% Move: -0.90%
VF Corporation
VFC
$20.91 -0.90%
Exchange NYSE Sector Consumer Cyclical Industry Apparel Manufacturers
Q3 2025
Published: Jan 29, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for VFC

Reported

Report Date

Jan 29, 2025

Quarter Q3 2025

Revenue

2.83B

YoY: +19.1%

EPS

0.43

YoY: +139.8%

Market Move

-0.90%

Previous quarter: Q2 2025

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Earnings Highlights

  • Revenue of $2.83B up 19.1% year-over-year
  • EPS of $0.43 increased by 139.8% from previous year
  • Gross margin of 56.3%
  • Net income of 167.78M
  • ""We are systematically remaking the company for long-term value creation... We're building new structures and processes to be more effective, more efficient and in the end, more creative." - Bracken Darrell" - Bracken Darrell
VFC
VF Corporation

Executive Summary

VF Corporation's Q3 2025 results showcased a solid revenue growth of 2% year-over-year, reaching $2.83 billion, driven by an impressive performance from brands like North Face and Timberland. The management emphasized a significant improvement in profitability, evident in net income soaring by 140% to $168 million and operating income rising to $226 million, reflecting operational efficiency and strategic cost control initiatives. VF's ongoing transformation is yielding measurable results, with gross margins increasing by 150 basis points and operating margins up 360 basis points to over 11%. Overall, management expressed optimism regarding the second half of the year, despite anticipating a slight deceleration in Q4, and reiterated their commitment to achieving long-term sustainable growth and enhancing shareholder value.

Key Performance Indicators

Revenue
Increasing
2.83B
QoQ: 2.75% | YoY: 19.14%
Gross Profit
Increasing
1.60B
56.29% margin
QoQ: 10.73% | YoY: 38.39%
Operating Income
Increasing
225.78M
QoQ: -17.57% | YoY: 163.46%
Net Income
Increasing
167.78M
QoQ: 221.55% | YoY: 140.11%
EPS
Increasing
0.43
QoQ: 230.77% | YoY: 139.81%

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