AI brief of an SEC Form 8-K · VF (VFC)

VF Corp Q4 revenue falls 5% to $2.1 billion; loss narrows from a year earlier

Mixed Impact 3 of 5 earnings Written later

VF Corp reported fourth-quarter fiscal 2025 revenue of $2.1 billion, down 5% from a year earlier, with a GAAP operating loss of $73 million and a loss of $0.39 per share. Adjusted operating income of $22 million exceeded the company's guidance, and the company guided to a first-quarter fiscal 2026 adjusted operating loss of $110 million to $125 million. The company also declared a $0.09 quarterly dividend.

Key points

  • Q4 fiscal 2025 revenue was $2.1 billion, down 5% versus last year, with The North Face and Timberland growing and Vans and Dickies declining
  • GAAP operating loss was $73 million versus $373 million a year earlier; adjusted operating income was $22 million, above the guidance range of a $30 million loss to breakeven
  • Full-year fiscal 2025 net loss was $190 million; net debt fell $1.8 billion and leverage ended at 4.1x
  • Quarterly dividend of $0.09 per share is payable June 18, 2025 to holders of record on June 10, 2025

The filing

CompanyVF (VFC)
Form8-K, current report
Filed with the SECMay 21, 2025, 6:02 AM ET
Accession number0000103379-25-000021

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 7:02 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 21, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.