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

VF Corp Q2 revenue rises 2% to $2.8 billion, above guidance; EPS falls to $0.48

Mixed Impact 4 of 5 earnings Written later

VF reported second-quarter fiscal 2026 revenue of $2.8 billion, up 2% from a year earlier, and operating income of $313 million, both ahead of its guidance. Diluted earnings per share from continuing operations fell to $0.48 from $0.52, and adjusted EPS fell to $0.52 from $0.60. The company also announced a $600 million sale of the Dickies brand to Bluestar Alliance, with proceeds to pay down debt, and guided third-quarter adjusted operating income to $275 million to $305 million.

Key points

  • Q2 revenue $2.8 billion, up 2% vs. last year (down 1% in constant currency); guidance was down 4% to down 2% in constant currency
  • Operating income $313 million; adjusted operating income $330 million vs. guidance of $260 million to $290 million
  • Diluted EPS $0.48 vs. $0.52 a year earlier; adjusted EPS $0.52 vs. $0.60
  • Pending $600 million Dickies sale to Bluestar Alliance expected to close in Q3 fiscal 2026; quarterly dividend of $0.09 per share payable December 18, 2025

The filing

CompanyVF (VFC)
Form8-K, current report
Filed with the SECOct 28, 2025, 6:01 AM ET
Accession number0000103379-25-000058

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

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 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 October 28, 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.