Every material Form 8-K VF filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
VF reported second-quarter fiscal 2027 revenue of $2.7 billion, down 4% from a year earlier, with a 1% gain in constant currency. Operating income rose to $368 million from $313 million and diluted earnings per share were $0.71 versus $0.48, and the company reaffirmed its full-year fiscal 2027 guidance and declared a $0.09 quarterly dividend.
Revenue was $2.70 billion, down 4% reported, and up 1% in constant currency and excluding Dickies.
Operating income was $368 million, a 13.7% margin, compared with $313 million a year earlier; the company said adjusted operating income excluding Dickies was $364 million, above its guidance of about $315 million.
Diluted earnings per share were $0.71 versus $0.48 a year earlier; net income was $285 million versus $190 million.
Full-year fiscal 2027 guidance was reaffirmed, and the $0.09 dividend is payable December 17, 2026, to holders of record on December 10, 2026.
VF reported first-quarter fiscal 2027 revenue of $1.67 billion, down 5% from a year earlier, and a net loss of $97.2 million, or $0.25 per diluted share, compared with a net loss of $116.4 million, or $0.30 per share, a year earlier. The company raised its fiscal 2027 revenue growth guidance to +2% or better in constant currency, from +1% to +2%, and said Abhishek Dalmia will become chief financial officer effective August 1, 2026.
Q1 revenue was $1,669.4 million, down 5% from $1,760.7 million; up 1% excluding the Dickies brand, which was sold in November 2025.
Net loss narrowed to $97.2 million from $116.4 million; operating loss was $83.1 million.
Fiscal 2027 revenue guidance raised to +2% or better in constant currency, from +1% to +2%; adjusted operating margin guidance is approximately 8%.
Abhishek Dalmia becomes EVP and CFO effective August 1, 2026; Paul Vogel steps down as CFO and moves to an advisory role. Board declared a $0.09 quarterly dividend payable September 17, 2026.
VF Corp reported fourth-quarter revenue of $2.17 billion, up 1% from a year earlier, and an operating profit of $62 million versus a $73 million loss in the prior-year quarter. The quarter still produced a net loss of $119 million, or $0.30 per diluted share, mainly due to non-cash pension settlement charges tied to terminating its U.S. qualified plan. The company reinstated annual guidance for fiscal 2027 calling for revenue growth of 1% to 2% in constant currency, which signals management expects continued expansion.
Q4 FY2026 revenue was $2,166.0 million, up 1% from $2,143.8 million; excluding Dickies, revenue rose 8%
Q4 net loss was $119.3 million, or $0.30 per diluted share, versus a $0.39 loss a year earlier; pension settlement charges of about $158 million were excluded from adjusted results
Full-year FY2026 diluted EPS from continuing operations was $0.64 versus $0.18, and revenue was $9,605.2 million, up 1%
FY2027 guidance: revenue up 1% to 2% in constant currency, adjusted operating margin of about 8%, and free cash flow flat to up from $405 million; quarterly dividend of $0.09 payable June 18, 2026
V.F. Corporation said on January 26, 2026 that it made changes to its senior leadership as part of a planned transition, effective January 28, 2026. Brent Hyder will become Chief Commercial Officer and will no longer serve as Chief People Officer, while Martino Scabbia Guerrini steps out of his Chief Commercial Officer role and will serve as a senior advisor to the Chief Executive Officer. The filing does not disclose any financial impact from these changes.
Brent Hyder becomes Chief Commercial Officer effective January 28, 2026 and gives up the Chief People Officer role
Martino Scabbia Guerrini, previously Chief Commercial Officer and President, Emerging Brands, leaves those roles effective January 28, 2026
Guerrini will serve as a senior advisor to the Chief Executive Officer
Changes were announced as part of a planned transition, dated January 26, 2026
V.F. Corporation reported third-quarter fiscal 2026 revenue of $2.88 billion, up 1% from a year earlier, with reported operating income of $289 million and diluted EPS of $0.76 versus $0.43. Adjusted operating income excluding Dickies was $341 million, above the company's guidance of $275 million to $305 million, and the company guided fourth-quarter adjusted operating income of $10 million to $30 million.
Q3 revenue $2,875.8 million vs $2,833.9 million a year earlier; up 4% excluding Dickies on a reported basis.
Reported operating income $289.1 million vs $225.8 million; diluted EPS $0.76 vs $0.43.
Adjusted operating income excluding Dickies $341 million vs guidance of $275 million to $305 million.
Quarterly dividend of $0.09 per share payable March 19, 2026, to holders of record March 10, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every VF filing is on SEC EDGAR ↗. 8-K briefs of other companies →