V.F. Corporation (NYSE:VFC) Earnings Overview: A Mixed Bag of Results

• V.F. Corporation (NYSE:VFC) reported an EPS of -$0.13, beating estimates but with a revenue miss.
• The company saw a 9.7% decline in revenue year-over-year, indicating challenges in consumer demand.
• Despite revenue shortfall, VFC's improved EPS suggests better cost control amidst a tough macroeconomic environment.

V.F. Corporation (NYSE:VFC), a renowned apparel and footwear company known for brands like The North Face, Vans, and Timberland, reported its Q4 2025 earnings on May 21, 2025. The company announced an earnings per share (EPS) of -$0.13, surpassing the estimated EPS of -$0.15. However, it generated a revenue of $2.14 billion, slightly below the expected $2.17 billion.

During the Q4 2025 earnings call, key figures from VFC, including Allegra Perry, Bracken Darrell, and Paul Vogel, discussed the company's performance. Analysts from major financial institutions attended, highlighting the importance of VFC's financial results. The reported revenue marked a 9.7% decline from the previous year, falling short of the Zacks Consensus Estimate of $2.18 billion, resulting in a negative surprise of 1.62%.

Despite the revenue shortfall, VFC's EPS showed improvement from the previous year's -$0.32, with a positive surprise of 13.33% against the consensus estimate. This indicates that while revenue was below expectations, the company managed to control costs better than anticipated. However, the challenging macroeconomic environment and uncertainty surrounding tariffs have negatively impacted consumer demand, contributing to the company's financial struggles.

VFC's financial metrics reveal a negative price-to-earnings (P/E) ratio of -10.73, indicating ongoing losses. The price-to-sales ratio is 0.50, meaning investors pay 50 cents for every dollar of sales. The enterprise value to sales ratio is 0.94, while the enterprise value to operating cash flow ratio is 17.05, reflecting the company's valuation relative to its cash flow. The negative earnings yield of -9.32% further highlights VFC's current unprofitability.

The company's debt-to-equity ratio stands at 3.42, indicating a higher level of debt compared to equity. However, with a current ratio of 1.56, VFC maintains a reasonable level of liquidity to cover its short-term liabilities. Despite the financial challenges, these metrics provide investors with a comprehensive view of VFC's financial health and potential future performance.