HighGravityDataCurrent guidance
26 items
VF
Guidance from VF’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Oct 28, 2026
Data checked
Oct 28, 2026
What changed in the Oct 28, 2026 release
Each item compared with the same item in the previous release (Jul 29, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue (C$ vs. LY) | for FY2027 | — | “+2% or better C$ vs. LY” | Filing ↗ |
| New | Actual free cash flow | for FY2027 | — | “$515M or higher” | Filing ↗ |
| New | FYE'27 leverage ratio | for FY2027 | — | “2.6x to 2.9x” | Filing ↗ |
| New | Normalized free cash flow | for FY2027 | — | “flat to up vs. LY of $405M” | Filing ↗ |
| Revised | Vans® Wholesale | for H2 FY2027 | “improve significantly” | “Wholesale improvement expected in H2'27” | Filing ↗ |
| New | Leverage ratio | No period stated | — | “2.6x to 2.9x” | Filing ↗ |
| Reiterated | Operating margin (adjusted) | for FY2027 | “Approximately 8%” | “approximately 8%” | Filing ↗ |
| Reiterated | Adjusted OM | for FY2027 | “approximately 8%” | “approximately 8%” | Filing ↗ |
Show 16 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Altra® revenue | for FY2027 | “Growth” | — | Filing ↗ |
| Not restated | FY'27 Revenue % vs. LY (C$) | for FY2027 | “+1% to +2%” | — | Filing ↗ |
| Not restated | FY'27 Revenue % vs. LY1 (C$) | for FY2027 | “+2% or better” | — | Filing ↗ |
| Not restated | Revenue | for FY2027 | “+2% or better C$ vs. LY1” | — | Filing ↗ |
| Not restated | The North Face® revenue | for FY2027 | “Growth” | — | Filing ↗ |
| Not restated | Timberland® revenue | for FY2027 | “Growth” | — | Filing ↗ |
| Not restated | Vans® revenue vs. LY | for FY2027 | “down mid-single digits” | — | Filing ↗ |
| Not restated | Adjusted gross margin | for FY2027 | “up vs. LY” | — | Filing ↗ |
| Not restated | Adjusted SG&A rate | for FY2027 | “down vs. LY” | — | Filing ↗ |
| Not restated | Operating cash flow | for FY2027 | “up vs. LY2” | — | Filing ↗ |
| Not restated | The North Face®, Timberland® and Altra® | for FY2027 | “Continued growth at The North Face®, Timberland® and Altra®” | — | Filing ↗ |
| Not restated | Leverage | for FY2028 | “2.5x” | — | Filing ↗ |
| Not restated | Leverage ratio (medium-term target) | for FY2028 | “2.5x or lower” | — | Filing ↗ |
| Not restated | Medium-term leverage target | for FY2028 | “2.5x” | — | Filing ↗ |
| Not restated | Long-term growth | for the long term | “return the company to long-term growth, in revenue and in profit” | — | Filing ↗ |
| Not restated | Medium-term financial targets | No period stated | “on track to deliver our medium-term financial targets” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Altra® revenue | “Growth” | for FY2027 | GAAP-tied | May 20, 2026 | 2 | Filing ↗ |
| FY'27 Revenue % vs. LY (C$) | “+1% to +2%” | for FY2027 | GAAP-tied | May 20, 2026 | 1 | Filing ↗ |
| FY'27 Revenue % vs. LY1 (C$) | “+2% or better” | for FY2027 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Revenue | “+2% or better C$ vs. LY1” | for FY2027 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Revenue (C$ vs. LY) | “+2% or better C$ vs. LY” | for FY2027 | GAAP-tied | Oct 28, 2026 | 1 | Filing ↗ |
| The North Face® revenue | “Growth” | for FY2027 | GAAP-tied | May 20, 2026 | 2 | Filing ↗ |
| Timberland® revenue | “Growth” | for FY2027 | GAAP-tied | May 20, 2026 | 2 | Filing ↗ |
| Vans® revenue | “down mid-single digits, with improving trends in H2'27 relative to H1'27” | for FY2027 | GAAP-tied | May 20, 2026 | 1 | Filing ↗ |
| Vans® revenue vs. LY | “down mid-single digits” | for FY2027 | GAAP-tied | Jul 29, 2026 | 1 | Filing ↗ |
| Adjusted gross margin | “up vs. LY” | for FY2027 | Company-defined | May 20, 2026 | 2 | Filing ↗ |
| Operating margin (adjusted) | “approximately 8%” | for FY2027 | Company-defined | May 20, 2026 | 3 | Filing ↗ |
| Actual free cash flow | “$515M or higher” | for FY2027 | Company-defined | Oct 28, 2026 | 1 | Filing ↗ |
| Adjusted OM | “approximately 8%” | for FY2027 | Company-defined | May 20, 2026 | 3 | Filing ↗ |
| Adjusted SG&A rate | “down vs. LY” | for FY2027 | Company-defined | May 20, 2026 | 2 | Filing ↗ |
| Free cash flow | “flat to up vs. LY2 of $405M” | for FY2027 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| FYE'27 leverage ratio | “2.6x to 2.9x” | for FY2027 | Company-defined | Oct 28, 2026 | 1 | Filing ↗ |
| Normalized free cash flow | “flat to up vs. LY of $405M” | for FY2027 | Company-defined | Oct 28, 2026 | 1 | Filing ↗ |
| Operating cash flow | “up vs. LY2” | for FY2027 | GAAP-tied | May 20, 2026 | 2 | Filing ↗ |
| Quarterly dividend per share | “$0.09 per share” | for Q3 FY2027 | Declared action | Oct 28, 2026 | 1 | Filing ↗ |
| The North Face®, Timberland® and Altra® | “Continued growth at The North Face®, Timberland® and Altra®” | for FY2027 | Company-defined | May 20, 2026 | 1 | Filing ↗ |
| Vans® | “down mid-single digits, with improving trends in H2'27 of -2% or better vs. LY” | for FY2027 | Company-defined | Jul 29, 2026 | 1 | Filing ↗ |
| Vans® Wholesale | “Wholesale improvement expected in H2'27” | for H2 FY2027 | Company-defined | Jul 29, 2026 | 2 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Operating margin (exit run rate, medium-term target) | “exit run rate of 10% operating margin” | for FY2028 | GAAP-tied | May 20, 2026 | 1 | Filing ↗ |
| Leverage | “2.5x” | for FY2028 | Company-defined | May 21, 2025 | 1 | Filing ↗ |
| Leverage ratio (medium-term target) | “2.5x or lower” | for FY2028 | Company-defined | May 20, 2026 | 1 | Filing ↗ |
| Medium-term leverage target | “2.5x” | for FY2028 | Company-defined | Jul 30, 2025 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Long-term growth | “return the company to long-term growth, in revenue and in profit” | for the long term | Company-defined | Jul 30, 2025 | 1 | Filing ↗ |
How one item moved
Altra® revenue, for FY2027 — every statement across the year, each linked to its filing.
How your Apparel, footwear & accessories sector group guides
22 companies in Apparel, footwear & accessories. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Columbia Sportswear | Oct 29, 2026 | 12 changes |
| Crocs | Oct 29, 2026 | 19 changes |
| Boot Barn | Oct 28, 2026 | 23 changes |
| VF | Oct 28, 2026 | 6 changes |
| Levi Strauss | Oct 7, 2026 | 7 changes |
| Nike | Oct 1, 2026 | 7 changes |
| American Eagle Outfitters | Sep 9, 2026 | 7 changes |
| Signet Jewelers | Sep 4, 2026 | 14 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2028 | FY2027 | FY2026 | FY2025 | Long-term | No period |
|---|---|---|---|---|---|---|
| Altra® revenue | — | 2 statements | — | — | — | — |
| FY'27 Revenue % vs. LY (C$) | — | 1 statement | — | — | — | — |
| FY'27 Revenue % vs. LY1 (C$) | — | 1 statement | — | — | — | — |
| Revenue | — | 3 statements | 2 statements | — | — | — |
| Revenue % vs. LY | — | 1 statement | 2 statements | 2 statements | — | — |
The full record for VF and its Apparel, footwear & accessories peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Oct 28, 2026 | FY2027 Q2 | 0000103379-26-000134 | 9 | Open filing ↗ |
| Jul 29, 2026 | FY2027 Q1 | 0000103379-26-000113 | 15 | Open filing ↗ |
| May 20, 2026 | FY2026 Q4 | 0000103379-26-000028 | 16 | Open filing ↗ |
| Jan 28, 2026 | FY2026 Q3 | 0000103379-26-000008 | 13 | Open filing ↗ |
| Oct 28, 2025 | FY2026 Q2 | 0000103379-25-000058 | 10 | Open filing ↗ |
| Jul 30, 2025 | FY2026 Q1 | 0000103379-25-000033 | 12 | Open filing ↗ |
| May 21, 2025 | FY2025 Q4 | 0000103379-25-000021 | 8 | Open filing ↗ |
| Jan 29, 2025 | FY2025 Q3 | 0000103379-25-000004 | 12 | Open filing ↗ |
Not located in filing
3 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 3 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Vans® revenue vs. LY = -2% or better vs. LY (improving trends) | span gate: value not verbatim in filing | Jul 29, 2026 |
| Free cash flow = flat to up vs. LY of $405M | span gate: value not verbatim in filing | May 20, 2026 |
| Full year revenue growth, excluding Dickies and Supreme = Implies full year revenue growth ... for the first time since FY'23 | span gate: value not verbatim in filing | Jan 28, 2026 |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
Report an error