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V.F. Corporation

NYSE•VFC
CEO: Mr. Bracken P. Darrell
セクター: Consumer Cyclical
業種: Apparel - Manufacturers
上場日: 1980-03-17
V.F. Corporation, together with its subsidiaries, engages in the design, procurement, marketing, and distribution of branded lifestyle apparel, footwear, and accessories for men, women, and children in the Americas, Europe, and the Asia-Pacific. It operates through three segments: Outdoor, Active, and Work. The company offers High performance outdoor apparel, footwear, equipment, accessories; outdoor, adventure-inspired lifestyle footwear, apparel, and accessories; performance merino wool and other natural fibers-based apparel and accessories; performance-based footwear; and high performance apparel and accessories based on natural fibers under the The North Face, Timberland, Smartwool, Icebreaker, and Altra brands. It also offers youth culture/action sports-inspired and streetwear apparel, footwear, and accessories; handbags, luggage, backpacks, totes, and accessories; outdoor-inspired apparel, footwear, and accessories; and backpacks and luggage under the Vans, Supreme, Kipling, Napapijri, Eastpak, and JanSport brands. In addition, the company provides work and work-inspired lifestyle apparel and footwear; and protective work footwear under the Dickies, and Timberland PRO brands. The company sells its products primarily to specialty stores, department stores, national chains, independently-operated partnership stores, and mass merchants, as well as sells through direct-to-consumer operations, including retail stores, concession retail stores, and e-commerce sites, and other digital platforms. V.F. Corporation was founded in 1899 and is headquartered in Denver, Colorado.
連絡先情報
1551 Wewatta Street, Denver, CO, 80202, United States
720-778-4000
www.vfc.com
時価総額
$6.24B
PER (TTM)
27.9
21.4
配当利回り
2.3%
52週高値
$21.92
52週安値
$9.41
52週レンジ
52%
順位49Top 66.7%
3.2
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.2 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$2.88B+1.48%
直近4四半期の推移

EPS

$0.76+76.74%
直近4四半期の推移

フリーCF

-$13.60M-101.52%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Nine Month Revenue Growth Nine months revenues reached $7.44B, marking a 1% increase, including a 2% favorable impact from foreign currency.
Profitability Driven by Divestiture Nine months net income was $374.2M, significantly reversing the prior period's $38.9M loss, aided by Dickies gain.
Stronger Quarterly Earnings Per Share Three months diluted EPS was $0.76 versus $0.43, boosted by divestiture gain and lower Reinvent restructuring charges.
Improved Liquidity Position Working capital increased to $1.77B at December 2025, primarily driven by higher cash and cash equivalents balances.

リスク要因

Goodwill Impairment Recorded Recorded $30.7M goodwill impairment charge for Napapijri unit following a recent downward revision in financial projections.
Active Segment Profit Decline Active segment profit fell 31.3% for nine months due to lower gross margin from increased product costs and tariffs.
Tariff Impact on Gross Margin Gross margin pressure noted from negative impact of tariffs, partially offsetting lower product costs in the current quarter.
Negative Credit Rating Outlook Negative credit rating outlook from Moody's could negatively impact future borrowing costs and overall financing flexibility.

見通し

Reinvent Transformation Completion Reinvent actions substantially complete; targeting $500.0M to $600.0M net operating income expansion by the end of Fiscal 2028.
Capital Deployment Priorities Near-term capital deployment focus remains on reducing leverage and reinvesting cost savings to drive profitable and sustainable growth.
Debt Management Actions Completed early redemption of $750.0M long-term notes in March 2025, partially offset by reclassification of 2026 notes.
Commitment to Quarterly Dividends Board declared $0.09 per share quarterly dividend; intends to continue payments subject to future Board approval.

同業比較

売上高 (TTM)

M stock ticker logoM
$22.71B
-2.8%
THO stock ticker logoTHO
$9.93B
+4.6%
VFC stock ticker logoVFC
$9.58B
-0.3%

粗利益率 (最新四半期)

LTH stock ticker logoLTH
214.1%
+0.6pp
MTN stock ticker logoMTN
94.6%
+103.6pp
EAT stock ticker logoEAT
74.5%
+54.7pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
EAT$6.27B14.2134.2%64.1%
VFC$6.24B27.914.8%51.2%
LTH$5.83B15.512.8%76.8%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
10.3%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
25%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月15日
|
EPS:-$0.01
|
売上高:$2.13B
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし