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Screener / SEC EDGAR /CIK 0000103379 /10-K filed May 20, 2026, compared with May 22, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
THOPVHVFCQSRNSITNVR
NYSE Consumer discretionary · Apparel

V F Corp VFC

VFC quote by TradingView
Headquarters
Denver, CO
CEO
Bracken Darrell
Next results
around Jan 27, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2026

Revenue of $9.6B through the costs to a net profit of $254.9M · income statement of the 10-K

6% operating margin
Revenue to Gross profit: $5.3BRevenue to Cost of revenue: $4.3BGross profit to Operating profit: $576.6MGross profit to Operating expenses: $4.7BOperating profit to Net profit: $254.9MOperating profit to Tax & other: $321.6M Revenue: $9.6B REVENUE $9.6B +1% Y/Y Gross profit: $5.3B · 55% margin GROSS PROFIT $5.3B 55% margin Cost of revenue: $4.3B · 45% of revenue COST OF REVENUE $4.3B 45% of revenue Operating profit: $576.6M · 6% margin OPERATING PROFIT $576.6M 6% margin · +90% Y/Y Operating expenses: $4.7B · 49% of revenue OPERATING EXPENSES $4.7B 49% of revenue Net profit: $254.9M · 3% margin NET PROFIT $254.9M 3% margin Tax & other: $321.6M · 3% of revenue TAX & OTHER $321.6M 3% of revenue
Gross profit $5.3B 55% margin
Operating profit $576.6M 6% margin · +90% Y/Y
Net profit $254.9M 3% margin
The full income statement, year by year

VFC among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 168 peers the company is above, not a score.

Compare
Revenue growth: 1.1%, above 25% of 168 peers (their median 4.7%) REVENUE GROWTH 1.1% · above 25% Gross margin: 55.9%, above 84% of 114 peers (their median 36.4%) GROSS MARGIN 55.9% · above 84% Operating margin: 6.8%, above 34% of 148 peers (their median 10.5%) OPERATING MARGIN 6.8% · above 34% Net margin: 3.9%, above 31% of 168 peers (their median 6.5%) NET MARGIN 3.9% · above 31% Return on capital: 7.7%, above 25% of 114 peers (their median 11.9%) RETURN ON CAPITAL 7.7% · above 25%
VFC Peer median Below the median

What changed

8 new risk paragraphs and 1 accounting fact worth reading about. 10-K filed May 20, 2026 against May 22, 2025.

Risk factors
8 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Critical audit matters changed
New this year: Table of Contents (“As described in Notes 1, 9, and 24 to the consolidated financial statements, the goodwill balance was $587.7 million as of March 28, 2026, and the goodwill associated with the Vans reporting unit was $166.9 million. Management evaluates goodwill for possible impairment as of the beginning of the fou”); Goodwill Impairment Assessment - Vans Reporting Unit (“As described in Notes 1, 9, and 24 to the consolidated financial statements, the goodwill balance was $587.7 million as of March 28, 2026, and the goodwill associated with the Vans reporting unit was $166.9 million. Management evaluates goodwill for possible impairment as of the beginning of the fou”). No longer listed: Interim Indefinite-Lived Intangible Asset Impairment Analysis - Dickies Trademark
10-K · XBRL
Accounting checks
10 other checks clear, 1 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
2 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

1fact worth reading about the other 10 checks found nothing to note

  • Critical audit matters changed
    New this year: Table of Contents (“As described in Notes 1, 9, and 24 to the consolidated financial statements, the goodwill balance was $587.7 million as of March 28, 2026, and the goodwill associated with the Vans reporting unit was $166.9 million. Management evaluates goodwill for possible impairment as of the beginning of the fou”); Goodwill Impairment Assessment - Vans Reporting Unit (“As described in Notes 1, 9, and 24 to the consolidated financial statements, the goodwill balance was $587.7 million as of March 28, 2026, and the goodwill associated with the Vans reporting unit was $166.9 million. Management evaluates goodwill for possible impairment as of the beginning of the fou”). No longer listed: Interim Indefinite-Lived Intangible Asset Impairment Analysis - Dickies Trademark
  • Receivables +8.0% ($1.3B to $1.4B) vs revenue +1.1% ($9.5B to $9.6B), +7.0 pts apart
9 more checks with nothing to note
  • Cash from operations $671.3M vs net income $254.9M (FY ending Mar 28, 2026)
  • Inventory -15.7% ($1.6B to $1.4B) vs revenue +1.1% ($9.5B to $9.6B), -16.8 pts apart
  • Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

8 paragraphs in Risk Factors that were not in the 10-K filed May 22, 2025. Quoted as filed.

All 8 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    Disruptions of our supply chain, which is dependent on international suppliers, could have a material adverse effect on our operating and financial results.
  2. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    Dickies® brand from VF for $600 million in cash, subject to customary adjustments for cash, indebtedness, working capital and transaction expenses. On November 12, 2025, we completed the Dickies® brand sale. Although the sale is completed, we may not realize some or all the expected benefits of separating the brand, including strategic…
  3. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    VF relies on owned or leased VF-operated and third party-operated distribution facilities to warehouse and ship product to
  4. Item 1A · new paragraph · not in the 10-K filed May 22, 2025 10-K, ITEM 1A
    We are subject to periodic litigation and regulatory proceedings, which could have an adverse effect on our business, financial condition and results of operations. We are currently involved in, and may from time to time in the future become involved in, legal actions and proceedings arising in the ordinary course of our business. These…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2023FY2024FY2025FY2026
Revenue$11.1B$9.9B$9.5B$9.6B
Net income$118.6M−$968.9M−$189.7M$254.9M
Operating cash flow−$655.8M$1.0B$465.2M$671.3M

Revenue, FY2016 to FY2026

Ten fiscal years, each from its own 10-K · XBRL · USD

$9.6B ▲ 1.1% in FY2026

FY2016FY2017FY2019FY2020FY2021FY2022FY2023FY2024FY2025FY2026
Every number, year by year

Recent filings

2 filings in the last 30 days · SEC EDGAR

All filings

About the company

V F Corp, Denver, CO · from the 10-K filed May 20, 2026

V.F. Corporation, founded in 1899, is a portfolio of leading outdoor and active brands, including The North Face®, Vans® and Timberland®. VF is committed to providing consumers with innovative products that are rooted in performance and elevated design, while delivering sustainable and long-term value for its employees, communities and shareholders. Unless the context indicates otherwise, the terms “VF,” the “Company,” “we,” “us,” and “our” used herein refer to V.F. Corporation and its consolidated subsidiaries. All references to “Fiscal 2026” relate to VF's current fiscal year which ran from March 30, 2025 through March 28, 2026.

Headquarters
Denver, CO
Country
United States
Reports in
USD
Listed on
NYSE
Fiscal year ends
March 28
Last results
Oct 28, 2026
Incorporated in
PA

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Sources

The 10-K filed May 20, 2026 (open at SEC), compared with the 10-K filed May 22, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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