secwatch.observer — SEC 8-K summary
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Issuer:     V F CORP (VFC)
CIK:        0000103379
Form:       8-K
Filed at:   2026-05-20T10:02:32+00:00
Accession:  0000103379-26-000028
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

VF Corp returns to revenue growth in FY26; Q4 ex-Dickies revenue +3% C$, ahead of guidance; reinstates FY27 outlook
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- Q4 FY26 revenue ex Dickies +3% C$ (guidance: flat to +2%); adjusted OI ex Dickies $54M (guidance $10M-$30M).
- Full-year FY26 revenue ex Dickies +1% C$; adjusted OM ex Dickies 7.0% (+110bps); free cash flow $405M.
- Leverage ratio improved to 3.1x from 4.1x year-over-year; net debt down $0.8B.
- Vans Americas DTC returned to growth for first time in over four years; The North Face Americas +16% C$.
- FY27 guidance: revenue +1% to +2% C$, adjusted OM ~8%, free cash flow flat to up, leverage 2.6x-2.9x.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/103379/000010337926000028/0000103379-26-000028-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/103379/000010337926000028/vfc-20260520.htm
  HTML page:      https://secwatch.observer/filing/0000103379-26-000028

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