PotlatchDeltic (NasdaqGS:PCH) Q3 2025 Earnings Call November 04, 2025 12:00 PM ET Speaker2Good morning. My name is Rob, and I'll be your conference operator today. At this time, I would like to welcome everyone to the PotlatchDeltic Third Quarter 2025 conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press Star, then the number one on your ...

公司业绩与市场表现 - 公司最新财报超出销售和盈利预期 [1] - 公司对假日季的业绩指引异常疲软 导致股价暴跌超过12% [1] - 公司旗下拥有Vans The North Face Timberland等多个知名品牌 [1][2] 公司业务概况 - 公司业务为设计品牌服装 鞋类和配饰 [2] - 产品覆盖户外 运动和工装等多个品类 [2] 行业与消费者洞察 - 公司业绩指引被视为对主流消费状况的负面解读 [1] - 公司产品代表主流服装 其疲软指引可能反映主流消费表现不佳 [1]

Accessibility StatementSkip Navigation PHILADELPHIA, Oct. 29, 2025 /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against V.F. Corporation (NYSE: VFC) ("VFC" or the "Company") on behalf of investors who purchased or acquired shares during the period from October 30, 2023 through May 20, 2025 (the "Class Period"). Investor Deadline: Investors who purchased or acquired VFC securities during the Class Period may, no later than November 12, 2025, seek to b ...

公司业绩概览 - 公司公布2026财年第二季度业绩，调整后每股收益为0.52美元，超过市场预期的0.42美元，但低于上年同期的0.60美元 [2] - 公司收入增长2%至28亿美元，超过市场预期的27.3亿美元，主要由户外业务板块增长和强劲的批发表现驱动 [3] - 公司股价当前为14.58美元，当日下跌12.22%（下跌2.03美元），当日交易区间在14.46美元至16.65美元之间 [4] 战略举措与展望 - 公司的Reinvent计划进展顺利，重点在于成本节约和提升运营利润率 [3] - 公司对通过Reinvent计划实现成本节约目标和提升运营盈利能力保持乐观 [4] - 巴克莱银行将公司目标股价从19美元调整至18美元，但维持“增持”评级，反映出对公司未来表现的谨慎乐观展望 [5] 市场表现与估值 - 公司市值约为57亿美元，当日成交量为19,538,946股 [5] - 公司股票在过去52周内最高价为29.02美元，最低价为9.41美元 [5] - 巴克莱银行于2025年10月29日维持对公司股票的“增持”评级，表明对其潜力抱有信心 [1]

However, on a constant dollar basis, revenue at VF Corp declined by 1% YoY. This still surpassed the company’s previously stated guidance, which forecast a decline of between 2% to 4%. VF Corp president and CEO Bracken Darrell said during the earnings call: "We delivered on our commitments and we made further progress on our turnaround, and we delivered this performance despite, admittedly, a pretty uncertain and unpredictable environment around the world.” VF Corp’s overall Q2 performance The US-based ...

Does VF Corp. have a third-quarter problem? Investors think so. VF’s second quarter bested Wall Street’s consensus estimates, but investors sent shares of VF down 12.2 percent to $14.58 at market close on Tuesday. More from WWD For the three months ended Sept. 27, VF posted net income of $189.8 million, or 48 cents a diluted share, up from net income of $52.2 million, or 13 cents, in the same year-ago period. Revenue rose 1.6 percent to $2.80 billion from $2.76 billion. Wall Street was expecting adjusted ...

季度业绩表现 - 公司当季每股收益为0.52美元，超出市场预期的0.42美元，但低于去年同期的0.6美元 [1] - 当季盈利超出预期幅度达23.81%，上一季度实际亏损为每股0.24美元，亦好于预期的每股亏损0.35美元，超出预期幅度为31.43% [1] - 公司在过去四个季度中，四次超出每股收益预期 [2] - 当季营收为28亿美元，超出市场预期2.72%，略高于去年同期的27.6亿美元 [2] - 公司在过去四个季度中，三次超出营收预期 [2] 市场表现与展望 - 公司股价年初至今下跌约22.6%，同期标普500指数上涨16.9% [3] - 业绩发布前，市场对公司的盈利预期修正趋势不佳，导致其Zacks评级为第4级（卖出） [6] - 当前市场对下一季度的普遍预期为每股收益0.56美元，营收28.8亿美元；对本财年的普遍预期为每股收益0.74美元，营收95.7亿美元 [7] 行业比较 - 公司所属的纺织服装行业在Zacks行业排名中处于后13%的位置 [8] - 同行业公司哥伦比亚运动服装预计在截至2025年9月的季度每股收益为1.21美元，同比下降22.4%，且过去30天内该预期被下调了3% [9] - 哥伦比亚运动服装预计当季营收为9.2132亿美元，同比下降1.1% [10]

V.F. (VFC) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +21.43%. A quarter ago, it was expected that this maker of brands such as Vans, North Face and Timberland would post a loss of $0.35 per share when it actually produced a loss of $0.24, delivering a surprise of +31.43%.Over the ...

V.F. Corporation (NYSE:VFC) is one of the stocks in focus in the game plan Jim Cramer shared. Cramer expects a good quarter from the company, as he remarked: “Now, if you want to go dicier, how about going to V.F. Corp? Apparel’s tough, but I think the last quarter, which was not up to snuff, will be put to bed by a terrific set of numbers this time from CEO Bracken Darrell. He’s bought a lot of stock in the open market. The man is putting his money where his mouth is.” V.F. Corporation (NYSE:VFC) desi ...

核心财务预测 - 公司预计2026财年第二季度营收为27.3亿美元，同比下降1% [1] - 公司预计第二季度每股收益为0.42美元，同比下降约30% [2] - 管理层指引营收按固定汇率计算将下降2%-4% [3] 业绩影响因素 - Vans和Timberland品牌表现疲软，预计第二季度营收将分别同比下降6.3%和2.5% [3] - 美洲地区持续面临压力，消费者流量疲软 [3] - 店铺关闭、退出价值渠道和减少积压库存等战略重置行动对同比数据造成扭曲 [4] - 促销活动增加、投入成本通胀和汇率波动可能影响盈利能力 [5] 管理层指引与预期 - 管理层预计第二季度营业利润在2.6亿至2.9亿美元之间，毛利率大致持平 [6] - 预计销售管理费用因营销投入增加和外汇不利因素将同比略有上升 [6] - 公司目前的每股收益惊喜率为+8.64%，但Zacks评级为4（卖出） [8] 转型计划与运营 - 公司正在实施名为“Reinvent”的转型计划，旨在加强品牌建设并改善运营业绩 [7] - 该计划重点包括提升北美业绩、扭转Vans局面、降低成本以及强化资产负债表 [7] - 对数字化和供应链能力的持续投资有望进一步提升效率 [7] 股票估值与表现 - 公司股票当前远期12个月市盈率为16.92倍，低于行业平均的17.17倍 [10] - 公司股票过去三个月上涨20.6%，但同期行业增长为62.9% [10] - 公司股票交易价格低于其高点32.49 [10]