Forensic Analysis · Durable Goods, Textiles & Apparel · as of Aug 11, 2026

V F Corp (VFC)

A forensic read on V F Corp built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective

Forensic grade

Grey Zone

Financial health

2.2

Distress distance

Clean

Earnings quality

Forensic signals

21.8

P / E (ttm)

13.8%

ROE

$5.8B

Market cap

2.36%

Dividend yield

1.1%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

V F Corp earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 2.2, placing it in the Grey zone. 4 forensic signals were flagged in its latest SEC filings, led by goodwill impairments.

What the filings flag

$900M

FY2020–FY2026

Goodwill impairments. Took $900M of goodwill writedowns across 4 years (FY2024 ($508M), FY2025 ($38M), FY2026 ($31M)) — about 53% of net income over the span. A large writedown means an acquisition turned out worth far less than was paid — a real mark against M&A discipline.

6.9%

FY2026

Return on invested capital. Return on invested capital is 6.9% in the latest fiscal year and slipping from 9% — slightly below its ~9% cost of capital — reinvestment is roughly a wash.

+0.6%/yr

FY2023–FY2026

Share count. Diluted share count changed +2% over the last 3 years to FY2026 (+0.6%/yr). Roughly flat — the count is neither shrinking nor growing meaningfully. Per-share value isn't being meaningfully helped or hurt by the count.

-57%

FY2023→FY2024

Dividend — cut. The payout was CUT ~57% in FY2024 (from FY2023) and hasn't been restored since. It still returns some cash, but it is NOT the dependable, rising dividend an unbroken streak implies.

Key fundamentals

Latest Revenue$9.61B

Revenue Growth YoY+1.1%

Revenue CAGR (3yr)-4.7%

Net Margin2.7%

Free Cash Flow$556.6M

Return on Equity13.8%

Debt / Equity1.90x

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.