Levi Strauss & Co. (NYSE:LEVI) Announces FY 2026 Earnings Guidance

Levi Strauss & Co. (NYSE:LEVI) updated its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.540-1.560 for the period, compared to the consensus earnings per share estimate of 1.540. The company issued revenue guidance of $6.7 billion-$6.7 billion, compared to the consensus revenue estimate of $6.8 billion.

Levi Strauss & Co. Stock Performance

Shares of NYSE LEVI traded down $1.05 during mid-day trading on Wednesday, hitting $19.48. 16,363,832 shares of the company were exchanged, compared to its average volume of 2,696,532. The firm has a market cap of $7.50 billion, a price-to-earnings ratio of 12.03, a price-to-earnings-growth ratio of 1.34 and a beta of 1.32. The company has a quick ratio of 0.98, a current ratio of 1.60 and a debt-to-equity ratio of 0.46. Levi Strauss & Co. has a 1-year low of $17.72 and a 1-year high of $25.70. The stock has a 50 day simple moving average of $21.40 and a 200-day simple moving average of $22.13.

Levi Strauss & Co. (NYSE:LEVI) last issued its quarterly earnings results on Wednesday, October 7th. The blue-jean maker reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.12. Levi Strauss & Co. had a net margin of 9.66% and a return on equity of 25.79%. The business had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.62 billion. Levi Strauss & Co. has set its FY 2026 guidance at 1.540-1.560 EPS. On average, sell-side analysts forecast that Levi Strauss & Co. will post 1.54 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts have commented on the company. Raymond James Financial boosted their target price on Levi Strauss & Co. from $25.00 to $27.00 and gave the stock an “outperform” rating in a research report on Thursday, July 2nd. UBS Group reaffirmed a “buy” rating on shares of Levi Strauss & Co. in a research note on Wednesday, September 23rd. Needham & Company LLC restated a “buy” rating and set a $28.00 price objective on shares of Levi Strauss & Co. in a research note on Thursday, July 9th. Citigroup cut their price target on Levi Strauss & Co. from $25.00 to $22.00 and set a “neutral” rating on the stock in a research note on Wednesday, September 30th. Finally, BTIG Research reaffirmed a “buy” rating and set a $27.00 target price on shares of Levi Strauss & Co. in a report on Wednesday, September 30th. Ten research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $27.25.

Insider Transactions at Levi Strauss & Co.

In other news, EVP Harmit Singh sold 98,144 shares of the firm’s stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $24.22, for a total value of $2,377,047.68. Following the completion of the sale, the executive vice president owned 98,747 shares of the company’s stock, valued at $2,391,652.34. This trade represents a 49.85% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.08% of the stock is currently owned by company insiders.

Levi Strauss & Co. News Summary

Here are the key news stories impacting Levi Strauss & Co. this week:

• Positive Sentiment: Quarterly earnings beat expectations: Levi reported adjusted earnings of $0.48 per share, exceeding the $0.36 analyst consensus by $0.12. The company also posted a 9.66% net margin and 25.79% return on equity. Levi Strauss third-quarter earnings release
• Positive Sentiment: Higher full-year profit guidance: Management raised its full-year earnings-per-share outlook, helped in part by refunds related to tariffs. This signals better near-term profitability than previously expected. CNBC report on Levi Strauss earnings and guidance
• Positive Sentiment: International and wholesale momentum: Levi highlighted strong growth in international and wholesale operations, along with continued momentum in lifestyle categories, supporting its diversification strategy. Levi Strauss third-quarter results
• Negative Sentiment: Revenue narrowly missed estimates: Quarterly revenue was $1.61 billion versus analysts’ $1.62 billion expectation, indicating that profit gains did not come from stronger-than-expected sales.
• Negative Sentiment: Sales outlook weakened: Levi reduced its full-year net revenue growth projection to the bottom end of its prior range. Investors may view the improved profit outlook as partly dependent on tariff refunds rather than durable demand growth. CNBC report on Levi Strauss sales outlook

Levi Strauss & Co. Company Profile

Levi Strauss & Co is an apparel company best known for its Levi’s brand of denim jeans and related clothing. Its product portfolio includes jeans, tops, bottoms, jackets, footwear, accessories and other casualwear for men, women and children.

Founded in 1853 and headquartered in San Francisco, California, the company also owns the Dockers, Beyond Yoga and Signature by Levi Strauss & Co brands. Levi Strauss & Co sells its products through company-operated stores, e-commerce platforms, wholesale partners and other distribution channels.

The company serves customers in North America, Europe, Asia and other international markets.