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

Posted by George Bondi on Oct 9th, 2026

Levi Strauss & Co. (NYSE:LEVI – Get Free Report) 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 EPS 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.

Analyst Ratings Changes

LEVI has been the topic of a number of recent analyst reports. UBS Group restated a “buy” rating on shares of Levi Strauss & Co. in a research report on Wednesday, September 23rd. Barclays reduced their price target on shares of Levi Strauss & Co. from $27.00 to $26.00 and set an “overweight” rating for the company in a research report on Thursday. JPMorgan Chase & Co. decreased their price objective on shares of Levi Strauss & Co. from $34.00 to $33.00 and set an “overweight” rating for the company in a research note on Thursday. Citigroup reduced their price target on shares of Levi Strauss & Co. from $25.00 to $22.00 and set a “neutral” rating for the company in a research report on Wednesday, September 30th. Finally, Wells Fargo & Company decreased their target price on Levi Strauss & Co. from $25.00 to $20.00 and set an “equal weight” rating for the company in a research report on Thursday. Twelve analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, Levi Strauss & Co. currently has a consensus rating of “Moderate Buy” and an average target price of $26.15.

Get Our Latest Stock Analysis on Levi Strauss & Co.

Levi Strauss & Co. Stock Down 2.5%

Levi Strauss & Co. stock opened at $19.02 on Friday. The firm has a 50 day simple moving average of $21.19 and a 200 day simple moving average of $22.15. The firm has a market capitalization of $7.32 billion, a price-to-earnings ratio of 12.68, a P/E/G ratio of 1.29 and a beta of 1.32. The company has a current ratio of 1.60, a quick ratio of 0.98 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.

Levi Strauss & Co. (NYSE:LEVI – Get Free Report) last issued its earnings results on Wednesday, October 7th. The blue-jean maker reported $0.48 EPS for the quarter, topping the consensus estimate of $0.36 by $0.12. The business had revenue of $1.61 billion during the quarter, compared to the consensus estimate of $1.62 billion. Levi Strauss & Co. had a return on equity of 27.89% and a net margin of 8.83%.The firm’s revenue was up 4.3% compared to the same quarter last year. During the same quarter last year, the company earned $0.34 EPS. Levi Strauss & Co. has set its FY 2026 guidance at 1.540-1.560 EPS. On average, analysts predict that Levi Strauss & Co. will post 1.54 earnings per share for the current year.

Levi Strauss & Co. Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, November 4th. Shareholders of record on Wednesday, October 21st will be issued a $0.16 dividend. The ex-dividend date of this dividend is Wednesday, October 21st. This represents a $0.64 annualized dividend and a dividend yield of 3.4%. Levi Strauss & Co.’s dividend payout ratio (DPR) is presently 42.67%.

Insider Transactions at Levi Strauss & Co.

In other Levi Strauss & Co. news, EVP Harmit Singh sold 98,144 shares of Levi Strauss & Co. stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $24.22, for a total transaction of $2,377,047.68. Following the completion of the sale, the executive vice president directly owned 98,747 shares in the company, valued at $2,391,652.34. The trade was a 49.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.08% of the stock is currently owned by insiders.

Key Headlines Impacting Levi Strauss & Co.

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

Positive Sentiment: Adjusted third-quarter EPS was $0.48, well above the roughly $0.35–$0.36 analyst consensus, while revenue increased 4.3% year over year to $1.61 billion. Stronger margins, wholesale performance and international growth supported profitability. Levi Strauss Third-Quarter Results
Positive Sentiment: Levi raised fiscal 2026 adjusted EPS guidance to $1.54–$1.56 from $1.46–$1.52, helped partly by approximately $80 million in tariff refunds. The company also expects about 4% organic revenue growth in the fourth quarter. Levi Strauss Raises Profit Guidance
Positive Sentiment: Analysts remain encouraged by Levi’s response to changing denim preferences, including its shift toward looser-fitting jeans and use of real-time data. Needham reiterated a Buy rating with a $28 target, while JPMorgan and Barclays maintained Overweight ratings despite modest target reductions.
Positive Sentiment: The company declared a quarterly dividend of $0.16 per share, equivalent to $0.64 annually and a reported yield of about 3.4%. Elevated call-option activity also suggested speculative bullish interest.
Neutral Sentiment: Levi plans to reinvest much of the tariff refund into the business, including DTC initiatives and an AI shopping assistant, rather than broadly lowering prices. This could support longer-term growth but limits the immediate benefit to shareholders.
Negative Sentiment: DTC revenue growth was only about 2% and U.S. demand remained soft, falling short of expectations. Analysts described the quarter as showing lower growth visibility despite signs that momentum may recover. Levi Strauss Under Pressure
Negative Sentiment: Fiscal 2026 revenue guidance was set near $6.7 billion, below the approximately $6.8 billion consensus, and the reported revenue of $1.61 billion narrowly missed estimates. Wells Fargo cut its target to $20 and moved to Equal Weight, adding to investor caution.

Levi Strauss & Co. Company Profile

(Get Free Report)

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.