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gurufocus.comOCT 72 min read$LEVI

Levi Strauss (LEVI) Reports Q3 EPS Beat, Updates FY26 Guidance

Levi Strauss (LEVI) reported Q3 non-GAAP EPS of $0.48, beating estimates by $0.12, with revenue up 4.5% YoY to $1.61B, slightly missing forecasts. The company raised FY26 guidance, projecting 7.0% revenue growth and adjusted EPS of $1.54-$1.56. LEVI offers a 2.88% dividend yield with a 45% payout ratio and a 7.1% 3-year dividend growth rate. The stock trades at $19.51, 7.4% below its GF Value of $21.06, reflecting reasonable valuation.

Original reporting
gurufocus.com
Published Oct 7, 2026, 9:57 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 7, 2026, 11:15 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$LEVI
Bullish
high confidence
Mentioned
$LEVI
Relevance
8/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$LEVIBullishHigh
01

Why it matters

The earnings beat and raised guidance may attract dividend‑focused investors and support the stock price in the short term.

02

Market read

First‑report earnings news for a mid‑cap consumer discretionary stock; likely short‑term price move.

03

What to watch

Revenue missed forecasts by $10 M; margin expansion may be limited, and dividend sustainability depends on future growth.

Relevance 8/10Novelty 8/10Timing: after-hours release

Background

Levi Strauss is a $7.5 B consumer‑cyclical apparel company with a 2.88% dividend yield.

Company-level read

Ticker impact

$LEVIBullishHigh confidence
Context

Levi Strauss reported Q3 non‑GAAP EPS of $0.48, beating expectations by $0.12 and raised FY26 adjusted EPS guidance to $1.54‑$1.56.

Expected impact

likely upward pressure as investors price in the beat and higher guidance

Evidence & confidence

The beat exceeds consensus and the guidance lift signals stronger earnings momentum, prompting buying interest.

Market effects

Sector

Consumer cyclical apparel may see modest rally as a large brand shows earnings resilience.

Regional

U.S. market may see slight uplift in apparel stocks, limited global effect.

Global

Low; impact confined to U.S. consumer discretionary segment.

Counterpoint

What could challenge this read

Insider net selling and mixed guru activity could signal overvaluation risk despite the beat.

Key entities

  • company
    Levi Strauss & Co.

    U.S. listed apparel manufacturer (ticker LEVI).

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Also covered by

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