Levi Strauss Beats Q3, Raises FY26 Guidance, and Launches $100M Buyback
LEVI sits 18% above its 52-week low of $17.72 on elevated volume (5.7× avg).
Summary
Levi Strauss reported Q3 adjusted EPS of $0.48, raised FY26 guidance, and announced a new $100M accelerated share repurchase program.
Key Events · Earnings and Guidance · LEVI
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Q3 Earnings Beat
Adjusted diluted EPS of $0.48 vs $0.34 prior year; net revenues of $1.61B, up 4% reported and 5% organic.
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FY26 Guidance Raised
Adjusted diluted EPS raised to $1.54-$1.56 from $1.46-$1.52; gross margin now expected up 130 bps vs prior year.
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New $100M Buyback
Company intends to enter an accelerated share repurchase agreement for $100M of Class A common stock; $240M remains under existing authorization.
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Dividend Increased 14%
Declared $0.16 per share dividend, payable November 4, 2026 to holders of record October 21, 2026.
Analysis · LEVI · Manufacturing
Levi Strauss delivered Q3 adjusted EPS of $0.48 on $1.6 billion in revenue, beating expectations and raising full-year profit guidance. The company also announced a new $100 million accelerated share repurchase program and a 14% dividend increase. The results were boosted by a one-time tariff refund benefit of $0.11 per share net of redeployment, which management is reinvesting into the business. The raised guidance and buyback signal confidence, though the DTC segment underperformed internal expectations.
How filings like this one have moved
In the 30 days to Oct 7, 2026, 29% of the 1648 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.62%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, LEVI was trading at $20.92 on NYSE in the Manufacturing sector, with a market capitalization of approximately $7.5B. The 52-week trading range was $17.72 to $25.70. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.