Levi Strauss & Co.
Oct 4, 2026, 9:42 PM PDT
Shortcut EPS
0.37+3.5% vs Street
Street EPS
0.36Frozen October 4 snapshot
Actual EPS
—Awaiting earnings
Explore the model.
Open the assumptions and calculations behind this earnings forecast.
Behind the estimate.
The model projects revenue of $1.63bn, up 5.9%, versus company guidance for 4%–5% growth. It assumes continued organic growth while allowing for higher store and distribution costs.
An adjusted gross margin of 62.0%, adjusted operating income of $197.8m, a 23% tax rate and roughly 388m diluted shares produce the $0.37 headline.
The $0.37 headline excludes an assumed $30m tariff refund from adjusted earnings. Levi included refunds in adjusted earnings last quarter, and its treatment this quarter is unresolved. Including the same assumed refund would produce about $0.43. Both the refund amount and its treatment are assumptions. The $0.37 estimate is frozen before results; the alternative will not replace it after earnings.
The workbook was forecast and independently reviewed with Opus 5.5 High. The estimate remains a forecast, including the assumptions described here.
On the record.
- Reporting period
- Q3 FY2026, ended 2026-08-30
- Reporting basis
- Normalized diluted EPS assuming tariff refund excluded, USD per common share
- Information cutoff
- October 4, 2026, 22:22 UTC
- Published
- Oct 4, 2026, 9:42 PM PDT
- Model / effort
- Opus 5.5 · High effort
Consensus capture has date-only precision. Research used live retrieval of sources published by the cutoff, with no archived page snapshots. Original forecasts, models and publication times remain on the record.