Aug 2026 (Q3 FY26) — Oct 7, 2026
Levi Strauss & Co. Q3 FY26 — Wholesale and Asia strength offset by DTC miss; tariff refund redeployed
Read the full callLevi Strauss (LEVI) earnings
- Aug 2026
- Aug 2026 (Q3 FY26)
- Nov 2025
Levi Strauss earnings: last reported Wed, 7 Oct 2026, for the quarter ended Aug 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,610 | +4.3% YoY | Quarterly, as filed | Quarter to Aug 2026 | Revenue from operations as filed. |
| Operating margin | 13.8 | +3.0 pts YoY | Operating profit / revenue | Quarter to Aug 2026 | For the quarter; a change is in percentage points. |
| Net profit | Quarterly, as filed | Quarter to Aug 2026 | Not in the filed figures for the quarter to aug 2026. No older figure is substituted. |
Price
$20.63 +0.93% · +$0.19
Performance −1.1% 1Y
1Y: $20.87 on 17 Oct 2025 → $20.63. High $25.53 (27 Jul 2026), low $17.91 (13 Mar 2026).
- Previous close
- $20.44
- 52-week range
- $17.91 – $25.53
- One year
- +0.29%
Overview
- Symbol
- LEVI
- Sector
- Consumer Discretionary
- Exchange
- US
- Currency
- USD
Call summaries
May 2026 (Q2 FY26) — Jul 8, 2026
Levi Strauss & Co. Q2 FY26 — Strong Growth Across Channels and Geographies, Guidance Raised
Read the full callFeb 2026 (Q1 FY26) — Apr 7, 2026
Levi Strauss & Co. Q1 FY26 — Strong Start Exceeding Expectations with Raised Full-Year Guidance
Read the full callNews
Latest news
From the news desk, item by item, hours after each call.
Every analysed call
Levi Strauss earnings calls (LEVI)
Financials
What the filings say
Net profit, against the quarter before: −26% (quarter to mar 2025 against dec 2024).
| Line item | Dec 2024 | Mar 2025 | Jun 2025 | Aug 2025 | Nov 2025 | Mar 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 1,840 | 1,527 | 1,446 | 1,543 | 1,766 | 1,743 | 1,562 | 1,610 |
| Operating profit | 212 | 192 | 108 | 167 | 211 | 199 | 122 | 222 |
| Operating margin | 11.5% | 12.6% | 7.5% | 10.8% | 11.9% | 11.4% | 7.8% | 13.8% |
| Interest | 11 | 11 | 12 | 13 | 13 | 13 | 13 | 13 |
| Profit before tax | 200 | 177 | 103 | 156 | 199 | 228 | 122 | 220 |
| Tax rate | 8.7% | 20.6% | 22.3% | 21.9% | 19.4% | 22.4% | 22.4% | 23.4% |
| Net profit | 183 | 135 | — | — | — | — | — | — |
| EPS ($ per share) | — | 0.34 | 0.17 | 0.55 | — | 0.45 | 0.23 | 0.44 |
| Line item | Nov 2018 | Nov 2019 | Nov 2020 | Nov 2021 | Nov 2022 | Nov 2023 | Dec 2024 | Nov 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 1,084 | 1,310 | 1,114 | 1,475 | 1,699 | 1,750 | 1,672 | 1,897 |
| Total liabilities | 2,576 | 2,661 | 4,342 | 4,234 | 4,134 | 4,007 | 4,405 | 4,570 |
| Fixed assets | 461 | 530 | 455 | 503 | 623 | 681 | 687 | 682 |
| Investments | 0 | 81 | 97 | 92 | 71 | 0 | 0 | 91 |
| Total assets | 3,543 | 4,232 | 5,641 | 5,900 | 6,038 | 6,054 | 6,376 | 6,849 |
| Line item | Nov 2018 | Nov 2019 | Nov 2020 | Nov 2021 | Nov 2022 | Nov 2023 | Dec 2024 | Nov 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 420 | 412 | 470 | 737 | 228 | 436 | 898 | 530 |
| Cash from investing | -179 | -243 | -189 | -572 | -236 | -241 | -281 | -69 |
| Cash from financing | -149 | 55 | 286 | -841 | -365 | -214 | -319 | -400 |
| Net cash flow | 79 | 221 | 563 | -687 | -381 | -31 | 291 | 68 |
| Capital expenditure | -159 | -175 | -130 | -167 | -267 | -314 | -227 | -221 |
| Free cash flow | 261 | 237 | 339 | 570 | -39 | 122 | 671 | 308 |
LEVI revenue by segment
Asia shrank from 20% to 18% of revenue over the last two years.
| Segment | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q4 FY2026 | Q4 FY2026 | Q1 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Americas | — | 51% | 52% | 52% | 54% | 49% | 52% | 52% | +4.0% |
| Europe | 24% | 26% | 28% | 28% | 27% | 28% | 27% | 27% | +3.7% |
| Asia | 16% | 20% | 18% | 18% | 16% | 20% | 18% | 18% | +5.4% |
| Other Brands | 7% | 2% | 3% | 2% | 3% | 2% | 3% | 2% | +9.1% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
LEVI operating KPIs by quarter
| KPI | Feb 2026 Q1 FY26 | May 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Loyalty program members | 46MOur loyalty program also continues to be a powerful driver of consumer engagement, reaching 46 million members globally, up 17% year-over-year with more than 2 million new members added in the first quarter.Source: earnings call transcript | <50MThis quarter, we welcomed 3 million new members to our loyalty program, bringing global membership to nearly 50 million.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Insider filings
128 filings between Nov 3, 2025 and Oct 1, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$42.53M
21 sales by 7 insiders
81% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 66
- Award — granted as compensation
- 6
- Option exercise — converted options into shares
- 18
- Tax withheld — shares kept back by the company to cover tax
Also filed: 13 conversions, 3 L filings, 1 other.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Haas Robert D. | — | $27.90M | Jun 12, 2026 |
| Singh Harmit J | — | $7.77M | Jul 23, 2026 |
| Peter E. Haas Jr. Family Fund | — | $3.60M | Jun 11, 2026 |
| Haas Margaret E. | — | $1.20M | Jun 11, 2026 |
| Hillman Karyn | — | $892.1K | May 6, 2026 |
| Gowans Jason | — | $873.3K | Feb 12, 2026 |
| Jedrzejek David | — | $292.8K | Jun 3, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 1, 2026 | Davis Timothy Joseph SVP, Global Controller | Tax withheld | 1,899 | $37.8K |
| Aug 5, 2026 | ECKERT ROBERT Director | Award | 381 | $0 |
| Aug 5, 2026 | Geballe Daniel W Director | Award | 130 | $0 |
| Aug 5, 2026 | MING JENNY J Director | Award | 54 | $0 |
| Aug 5, 2026 | MARBERGER DAVID S Director | Award | 73 | $0 |
| Aug 5, 2026 | Garten Yael Director | Award | 156 | $0 |
| Aug 5, 2026 | Alstead Troy Director | Award | 85 | $0 |
| Aug 5, 2026 | Beraud Jill Director | Award | 54 | $0 |
| Aug 5, 2026 | Prime Joshua E Director | Award | 106 | $0 |
| Aug 5, 2026 | Jones Jeffrey J II Director | Award | 67 | $0 |
| Aug 5, 2026 | Patrick Artemis Director | Award | 68 | $0 |
| Jul 29, 2026 | Flore Gianluca EVP & Chief Commercial Officer | Tax withheld | 27,429 | $676.7K |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Option exercise 10b5-1 plan | 50,607 | $1.08M |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Option exercise 10b5-1 plan | 73,616 | $1.55M |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Option exercise 10b5-1 plan | 65,789 | $1.33M |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Option exercise 10b5-1 plan | 66,207 | $1.18M |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Conversion 10b5-1 plan | 17,425 | $0 |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Tax withheld 10b5-1 plan | 256,918 | $6.25M |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Sale 10b5-1 plan | 98,144 | $2.38M |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Option exercise 10b5-1 plan | 31,547 | $600.3K |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Option exercise 10b5-1 plan | 47,710 | $791.0K |
| Jul 23, 2026 | Singh Harmit J EVP & Chief Fin. & Growth Ofc. | Tax withheld 10b5-1 plan | 47,839 | $1.16M |
| Jun 12, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 202,135 | $0 |
| Jun 12, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 202,135 | $4.86M |
| Jun 11, 2026 | Haas Margaret E. 10% owner | Conversion 10b5-1 plan | 47,721 | $0 |
| Jun 11, 2026 | Haas Margaret E. 10% owner | Sale 10b5-1 plan | 47,721 | $1.15M |
| Jun 11, 2026 | Peter E. Haas Jr. Family Fund 10% owner | Sale 10b5-1 plan | 145,662 | $3.50M |
| Jun 11, 2026 | Peter E. Haas Jr. Family Fund 10% owner | Conversion 10b5-1 plan | 145,662 | $0 |
| Jun 11, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 488,851 | $11.78M |
| Jun 11, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 488,851 | $0 |
| Jun 10, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 3,182 | $76.4K |
| Jun 10, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 3,182 | $0 |
| Jun 3, 2026 | Jedrzejek David SVP and General Counsel | Sale 10b5-1 plan | 336 | $7.7K |
| Jun 1, 2026 | Jedrzejek David SVP and General Counsel | Tax withheld 10b5-1 plan | 634 | $14.7K |
| May 27, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 5,832 | $140.0K |
| May 27, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 5,832 | $0 |
| May 27, 2026 | Haas Margaret E. 10% owner | Sale 10b5-1 plan | 2,279 | $54.7K |
| May 27, 2026 | Haas Margaret E. 10% owner | Conversion 10b5-1 plan | 2,279 | $0 |
| May 27, 2026 | Peter E. Haas Jr. Family Fund 10% owner | Sale 10b5-1 plan | 4,338 | $104.1K |
| May 27, 2026 | Peter E. Haas Jr. Family Fund 10% owner | Conversion 10b5-1 plan | 4,338 | $0 |
| May 26, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 192,451 | $0 |
| May 26, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 192,451 | $4.37M |
| May 22, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 176,549 | $3.89M |
| May 22, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 176,549 | $0 |
| May 21, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 31,000 | $682.1K |
| May 21, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 31,000 | $0 |
| May 18, 2026 | Haas Robert D. 10% owner | Conversion 10b5-1 plan | 100,000 | $0 |
| May 18, 2026 | Haas Robert D. 10% owner | Sale 10b5-1 plan | 100,000 | $2.11M |
| May 6, 2026 | Alstead Troy Director | Award | 80 | $0 |
| May 6, 2026 | Jones Jeffrey J II Director | Award | 62 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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