Lands’ End (NASDAQ:LE) Releases FY 2026 Earnings Guidance

Lands’ End (NASDAQ:LE) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.440-0.720 for the period, compared to the consensus EPS estimate of 0.830. The company issued revenue guidance of $1.3 billion-$1.4 billion, compared to the consensus revenue estimate of $1.3 billion. Lands’ End also updated its Q3 2026 guidance to 0.070-0.200 EPS.

Lands’ End Stock Down 4.0%

LE stock traded down $0.45 during midday trading on Thursday, hitting $10.82. The company’s stock had a trading volume of 368,847 shares, compared to its average volume of 167,957. The company has a debt-to-equity ratio of 0.06, a current ratio of 1.58 and a quick ratio of 0.37. Lands’ End has a twelve month low of $9.56 and a twelve month high of $20.04. The company’s fifty day moving average price is $11.94 and its 200 day moving average price is $12.52. The stock has a market capitalization of $332.61 million, a P/E ratio of 14.09 and a beta of 2.32.

Lands’ End (NASDAQ:LE) last posted its quarterly earnings data on Thursday, September 3rd. The company reported $0.09 EPS for the quarter, hitting analysts’ consensus estimates of $0.09. The company had revenue of $302.04 million during the quarter, compared to the consensus estimate of $300.67 million. Lands’ End had a net margin of 26.24% and a return on equity of 8.22%. Lands’ End has set its FY 2026 guidance at 0.440-0.720 EPS and its Q3 2026 guidance at 0.070-0.200 EPS. As a group, equities research analysts predict that Lands’ End will post 0.49 EPS for the current year.

Analysts Set New Price Targets

LE has been the subject of a number of analyst reports. Wall Street Zen downgraded Lands’ End from a “buy” rating to a “hold” rating in a research note on Saturday, June 13th. Weiss Ratings upgraded Lands’ End from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Finally, Noble Financial started coverage on shares of Lands’ End in a research note on Thursday, June 18th. They issued an “outperform” rating and a $20.00 target price for the company. One research analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Lands’ End has a consensus rating of “Moderate Buy” and an average target price of $20.00.

Key Headlines Impacting Lands’ End

Here are the key news stories impacting Lands’ End this week:

• Positive Sentiment: Second-quarter revenue was $302.04 million, above the approximately $300.67 million analyst estimate, while reported EPS of $0.09 matched consensus and improved from a loss in the prior-year period. Lands’ End Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: The company’s turnaround includes cost reductions, intellectual-property monetization and debt paydown, leaving Lands’ End with a relatively leaner balance sheet and potential long-term upside if operational improvements gain traction. Lands’ End Has Promise, But Execution Is Key
• Neutral Sentiment: Fiscal 2026 revenue guidance of $1.3 billion to $1.4 billion is broadly consistent with the consensus revenue outlook, but the company’s valuation remains difficult to assess because the stock is inexpensive on enterprise-value-to-EBITDA measures while appearing more costly on earnings and operating-cash-flow multiples.
• Negative Sentiment: Third-quarter EPS guidance of $0.07 to $0.20 is below the consensus estimate of $0.23, while the $300 million to $330 million revenue range also trails the $326.4 million expectation at its midpoint.
• Negative Sentiment: Full-year EPS guidance of $0.44 to $0.72 is well below the $0.83 consensus estimate. Analysts also noted that adjusted EPS missed expectations and management reduced EBITDA guidance, reinforcing concerns that profitability and execution remain under pressure. Lands’ End Lags Q2 Earnings Estimates

Hedge Funds Weigh In On Lands’ End

Hedge funds and other institutional investors have recently bought and sold shares of the business. BNP Paribas Financial Markets raised its stake in Lands’ End by 83.0% in the third quarter. BNP Paribas Financial Markets now owns 2,384 shares of the company’s stock valued at $34,000 after buying an additional 1,081 shares during the period. Quarry LP acquired a new stake in shares of Lands’ End in the third quarter valued at approximately $36,000. Integrated Wealth Concepts LLC bought a new position in shares of Lands’ End during the 1st quarter worth approximately $104,000. Los Angeles Capital Management LLC acquired a new position in shares of Lands’ End during the 4th quarter worth approximately $137,000. Finally, Wells Fargo & Company MN increased its holdings in shares of Lands’ End by 14.5% during the 4th quarter. Wells Fargo & Company MN now owns 10,355 shares of the company’s stock worth $150,000 after acquiring an additional 1,309 shares during the last quarter. Institutional investors own 37.46% of the company’s stock.

About Lands’ End

Lands’ End, Inc (NASDAQ: LE) is an American retailer specializing in casual apparel, accessories and home goods. Headquartered in Dodgeville, Wisconsin, the company sells its products through a combination of direct-to-consumer channels including e-commerce, catalogues and a network of outlet stores. Lands’ End is known for its nautical-inspired designs, functional outerwear and commitment to quality fabrics.

Founded in 1963 by Gary Comer as a mail-order sailing supply business, Lands’ End rapidly expanded its product offering beyond marine gear.