Lands’ End (NASDAQ:LE) Updates 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 guidance of 0.440-0.720 for the period, compared to the consensus earnings per share 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 Trading Down 4.0%

NASDAQ:LE traded down $0.45 on Thursday, reaching $10.82. The company’s stock had a trading volume of 368,847 shares, compared to its average volume of 308,068. Lands’ End has a 1-year low of $9.56 and a 1-year high of $20.04. The company has a debt-to-equity ratio of 0.06, a quick ratio of 0.37 and a current ratio of 1.58. The firm has a market cap of $332.61 million, a PE ratio of 0.98 and a beta of 2.32. The business’s 50-day moving average price is $11.95 and its two-hundred day moving average price is $12.57.

Lands’ End (NASDAQ:LE) last announced its quarterly earnings results on Thursday, September 3rd. The company reported $0.09 earnings per share (EPS) for the quarter, hitting the consensus estimate 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 return on equity of 8.22% and a net margin of 26.24%.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. Equities research analysts anticipate that Lands’ End will post 0.49 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

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

Lands’ End News Roundup

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

Several hedge funds and other institutional investors have recently made changes to their positions in LE. Goldman Sachs Group Inc. increased its holdings in Lands’ End by 3.5% during the fourth quarter. Goldman Sachs Group Inc. now owns 19,835 shares of the company’s stock worth $288,000 after buying an additional 674 shares during the last quarter. BNP Paribas Financial Markets increased its stake in shares of Lands’ End by 83.0% during the 3rd quarter. BNP Paribas Financial Markets now owns 2,384 shares of the company’s stock worth $34,000 after purchasing an additional 1,081 shares during the last quarter. Wells Fargo & Company MN raised its holdings in shares of Lands’ End by 14.5% in the 4th quarter. Wells Fargo & Company MN now owns 10,355 shares of the company’s stock valued at $150,000 after purchasing an additional 1,309 shares during the period. Russell Investments Group Ltd. lifted its stake in Lands’ End by 10.1% in the 4th quarter. Russell Investments Group Ltd. now owns 20,290 shares of the company’s stock valued at $295,000 after purchasing an additional 1,853 shares during the last quarter. Finally, Hsbc Holdings PLC grew its holdings in Lands’ End by 6.7% during the second quarter. Hsbc Holdings PLC now owns 32,310 shares of the company’s stock worth $350,000 after purchasing an additional 2,032 shares during the period. 37.46% of the stock is owned by institutional investors.

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.