Lands’ End (NASDAQ:LE) Releases Q3 2026 Earnings Guidance

Lands’ End (NASDAQ:LE) updated its third quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.070-0.200 for the period, compared to the consensus earnings per share estimate of 0.230. The company issued revenue guidance of $300.0 million-$330.0 million, compared to the consensus revenue estimate of $326.4 million. Lands’ End also updated its FY 2026 guidance to 0.440-0.720 EPS.

Analyst Ratings Changes

LE has been the topic of several recent analyst reports. Weiss Ratings upgraded 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 research note on Thursday, June 18th. They issued an “outperform” rating and a $20.00 target price on the stock. Finally, Wall Street Zen lowered shares of Lands’ End from a “buy” rating to a “hold” rating in a research report on Saturday, June 13th. One analyst has rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Lands’ End currently has an average rating of “Moderate Buy” and an average price target of $20.00.

Lands’ End Stock Down 4.0%

LE stock traded down $0.45 during trading on Thursday, hitting $10.82. 368,847 shares of the company’s stock traded hands, compared to its average volume of 308,068. The firm has a market capitalization of $332.61 million, a P/E ratio of 0.98 and a beta of 2.32. The business has a fifty day simple moving average of $11.95 and a two-hundred day simple moving average of $12.57. The company has a quick ratio of 0.37, a current ratio of 1.58 and a debt-to-equity ratio of 0.06. Lands’ End has a 1 year low of $9.56 and a 1 year high of $20.04.

Lands’ End (NASDAQ:LE) last posted its earnings results on Thursday, September 3rd. The company reported $0.09 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.09. Lands’ End had a return on equity of 8.22% and a net margin of 26.24%.The company had revenue of $302.04 million during the quarter, compared to analyst estimates of $300.67 million. 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. Sell-side analysts anticipate that Lands’ End will post 0.49 EPS for the current year.

Key Stories 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

Institutional Investors Weigh In On Lands’ End

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Public Employees Retirement System of Ohio increased its position in shares of Lands’ End by 34.1% during the fourth quarter. Public Employees Retirement System of Ohio now owns 20,258 shares of the company’s stock worth $294,000 after purchasing an additional 5,150 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of Lands’ End by 3.5% in the 4th quarter. Goldman Sachs Group Inc. now owns 19,835 shares of the company’s stock worth $288,000 after purchasing an additional 674 shares in the last quarter. Jane Street Group LLC grew its stake in Lands’ End by 45.7% during the 1st quarter. Jane Street Group LLC now owns 26,229 shares of the company’s stock worth $267,000 after buying an additional 8,231 shares during the last quarter. Creative Planning acquired a new position in Lands’ End during the 3rd quarter valued at about $261,000. Finally, Russell Investments Group Ltd. acquired a new position in Lands’ End during the 3rd quarter valued at about $260,000. Hedge funds and other institutional investors own 37.46% of the company’s stock.

Lands’ End Company Profile

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.