Under Armour Inc - Class C (UA)
NYSE:UA
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a balanced picture: meaningful operational progress (SKU rationalization, inventory discipline, product innovations, leadership additions and international pockets of growth) and a credible plan to improve margins and discipline. However, results remain pressured with FY26 revenue and margin declines, a Q4 operating loss, elevated transformation costs (~$305M) and near-term revenue guidance that is flat-to-down. Management projects margin expansion and positive adjusted operating income in FY27, but top-line recovery is expected to be gradual and Q1 to represent a trough. Given the roughly even mix of tangible short-term challenges and constructive, actionable initiatives to restore profitability, the tone is cautious but constructive.Company Guidance
Product and Brand Momentum / Athletic Credibility
Secured high-profile athlete success (Sharon Lokedi's second consecutive Boston Marathon victory) used as proof point for performance positioning; launching premium product innovations (e.g., BANT / Velocity Pro/Velocity distance, NEOLAST recyclable stretch fiber T) and focusing on top 10 volume-driving items to premiumize assortment.
Progress on Product Simplification
Reduced SKUs by 25% over the past two years and shifted to a category-management model focused on ~a dozen sports, intended to reduce complexity, improve full-price sell-through and strengthen margins.
Regional Strength and Selective Growth
Fiscal 2026: EMEA revenue grew reported +9% (Q4 reported +7% though -1% constant currency due to shipment timing), APAC Q4 reported +13% (+8% constant currency), Latin America Q4 reported +22% (+8% constant currency) — indicating pockets of solid international performance.
Inventory Discipline and Balance Sheet Improvements
Year-end inventory down 3% YoY to $915M, described as higher quality inventory from tighter buys and assortment focus; $605M in restricted investments set aside to fully cover senior notes due in June, enabling the planned debt paydown and strengthening the balance sheet.
Cost Control and SG&A Reductions
Fiscal 2026 adjusted SG&A decreased 5% to $2.2B; Q4 SG&A decreased 15% to $518M (adjusted Q4 SG&A down 14% to $503M) reflecting lower marketing timing, lower incentive comp and other expense cuts.
Forward Margin Improvement Guidance
Guidance for fiscal 2027 expects gross margin expansion of ~220–270 basis points (including ~150 bps from a tariff-related refund), and adjusted operating income guidance of $140M–$160M, indicating management expects profitability improvement in FY27.
Leadership and Organizational Actions
New CFO (Reza Taleghani) and new Chief Merchandising Officer (Kara) added; management emphasizes disciplined, product-led marketing, tighter merchandising and clearer global priorities to drive more predictable performance.
UA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $5.88 | $4.90 | -16.67% |
Feb 06, 2026 | $6.15 | $7.34 | +19.35% |
Nov 06, 2025 | $4.41 | $4.34 | -1.59% |
May 13, 2025 | $5.89 | $5.99 | +1.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Under Armour Inc - Class C (UA) report earnings?
Under Armour Inc - Class C (UA) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Under Armour Inc - Class C (UA) earnings time?
Under Armour Inc - Class C (UA) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UA EPS forecast?
UA EPS forecast for the fiscal quarter 2027 (Q1) is 0.02.
