tiprankstipranks
Trending News
More News >
Pyxus International (PYYX)
OTHER OTC:PYYX
US Market
Advertisement

Pyxus International (PYYX) AI Stock Analysis

Compare
3 Followers

Top Page

PYYX

Pyxus International

(OTC:PYYX)

Select Model
Select Model
Select Model
Neutral 46 (OpenAI - 4o)
Rating:46Neutral
Price Target:
$3.50
▲(13.64% Upside)
The overall stock score of 46 reflects significant financial challenges faced by Pyxus International, including declining revenues, high leverage, and negative profitability. While the earnings call provided some optimism with increased guidance and improved margins, the technical analysis and valuation metrics indicate mixed signals and challenges. The company's focus should be on improving revenue growth, managing debt levels, and enhancing cash flow generation to stabilize its financial health.
Positive Factors
Revenue Diversification
Diversifying into cannabis and hemp markets provides Pyxus with potential growth avenues beyond traditional tobacco, enhancing long-term revenue stability.
Improved Margins
Improved gross margins indicate better cost management and operational efficiency, which can lead to enhanced profitability over time.
Strong Liquidity Position
Maintaining strong liquidity with no outstanding borrowings provides financial flexibility and reduces risk, supporting long-term operational stability.
Negative Factors
High Leverage
Significant leverage can strain financial resources and limit the company's ability to invest in growth opportunities, posing long-term financial risks.
Declining Revenue Growth
Declining revenue growth indicates challenges in maintaining market share and competitiveness, potentially affecting future profitability.
Negative Cash Flow
Negative cash flow from operations can hinder the company's ability to fund its operations and growth initiatives, impacting long-term sustainability.

Pyxus International (PYYX) vs. SPDR S&P 500 ETF (SPY)

Pyxus International Business Overview & Revenue Model

Company DescriptionPyxus International, Inc., an agricultural company, engages in the provision of value-added products and services to businesses and customers. It also involved in the purchasing, processing, packing, storing, and shipping tobacco to manufacturers of cigarettes and other consumer tobacco products. The company was formerly known as Old Holdco, Inc. Pyxus International, Inc. was founded in 1873 and is headquartered in Morrisville, North Carolina.
How the Company Makes MoneyPyxus International generates revenue primarily through the sale of processed tobacco leaves to manufacturers in the tobacco industry. The company’s revenue model is built on a combination of direct sales and long-term supply contracts with key customers, ensuring a stable income stream. Additionally, Pyxus is expanding its revenue base through its non-tobacco segments, particularly in the cannabis and hemp markets, where it develops and sells products derived from these crops. Strategic partnerships with growers and distributors also enhance their market reach and operational efficiency, contributing significantly to their earnings.

Pyxus International Earnings Call Summary

Earnings Call Date:Nov 12, 2025
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Feb 18, 2026
Earnings Call Sentiment Positive
The call highlighted an overall strong financial performance with increased guidance, improved margins, and a solid cash position. However, there were some concerns with decreased year-to-date sales and high inventory levels due to larger crop investments.
Q2-2026 Updates
Positive Updates
Increased Sales and EBITDA Guidance
Sales guidance increased to $2.4 billion to $2.6 billion and adjusted EBITDA guidance raised by $10 million to a range of $215 million to $235 million.
Improved Gross Margin and Operating Income
Second quarter gross margin improved to 15.4% from 13.3% last year, and operating income increased by 41.5% to $46.7 million.
Strong Cash Flow and Liquidity Position
No outstanding borrowings on $150 million ABL at the end of the quarter, and improved free cash flow adjusted for changes in working capital.
Sustainability Achievements
Progress in sustainability goals such as water and waste targets and a forthcoming update on a refreshed global sustainability strategy.
Negative Updates
Decreased Year-to-Date Sales
Year-to-date sales were down $122.2 million compared to last year due to lower carry-over sales.
High Inventory and Seasonal Lines
Inventory increased by $160.6 million to $1.14 billion, and seasonal lines were up $163.3 million, reflecting larger crop investments.
Company Guidance
During the second quarter earnings call for fiscal year 2026, Pyxus International raised its sales guidance to $2.4 billion to $2.6 billion, up from the previous range of $2.3 billion to $2.5 billion, and increased the lower end of its adjusted EBITDA guidance by $10 million to a range of $215 million to $235 million. The company reported second quarter sales of $570.2 million, reflecting a $3.9 million increase from the previous year. The gross margin improved to 15.4%, compared to 13.3% in the same quarter last year, driven by higher volumes and enhanced returns on the current crop. Year-to-date sales were $1.1 billion, with year-to-date gross margins rising to 14.2% from last year's 13.3%. Second quarter operating income saw a significant increase of 41.5% to $46.7 million, while adjusted EBITDA rose by 23.6% to $54.8 million. Although year-to-date operating income decreased to $67.7 million, and adjusted EBITDA fell to $84.2 million, the company remains optimistic about strong second-half sales and cash generation, supported by its inventory position of $1.14 billion and seasonal lines of $908 million. The company also highlighted its improved operating cycle, which decreased by 12 days to 167 days, and maintained strong liquidity with no outstanding borrowings on its $150 million asset-based lending facility.

Pyxus International Financial Statement Overview

Summary
Pyxus International faces significant financial challenges, including declining revenues, high leverage, and negative profitability. The income statement shows a negative net profit margin and declining revenue growth. The balance sheet indicates a high debt-to-equity ratio, and cash flow analysis reveals negative operating cash flow. These factors contribute to a low financial performance score.
Income Statement
45
Neutral
Pyxus International's income statement reveals a challenging environment with declining revenue growth of -5.08% in the TTM period. The company has a negative net profit margin of -0.23%, indicating struggles with profitability. However, the gross profit margin remains relatively stable at 13.79%, and the EBIT margin is 5.97%, showing some operational efficiency. The company needs to address its revenue decline and improve profitability to enhance its financial health.
Balance Sheet
30
Negative
The balance sheet shows a high debt-to-equity ratio of 9.22, indicating significant leverage and potential financial risk. The return on equity is negative at -3.44%, reflecting challenges in generating returns for shareholders. The equity ratio is low, suggesting limited equity financing. The company needs to manage its debt levels and improve equity returns to strengthen its financial position.
Cash Flow
40
Negative
Cash flow analysis highlights negative operating cash flow and free cash flow, with a significant free cash flow growth rate of 665.38% in the TTM period. The operating cash flow to net income ratio is negative, indicating cash flow challenges. Despite the positive free cash flow to net income ratio, the company must improve cash generation from operations to ensure sustainability.
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.79B2.48B2.03B1.91B1.64B1.33B
Gross Profit337.08M342.98M312.33M261.02M227.06M151.46M
EBITDA168.02M181.83M160.18M117.20M97.57M6.10M
Net Income-2.95M15.17M2.66M-56.75M-92.00M-117.65M
Balance Sheet
Total Assets1.98B1.50B1.66B1.58B1.70B1.54B
Cash, Cash Equivalents and Short-Term Investments99.24M78.25M92.57M136.73M198.78M92.70M
Total Debt1.36B877.99M1.05B1.04B1.10B964.57M
Total Liabilities1.83B1.34B1.51B1.44B1.52B1.29B
Stockholders Equity145.88M160.09M142.28M137.85M175.28M247.67M
Cash Flow
Free Cash Flow-337.02M-36.41M-236.01M-154.13M-213.59M-250.92M
Operating Cash Flow-314.05M-13.39M-214.97M-137.82M-198.76M-226.54M
Investing Cash Flow178.93M170.64M159.45M154.94M181.24M133.48M
Financing Cash Flow115.16M-167.26M25.56M-83.00M123.26M14.35M

Pyxus International Technical Analysis

Technical Analysis Sentiment
Negative
Last Price3.08
Price Trends
50DMA
3.12
Negative
100DMA
3.69
Negative
200DMA
4.11
Negative
Market Momentum
MACD
0.06
Positive
RSI
44.43
Neutral
STOCH
70.05
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PYYX, the sentiment is Negative. The current price of 3.08 is below the 20-day moving average (MA) of 3.46, below the 50-day MA of 3.12, and below the 200-day MA of 4.11, indicating a bearish trend. The MACD of 0.06 indicates Positive momentum. The RSI at 44.43 is Neutral, neither overbought nor oversold. The STOCH value of 70.05 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PYYX.

Pyxus International Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
$1.30B11.777.72%6.24%3.01%-7.14%
68
Neutral
$1.92B35.5022.54%0.29%6.71%8.16%
65
Neutral
$97.35B11.067.10%-0.96%-11.42%
63
Neutral
$230.09B26.773.73%7.72%-12.45%
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
59
Neutral
$124.21B31.555.97%5.23%0.48%
46
Neutral
-12.81-3.58%10.63%37.64%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
PYYX
Pyxus International
3.08
0.97
45.97%
MO
Altria Group
57.99
5.93
11.39%
BTI
British American Tobacco
57.01
21.71
61.50%
PM
Philip Morris
147.81
23.74
19.13%
UVV
Universal
52.25
-0.93
-1.75%
TPB
Turning Point Brands
100.84
38.29
61.22%

Pyxus International Corporate Events

Pyxus International Boosts Guidance Amid Strong Earnings
Nov 13, 2025

Pyxus International Inc. recently held its earnings call, revealing a generally positive sentiment with strong financial performance. The company reported increased guidance, improved margins, and a solid cash position. However, there were concerns about decreased year-to-date sales and high inventory levels due to larger crop investments.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Nov 21, 2025