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Pyxus International (PYYX)
OTHER OTC:PYYX
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Pyxus International
(OTC:PYYX)
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Rating:38Underperform
Price Target:
$2.00
▼(-20.00% Downside)
Pyxus International's overall stock score is primarily impacted by its weak financial performance and concerning valuation metrics. The technical analysis further supports a bearish outlook. While the earnings call highlighted some strengths, the financial challenges and negative valuation metrics are the most significant factors affecting the score.
Pyxus International (PYYX) vs. SPDR S&P 500 ETF (SPY)
Market Cap
N/A
Dividend YieldN/A
Average Volume (3M)3.30K
Price to Earnings (P/E)8.8
Beta (1Y)0.23
Revenue Growth7.53%
EPS Growth-182.08%
CountryUS
Employees3,000
SectorConsumer Defensive
Sector Strength42
IndustryTobacco
Share Statistics
EPS (TTM)-0.62
Shares Outstanding24,607,792
10 Day Avg. Volume3,410
30 Day Avg. Volume3,300
Financial Highlights & Ratios
PEG Ratio0.02
Price to Book (P/B)0.64
Price to Sales (P/S)0.04
P/FCF Ratio-2.82
Enterprise Value/Market CapN/A
Enterprise Value/Revenue0.60
Enterprise Value/Gross Profit4.32
Enterprise Value/Ebitda8.71
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusModerate Sell
Number of Analyst Covering0
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:Aug 06, 2025
(Q1-2026)
| % Change Since: |
Next Earnings Date:Nov 06, 2025
Earnings Call Sentiment Neutral
The earnings call reflected a mixed performance for Pyxus International. On one hand, the company showcased its strong competitive position, recognition for its environmental efforts, and improved financial capacity. On the other hand, there were notable declines in sales, gross profit, and adjusted EBITDA, along with an increase in seasonal debt. Despite these challenges, Pyxus remains confident in achieving its full-year guidance.Q1-2026 Updates
Positive Updates
Strong Competitive Position
Pyxus International effectively navigated a highly dynamic and competitive market, capturing opportunities from large crop volumes in South America and Africa. The company's competitive strength is underscored by its flexible global footprint, improved financial capacity, and long-term farmer relationships.
Recognition for Environmental Efforts
Pyxus was recognized as a Supplier Engagement Leader by the environmental nonprofit CDP for the second year in a row, highlighting its collaboration with farmers to reduce negative environmental impacts.
Improved Financial Capacity
The company increased capacity under its seasonal lines and asset-based lending (ABL) facility by $30 million, resulting in a total of $150 million, with no outstanding balance at the end of the quarter compared to $44 million last year.
Reduced Operating Cycle Time
Pyxus achieved a 12-day reduction in its operating cycle time year-over-year, ending the first quarter at 160 days, reflecting strong working capital management.
Negative Updates
Decrease in Sales and Operating Revenues
Sales and other operating revenues were $508.8 million compared to $634.9 million in the same quarter last year, primarily due to the acceleration of customer shipments into the fourth quarter of fiscal year 2025.
Decline in Gross Profit and Margin
Gross profit for the quarter was $65.6 million, a margin of 12.9%, compared to $83.9 million, a margin of 13.2% last year. The decrease was driven by regional and customer mix for leaf sales.
Lower Adjusted EBITDA
Adjusted EBITDA was $29.5 million compared to $55 million last year, consistent with lower sales and gross profit in the quarter.
Increase in Seasonal Debt
Seasonal debt outstanding increased by over $200 million compared to the prior year, reaching just under $881 million.
Company Guidance
During the Pyxus International Fiscal Year 2026 First Quarter Conference Call, the company provided guidance that reflects a strong start to the fiscal year, with expectations to achieve full-year revenue between $2.3 billion to $2.5 billion and adjusted EBITDA ranging from $205 million to $235 million. Pyxus experienced a solid first quarter, reporting sales and other operating revenues of $508.8 million, down from $634.9 million the previous year, primarily due to the timing shift of certain customer shipments. The gross profit was $65.6 million, with a margin of 12.9%, slightly decreased from the prior year's 13.2%. Adjusted EBITDA stood at $29.5 million, down from $55 million, consistent with lower sales and gross profit. The company highlighted its robust inventory position, ending the quarter with $1.1 billion in tobacco inventory, a rise from $980.6 million the previous year, and maintained a low 2.4% of uncommitted inventory. Additionally, Pyxus expanded its ABL facility to $150 million and improved its operating cycle time by 12 days to 160 days. The company remains confident in its ability to meet its full-year guidance despite macroeconomic and geopolitical risks.Pyxus International Financial Statement Overview
Summary
Pyxus International has shown revenue growth and a turnaround in net income, but faces challenges with high leverage and negative cash flows. While profitability metrics are improving, operational efficiency and debt management need enhancement.Income Statement
Pyxus International has shown positive revenue growth over the past years, with a significant increase from $1.63 billion in 2022 to $2.48 billion in 2025. Gross profit margins have improved, indicating better cost management, but net profit margins remain low due to high operational expenses. The company managed to turn around its net income from negative to positive by 2025, showcasing an improving profitability trajectory. However, EBIT and EBITDA margins, while improved, are still moderate, suggesting room for operational efficiency enhancements.45
Neutral
Balance Sheet
The balance sheet reveals a high debt-to-equity ratio, driven by significant debt levels, which is a potential risk factor. Despite an increase in stockholders' equity from 2021 to 2025, the equity ratio remains low, highlighting leverage concerns. Return on equity has been positive in 2025, reflecting improved profitability, but the company's reliance on debt financing could pose challenges in periods of financial stress.30
Negative
Cash Flow
Operating cash flow has consistently been negative, reflecting challenges in generating cash from operations. However, free cash flow has improved slightly, although it remains negative, which indicates ongoing struggles in covering capital expenditures from operational cash. The company's cash flow to net income ratios are weak, emphasizing the need for improved cash management strategies to support sustainable growth.40
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 2.36B | 2.48B | 2.03B | 1.91B | 1.64B | 1.33B |
| Gross Profit | 324.76M | 342.98M | 312.33M | 261.02M | 227.06M | 151.46M |
| EBITDA | 161.09M | 181.83M | 160.18M | 117.20M | 97.57M | 6.10M |
| Net Income | -5.30M | 15.17M | 2.66M | -56.75M | -92.00M | -117.65M |
Balance Sheet | ||||||
| Total Assets | 1.94B | 1.50B | 1.66B | 1.58B | 1.70B | 1.54B |
| Cash, Cash Equivalents and Short-Term Investments | 96.44M | 78.25M | 92.57M | 136.73M | 198.78M | 92.70M |
| Total Debt | 1.37B | 877.99M | 1.05B | 1.04B | 1.10B | 964.57M |
| Total Liabilities | 1.79B | 1.34B | 1.51B | 1.44B | 1.52B | 1.29B |
| Stockholders Equity | 148.00M | 160.09M | 142.28M | 137.85M | 175.28M | 247.67M |
Cash Flow | ||||||
| Free Cash Flow | -278.71M | -36.41M | -236.01M | -154.13M | -213.59M | -250.92M |
| Operating Cash Flow | -256.50M | -13.39M | -214.97M | -137.82M | -198.76M | -226.54M |
| Investing Cash Flow | 180.33M | 170.64M | 159.45M | 154.94M | 181.24M | 133.48M |
| Financing Cash Flow | 92.92M | -167.26M | 25.56M | -83.00M | 123.26M | 14.35M |
Pyxus International Technical Analysis
Negative
2.50
Price Trends
3.48
Negative
4.34
Negative
4.07
Negative
Market Momentum
-0.29
Positive
32.70
Neutral
25.71
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 2.5 is below the 20-day moving average (MA) of 3.07, below the 50-day MA of 3.48, and below the 200-day MA of 4.07, indicating a bearish trend. The MACD of -0.29 indicates Positive momentum. The RSI at 32.70 is Neutral, neither overbought nor oversold. The STOCH value of 25.71 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
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | $108.47B | 12.48 | ― | 6.37% | -0.18% | -10.69% | |
64 Neutral | $1.33B | 13.01 | 7.20% | 6.09% | 4.11% | -15.50% | |
63 Neutral | $1.58B | 36.69 | 26.05% | 0.34% | 4.44% | -5.94% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
54 Neutral | $111.95B | 28.70 | 5.97% | 5.74% | 0.48% | ― | |
40 Underperform | $5.60M | ― | -616.13% | ― | -49.46% | 99.12% | |
38 Underperform | ― | 8.80 | -3.58% | ― | 7.53% | -182.08% |
* Consumer Defensive Sector Average
PYYX
Pyxus International
2.50
-0.45
-15.25%
MO
Altria Group
64.67
18.34
39.59%
BTI
British American Tobacco
52.07
19.93
62.01%
UVV
Universal
53.40
6.47
13.79%
XXII
22nd Century
1.59
-347.72
-99.54%
TPB
Turning Point Brands
91.16
45.70
100.53%
Pyxus International Corporate Events
Pyxus International’s Earnings Call: Mixed Signals
Aug 8, 2025
The recent earnings call for Pyxus International Inc. painted a mixed picture for the company. While Pyxus highlighted its strong competitive position, improved credit profile, and recognition for environmental efforts, these positives were overshadowed by significant declines in sales, operating revenue, gross profit margins, and adjusted EBITDA. Despite some optimism from operational efficiency improvements and reduced net interest expenses, the financial declines were notable.
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.