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Under Armour Inc - Class A (UAA)
NYSE:UAA
US Market
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Under Armour (UAA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Aug 06, 2026
Before Open (Confirmed)
Period Ending
2027 (Q1)
Consensus EPS Forecast
0.02
Last Year’s EPS
0.02
Same Quarter Last Year
Based on 14 Analysts Ratings

Earnings Call Summary

Q4 2026
Earnings Call Date:May 12, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call communicates meaningful progress on product assortment simplification, inventory discipline, and regional pockets of growth (EMEA, APAC, Latin America) alongside a clearer strategic focus and targeted marketing investments. However, near-term performance is constrained by significant margin headwinds from tariffs and promotions, continued North America revenue weakness, sizeable transformation costs (~$305M), an operating loss in Q4, and dependency on a tariff-refund timing benefit to drive much of the near-term margin improvement. Management positions fiscal '27 as a stabilization year with improving trends beyond Q1 but still expects slightly lower revenue for the year. Overall, positives (product, inventory, targeted investments, and clearer strategy) are balanced by material near-term financial and operational challenges.
Company Guidance
Under Armour guided to a year of stabilization in fiscal 2027 with revenue "down slightly" (roughly flat excluding a ~1-point Curry brand exit), regionally expecting low-single-digit declines in North America, low-single-digit growth in EMEA and APAC, and full-year gross margin expansion of ~220–270 basis points (including ~150 bps / roughly $70 million of IEEPA tariff refund largely recognized in Q1); adjusted operating income of $140–$160 million and adjusted diluted EPS of $0.08–$0.12. Management expects adjusted SG&A to rise low single digits (driven by ~2 points of higher compensation and ~1 point of incremental marketing) while keeping SG&A around 10–12% of revenue; the plan assumes the tariff refund offsets about $35 million of Middle East–related headwinds and funds ~$30 million of strategic marketing investment. For Q1 they forecast revenue down 2–3% (North America down ~7–8%, EMEA up low‑teens with ~3 points of shipment timing benefit, APAC roughly flat), gross margin up ~610–630 bps (roughly 600 bps from the tariff refund), Q1 adjusted operating income of $30–$40 million and adjusted EPS breakeven to $0.02; company also ended fiscal ’26 with $915 million inventory (‑3% YoY), ~$309 million cash and $605 million restricted investments.
Fiscal 2026 Revenue and Regional Growth
Fiscal 2026 revenue of $5.0B (down 4% YoY) with strength in EMEA (+9% FY) and pockets of growth in APAC and Latin America; Q4 revenue of $1.2B (down 1% YoY) with APAC Q4 +13% (8% cc) and Latin America Q4 +22% (8% cc).
Improving Direct-to-Consumer Performance
Q4 DTC revenue up 5% with owned & operated stores up 8% while e-commerce was flat, showing early improvements in brick-and-mortar owned retail performance and DTC execution.
Profitability Progress (Fiscal Year)
Fiscal '26 adjusted operating income of $107M and adjusted diluted EPS of $0.12, demonstrating positive adjusted profitability for the year despite headwinds.
Inventory Discipline and Assortment Simplification
Year-end inventory of $915M, down 3% YoY, and SKU count reduced ~25% over the past two years, signaling cleaner, higher-quality inventory and simpler assortment.
Planned Gross Margin Expansion for Fiscal '27
Company expects gross margin to expand ~220–270 bps in fiscal '27, driven primarily by a tariff-related refund (~150 bps) plus pricing, reduced promotions and more favorable channel mix.
Clear Strategic Focus and Product Innovation
Management emphasized product premiumization, category management (about a dozen sports), focus on top-10 volume-driving products, and upcoming product launches (e.g., BANT/Bounce, premium T-shirt innovations) to drive higher-quality revenue.
Targeted Marketing Investment to Accelerate Rebound
Planned incremental marketing investment (~$30M) within historical marketing envelope to better activate product and partnerships; management expects faster brand connection gains from marketing changes.
Balance Sheet Step Forward
Restricted investments of $605M set aside to cover senior notes due in June; after payoff that obligation the company expects a stronger balance sheet; ended year with $309M cash and $200M revolver borrowings.

Under Armour (UAA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

UAA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 06, 2026
2027 (Q1)
0.02 / -
0.02
May 12, 2026
2026 (Q4)
-0.02 / -0.03
-0.0862.50% (+0.05)
Feb 06, 2026
2026 (Q3)
-0.01 / 0.09
0.0812.50% (<+0.01)
Nov 06, 2025
2026 (Q2)
0.03 / 0.04
0.3-86.67% (-0.26)
Aug 08, 2025
2026 (Q1)
0.03 / 0.02
0.01100.00% (+0.01)
May 13, 2025
2025 (Q4)
-0.08 / -0.08
0.11-172.73% (-0.19)
Feb 06, 2025
2025 (Q3)
0.04 / 0.08
0.19-57.89% (-0.11)
Nov 07, 2024
2025 (Q2)
0.19 / 0.30
0.2425.00% (+0.06)
Aug 08, 2024
2025 (Q1)
-0.08 / 0.01
0.02-50.00% (-0.01)
May 16, 2024
2024 (Q4)
0.08 / 0.11
0.18-38.89% (-0.07)
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

UAA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 12, 2026
$6.06$5.03-17.00%
Feb 06, 2026
$6.28$7.56+20.38%
Nov 06, 2025
$4.61$4.55-1.30%
Aug 08, 2025
$6.64$5.44-18.07%
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 A (UAA) report earnings?
Under Armour Inc - Class A (UAA) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
    What is Under Armour Inc - Class A (UAA) earnings time?
    Under Armour Inc - Class A (UAA) 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 UAA EPS forecast?
          UAA EPS forecast for the fiscal quarter 2027 (Q1) is 0.02.

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