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Universal Corporation (UVV)
NYSE:UVV
US Market

Universal (UVV) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
May 27, 2026
After Close (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
1.08
Last Year’s EPS
0.8
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Feb 09, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presents a mixed picture. Universal Corporation highlighted clear strategic progress — notable ingredients revenue growth, successful completion of a major facility expansion, meaningful sustainability gains, and a strengthened credit facility and liquidity position. However, near-term financial performance showed material pressure: quarterly and year-to-date declines in consolidated revenue, operating income and net income, a steep reduction in ingredients operating profitability, tariff and CPG demand headwinds, and inventory write-downs. The company emphasizes its long-term strategic investments and resilience in tobacco operations, but near-term margin and earnings weakness balance against those positives.
Company Guidance
Management's guidance emphasized confidence in executing strategy while noting outcomes will depend on mix and timing: they reiterated they are positioned to scale Universal Ingredients to absorb higher fixed costs (Lancaster expansion) and aim to grow sales (new-product sales up ~7% year-to-date) even as tariff and CPG weakness compress margins, and said pricing may "catch up" to higher tariff costs over coming quarters; Johan noted the year-to-date results through Dec. 31, 2025: consolidated revenue $2.21B (vs. $2.25B prior year), operating income $183.4M (vs. $190M), net income $75.9M (vs. $85.7M); Q3 consolidated revenue $861.3M (vs. $937.2M), operating income $82M (vs. $104.1M), net income $33.2M (vs. $59.6M); Tobacco YTD revenue $1.94B (vs. $2.0B) and segment op. income $185M (vs. $194.4M), Q3 tobacco revenue $779.9M (vs. $853.9M) and op. income $84M (vs. $102.6M); Ingredients YTD revenue $265.2M (vs. $249M) with op. income $1.4M (vs. $7.9M), Q3 ingredients revenue $81.3M (vs. $83.3M) with a $0.1M segment loss (vs. $3.7M income); balance sheet actions expand flexibility (credit facility upsized +$250M, liquidity availability $917M, net debt $995M vs. $945M prior year), unsold/burley stock ~102M kilos, renewable electricity ~17.7% (nearly 6x year over year), and a tax-rate range to model roughly 28–32% (ticking up), while outcomes such as exiting FY26 with tobacco margins near FY25 depend on shipment timing and mix.
Ingredients Revenue Growth and New Product Momentum
Ingredients operations revenue increased to $265.2M for the nine months (vs $249.0M prior year), a +6.5% year-over-year improvement. Management stated sales of new/value-added products are meaningful and that ingredients sales are up ~7% year-to-date vs. prior year, reflecting progress converting product development and commercial investments into revenue.
Refinancing and Liquidity Expansion
Company refinanced and upsized its senior unsecured credit facility by $250M, lowering borrowing cost and expanding financial flexibility. Reported liquidity availability (cash + committed/uncommitted lines) totaled $917M as of December 31, 2025.
Tobacco Segment Resilience
Despite comparisons to an extraordinary prior-year quarter, tobacco remains a strong performer: nine-month tobacco revenue $1.94B (vs $2.00B prior, -3.0%) and segment operating income $185.0M (vs $194.4M prior, -4.8%). Management highlighted that current year-to-date and quarter results are among the highest in the last four years and cited continued firm customer demand and expanded third-party processing.
Strategic Investments and Facility Expansion
Universal Ingredients completed the Lancaster, PA facility expansion just over a year ago and has continued to invest in commercial sales, R&D, product development and production capabilities to support long-term growth and cross-selling opportunities across the platform.
Sustainability Progress
The company increased renewable electricity consumption nearly sixfold year-over-year and now sources approximately 17.7% of global electricity from renewable energy. Management reaffirmed science-based emissions targets and a net-zero by 2050 commitment.
Leadership Appointment
Announced appointment of a new CFO, Steven F. Deal, effective April 1, 2026, signaling strengthened financial leadership to support execution of strategic priorities.

Universal (UVV) 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

UVV Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
May 27, 2026
2026 (Q4)
1.08 / -
0.8
Feb 09, 2026
2026 (Q3)
1.92 / 1.35
2.372-43.09% (-1.02)
Nov 05, 2025
2026 (Q2)
1.34 / 1.36
1.03231.78% (+0.33)
Aug 06, 2025
2026 (Q1)
- / 0.38
0.013700.00% (+0.37)
May 29, 2025
2025 (Q4)
- / 0.80
1.59-49.69% (-0.79)
Feb 10, 2025
2025 (Q3)
- / 2.37
2.11811.99% (+0.25)
Nov 12, 2024
2025 (Q2)
- / 1.03
1.124-8.19% (-0.09)
Aug 07, 2024
2025 (Q1)
- / 0.01
-0.083112.05% (+0.09)
May 22, 2024
2024 (Q4)
- / 1.59
2.151-26.08% (-0.56)
Feb 07, 2024
2024 (Q3)
- / 2.12
1.67126.75% (+0.45)
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

UVV Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 09, 2026
$57.82$51.62-10.72%
Nov 05, 2025
$51.31$54.05+5.34%
Aug 06, 2025
$52.88$50.10-5.24%
May 29, 2025
$56.78$62.53+10.12%
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 Universal Corporation (UVV) report earnings?
Universal Corporation (UVV) is schdueled to report earning on May 27, 2026, After Close (Confirmed).
    What is Universal Corporation (UVV) earnings time?
    Universal Corporation (UVV) earnings time is at May 27, 2026, After Close (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 UVV EPS forecast?
          UVV EPS forecast for the fiscal quarter 2026 (Q4) is 1.08.