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Universal
Universal (UVV) investor relations material
Universal Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary9 Feb, 2026
Executive summary
Delivered solid performance for the nine months and third quarter ended December 31, 2025, with strong tobacco operations and continued revenue growth in the ingredients business despite market headwinds.
Revenue decreased 8% for the quarter and 2% for the nine months, mainly due to lower tobacco sales volumes and prices, and product mix in ingredients operations.
Tobacco operations remained the primary profit driver, with segment operating income of $185 million for the nine months, while ingredients operations saw revenue growth but a sharp drop in operating income due to higher fixed costs and market softness.
Significant steps taken to strengthen the company, including refinancing and upsizing the credit facility and appointing a new CFO.
Published the FY2025 Sustainability Report, highlighting a significant increase in renewable electricity use and ongoing supply chain and farmer engagement initiatives.
Financial highlights
Nine months ended December 31, 2025: consolidated revenue $2.21B (down from $2.25B), operating income $183M (down from $190M), net income $75.9M (down from $85.7M) year-over-year.
Third quarter revenue $861M (down from $937.2M), operating income $82M (down from $104.1M), net income $33.2M (down from $59.6M) compared to the same quarter last year.
Tobacco segment Q3 revenue $780M (down from $853.9M), operating income $84M (down from $102.6M); Ingredients segment Q3 revenue $81M (down from $83.3M), operating loss $0.1M (down from $3.7M income).
Diluted EPS was $1.32 for the quarter and $3.02 for the nine months, both down from the prior year.
Gross margin declined to 18.5% for the quarter (down 220 bps) and 18.7% for the nine months (down 60 bps).
Outlook and guidance
Management expects to navigate evolving tobacco market oversupply with sourcing expertise and local presence.
Focus remains on scaling the ingredients business to absorb fixed costs and drive growth, with optimism for improved pricing as higher-cost inventory is worked through.
Tax rate expected to increase to 28–32% due to new country-specific taxes and earnings mix.
Capital expenditures projected at $45–$55 million over the next twelve months for maintenance and growth investments.
How to improve Ingredients segment margins?
How will Universal navigate tobacco oversupply?
What are the implications of the CFO change?
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Next Universal earnings date
Q4 202620 May, 2026
Universal
Next Universal earnings date
Q4 202620 May, 2026
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Frequently asked questions
Universal Corporation is a global agricultural company specializing in the procurement, processing, and supply of leaf tobacco. The company works with farmers worldwide to source, process, and sell tobacco to manufacturers of consumer tobacco products. In addition to its core tobacco business, Universal has diversified into plant-based ingredients and other agricultural products through its subsidiary businesses. The company is headquartered in Richmond, Virginia, and its shares are listed on the NYSE (New York Stock Exchange).
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