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Universal (UVV) investor relations material

Universal Q1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 2026 earnings summary7 Aug, 2025

Executive summary

  • Operating income rose to $33.8M, nearly doubling year-over-year, driven by a 147% increase in Tobacco Operations segment income, despite a slight revenue decline to $594M.

  • Tobacco Operations benefited from a favorable product mix and higher prices, offsetting lower sales volumes and reduced carryover shipments.

  • Ingredients Operations revenue grew 5% to $89.1M with higher sales volumes, but segment income fell 42% due to less favorable mix, tariff impacts, and higher fixed costs.

  • Net income attributable to shareholders was $8.5M ($0.34/share), up from $0.1M ($0.01/share) year-over-year; adjusted net income was $9.6M ($0.38/share).

  • Uncommitted tobacco inventory remained low at 11% as of June 30, 2025, reflecting strong customer demand.

Financial highlights

  • Sales and operating revenues were $593.8M, down $3.3M year-over-year, mainly from lower carryover crop tobacco sales.

  • Gross profit margin improved to 19.2% from 16.1% year-over-year.

  • Operating income was $33.8M, up from $17.2M year-over-year, driven by tobacco segment mix.

  • Cost of goods sold decreased 4% to $479.6M, mainly due to lower sales volumes and product mix.

  • Interest expense declined 14% to $17.8M, reflecting lower interest rates.

Outlook and guidance

  • Flue-cured and burley tobacco crop sizes (excluding China) are expected to increase by 25% and 45%, respectively, in FY2026, leading to likely oversupply by year-end.

  • Margin pressure anticipated in tobacco segment due to larger global crops and potential price declines, but higher volumes may offset per-unit costs.

  • Focus remains on organic growth in Ingredients Operations and maximizing tobacco business performance for fiscal 2026.

  • Capital expenditures expected to be $45–$55M over the next twelve months for maintenance and growth projects.

  • Available capital resources are expected to exceed working capital and capital expenditure needs over the next year.

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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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