UA
Under Armour, Inc.4.1900
+0.0700+1.7%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
1.83BP/E (TTM)
-Basic EPS (TTM)
-0.21Dividend Yield
0%Recent Filings
8-K
Q3 revenue falls 5%
Under Armour reported Q3 fiscal 2026 revenue down 5% to $1.33B, with North America off 10% to $757M yet international up 3% to $577M. Gross margin slipped 310bps to 44.4% from tariffs; adjusted operating income hit $26M despite $99M litigation reserve and $75M restructuring charges. Inventory dipped 2% to $1.1B. FY2026 outlook now sees ~4% revenue drop, adjusted EPS $0.10-$0.11.
10-Q
Q3 FY2026 results
Under Armour's Q3 revenues fell 5.2% y/y to $1.33B, with North America down 10.3% on soft demand while EMEA grew 6.0%; gross margin slipped to 44.4% from 47.5% amid tariffs and promotions. Operating loss widened to $150M from $14M profit, driven by $75M restructuring charges (Curry Brand exit, Rialto facility impairment) and $98.5M litigation reserve; net loss hit $431M with EPS $(1.01), matching 425M diluted shares. Cash at $465M backs $1B debt ($600M due 2026 defeased, $400M 7.25% 2030); $1.1B revolver fully available, in covenant compliance. Restructuring drags short-term.
8-K
Exec leadership shakeup
Under Armour announced executive reshuffles effective February 2, 2026, with Yassine Saidi stepping down as Chief Product Officer to become a Special Advisor through February 2027 for $375,000 quarterly, while Kara Trent takes Chief Merchandising Officer and Adam Peake President, Americas. These shifts sharpen execution under a unified model. Leadership realigns fast. Transformation eyes sustainable growth amid forward-looking risks.
8-K
Expands restructuring, splits Curry Brand
Under Armour expanded its fiscal 2025 restructuring plan by $95 million to up to $255 million total pre-tax charges through fiscal 2026, incorporating Curry Brand separation announced November 13, 2025, plus contract terminations, asset impairments, and severance. This sharpens focus on the core brand amid turnaround, with $107 million cash and $148 million non-cash costs expected; plan completes by fiscal 2026 end. Curry Brand exit won't materially hit profitability. Execution risks loom large.
IPO
Website
Employees
Sector
Industry
BIRD
Allbirds, Inc.
4.24-0.01
COLM
Columbia Sportswear Company
56.57-0.47
DECK
Deckers Outdoor Corporation
104.20+0.21
GAP
Gap, Inc. (The)
27.06+0.24
GIL
Gildan Activewear, Inc.
63.33+3.37
GOOS
Canada Goose Holdings Inc. Subo
12.98+0.33
LULU
lululemon athletica inc.
206.74+0.45
NKE
Nike, Inc.
67.12-0.66
URBN
Urban Outfitters, Inc.
81.73-0.97
VFC
V.F. Corporation
19.02-0.25