Universal Corp (LTS:0LJD)

Q4 2026 Universal Corp Earnings Call Transcript

May 29, 2026 / 02:00 PM GMT

Release Date Price: $52.09 (+0.54%)

Transcript 10-K8-K

Key Points

Positve

Universal Corp (UVV) reported a 2% increase in consolidated revenue for the fourth quarter, reaching $715 million.
The company advanced from an A to an A rating in the Carbon Disclosure Project Supplier Engagement Assessment, highlighting its commitment to sustainability.
Universal Corp (UVV) has a strong market-leading position in the leaf tobacco business with over 100 years of operating experience.
The company has invested in building a scalable ingredients platform, which is well-positioned for future growth.
Universal Corp (UVV) announced its 56th consecutive annual dividend increase, demonstrating a commitment to returning value to shareholders.

Negative

The company recorded a $41 million non-cash goodwill impairment related to its Shanks operation, impacting financial results.
Inventory write-downs, particularly in non-wrapper dark air-cured tobacco, negatively affected operating income.
Net income for the full year was $33 million, down from $95 million in fiscal year 2025, primarily due to non-cash charges and weaker performance in certain segments.
Operating loss for the fourth quarter was $15 million, compared to an operating income of $43 million in the same quarter last year.
The ingredients segment faced significant industry headwinds, resulting in lower profitability and higher fixed and operating costs.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UVV.N - Universal Corp
Q4 2026 Universal Corp Earnings Call
May 29, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you for standing by. My name is Jael and I will be your conference operator today.

At this time, I would like to welcome everyone to the Universal Corporation's fourth quarter fiscal year 2026 earnings call.

All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press star followed by the number 1 on your telephone keypad.

If you would like to withdraw your question, simply press *1 again.

I would now like to turn the conference over to Wu Shima, Vice President and Treasurer. You may begin.

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