Under Armour, Inc. (UAA) Q4 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call presents a mixed picture. While there is a positive revenue growth and strong operating income, the decrease in gross margin and lack of strategic or operational updates temper the overall sentiment. The Q&A section didn't provide any additional insights to shift sentiment significantly. Given the market cap and the absence of strong catalysts, the stock price is expected to remain relatively stable, leading to a neutral prediction.
Key Financial Performance
Revenue Revenue for Q4 2026 was $1.4 billion, representing a 5% increase year-over-year. This growth was driven by strong demand in North America and improved performance in the footwear category.
Gross Margin Gross margin decreased by 1.2 percentage points to 46.8%, primarily due to higher freight costs and increased promotional activity.
Operating Income Operating income was $120 million, up 15% year-over-year, attributed to disciplined cost management and operational efficiencies.
Net Income Net income for the quarter was $90 million, reflecting a 12% increase compared to the prior year, driven by higher operating income and a lower effective tax rate.
Inventory Inventory levels were $850 million, down 10% year-over-year, as a result of improved inventory management and supply chain efficiencies.
Cash Flow Free cash flow for the quarter was $200 million, a 25% increase year-over-year, supported by stronger earnings and better working capital management.
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Operating Highlights
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Risk or Challenges
Forward-looking statements: Management's current expectations are subject to risks and uncertainties that could cause actual results to differ materially.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Armour Inc
Associates Inc
BTIG LLC
Bank Research
CFO Jay
Citigroup Inc
Conference Instructions
Development Kevin
Director Reza
Division Dossett
Division Drbul
Division EDT
Division Peter
Division Rakesh
Division Samuel
Division Simeon
Division Tracy
Dossett BNP
Drbul BTIG
EDT day
Executive VP
Founder President
Inc Conference
Inc Research
Incorporated Research
Investment Bank
Jay Sole
Kevin Plank
Kogan Citigroup
LLC Research
McGoldrick Stifel
Mr Vice
Research Division
UAA Transcript
Under Armour, Inc. (UAA) Q4 2026 Earnings Call Transcript
Unknown5-12
The earnings call presents a mixed picture. While there is a positive revenue growth and strong operating income, the decrease in gross margin and lack of strategic or operational updates temper the overall sentiment. The Q&A section didn't provide any additional insights to shift sentiment significantly. Given the market cap and the absence of strong catalysts, the stock price is expected to remain relatively stable, leading to a neutral prediction.
Under Armour, Inc. (UAA) Q4 2025 Earnings Call Transcript
Unknown5-13
The earnings call presents mixed signals: a decline in revenue and operating losses contrast with improved gross margins and inventory management. The Q&A reveals cautious optimism about restructuring and brand activation, but concerns about tariffs and unclear guidance linger. The market cap of $2.99 billion suggests moderate sensitivity to these factors. Overall, the neutral sentiment reflects balanced positive and negative elements, with no strong catalysts to drive significant stock price movement.
Under Armour, Inc. (UAA) Q2 2025 Earnings Call Transcript
Unknown11-7
The earnings call reveals mixed sentiments. Financial performance shows a revenue decline but improved margins and profitability. The raised guidance for operating income and EPS is positive, yet supply chain challenges and competitive pressures persist. Q&A highlights strategic marketing investments and product development, but lacks clarity on gross margin opportunities and product feedback. Given the company's market cap, the stock price is likely to remain stable, with no major catalysts for significant movement.
Under Armour, Inc. (UAA) Q4 2024 Earnings Call Transcript
Unknown5-16
The earnings call presents mixed signals: a strong cash position and EPS beat are positive, but revenue decline and operating loss are concerning. The Q&A highlights management's cautious optimism, focusing on brand elevation and leadership changes. The market cap suggests moderate volatility, leading to a neutral stock price prediction.
UAA Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
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Why do some answers appear as “Unclear” or “Inaudible”?
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Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
