Universal Corp posts Q4 operating loss of $15M; FY2026 adjusted EPS falls 43% to $2.64

UNIVERSAL CORP /VA/

Fiscal year 2026 sales $2.92B (down 1% YoY); reported diluted EPS $1.30 vs $3.78 in FY2025.
Adjusted diluted EPS (non-GAAP) $2.64 vs $4.63, down 43%; adjusted operating income fell 13% to $211.3M.
Recorded a $41.1M non-cash goodwill impairment in Ingredients (Shank's operation); tobacco inventory write-downs also elevated.
Tobacco ops revenue $2.58B (-1%), op income $211.5M (-12%); Ingredients ops revenue $348.1M (+3%), op income $3.2M (-74%).
Q4 2026 operating loss ($15.0M) vs income $42.8M; diluted EPS loss ($1.73) vs profit $0.37 in prior year quarter.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 1.0

UNIVERSAL CORP /VA/ reported three months ended March 31, 2026 results: revenue $ 715.2, EPS (1.73).

Period: three months ended March 31, 2026
Revenue: $ 715.2
EPS: (1.73)
Result: reported results

Exact text from the filing

31, Change Fiscal Year Ended March 31, Change (in millions of dollars, except per share data) 2026 2025 % 2026 2025 % Consolidated Results Sales and other operating revenue $ 715.2 $ 702.3 2 % $ 2,924.5 $ 2,947.3 (1) % Cost of goods sold 616.8 586.3 5 % 2,412.5 2,398.6 1 % Gross profit margin 13.8 % 16.5 % -270 bps 17.5 % 18.6 % -110 bps Selling, general and

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Earnings Releases SEC 8-K Item 2.02 confidence 1.0

UNIVERSAL CORP /VA/ reported fiscal year ended March 31, 2026 results: revenue $ 2,924.5, EPS 1.30.

Period: fiscal year ended March 31, 2026
Revenue: $ 2,924.5
EPS: 1.30
Result: reported results

Exact text from the filing

Year Ended March 31, Change (in millions of dollars, except per share data) 2026 2025 % 2026 2025 % Consolidated Results Sales and other operating revenue $ 715.2 $ 702.3 2 % $ 2,924.5 $ 2,947.3 (1) % Cost of goods sold 616.8 586.3 5 % 2,412.5 2,398.6 1 % Gross profit margin 13.8 % 16.5 % -270 bps 17.5 % 18.6 % -110 bps Selling, general and administrative

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Source: SEC EDGAR

accession 0001628280-26-038822

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