UNIVERSAL CORP /VA/ — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Universal Corp reported Q1 FY2027 (ended June 30, 2026) net loss of $5.0M vs. profit of $8.5M year-ago; revenue fell 12% to $523.8M from $593.8M. Tobacco segment revenue declined 13% ($67.6M) on lower sales volumes (down 9%) and prices (down 6%); segment operating income fell 90% to $3.5M from $35.7M. Ingredients segment revenue fell 3% ($2.4M) to $86.7M with operating loss of $0.7M vs. profit of $1.7M, hurt by consumer market headwinds, high fixed costs at Lancaster facility, and inventory write-downs. Total debt decreased $55.5M to $1.18B; liquidity remained strong at $1.1B.
Why this rating
Material quarterly deterioration (~$31M operating income decline, ~$79M revenue miss) driven by external oversupply conditions, not company-specific issues. Relative to $1.4B market cap, ≈7% revenue miss is significant but manageable given strong liquidity. Ingredients turnaround uncertain.
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