Expectations trend
FY2028 · fiscal year ending 2028-06-28 · fmp
Unifi Inc (UFI)
NYSEConsumer DiscretionaryManufacturing - TextilesSnapshot 2026-11-05
$5.91+0.51%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryManufacturing - TextilesSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.70 → 0.70 EPS · FY ending Jun 28, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for UFI yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Improve operating cash flow via cost structure | Unifi improved cash flow with commodity tailwinds. | Improving | No improvement in operating cash flow over next 4 quarters | OCF $3.7M (2027-Q1) vs 2026-Q2 baseline; margin 9.8% vs 3.0% Q4 2026 earnings show strong margin recovery; cost-cutting paying off; $60M real estate sale completed to alleviate debt. Nov 5, 2026Last status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-06-28 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a turnaround-style business with high risk, not a steady compounder. The thesis is on watch: recent results show some operating progress, but financial performance remains well below its industry cohort.
UFI is described as cheap versus peers, while the model also shows a modest premium to peers, so the valuation picture is mixed and model confidence is low. The priced-in assessment calls expectations justified, with low fragility; it does not suggest that the market is assuming a fully smooth recovery.
Near-term, profitability has improved across the two supplied quarters, and the later real estate sale repaid the existing term loan, though the broader balance-sheet effort is marked mixed. Management’s cost, execution, and Brazil priorities show signs of progress, but recent financial performance remains weak and earnings quality fragile.
The multi-year thesis hinges on whether better operating execution and Brazil performance can persist while UFI strengthens its balance sheet. Near-term, a guidance cut would be a meaningful negative; continued earnings strength from sector bellwether CULP could support the sector backdrop, while weaker results or guidance from CULP could remove that support.
Over the next 1 to 3 years, UFI remains a watch-stage recovery thesis: there is evidence of operational progress, but high risk and weak recent performance leave execution as the central test. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Unifi Inc's published investment case. The stated target is >=0.06 USD per share. |
| Intact |
| EPS remains negative or below $0.06 in FY27 |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain revenue growth near 6% next year | Analysts expect 5.7% revenue growth next year. | Intact | YoY revenue growth falls below 5.7% in FY27 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.70 → $0.70 · observed estimates
$0.61B → $0.60B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-20 | $0.70 | $609,515,000 | 1 / 1 |
| 2026-08-21 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-22 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-23 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-24 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-25 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-26 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-27 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-28 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-29 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-30 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-08-31 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-01 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-02 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-03 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-04 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-05 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-06 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-07 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-08 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-09 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-10 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-11 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-12 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-13 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-14 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-15 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-16 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-17 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-18 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-19 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-20 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-21 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-22 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-23 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-24 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-25 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-26 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-27 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-28 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-29 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-09-30 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-01 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-02 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-03 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-04 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-05 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-06 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-07 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-08 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-09 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-10 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-11 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-12 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-13 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-14 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-15 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-16 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-17 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-18 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-19 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-20 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-21 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-22 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-23 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-24 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-25 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-26 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-27 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-28 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-29 | $0.70 | $606,800,000 | 1 / 1 |
| 2026-10-30 | $0.70 | $608,004,000 | 1 / 1 |
| 2026-10-31 | $0.70 | $603,483,000 | 1 / 1 |
| 2026-11-01 | $0.70 | $603,483,000 | 1 / 1 |
| 2026-11-02 | $0.70 | $603,483,000 | 1 / 1 |
| 2026-11-03 | $0.70 | $603,483,000 | 1 / 1 |
| 2026-11-04 | $0.70 | $603,483,000 | 1 / 1 |
| 2026-11-05 | $0.70 | $603,483,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.