Universal Corporation (UVV)
NYSEConsumer StaplesTobaccoSnapshot 2026-11-05
$41.03+3.22%
Close 2026-11-05 · 1-day change
NYSEConsumer StaplesTobaccoSnapshot 2026-11-05
QuarterlyIQ Insights · UVV
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 1 guided quarters · 4.4% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Customer commitments are in line with our full-year sales plans, and uncommitted tobacco inventories are within our target range.
Stated in 3 of 4 supplied quarters. Management reported: “Customer commitments are in line with our full-year sales plans, and uncommitted tobacco inventories are within our target range.” “• Uncommitted tobacco inventory levels at 27% at March 31, 2026, were outside our target range due to delayed customer purchase commitments, but are expected to be within our target range during fiscal year 2027.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Staples names rated neutral grew net income 49% of the time over the next year (vs 61% for the rest of the cohort, n=2777).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Customer commitments are in line with our full-year sales plans, and uncommitted tobacco inventories are within our target range.”
“We expect market activity to support the return of our uncommitted tobacco inventories to our targeted range, and we have initiated enhancements at our Shank’s operation to drive -- M O R E -- Univer…”
“As market dynamics evolve toward oversupply, our long track record in sourcing and local expertise in our operating regions position us well to navigate the environment effectively and optimize resul…”
This will sharpen our commercial focus and support our efforts to improve facility utilization and operating efficiency.
Stated in 2 of 4 supplied quarters. Management reported: “This will sharpen our commercial focus and support our efforts to improve facility utilization and operating efficiency.” “• Ongoing focus on strengthening commercial execution, improving facility utilization, and enhancing financial and operational efficiencies to offset high fixed operating costs and improve performance at our Lancaster facility.”
“This will sharpen our commercial focus and support our efforts to improve facility utilization and operating efficiency.”
“• Ongoing focus on strengthening commercial execution, improving facility utilization, and enhancing financial and operational efficiencies to offset high fixed operating costs and improve performanc…”
Ingredients Operations Segment • Revenue up 3% on increased sales volumes, reflecting our ongoing focus on building scale through our pipeline of solution-based products.
Stated in 2 of 4 supplied quarters. Management reported: “Ingredients Operations Segment • Revenue up 3% on increased sales volumes, reflecting our ongoing focus on building scale through our pipeline of solution-based products.” “• Ongoing focus on building scale through our pipeline of solution-based products and on long-term sustainable growth.”
“Ingredients Operations Segment • Revenue up 3% on increased sales volumes, reflecting our ongoing focus on building scale through our pipeline of solution-based products.”
“• Ongoing focus on building scale through our pipeline of solution-based products and on long-term sustainable growth.”
In tobacco, we believe that our long-standing market expertise and measured approach position us well to navigate current oversupply conditions, make prudent buying decisions, and be a trusted, full-…
Plan to increase flue-cured and burley tobacco crop sizes by 25% and 45%, respectively.
Over the trailing year it converted -119.55x of net income into operating cash flow. Historically, Consumer Staples names rated fragile grew net income 47% of the time over the next year (vs 58% for the rest of the cohort, n=1558).
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, the broad stock market, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
23 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated volatile grew net income 55% of the time over the next year (vs 57% for the rest of the cohort, n=1973).
Not investment advice. As of 2026-11-05.