Universal Corporation (UVV)
NYSEConsumer StaplesTobaccoSnapshot 2026-09-04
$45.61-0.83%
Close 2026-09-04 · 1-day change
NYSEConsumer StaplesTobaccoSnapshot 2026-09-04
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.
Manage tobacco inventory levels to bring uncommitted tobacco inventories back within the company's targeted range during fiscal year 2027.
Stated as a priority in 2 of last 2 quarters. Uncommitted tobacco inventory levels were approximately 17% at December 31, 2025, within the target range, but rose to 27% at March 31, 2026, outside the target range. Management expects market activity to support returning inventories to the targeted range during fiscal year 2027, indicating ongoing focus with mixed recent inventory levels.
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 50% of the time over the next year (vs 61% for the rest of the cohort, n=2767).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We expect market activity to support the return of our uncommitted tobacco inventories to our targeted range.”
“Uncommitted tobacco inventory levels have remained in our target range at approximately 17% at December 31, 2025.”
Focus on building scale and growing the Ingredients Operations segment via solution-based products despite market headwinds and fixed costs.
Stated as a priority in 2 of last 2 quarters. Ingredients operations revenue grew 7% year to date as of 2025-Q4 and 3% in fiscal year 2026, despite market headwinds and higher fixed costs. Management continues to focus on scaling solution-based products, showing steady progress but with ongoing challenges.
“We remain committed to growing our ingredients business, focusing on building scale through our pipeline of solution-based products.”
“We maintained revenue growth for the year to date period in the face of challenging market conditions with softer customer demand and tariff impacts.”
Maintain strong tobacco operations performance through disciplined marketplace management amid oversupply and market challenges.
Stated as a priority in 2 of last 2 quarters. Tobacco operations revenue declined 1% and operating income declined 12% in fiscal year 2026 compared to prior year, reflecting oversupply and inventory write-downs. Management emphasizes disciplined marketplace management to optimize performance, indicating persistent challenges with some delivery.
“Our tobacco operations segment delivered solid results despite oversupply and inventory write-downs.”
“Tobacco operations continued to deliver strong results with firm customer demand for most tobacco styles.”
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 46% of the time over the next year (vs 58% for the rest of the cohort, n=1569).
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).
21 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Staples names rated neutral grew net income 51% of the time over the next year (vs 52% for the rest of the cohort, n=1251).
Not investment advice. As of 2026-09-04.