Under Armour Stock Price, News & Analysis

Under Armour (NYSE: UA) expanded its fiscal 2025 restructuring plan and raised its fiscal 2026 adjusted operating income outlook. The company approved an additional $95 million of restructuring actions, bringing total estimated restructuring and related charges to up to $255 million (up to $107 million cash; up to $148 million non-cash). As of Sept 30, 2025, approximately $147 million had been incurred. The plan is expected to be substantially complete by the end of fiscal 2026.

Under Armour now expects GAAP operating loss of $56M–$71M and adjusted operating income of $95M–$110M for fiscal 2026, up from a prior adjusted range of $90M–$105M; all other outlook items unchanged.

Under Armour (NYSE: UA) announced a CFO transition: Reza Taleghani will join as EVP and Chief Financial Officer in February 2026, succeeding David Bergman. Bergman, a 21-year Under Armour veteran, will remain with the company through the first quarter of fiscal 2027 to support a seamless handover. Taleghani joins from Samsonite, where he served as EVP and CFO since 2018, and brings more than 25 years of global financial and operational experience, including roles at Brightstar and J.P. Morgan. The company emphasized the transition's strategic importance for strengthening the brand, driving growth, and improving financial results.

Under Armour (NYSE:UA) reported second quarter fiscal 2026 results for the period ended Sept 30, 2025, with revenue of $1.33B (-5% year-over-year, -6% currency neutral) and a net loss of $19M. Gross margin fell 250 basis points to 47.3% and SG&A rose 12% to $582M. Adjusted operating income, excluding transformation and restructuring, was $53M. Inventory declined 6% to $1.0B and cash totaled $396M. The company repurchased $25M of stock in the quarter ($115M YTD) under a $500M program and used proceeds to satisfy its $600M 2026 senior notes, leaving $200M drawn on its $1.1B revolver. Fiscal 2026 outlook calls for revenue down 4–5%, gross margin down ~190–210 bps, adjusted operating income of $90M–$105M, and adjusted diluted EPS of $0.03–$0.05.

Under Armour (NYSE: UA) will release its second quarter fiscal 2026 results for the period ended September 30, 2025 on November 6, 2025. The news release will be issued at 6:55 a.m. ET, followed by a management conference call at approximately 8:30 a.m. ET to review the results. The call will be webcast live and archived at the company's investor relations financials page.

Under Armour is headquartered in Baltimore, Maryland, and designs, markets, and distributes branded athletic performance apparel, footwear, and accessories. For more information, visit the company investor site.

Under Armour (NYSE: UA) reported Q1 fiscal 2026 results with revenue declining 4% to $1.1 billion. The company's performance showed mixed results across regions, with North American revenue down 5% to $670 million and international revenue declining 1% to $467 million.

Key financial metrics include gross margin improvement of 70 basis points to 48.2%, though the company reported a net loss of $3 million or $0.01 per share. For Q2 fiscal 2026, Under Armour expects revenue to decline 6-7% with adjusted diluted EPS between $0.01 and $0.02.

The company continues to execute its Fiscal 2025 Restructuring Plan, which has incurred $110 million in charges to date out of an estimated total cost of $140-160 million.

Under Armour (NYSE: UA, UAA) has scheduled its first quarter fiscal 2026 earnings release for Friday, August 8, 2025. The company will release results for the period ended June 30, 2025, at approximately 7:00 a.m. ET, followed by a conference call and webcast at 8:30 a.m. ET to discuss the results and strategic progress.

Under Armour (NYSE: UA, UAA) has announced pricing of $400 million in 7.250% Senior Notes due 2030 in a private offering. The notes, priced at par, will be senior unsecured obligations with semiannual interest payments, guaranteed by Under Armour's subsidiaries. The company plans to use the proceeds, along with credit facility borrowings and/or cash, to retire $600 million of its 3.25% Senior Notes due 2026. The offering is expected to close on June 23, 2025, and is restricted to qualified institutional buyers under Rule 144A and certain international investors under Regulation S. This refinancing move represents a significant debt restructuring for Under Armour, though at a higher interest rate than the notes being replaced.

Under Armour (NYSE: UA, UAA) has announced plans to offer $400 million in Senior Notes due 2030 through a private offering. The notes will be senior, unsecured obligations with semiannual interest payments, backed by guarantees from Under Armour's subsidiaries. The company intends to use the proceeds, along with potential borrowings from its revolving credit agreement and cash reserves, to retire $600 million of its 3.25% Senior Notes due 2026. The offering is limited to qualified institutional buyers under Rule 144A and certain international investors under Regulation S. The specific interest rate and offering terms will be determined through negotiations with initial purchasers. Under Armour notes that the completion of the offering is subject to market conditions and there's no guarantee of favorable terms or completion.

Under Armour (NYSE: UA) reported Q4 fiscal 2025 results with revenue down 11% to $1.2 billion. The company faced significant declines across markets, with North American revenue down 11% to $689M and international revenue falling 13% to $489M. Q4 showed a net loss of $67 million ($0.16 loss per share). For full fiscal 2025, revenue decreased 9% to $5.2 billion with a net loss of $201M. Despite challenges, gross margin improved 170 basis points to 46.7% in Q4. The company's restructuring plan, announced in May 2024, targets $140-160M in efficiencies. Under Armour's Q1 fiscal 2026 outlook projects a 4-5% revenue decrease, with expected operating income between $5-15M. The company continues its share buyback program, having repurchased $25M of Class C stock in Q4 as part of a $500M three-year program.