UVV · Universal Corp /Va/
One customer — 10% of revenue (the fiscal year ended March 31, 2026)
“For the fiscal year ended March 31, 2026, each of Imperial Brands plc and Philip Morris International Inc., including their respective affiliates, accounted for 10% or more of our revenues.”
5 customers — 50% of revenue (each of the past three fiscal years)
“Sales to our top five customers, with whom we have long-standing relationships, have accounted for more than 50% of our consolidated revenues for each of the past three fiscal years.”
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted operating income (non-GAAP)* non-GAAP | $2.3M | Three Months Ended June 30, 2026 | — |
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| Net Capitalization (non-GAAP) non-GAAP | 2.4B | June 30, 2026 | — |
| Net debt (non-GAAP) non-GAAP | $51.6M | June 30, 2026 | — |
| Net Debt/Net Capitalization (non-GAAP) non-GAAP | 42% | June 30, 2026 | — |
| Tobacco sales prices | 6% | First Quarter Fiscal 2027 | — |
| Tobacco sales volumes | 9% | First Quarter Fiscal 2027 | — |
| Adjusted diluted earnings per share (non-GAAP) non-GAAP | $2.64 | Fiscal Year 2026 | — |
| Adjusted net income attributable to Universal Corporation (non-GAAP) non-GAAP | 66.34M | Fiscal Year Ended March 31, 2026 | — |
| Available liquidity | $1.3B | Fiscal Year 2026 | — |
| Inventory write-downs at Shank's | $8.6M | Fiscal Year 2026 | — |
| Total inventory write-downs | $52M | Fiscal Year 2026 | — |
| Uncommitted tobacco inventory levels | 27% | Fiscal Year 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Tobacco — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UVV
this stock
Universal Corp /Va/
|
$1.12B | -14.7% | -1.3% | 59.2 | 6.9% |
|
PM
Philip Morris International Inc.
|
$293.38B | +17.4% | +7.3% | 27.1 | 1.0% |
|
BTI
British American Tobacco p.l.c.
|
$121.13B | -0.7% | — | — | 0.3% |
|
MO
Altria Group, Inc.
|
$110.35B | +14.6% | -3.1% | 13.9 | 3.0% |
|
RLX
RLX Technology Inc.
|
$2.21B | -22.3% | +50.3% | — | 0.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UVV | +0.5% | -16.3% | -15.8% | -14.6% | -14.7% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +1.9% | -19.9% | -27.4% | -17.1% | -27.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.