While Under Armour has achieved a notable improvement in gross margin and cost management, these positive strides are overshadowed by significant revenue declines across key regions and channels, particularly in North America and APAC. The brand faces challenges in revitalizing its DTC and e-commerce channels amid a competitive and promotional landscape. Additionally, the uncertainty surrounding trade policies adds further complexity to the company's turnaround efforts.
Company Guidance
In the fourth quarter of fiscal 2025, Under Armour exceeded its initial outlook, with gross margin being a significant metric benefiting from strategies such as reducing promotions in direct-to-consumer (DTC) businesses. Revenue for the quarter was down 11% to $1.2 billion, with notable regional performance, including an 11% decline in North America and a 2% decrease in EMEA, while revenue in APAC fell 27%. The company reported a gross margin increase of 170 basis points year-over-year to 46.7%, largely due to supply chain efficiencies, pricing benefits, and favorable foreign currency impacts. SG&A expenses were up 1% to $607 million, with adjusted SG&A showing an increase of 7%. Under Armour also reported an operating loss of $72 million, with adjusted diluted loss per share at $0.08. Inventory was down 1% year-over-year, and the company ended the quarter with $501 million in cash and no outstanding amounts on its revolving credit facility. Looking ahead, Under Armour anticipates a 4% to 5% revenue decline in the first quarter of fiscal 2026, driven by softness in the North American market and ongoing efforts to limit promotional activities.
Gross Margin Expansion
Fourth quarter gross margin increased 170 basis points year-over-year to 46.7%, driven by supply chain benefits and reduced promotions.
SG&A Cost Management
SG&A expenses increased by only 1% to $607 million in the fourth quarter, with adjusted SG&A up 7%, reflecting cost management efforts and reduced consulting expenses.
Restructuring Savings
The fiscal 2025 restructuring plan has saved $35 million in fiscal '25, with expected run-rate savings of $75 million by fiscal '26 end.
Brand and Product Initiatives
Introduction of new premium product lines such as the Halo collection, and successful product launches like the Velociti Elite running shoe.
EMEA Performance
EMEA region remained flat on a currency-neutral basis, showing resilience despite overall revenue decline.
Under Armour (UAA) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UAA Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 13, 2025
$6.21
$6.27
+0.97%
Feb 06, 2025
$8.24
$7.60
-7.77%
Nov 07, 2024
$8.75
$11.13
+27.20%
Aug 08, 2024
$6.47
$7.71
+19.17%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Under Armour Inc - Class A (UAA) report earnings?
Under Armour Inc - Class A (UAA) is schdueled to report earning on Aug 06, 2025, TBA Not Confirmed.
What is Under Armour Inc - Class A (UAA) earnings time?
Under Armour Inc - Class A (UAA) earnings time is at Aug 06, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.