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Pyxus International (PYYX) AI Stock Analysis

PYYX

Pyxus International

(Other OTC:PYYX)

Select Model
Rating:50Neutral
Price Target:$2.50â–¼(-1.19% Downside)
Action:reiterated
Date:08/22/26

The score is held back primarily by weak financial quality—high leverage, thin equity, and negative operating/free cash flow alongside a sharp TTM revenue decline. Valuation is a key offset with a very low P/E, while technicals remain weak-to-neutral (below 20/50-day averages with negative MACD). The latest earnings call provides some support via reaffirmed guidance and improving credit metrics, but refinancing uncertainty and softer YoY sales keep risk elevated.

Positive Factors
Adjusted EBITDA GrowthThe substantial increase in rolling adjusted EBITDA indicates stronger operating earnings over the past year. If sustained, this improvement can support debt reduction, fund operations, and provide greater resilience across the company’s tobacco procurement and processing cycle.
Negative Factors
High Leverage and Refinancing RiskVery high leverage and thin equity leave limited balance-sheet flexibility if operating performance weakens. Upcoming maturities add refinancing dependence, while interest obligations and lender requirements could constrain investment, working capital, and strategic choices.

Pyxus International (PYYX) vs. SPDR S&P 500 ETF (SPY)

-20%-10%0%10%20%30%40%50%PYYX-6.30%SPY+11.79%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
Market Cap
$62.26M
Dividend Yield
―
Average Volume (3M)
4,647
Price to Earnings (P/E)
2.8
Beta (1Y)
0.08
Revenue Growth
-0.56%
EPS Growth
―
Country
US
Employees
3,300
Sector
Consumer Defensive
Sector Strength
62
Industry
Tobacco

Pyxus International Business Overview & Revenue Model

Company Description

Pyxus International, Inc. operates as an agricultural enterprise, delivering specialized products and services to a diverse range of business and individual clients. A core part of its operations involves managing the entire supply chain for tobacco...

How the Company Makes Money

Pyxus International makes money primarily by selling processed leaf tobacco to tobacco product manufacturers. Its revenue model is largely business-to-business and centers on (1) purchasing green tobacco leaf from growers (often in multiple origin co...

Pyxus International Earnings Call Summary

Earnings Call Date:Aug 04, 2026(Q1-2027)|% Change Since:-26.45%|Next Earnings Date:Nov 16, 2026
Earnings Call SentimentPositive

The call emphasized disciplined execution, improved cash generation, stronger rolling 12-month adjusted EBITDA, better leverage and liquidity, and progress on agricultural innovation. Near-term challenges include a notable year-over-year decline in quarterly sales, modest decreases in quarterly EBITDA and gross margin dollars, higher SG&A, a longer operating cycle, and outstanding long-term debt refinancing uncertainty. Management reiterated guidance and highlighted balance sheet improvement as a key focus.

Positive Updates

Strong Start to Fiscal Year
Sales of $437.8M in Q1; performance described as a strong start and consistent with expectations, with management reaffirming full-year guidance.

Negative Updates

Quarterly Sales Decline
Sales declined to $437.8M from $508.8M year-over-year (down $71.0M, ~14.0%), driven by lower average costs and sales prices in Africa and South America and timing of North American shipments.

Company Guidance

The company reaffirmed its full‑year fiscal 2027 guidance, saying shipment volumes should strengthen over the remaining nine months with a cadence broadly consistent with last year and the full‑year outlook unchanged; Q1 metrics cited included sales of $437.8M (vs $508.8M prior year), gross margin $61.4M (14.0% vs 12.9%) and gross profit per kilo $0.84 (vs $0.86), SG&A $43.9M, adjusted EBITDA $27.7M (rolling 12‑month adjusted EBITDA $225M vs $182.9M), inventory $1.1B, operating cycle 173 days (+13 days YoY), cash $175.9M with no ABL borrowings, notes payable down $52.4M YoY, rolling 12‑month adjusted free cash flow $123.4M and free cash flow adjusted for working capital $28M, leverage improved to 4.9x (from 6.8x) and interest coverage to 1.6x (from 1.4x), while management noted lower‑cost, slower purchasing in key sourcing regions and ongoing work to address upcoming long‑term debt maturities.

Pyxus International Financial Statement Overview

Summary

Despite a return to modest profitability (TTM net margin ~0.6%) and operating profitability near ~7%, fundamentals remain pressured by a steep TTM revenue decline (~-21%), very high leverage (debt-to-equity above 5x), thin equity, and persistently negative operating and free cash flow in the provided statements—indicating elevated funding and refinancing risk.

Income Statement

44Neutral

Balance Sheet

28Negative

Cash Flow

17Very Negative
Financial statement breakdown
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue2.34B2.41B2.48B2.03B1.91B1.64B
Gross Profit342.42M332.30M342.98M312.33M261.02M227.06M
EBITDA189.72M196.73M181.83M160.18M117.20M45.70M
Net Income23.11M14.57M15.17M2.66M-56.75M-92.00M
Balance Sheet
Total Assets2.02B1.69B1.50B1.66B1.58B1.70B
Cash, Cash Equivalents and Short-Term Investments175.91M134.34M78.25M92.57M136.73M198.78M
Total Debt1.32B963.82M877.99M1.05B1.04B1.10B
Total Liabilities1.84B1.51B1.34B1.51B1.44B1.52B
Stockholders Equity167.97M174.49M160.09M142.28M137.85M175.28M
Cash Flow
Free Cash Flow-94.83M-230.50M-36.41M-236.01M-154.13M-213.59M
Operating Cash Flow-72.87M-208.45M-13.39M-214.97M-137.82M-198.76M
Investing Cash Flow208.37M191.42M170.64M159.45M154.94M181.24M
Financing Cash Flow-53.49M72.52M-167.26M25.56M-83.00M123.26M

Pyxus International Technical Analysis

Technical Analysis SentimentNegative
Last Price2.53

Price Trends

50DMA2.87Negative
100DMA3.15Negative
200DMA3.00Negative

Market Momentum

MACD-0.12Positive
RSI42.67Neutral
STOCH29.27Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PYYX, the sentiment is Negative. The current price of 2.53 is below the 20-day moving average (MA) of 2.63, below the 50-day MA of 2.87, and below the 200-day MA of 3.00, indicating a bearish trend. The MACD of -0.12 indicates Positive momentum. The RSI at 42.67 is Neutral, neither overbought nor oversold. The STOCH value of 29.27 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PYYX.

Pyxus International Peers Comparison

Overall Rating

UnderperformOutperform
Sector (62)

Financial Indicators

PYYX against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
BTIBTI68Neutral$132.23B15.7313.38%5.40%4.47%117.22%
PMPM68Neutral$325.43B30.48-119.68%2.88%7.91%24.06%
MOMO65Neutral$129.80B16.12-279.72%5.50%2.41%-7.63%
TPBTPB65Neutral$1.35B28.2811.93%0.47%20.10%-3.19%
Sector *62Neutral$20.33B14.63-3.31%3.23%1.93%-12.26%
PYYXPYYX50Neutral$62.26M2.8214.23%―-0.56%―
UVVUVV49Neutral$1.03B54.531.33%7.96%-3.04%-81.53%

* Consumer Defensive Sector Average

Performance Comparison

-40%-20%0%20%40%PYYXMOBTIPMUVVTPBDec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26
PYYX and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
PYYXPyxus International Inc2.53-0.17-6.30%
MOAltria78.0324.9547.00%
BTIBritish American Tobacco61.5212.0324.30%
PMPhilip Morris International208.7969.1349.50%
UVVUniversal Corporation41.44-6.05-12.75%
TPBTurning Point Brands Inc67.31-25.97-27.84%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Date of analysis: Aug 22, 2026