Feed / UA

Under Armour, Inc.

UA

Consumer Cyclical · 6.50 -2.7% today

Jodie read · what matters now

The operating loss narrowed by 22.1M.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to UA, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections8 verified links6 additional receipts in Pro
Organic co-movement groupTransportation & Dealerships · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-K filed 2026-05-19 against the comparable filing from 2025-05-22.

cautious
OperationscautiousEvidence score -1
liquiditycautiousEvidence score -2
valuationdiscount

What improved

  • The operating loss narrowed by 22.1M.

What weakened

  • Revenue decreased 3.8% versus the comparable filing period.
  • Operating cash flow remained negative at -75.1M.
  • Cash declined 192.2M versus the comparable period.

Filing receipts

This was primarily due to lower litigation reserve expense, partially offset by higher restructuring charges under the 2025 restructuring plan as discussed above.

This decrease in gross margin of approximately 240 basis points was primarily driven by unfavorable impacts of 190 basis points from supply chain, including 155 basis points from tariff impacts, 70 basis points from unfavorable pricing and 45 basis points from unfavorable channel and regional mix.

Footwear decreased primarily due to lower unit sales and lower average selling prices, partially offset by favorable channel mix and the impacts of foreign exchange rates.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind UA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

JPMJP Morgan Chase & Co.lenderFull receipt with Pro →
NKENike, Inc.competitorFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 6 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

UA is currently a Participant in the organic co-movement group Transportation & Dealerships. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.