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Universal Corporation

UVV

Consumer Defensive · 45.33 +0.0% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Universal Corporation's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Company+0.0% todayVolume comparison unavailable
Market group0 of 4 activeEducation & Tobacco · unavailable
Disclosed network0 of 5 confirmingNo filing-linked name is confirming now
What would change this read
  • UVV's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if UVV's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Defensive · Tobacco

No new filing conclusion is available. 0 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 5 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • UVV's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements106
Verified relationships5
Evidence supporting the case
  • Operating cash flow covered net income at 3.96x in the latest annual period.
Evidence challenging the case
  • Latest annual revenue changed -1.3% year over year.
  • Operating margin changed -2.1 percentage points in the latest annual period.
  • Net margin changed -2.1 percentage points in the latest annual period.
Questions before a position
  • P/E is 34% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 92% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

45.33
6m-15.6%12m-18.1%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2022-03-31$2.1B+6.4%$3.47+0.5%
2023-03-31$2.5B+21.9%$4.97+0.1%
2024-03-31$2.7B+6.7%$4.78+0.4%
2025-03-31$2.9B+7.4%$3.78+0.3%
2026-03-31$2.9B-1.3%$1.30+0.2%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 2 filings
Operating income for the segment decreased by 42%, or $1.2 million, due to a less favorable product mix, some curtailed demand due to tariff uncertainty, and higher fixed costs, including depreciation, from our recently expanded Universal Ingredients producti…
10-Q · Aug 6, 2025
Restructuring and cost reductionsmixed · 2 filings
Net income attributable to Universal Corporation was down by 66%, or $62.4 million, for fiscal year 2026, compared to fiscal year 2025, primarily on the non-cash, goodwill impairment charge and the increase in inventory write-downs.
10-K · Jun 1, 2026
Supply chain and availabilitynegative · 2 filings
Adjustments resulting from translation of financial statements are reflected as a separate component of other comprehensive income or loss.
10-K · Jun 1, 2026
Tariffs and trade policymixed · 2 filings
Operating income for the segment decreased by 42%, or $1.2 million, due to a less favorable product mix, some curtailed demand due to tariff uncertainty, and higher fixed costs, including depreciation, from our recently expanded Universal Ingredients producti…
10-Q · Aug 6, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 0.4× · EV/sales 0.6×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

45.33+0.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for UVV. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for UVV. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind UVV

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

Depends on

PMPhilip Morris International Inc.customerJun 1, 2026

For the fiscal year ended March 31, 2025, each of Imperial Brands plc and Philip Morris International, Inc., including their respective affiliates, accounted for 10% or more of our revenues.

PYYXFiling-linked namecompetitorJun 1, 2026

Our principal competitor is Pyxus International, Inc.

BTIBritish American Tobacco p.l.c.customerJun 1, 2026

The Company’s six largest customers are Altria Group, Inc., British American Tobacco plc, China Tobacco International, Inc., Imperial Brands plc, Japan Tobacco, Inc., and Philip Morris International Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

UVV is currently a Follower in the organic co-movement group Education & Tobacco. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for UVV; it is not active in the latest market snapshot.

Context history

Theme membership history

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