Unifi, Inc.

Informe acción NYSE:UFI

Capitalización de mercado: US$75.1m

Unifi Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Unifi de 112.7% y 6.7% por año respectivamente. Se prevé que el BPA crezca en un 112.6% al año. Se espera que la rentabilidad financiera sea de 4% en 3 años.

Información clave

112.7%

Tasa de crecimiento de los beneficios

112.62%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Luxury18.1%
Tasa de crecimiento de los ingresos6.7%
Rentabilidad financiera futura4.01%
Cobertura de analistas

Low

Última actualización07 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Artículo de análisis • Jan 17

Health Check: How Prudently Does Unifi (NYSE:UFI) Use Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis • Nov 18

Unifi, Inc. (NYSE:UFI) Might Not Be As Mispriced As It Looks After Plunging 25%

The Unifi, Inc. ( NYSE:UFI ) share price has fared very poorly over the last month, falling by a substantial 25...
Artículo de análisis • Jun 28

Unifi, Inc.'s (NYSE:UFI) P/S Still Appears To Be Reasonable

There wouldn't be many who think Unifi, Inc.'s ( NYSE:UFI ) price-to-sales (or "P/S") ratio of 0.2x is worth a mention...
User avatar
Nueva narrativa • Apr 06

Beyond Apparel And US Consolidation Will Drive Future Success

Strategic focus on new markets and U.S. production consolidation expected to enhance profitability and drive top-line revenue growth.
Seeking Alpha • Mar 05

Unifi Looks To Cut More Costs As Demand Bumps Along The Bottom

Summary Fiscal Q2 results were disappointing, with revenue growth of only 1% YoY and a sequential decline, alongside a wider adjusted EBITDA loss and gross margin pressure. Apparel demand is still sluggish and inconsistent, with most retailers looking for modest growth in 2025 and more sales shifting toward discount categories. The company's REPREVE recycled fiber portfolio and new product launches offer growth potential, but visibility on sustained revenue and margin improvements is needed. While Unifi has cyclical rebound potential, the stock is speculative and suitable only for investors who can afford potential losses. Low-to-mid single-digit revenue growth off a cyclical bottom and low-single digit FCF margins can support a fair value above $7/share. Read the full article on Seeking Alpha
Artículo de análisis • Feb 08

Is Unifi (NYSE:UFI) Using Debt Sensibly?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Jan 01

Investors Continue Waiting On Sidelines For Unifi, Inc. (NYSE:UFI)

There wouldn't be many who think Unifi, Inc.'s ( NYSE:UFI ) price-to-sales (or "P/S") ratio of 0.2x is worth a mention...
Seeking Alpha • Nov 06

Unifi: Stellar Brazilian Growth Should Cement A Bottom Shortly

Summary I maintained 'Hold' rating on Unifi, Inc. due to strong insider buying, growing REPREVE Fiber sales, and increasing gross margin suggesting a potential multi-year bottom. Despite a Q1 earnings miss, Unifi's sales and earnings grew significantly YoY, with net sales up 6% and improved pricing and cost efficiencies. The Brazilian market's gross margin surged to 23.1%, significantly boosting profitability and potentially enhancing Unifi's GAAP earnings and free cash flow. Innovation in REPREVE products, like REPREVE Takeback and Thermaloop, generated substantial media coverage, strengthening Unifi's position in sustainable innovation and attracting eco-conscious brands. Read the full article on Seeking Alpha
Artículo de análisis • Oct 15

Would Unifi (NYSE:UFI) Be Better Off With Less Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis • Aug 23

Sentiment Still Eluding Unifi, Inc. (NYSE:UFI)

When you see that almost half of the companies in the Luxury industry in the United States have price-to-sales ratios...
Seeking Alpha • Jul 06

Unifi: Q3 Green Shoots Demonstrate End To Apparel Inventory Destocking Problem

Summary Unifi, Inc. received a 'Hold' rating in March after reporting second quarter numbers. The company specializes in manufacturing recycled and synthetic products. This article discusses the analysis of Unifi, Inc. and its encouraging performance in Q3 this year. Read the full article on Seeking Alpha
Seeking Alpha • Mar 16

Unifi: Bargain Basement Valuation Still Struggling To Convince Investors

Summary Unifi's margins have historically been under pressure due to staffing constraints and the high cost of goods sold. The company's long-term support failed in 2022, leading to consecutive months of lower lows and a 58% decline in shares. Unifi's Q2-2024 earnings showed improved gross margin and profitability, but significant improvements are needed for sustained growth. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

The Painful Wait For A Volume Recovery At Unifi Drags On

Summary Unifi's stock has continued to struggle due to ongoing volume pressures tied to weak retail clothing volumes. With underwhelming demand, clothing retailers are still reducing inventory levels, leading to a prolonged period of under-ordering. Unifi is managing the downturn well, but weak volumes are devastating to profitability, and the company's capacity utilization is a significant factor. The shares look undervalued below $9 but an underwhelming Christmas season could further extend this painful customer inventory correction cycle. Read the full article on Seeking Alpha
Seeking Alpha • Jun 26

Unifi: Changing Trade Trends Could Push Prices Up

Summary Unifi shares have fallen 14% YTD, but there are signs of demand recovery and profitability improvement in Q3 2023. Factors such as normalization of inflation, revenue growth in the US and Asian segments, and cost control measures could boost the company's share price. UFI stock is currently undervalued compared to historical data and industry averages, presenting a potential opportunity for long positions. Read the full article on Seeking Alpha
Artículo de análisis • Mar 10

Is Unifi (NYSE:UFI) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Artículo de análisis • Feb 16

At US$10.19, Is Unifi, Inc. (NYSE:UFI) Worth Looking At Closely?

Unifi, Inc. ( NYSE:UFI ), is not the largest company out there, but it led the NYSE gainers with a relatively large...
Seeking Alpha • Feb 12

Weak Apparel Demand Continues To Unravel Unifi's Operating Results

Summary Excess inventories among clothing retailers is crushing near-term demand for Unifi's yarns, sending revenue sharply lower and pushing the company into losses as high up as the gross profit line. Retailer destocking should finish late in the spring, around the time orders are made for the holiday season, but it will take several quarters for reported results to recover. Weak near-term results don't yet threaten the longer-term story, and Unifi looks attractive below $10 given its strong position as a provider of yarns made from recycled materials. For yarn producer Unifi (UFI), a relatively disappointing holiday season was the lump of coal that the company really didn’t need. Apparel retailers were caught flatfooted by a sharp reversal in consume apparel demand early in 2022, leading to unusually high inventories and weaker replacement orders that have flowed through since the holidays. While there was modestly elevated promotional activity during the holidays, clothing sales have continued to fall, leading to very weak orders to their apparel manufacturers and, in turn, weak orders to Unifi for their yarns. Listening to apparel companies and manufacturers, it sounds like inventories will normalize around late spring – around the time that retailers make their holiday orders. That should drive a restocking cycle for Unifi, and better margins, but the next year and a half or so still look pretty lackluster from an earnings and free cash flow perspective. The good news, if you can call it that, is that I had low expectations going into this recent quarter and the downside relative to sell-side estimates doesn’t really change my fair value. Unifi is likely not to draw much interest until and unless retail sales and inventory numbers improve and evidence of restocking emerges, but for patient value investors there could still be enough upside here to make the wait worthwhile. From Bad To Worse If Unifi’s fiscal first quarter was rough, the second quarter was a beatdown, as volumes plummeted and crushed operating leverage. Revenue fell more than 32% year over year and 24% quarter over quarter as reported, with a nearly 35% decline in volume hardly offset by a better than 4% benefit from pricing and mix. Revenue was weak across the board, with a 25% organic decline in the Americas (volume down 27.4%, price up 2%), a 58% decline in Asia (volume down 53.4% and price up 5.3%), and a 13% decline in Brazil (volume up 8.1%, but price/mix down 21%). Sales of REPREVE, the company’s signature recycled fiber product made from recycled plastic bottles, saw a 47% yoy and 12% qoq decline in revenue. Unifi’s business model isn’t built to withstand that sort of volume pressure, and margins eroded significantly. Gross margin went negative, dropping from 8.4% a year ago and 3.7% in the prior quarter to a negative 5.9%. Margins held up relatively well in Asia (down 40bp to 14.4%), while margins declined sharply in Brazil (down 2,210bp to 5.2%) and the Americas (down 1,600bp to negative 15.3%). Adjusted EBITDA swung to a loss (-$13M versus a year-ago profit of $11M) and likewise with segment profits (-$2.1M versus $22.3M) and reported operating profit (-$19.8M versus $4.6M). Both Asia and Brazil were profitable at the segment level (with Asia down 56% with a 14.8% margin and Brazil down 78% with a 6.6% margin), while profits in the Americas fell $13.5M to negative $7.5M. Nothing To Do But Wait There’s little that Unifi can do but wait out the apparel inventory correction cycle. The company does continue to work with partners in apparel and other markets to find new opportunities for REPREVE, and the company did see new launches from ASICS (ASCCY), Arcade Belts, Tom Tailor (TTI.HM), and H & M (HNNMY). Management does expect to see sequential improvements in revenue and operating performance, and a “modest” recovery throughout calendar 2023. Orders for summer assortments would have gone out late in the fall, and given that retail sales were weak during last year’s summer, I wouldn’t expect particularly robust orders. Brazil has stayed healthier from a demand perspective, but excess capacity in Asia is pressuring prices. Conditions should improve now that we’re past the Chinese New Year, but I expect buyers to be cautious. As far as positives go, though, I do think it’s notable that Unifi has managed to preserve double-digit margins in the face of a 50%-plus decline in volume. As far as controlling what they can, management is cutting back on some of its variable costs – minimizing nonessential spending, minimizing overtime, slowing material purchases, and delaying new hires (as opposed to launching layoffs). I do see the opportunity to trim a few million dollars out of SG&A on a near-term basis, but that doesn’t really move the needle much in my valuation, and Unifi isn’t facing any immediate liquidity crunches. The Outlook With retail inventories still too high and retail sales still contracting, I’ve decided to cut my near-term estimates even further. I’ve cut my revenue estimate to a 19% decline for FY’23 (previously a 7% decline), but I do still expect a meaningful rebound in FY’24 (up 16% versus up 10% previously), as I do think there will have to be some restocking cycle for apparel retailers unless the U.S. is headed towards a severe consumer spending-driven recession. I was already looking for an operating loss, but my numbers have fallen from a negative operating margin of around 2% to negative 5%, and my EBITDA estimate falls from about $13M to negative $10M.

Previsiones de crecimiento de beneficios e ingresos

NYSE:UFI - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
6/30/20286101311281
6/30/202755519251
6/30/2026527-2414191
3/29/2026526-81723N/A
12/28/2025542-22110N/A
9/28/2025560-24-28-17N/A
6/29/2025571-20-32-21N/A
3/30/2025590-40-30-19N/A
12/29/2024593-33-26-15N/A
9/29/2024591-42-28-18N/A
6/30/2024582-47-92N/A
3/31/2024576-59-15-2N/A
12/31/2023584-54-180N/A
10/1/2023583-52-1018N/A
7/2/2023624-46-325N/A
4/2/2023690-28-3111N/A
1/1/2023734-20-3312N/A
10/2/2022799-1-3110N/A
7/3/202281615-390N/A
3/27/202278325-309N/A
12/26/202176128-2413N/A
9/26/202172234-1913N/A
6/27/2021668291237N/A
3/28/2021569-52746N/A
12/27/2020561-502744N/A
9/27/2020568-582137N/A
6/28/2020607-573453N/A
3/29/2020700-362041N/A
12/29/20197094N/A40N/A
9/29/20197074N/A36N/A
6/30/20197092N/A7N/A
3/31/201971112N/A11N/A
12/30/201869714N/A13N/A
9/30/201869625N/A17N/A
6/24/201867932N/A37N/A
3/25/201866931N/A42N/A
12/24/201766440N/A49N/A
9/24/201765232N/A54N/A
6/25/201764733N/A46N/A
3/26/201764033N/A47N/A
12/25/201664034N/A58N/A
9/25/201664136N/A63N/A
6/26/201664434N/A56N/A
3/27/201665540N/A57N/A
12/27/201566640N/A45N/A
9/27/201567443N/A40N/A
6/28/201568742N/A39N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: Se prevé que UFI sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que UFI sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.

Beneficios de alto crecimiento: Se espera que UFI sea rentable en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (6.7% al año) de UFI crezcan más despacio que el mercado de US (11.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 6.7% al año) de UFI crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de UFI sea baja dentro de 3 años (4%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 00:01
Precio de las acciones al final del día2026/05/18 00:00
Beneficios2026/03/29
Ingresos anuales2025/06/29

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Unifi, Inc. está cubierta por 4 analistas. 1 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullArgus Research Company
Robert LabickCJS Securities, Inc.
Auguste RichardNorthland Capital Markets