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The updated FY2027 guidance implies a mid-single-digit revenue decline, which can pressure the multiple; margin uplift from tariff refunds mitigates some downside but is non-recurring and relies on tariff effects persisting. The weak DTC/eCommerce trend and NA softness add downside risk near term.
What happened, with direct paths to the underlying reporting
Under Armour reported Q1 FY2027 results for the quarter ended June 30, 2026 with revenue of about $1.098B, down 3% YoY and 4% CC. North America fell 9% to $610M while international revenue rose 5% to $490M, led by a 12% CC gain in EMEA and weakness in Asia-Pacific. Gross margin expanded to 54.1% due to IEEPA tariff refunds, though FX and mix headwinds remain. The company now projects FY2027 revenue to decline mid-single digits, supported by margin expansion and disciplined cost management; Adjusted EPS is guided to $0.08–$0.12 (GAAP $0.01–$0.05), with a potential ~$70M tariff-refund benefit; management also highlights ongoing restructuring progress and a planned completion by year-end 2026.
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