Unifi, Inc. New · NYSE:UFI
Unifi, Inc. New — Unifi — Q3 FY2026 Earnings Presentation
15 slides from Unifi, Inc. New's earnings presentation, May 5, 2026
Slide 1: Third Quarter Fiscal 2026 Earnings Conference Call
Exhibit 99.2 May 6, 2026 UNIFI, Inc. Third Quarter Fiscal 2026 Earnings Conference Call (Unaudited results) (Amounts and dollars in millions, unless otherwise noted)
Slide 2: Cautionary Statements
Cautionary Statements Forward-Looking Statements Certain statements included herein contain “forward-looking statements” within the meaning of federal securities laws about the financial condition and results of operations of the Company that are based on management’s beliefs, assumptions, and expec
Slide 3: Today's Speakers
Today’s Speakers Al Carey Executive Chairman Eddie Ingle CEO and Director A.J. Eaker EVP, CFO, and Treasurer
Slide 4: Q3 FY2026: Big Picture Overview
Q3 FY2026: Big Picture Overview Strategic repositioning efforts continue to deliver measurable quarterly results: Significant improvement in gross profit Cash flow improved significantly on lower revenues Momentum continues to build: Beyond apparel initiatives continue to gain traction across key fo
Slide 5: Americas Segment
Americas Segment Note: Q3 FY26 ended on March 29, 2026; Q3 FY25 ended on March 30, 2025; and each contained 13 weeks. (In Millions) Q3 FY26 Q3 FY25 YoY Change Net Sales $78.3 $93.5 ($15.2) Gross Profit (Loss) $3.6 ($7.0) $10.6 Gross Margin 4.6% (7.4)% 1,200 bps Highlights/Drivers Gross profit increa
Slide 6: Brazil Segment
Brazil Segment (In Millions) Q3 FY26 Q3 FY25 YoY Change Net Sales $29.1 $28.1 3.5% Gross Profit $2.8 $3.0 (7.9)% Gross Margin 9.4% 10.6% (120) bps Highlights/Drivers Net sales increased vs. prior year, primarily due to higher sales volumes, while gross profit decreased, primarily due to pricing pres
Slide 7: Asia Segment
Asia Segment (In Millions) Q3 FY26 Q3 FY25 YoY Change Net Sales $22.6 $24.9 (9.3)% Gross Profit $2.7 $3.5 (22.2)% Gross Margin 12.1% 14.2% (210) bps Highlights/Drivers Net sales and gross profit decreased vs. prior year, primarily due to lower sales volumes and pricing dynamics in the region. Note:
Slide 8: Balance Sheet & Capital Structure
Balance Sheet & Capital Structure 1 Free Cash Flow is a non-GAAP financial measure reconciled on Slide 15. 2 Net Debt is a non-GAAP financial measure described on Slide 2 and reconciled within the Earnings Release dated May 5, 2026. (In Millions) Q3 FY26 Q3 FY25 Q3 FY26 YTD Q3 FY25 YTD Free Cash Flo
Slide 9: Priorities Going Forward
Priorities Going Forward 1. Continue to leverage lower revenue breakeven point. 2. Invest in strengthening and scaling our innovative platforms. 3. Prioritize customer adoption and market share growth. 4. Diligently manage trade and geopolitical events that are pressuring the supply chain. Continued
Slide 10: Inherent Durability
Fortisy Inherent Durability UNIFI
Slide 11: Sustainability Snapshot
Sustainability Snapshot TARGET YEAR REPREVE fiber comprises over — UNIri Transform the equivalent of 1.5 billion T-shirts’ worth of textile and yarn waste 2025 30% reduction in Scopes 1 & 2 greenhouse Sustainabil ity gas emissions intensity iS} na p sh ot Zero noncompliant water discharges
Slide 12: Champions of Sustainability
Champions of Sustainability
Slide 13: Q4 Fiscal 2026 Outlook
Q4 Fiscal 2026 Outlook Focused on cash flow generation and balance sheet strength 1. Improved sales and profitability in Brazil Segment, leveraging the competitive position and advantageous supply chain dynamics. 2. Improved adoption of innovative and sustainable platforms in Asia Segment. 3. Expect
Slide 14: Contact
Contact Investor Relations: UFI@alpha-ir.com
Slide 15: Free Cash Flow Reconciliation
Free Cash Flow Reconciliation The following reconciles Free Cash Flow from net cash from operating activities. (dollars in thousands) For the Three Months Ended For the Nine Months Ended March 29, 2026 March 30, 2025 March 29, 2026 March 30, 2025 Net cash provided (used) by operating activities $ 8,