Unifi, Inc. New · NYSE:UFI
Unifi, Inc. New — Q1 2026 Earnings Presentation
15 slides from Unifi, Inc. New's earnings presentation, Nov 5, 2025
Slide 1: Exhibit 99.2
Exhibit 99.2 (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 Eddie Ingle A.J. Eaker Executive Chairman CEO and Director EVP, CFO, and Treasurer 3
Slide 4: Q1 Fiscal 2026 Overview
Q1 Fiscal 2026 Overview (compared to Q1 Fiscal 2025) Consolidated Adjusted 1. Tariff uncertainty drives demand softness across global Revenue EPS1 markets. $135.7M ($0.56) (-7.9%) (-33%) 2. Implemented significant cost reductions to better align operating structure to current demand environment. Adj
Slide 5: REPREVE Fiber Sales (as a % of Net Sales)
REPREVE® Fiber Sales (as a % of Net Sales) $293 $186 $189 $175 $180 $186 $186 $246 $246 $293 $293 $186 $186 $189 Note: REPREVE Fiber represents UNIFI’s collection of fiber products on its recycled platform, with or without added technologies. 5
Slide 6: FY26 Q1 Product Launches
FY26 Q1 Product Launches PEPPERMINT Now available from 100% Textile Waste Now available from 100% Textile Waste 6
Slide 7: Brand Collaborations and Recognition
Brand Collaborations and Recognition 7
Slide 8: Consolidated Highlights
Consolidated Highlights Q1 Q1 YoY FY26 FY25 Change Net Sales $135.7 $147.4 (7.9)% Gross Profit $3.4 $9.5 (64.2)% Gross Margin 2.5% 6.4% (390) bps Highlights/Drivers • Net sales were lower vs. the prior year, primarily due to weak demand in the Asia Segment and pricing pressures in the Brazil Segment
Slide 9: Americas Highlights
Americas Highlights Q1 Q1 YoY FY26 FY25 Change Net Sales $85.2 $86.3 (1.3)% Gross Loss $(1.7) $(1.4) (24.2)% Gross Margin (2.0)% (1.6)% (40) bps Highlights/Drivers • Net sales decreased vs. prior year, primarily due to a lower priced sales mix. Gross profit decreased vs. prior year, primarily due to
Slide 10: Brazil Highlights
Brazil Highlights Q1 Q1 YoY FY26 FY25 Change Net Sales $28.8 $34.3 (16.2)% Gross Profit $2.7 $7.9 (66.5)% Gross Margin 9.3% 23.1% (1,380) bps Highlights/Drivers • Net sales and gross profit decreased vs. prior year, primarily due to pricing pressures and lower sales volumes; despite continued demand
Slide 11: Asia Highlights
Asia Highlights Q1 Q1 YoY FY26 FY25 Change Net Sales $21.7 $26.8 (18.9)% Gross Profit $2.4 $2.9 (15.9)% Gross Margin 11.2% 10.8% 40 bps Highlights/Drivers • Net sales and gross profit decreased vs. prior year, primarily due to lower sales volumes and pricing dynamics in the region. 11 Note: Q1 FY26
Slide 12: Capital Structure
Capital Structure New cost actions and working capital ($5) ($4) FCF ($8) ($11) reductions are expected to improve free ($15) Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 cash flow through the remainder of fiscal 2026. $36 CapEx $11 $10 < $10 FY23 FY24 FY25 FY26E $118 $117 $124 $100 Net $85 Debt1 Q1 FY25
Slide 13: Financial Outlook
Financial Outlook Focused on positive free cash flow generation and balance sheet strength After Q1 FY26, expect to see the full benefits of cost reduction 1. actions and improved working capital turns, providing a stronger pathway to positive operating cash flows. Expect the global trade situation
Slide 14: Strategic Priorities
Strategic Priorities Continued Focus on Returning to Profitability 1. Optimizing Americas operations and footprint to improve financial profile. Investing in innovation, REPREVE® platform, and Beyond Apparel products 2. for richer product mix. 3. Prioritizing customer engagement to promote value-add
Slide 15: Contact Investor Relations
Contact Investor Relations: UFI@alpha-ir.com 15