Unifi, Inc. New · NYSE:UFI

Unifi, Inc. New — Unifi — Q4 FY2026 Earnings Presentation

13 slides from Unifi, Inc. New's earnings presentation, Aug 19, 2026

  1. Slide 1: Fourth Quarter and Fiscal Year 2026 Earnings Conference Call

    Exhibit 99.2 August 20, 2026 UNIFI, Inc. Fourth Quarter and Fiscal Year 2026 Earnings Conference Call (Unaudited results) (Amounts and dollars in millions, unless otherwise noted)

  2. Slide 2: Cautionary Statements: Forward-Looking 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

  3. Slide 3: Today's Speakers

    Today’s Speakers Al Carey Executive Chairman Eddie Ingle CEO and Director A.J. Eaker EVP, CFO, and Treasurer

  4. Slide 4: Q4 FY2026: Big Picture Overview

    Q4 FY2026: Big Picture Overview Strategic repositioning efforts continue to deliver measurable quarterly results: Significant improvement in gross profit Positive cash flow boosts operational flexibility Momentum continues to build: Beyond apparel initiatives continue to gain traction across key foc

  5. Slide 5: Americas Segment

    Americas Segment Note: Q4 FY26 ended on June 28, 2026; Q4 FY25 ended on June 29, 2025; and each contained 13 weeks. (In Millions) Q4 FY26 Q4 FY25 YoY Change Net Sales $84.4 $85.0 ($0.6) Gross Profit (Loss) $3.3 ($5.3) $8.6 Gross Margin 3.9% (6.3)% 1,020 bps Highlights/Drivers Gross profit increased

  6. Slide 6: Brazil Segment

    Brazil Segment (In Millions) Q4 FY26 Q4 FY25 YoY Change Net Sales $33.9 $28.8 17.8% Gross Profit $7.7 $1.3 483.0% Gross Margin 22.6% 4.6% 1,800 bps Highlights/Drivers Net sales and gross profit increased vs. prior year, primarily due to favorable pricing dynamics, reflecting continued demand stabili

  7. Slide 7: Asia Segment

    Asia Segment (In Millions) Q4 FY26 Q4 FY25 YoY Change Net Sales $25.8 $24.7 4.5% Gross Profit $3.4 $2.9 16.3% Gross Margin 13.0% 11.7% 130 bps Highlights/Drivers Net sales and gross profit increased vs. prior year, primarily due to continued portfolio strength. Note: Q4 FY26 ended on June 28, 2026;

  8. Slide 8: Balance Sheet & Capital Structure

    Balance Sheet & Capital Structure 1 Free Cash Flow is a non-GAAP financial measure reconciled on Slide 13. 2 Net Debt is a non-GAAP financial measure described on Slide 2 and reconciled within the Earnings Release dated August 19, 2026. (In Millions) Q4 FY26 Q4 FY25 Q4 FY26 YTD Q4 FY25 YTD Free Cash

  9. 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

  10. Slide 10: Champions of Sustainability + Earth Day

    Champions of Sustainability + Earth Day

  11. Slide 11: Fiscal 2027 & Q1 Outlook

    Fiscal 2027 & Q1 Outlook Fiscal 2027 results for sales and profitability are expected to improve year-over-year as past strategic actions achieve full year benefits. Q1 Outlook (YoY) Focused on cash flow generation & balance sheet strength. 1. Improved sales and profitability in Brazil Segment, leve

  12. Slide 12: Contact

    Contact Investor Relations: UFI@alpha-ir.com

  13. Slide 13: Free Cash Flow Reconciliation

    Free Cash Flow Reconciliation The following reconciles Free Cash Flow from net cash from operating activities.

Unifi — Q4 FY2026 Earnings Presentation on 6ix