Unifi, Inc. New · NYSE:UFI
Unifi, Inc. New — Q4 2025 Earnings Presentation
14 slides from Unifi, Inc. New's earnings presentation, Aug 21, 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: Q4 Fiscal 2025 Overview
Q4 Fiscal 2025 Overview (compared to Q4 Fiscal 2024) Consolidated Adjusted Revenue EPS1 1. Transitory demand disruption occurred during the quarter, as trade uncertainty and mixed economic flows $138.5M ($0.56) drove softer ordering patterns. (-12.0%) (-155%) Adjusted REPREVE® Fiber 2. Manufacturing
Slide 5: REPREVE® Fiber Sales (as a % of Net Sales)
REPREVE® Fiber Sales (as a % of Net Sales) Quarterly Annual 37% 36% 33% 34% 31% 31% 31% 31% 32% 31% 30% 30% 30% $53.6 $45.7 $44.7 $46.8 $43.3 $44.7 $42.5 $42.1 $246 $293 $186 $189 $175 $180 $186 $186 $246 $246 $293 $293 $186 $186 $189 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2021 2022 2023 2024 2025 FY 2024 FY 2025
Slide 6: New Launches & Innovation
New Launches & Innovation 100% Textile Waste 100% Textile Waste 6
Slide 7: Consolidated Highlights
Consolidated Highlights Q4 Q4 YoY FY25 FY24 Change Net Sales $138.5 $157.5 (12.0)% Gross (Loss) ($1.1) $10.8 (110.5)% Profit Gross Margin (0.8)% 6.9% (770) bps Highlights/Drivers • Net sales were lower vs. the prior year, primarily due to weak demand in the Asia Segment and demand disruption in the
Slide 8: Americas Highlights
Americas Highlights Q4 Q4 YoY FY25 FY24 Change Net Sales $85.0 $91.0 (6.6)% Gross (Loss) ($5.3) $0.0 nm Profit Gross Margin (6.3)% 0.0% (630) bps nm = not meaningful Highlights/Drivers • Net sales decreased vs. prior year, primarily due to lower sales volumes from trade uncertainty and productivity
Slide 9: Brazil Highlights
Brazil Highlights Q4 Q4 YoY FY25 FY24 Change Net Sales $28.8 $32.2 (10.6)% Gross Profit $1.3 $5.6 (76.6)% Gross Margin 4.6% 17.4% (1,280) bps Highlights/Drivers • Net sales and gross profit decreased vs. prior year, primarily due to unfavorable foreign currency translation effects and cost dynamics;
Slide 10: Asia Highlights
Asia Highlights Q4 Q4 YoY FY25 FY24 Change Net Sales $24.7 $34.2 (27.7)% Gross Profit $2.9 $5.2 (44.1)% Gross Margin 11.7% 15.1% (340) bps Highlights/Drivers • Net sales and gross profit decreased vs. prior year, primarily due to lower sales volumes and a less favorable sales mix in China. 10 Note:
Slide 11: Capital Structure
Capital Structure ($1) FCF ($5) ($8) ($4) Recent asset sale reduced debt ($15) principal by $43 and expected to drive Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 future annual savings of $3 for interest $36 and $20 for manufacturing costs. CapEx $11 $10 < $12 FY23 FY24 FY25 FY26E $103 $118 $117 $124 Net
Slide 12: Financial Outlook
Financial Outlook More Robust Profit Profile Expected Through Fiscal 2026 Q1 FY26 Net Sales and Adjusted EBITDA1 to improve sequentially 1. from Q4 FY25 After Q1 FY26, expect to see the full benefits of our proactive 2. efforts to reduce costs and increase facility utilization to support improved pr
Slide 13: Strategic Priorities
Strategic Priorities Continued Focus on Returning to Profitability 1. Optimizing operations and footprint to improve financial profile. Investing in innovation, REPREVE® platform, and Beyond Apparel 2. products for richer product mix. 3. Increasing customer engagement to promote value-added portfoli
Slide 14: Contact Investor Relations
Contact Investor Relations: UFI@alpha-ir.com 14