Unifi Q4 rev. down 12% YoY to $138.5 mln, impacted by trade uncertainty.

• Unifi Q4 net sales: $138.5M (-12.0% YoY) • Trade uncertainty, short-term demand volatility cause decline • Company remains well-positioned with improved competitive position • Stronger balance sheet and cash generation capabilities • Pent-up demand expected for holiday season • REPREVE sales not specified • Unifi: makers of REPREVE and innovators in recycled and synthetic yarns • Headquarters: Greensboro, NC • Stock exchange: NYSE • Ticker: UFI

Unifi, Inc. (NYSE: UFI), a leading innovator in recycled and synthetic yarns, has released its fourth-quarter (Q4) and fiscal year 2025 (FY'25) results. The company reported net sales of $138.5 million, a decrease of 12.0% year-over-year (YoY) [3]. This decline was primarily attributed to trade-related uncertainty and short-term demand volatility across each business segment [3].

Despite the challenging operating environment, Unifi remains well-positioned with an improved competitive position, a stronger balance sheet, and enhanced cash generation capabilities [3]. The company expects pent-up demand to drive growth heading into the holiday season. Unifi's CEO, Eddie Ingle, noted that the results were below expectations due to softer ordering patterns driven by recent tariff and trade uncertainties. However, the company is optimistic about the future and continues to make progress in optimizing its business and streamlining operations [3].

The company completed the sale of its Madison, North Carolina, manufacturing facility for $45.0 million, with $25.0 million of net proceeds used to reduce the existing term loan and $18.3 million of net proceeds used to reduce outstanding revolving loans [3]. Additionally, Unifi launched Fortisyn™, an abrasion-resistant yarn engineered for military and tactical gear [3].

Unifi's results highlight the impact of global trade uncertainties on businesses. While the company experienced a decline in net sales, it remains committed to leveraging its strengths to navigate the challenges and capitalize on future opportunities.

References:
[1] https://www.forbes.com/sites/greatspeculations/2025/08/20/buy-or-sell-ubiquiti-stock-ahead-of-earnings/
[2] https://www.nasdaq.com/articles/after-hours-earnings-report-august-20-2025-ndsn-coty-caap-bbar-ufi
[3] https://www.businesswire.com/news/home/20250820820891/en/UNIFI-Makers-of-REPREVE-Announces-Fourth-Quarter-and-Fiscal-2025-Results