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The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?&#34; 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...

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Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

Universal released FY2026 Q4 earnings on May 28, 2026 After-Market EST: Actual Revenue USD 715.24 M (Forecast USD 728.2 M), Actual EPS USD -1.727 (Forecast USD 1.08)

Universal released FY2026 annual earnings on May 28 After-Market EST, actual revenue USD 2.924 B (forecast USD 2.937 B), actual EPS USD 1.3 (forecast USD 4.1)

Universal to Release FY2026 Earnings on May 28 After-Market EST, Forecast Revenue USD 2.937 B, EPS USD 4.1

Universal released FY2026 Q3 earnings on February 9 Pre-Market (EST), actual revenue USD 861.29 M (forecast USD 927.2 M), actual EPS USD 1.3199 (forecast USD 1.92)

Universal released FY2026 9 Months earnings on February 9 Pre-Market EST, actual revenue USD 2.209 B, actual EPS USD 3.0198

Universal to Release FY2026 Q3 Earnings on February 9, 2026 Pre-Market EST, Forecast Revenue USD 927.2M, EPS USD 1.92

Universal Tobacco Closes $620 Million Credit Agreement

Universal released FY2026 Semi-Annual earnings on November 5 After-Market EST, actual revenue USD 1.348 B, actual EPS USD 1.7

Universal released FY2026 Q2 earnings on November 5 After-Market EST, actual revenue USD 754.18 M (forecast USD 704.3 M), actual EPS USD 1.36 (forecast USD 1.34)

Universal to Release FY2026 Q2 Earnings on November 5 After-Market (EST), Forecast Revenue USD 704.3 M, EPS USD 1.34

Universal Tobacco Releases Business Operations Presentation

Universal released FY2026 Q1 earnings on August 6 After-Market EST, actual revenue USD 593.76 M, actual EPS USD 0.3398

Universal to Release FY2026 Q1 Earnings on August 6, 2025, After-Market EST

Universal Tobacco Releases Investor Presentation

Universal Corporation Reports Q4 Earnings: Dividend Increase Amid Revenue Decline

Wall Street Zen downgrades Universal Vape to Hold

Universal released FY2025 Q4 earnings on May 29 After-Market EST, actual revenue USD 702.28 M, actual EPS USD 0.3711

Universal released FY2025 Annual Earnings on May 29 After-Market (EST), actual revenue USD 2.947 B, actual EPS USD 3.78

Universal Tobacco Announces 2025 Q4 Earnings and 2026 Outlook

Universal Tobacco Appoints Fay Manolios to Board

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Ordinary dividend (cash)

Ex Date: 2026.07.13 (EST), Cash dividend 0.83 USD

Sidoti Research downgraded Universal Corporation's (NYSE:UVV) Q1 2028 EPS estimate to $0.27 from $0.41, citing negative outlook. This follows recent downgrades by Weiss Ratings, Wall Street Zen, and Zacks Research, which lowered its rating to 'strong sell'. Despite the bearish analyst sentiment, institutional investors like Barclays and Intech Investment Management increased their stakes in the third quarter. Additionally, Universal declared a quarterly dividend of $0.83 per share.

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Sidoti Issues Negative Outlook for Universal Earnings

Universal (UVV) stock rose 4.4% recently despite an 11.9% annual decline, sparking debate on its valuation. While analysts cite a $78 fair value suggesting undervaluation due to new facility investments, the stock trades at a high P/E of 41.3x compared to peers. This premium poses a risk if earnings growth slows, potentially turning the discount into a value trap.

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Universal (UVV) Valuation Check After Recent Share Price Uptick And Discount To Fair Value

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Universal (NYSE:UVV) reported a Q4 2026 net loss of $43 million due to non-cash goodwill impairment in its ingredients business and inventory write-downs, contrasting with full-year net income of $33 million. Despite market headwinds and oversupply issues, the company remains confident in its tobacco durability and ingredient innovation strategy. Universal maintains strong liquidity over $1.2 billion and is optimistic about fiscal year 2027, focusing on maximizing tobacco operations and growing the ingredients segment.

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Universal Q4 2026 Earnings Call Transcript

Earnings Watch

Universal | 8-K: FY2026 Revenue: USD 2.924 B

ISPR

On Thursday, cigarettes & tobacco shares fell by approximately 2.5%, with Ispire Technology down 6.2% and Universal down 5.5%. Railroads also lagged, declining about 1.5%, led by Norfolk Southern down 4.8% and Union Pacific down 4%.

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Thursday Sector Laggards: Cigarettes & Tobacco, Railroads

Universal raises dividend by 1.2% by $0.83

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Universal raises dividend by 1.2% by $0.83

Universal(UVV.US)

Sidoti Issues Negative Outlook for Universal Earnings

Universal (UVV) Valuation Check After Recent Share Price Uptick And Discount To Fair Value

Universal Q4 2026 Earnings Call Transcript

Universal | 8-K: FY2026 Revenue: USD 2.924 B

Thursday Sector Laggards: Cigarettes & Tobacco, Railroads

Universal raises dividend by 1.2% by $0.83

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