Under Armour, Inc. Class A (UAA)

Under Armour's stock (UAA) has experienced volatility amidst its ongoing turnaround efforts. In the Second Quarter Fiscal 2026, revenue decreased by 5% to $1.3 billion, with North American revenue declining by 8% and international revenue growing by 2%. In the Third Quarter Fiscal 2026, revenue decreased by 5% to $1.33 billion, with North America revenue declining by 10% and international revenue increasing by 3%. The stock's 52-week low was $4.13, and its 52-week high was $8.15. As of May 8, 2026, the closing price was $6.43, reflecting an increase of approximately 29.3% since the start of the year.

Under Armour's product lines inherently suggest demand seasonality, with "HEATGEAR" for warm conditions and "COLDGEAR" for cooler temperatures. The apparel sector is influenced by seasonal transitions, varying product cycles, and shifting consumer tastes. Product refreshes and category alignments often revolve around these changing seasonality themes.

Under Armour, Inc. (UAA) is an American sportswear company that invents, markets, and distributes branded athletic performance apparel, footwear, and accessories for men, women, and youth. The company operates within the Consumer Cyclicals sector, specifically in the Textiles & Apparel industry. Under Armour's product portfolio includes performance apparel, footwear for various activities, and accessories. Key brands include UNDER ARMOUR, HEATGEAR, COLDGEAR, HOVR, UA, PROTECT THIS HOUSE, I WILL, ARMOUR FLEECE, and ARMOUR BRA. The company also engages in brand licensing, digital subscriptions, advertising, and other digital business activities.

Under Armour has a significant global presence, with operations divided into North America, Europe, the Middle East and Africa (EMEA), Asia-Pacific, and Latin America. The company distributes its products through wholesale and direct-to-consumer channels, including owned retail stores and e-commerce websites. Under Armour products are sold in over 140 countries globally.

Under Armour's brand reputation has been characterized by an ongoing "turnaround story" and efforts to "reignite brand momentum." The company has acknowledged facing "operational and brand challenges," with revenues and margins under pressure. Management has been focused on a "Brand First" restructuring plan, prioritizing profitability and operational efficiency, and aiming to elevate products and storytelling while tightening distribution. The company is actively managing and rebuilding its reputation.

Under Armour's ownership structure includes institutional, retail, and individual investors, with a significant portion held by institutional investors such as Fairfax Financial Holdings Ltd/ Can, BlackRock, Inc., and Vanguard Group Inc. Founder Kevin Plank retains significant control through his holdings of Class B shares, giving him approximately 65% of the voting power.