Under Armour (Class C) (UA)
Consumer Discretionary · Athletic apparel and footwear · NYSE
Under Armour is a performance-driven athletic apparel, footwear, and accessories brand competing globally through wholesale and direct-to-consumer channels, currently undergoing restructuring amid revenue declines and losses.
What Under Armour (Class C) does
Under Armour designs, develops, markets and globally distributes branded performance apparel, footwear, and accessories for men, women, and youth across all sport and activity levels. The company generates revenue through wholesale distribution to national and specialty retailers worldwide, as well as direct-to-consumer channels including owned Brand and Factory House stores and e-commerce platforms. Products are engineered with performance-driven materials and technologies for diverse climates and athletic uses, though many are also used for casual wear.
Themes: ["Performance athletic apparel","Athletic footwear and cushioning technology","Direct-to-consumer retail","Omnichannel retail strategy","Global wholesale distribution","Brand loyalty and athlete sponsorship"]
Fundamentals
- Price$6.35 as of 2026-07-09 close
- Market cap$2.7B as of 2026-07-09
- 1-year return-7.6% as of 2026-07-09 close
- Net margin-10.0% as of 2026-07-09
- Gross margin+45.5% as of 2026-07-09
- ROE-30.1% as of 2026-07-09
- Debt / equity0.84 as of 2026-07-09
- Revenue growth (YoY)-3.8% as of 2026-07-09
- Revenue CAGR (3y)-5.6% SEC XBRL
- Beta1.67 as of 2026-07-09
Key risks (from latest filing)
["Significant revenue decline and operating losses; company is unprofitable with negative net margin of -9.98% and revenue declining 3.83% YoY, indicating market share pressure and execution challenges","Restructuring and operational complexity; substantial restructuring charges ($119.7M in nine months ended Dec 2025) suggest ongoing challenges in simplifying and scaling the operating model","Wholesale and retail channel dependence; reliance on national and specialty retailers for distribution exposes the company to retailer financial stress, inventory management decisions, and wholesale pricing pressures"]
Competitors & peers
- Nike (NKE)
- Adidas (ADDYY)
- Puma (PMMUF)
- Lululemon Athletica (LULU)
- On Holding (ONON)
- New Balance
- Brooks Running
Fundamentals: Finnhub, as of 2026-07-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.