Every material Form 8-K Under Armour (Class A) filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Under Armour reported revenue of $1.24 billion for the quarter ended September 30, 2026, down 7% from a year earlier, while its net loss narrowed to $425 thousand from $18.8 million. The company raised its fiscal 2027 GAAP operating income outlook to $99 million to $119 million, but cut its expected gross margin improvement, which shareholders should weigh against the lower sales.
Q2 net revenues were $1.24 billion, down 6.9% from $1.33 billion; North America fell 7% and international fell 7%.
Q2 GAAP operating income was $15 million, versus $17 million a year earlier; adjusted operating income was $25 million.
Fiscal 2027 GAAP operating income outlook was raised to $99 million to $119 million, from $96 million to $116 million.
Expected gross margin improvement was lowered to 170 to 220 basis points from 220 to 270, citing fuel, freight and foreign exchange costs.
Under Armour reported fourth-quarter and full-year fiscal 2026 results on May 12, 2026. Revenue fell 1% to $1.2 billion in the quarter and 4% to $5.0 billion for the year, and the company posted a full-year net loss of $496 million. It also raised the total cost of its fiscal 2025 restructuring plan to approximately $305 million and gave initial fiscal 2027 guidance that includes operating income of $96 million to $116 million.
Q4 fiscal 2026 revenue fell 1% to $1.2 billion; net loss was $43 million, or $0.10 per share, versus a $67 million loss ($0.16 per share) a year earlier.
Full-year net loss was $496 million ($1.16 per share), including a $247 million valuation allowance on U.S. federal deferred tax assets.
Total fiscal 2025 restructuring plan costs were raised to approximately $305 million from the previous $255 million, with completion expected by December 31, 2026.
Fiscal 2027 outlook: operating income of $96 million to $116 million and GAAP diluted loss per share of breakeven to $0.04.
Under Armour, Inc. said Reza Taleghani became its Executive Vice President and Chief Financial Officer effective February 11, 2026, and was also appointed principal financial officer, replacing David Bergman in that role. Bergman will remain with the company as a senior advisor for a transition period. The change puts a new person in charge of the company's financial reporting, which matters to shareholders as a significant leadership change.
Reza Taleghani became Executive Vice President and Chief Financial Officer effective February 11, 2026
Taleghani replaces David Bergman as principal financial officer
David Bergman will stay with the company as a senior advisor for a transition period, length not stated
Under Armour reported third-quarter fiscal 2026 revenue of $1.33 billion, down 5% from a year earlier, and a GAAP net loss of $431 million, which included a $247 million non-cash tax valuation allowance. The company also widened its fiscal 2026 GAAP operating loss outlook to about $154 million, while raising its adjusted diluted EPS outlook to $0.10 to $0.11 from $0.03 to $0.05, a non-GAAP measure that excludes charges. For shareholders, the GAAP results and outlook weakened even as the adjusted figures improved.
Revenue was $1.33 billion, down 5% from $1.40 billion; North America fell 10% to $757 million.
GAAP net loss was $431 million, or $1.01 per diluted share, including a $247 million valuation allowance on U.S. federal deferred tax assets.
Adjusted diluted EPS was $0.09, excluding a $99 million litigation reserve expense tied to an insurance carrier dispute.
Fiscal 2026 GAAP operating loss is now expected to be about $154 million, compared with the prior outlook of a $56 million to $71 million loss.
Under Armour said Chief Product Officer Yassine Saidi will leave the role on February 2, 2026, and will serve as Special Advisor, Design and Expression through February 2027 under a consulting agreement. In the same announcement, Kara Trent was named Chief Merchandising Officer and Adam Peake was named President, Americas, both effective February 2.
Yassine Saidi, Chief Product Officer and a named executive officer, steps down February 2, 2026
Saidi's consulting agreement runs through February 2027 and he is expected to receive approximately $375,000 per quarter
Kara Trent named Chief Merchandising Officer; Adam Peake named President, Americas, effective February 2
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Under Armour (Class A) filing is on SEC EDGAR ↗. 8-K briefs of other companies →