UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q For the transition period from to _____ Commission File Number: 1-10542 UNIFI, INC. (Exact name of registrant as specified in its charter) New York 11-2165495 (State or other jurisdiction of (I.R.S. Employer incorporation or organization) Identification No.) 7201 West Friendly Avenue Greensboro, North Carolina 27410 (Address of principal executive offices) (Zip Code) OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF TH ...

Unifi (NYSE:UFI) Q2 2026 Earnings call February 04, 2026 08:30 AM ET Company ParticipantsA.J. Eaker - CFOAl Carey - Executive ChairmanEddie Ingle - CEOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity AnalystOperatorGood morning and thank you for attending Unifi's Second Quarter Fiscal 2026 Earnings Conference Call. During this call, management will be referencing a webcast presentation that can be found in the investor relations section of unifi.com. Please familiarize yourself with page 2 o ...

Unifi (NYSE:UFI) Q2 2026 Earnings call February 04, 2026 08:30 AM ET Company ParticipantsA.J. Eaker - CFOAl Carey - Executive ChairmanEddie Ingle - CEOConference Call ParticipantsAnthony Lebiedzinski - Senior Equity AnalystOperatorGood morning and thank you for attending Unifi's second quarter fiscal 2026 earnings conference call. During this call, management will be referencing a webcast presentation that can be found in the investor relations section of unifi.com. Please familiarize yourself with page 2 o ...

Unifi (NYSE:UFI) Q2 2026 Earnings call February 04, 2026 08:30 AM ET Speaker4Good morning and thank you for attending Unifi's second quarter fiscal 2026 earnings conference call. During this call, management will be referencing a webcast presentation that can be found in the investor relations section of unifi.com. Please familiarize yourself with page 2 of the slide deck for cautionary statements and Non-GAAP measures. Today's conference is being recorded, and all lines have been placed on mute to prevent ...

UNIFI, Inc. Second Quarter Fiscal 2026 Earnings Conference Call February 4, 2026 (Unaudited results) (Amounts and dollars in millions, unless otherwise noted) Exhibit 99.2 Cautionary Statements Forward-Looking Statements Certain statements included herein contain "forward-looking statements" within the meaning of federal securities laws about the financial condition and results of operations of the Company that are based on management's beliefs, assumptions, and expectations about our future economic perfor ...

GREENSBORO, N.C., February 3, 2026 – Unifi, Inc. (NYSE: UFI), the makers of REPREVE ® and one of the world's leading innovators in recycled and synthetic yarns, today released operating results for the second fiscal quarter ended December 28, 2025. Second Quarter Fiscal 2026 Overview Eddie Ingle, Chief Executive Officer of Unifi, Inc., stated, "Our results for the second quarter were in line with our expectations. Over the last two years, we have executed numerous strategic initiatives to realign our cost s ...

GREENSBORO, N.C.--(BUSINESS WIRE)--Unifi, Inc. (NYSE: UFI), (together with its consolidated subsidiaries, "UNIFI†), the makers of REPREVE® and one of the world's leading innovators in recycled and synthetic yarns, will host a conference call at 8:30 a.m., Eastern Time, on Wednesday, February 4, 2026, to discuss its second quarter fiscal 2026 financial results. The second quarter fiscal 2026 financial results and supporting materials will be available after the close of market trading on Tuesday. ...

Group 1 - Unifi, Inc. (UFI) is positioned for recovery after a significant downturn in the textile industry, with easing pressures from the pandemic and tariff uncertainties expected to drive demand normalization and restocking [2][3] - The company generates approximately 60% of its revenue in the U.S. and has potential for growth in recycled polyester products, with management projecting at least 10% revenue growth by 2026 due to cost-cutting and asset optimization [3] - UFI's trailing revenues are $571 million, compared to a normalized $700 million, leading to a low price-to-sales ratio of 0.14x, suggesting a potential share price increase to between $22 and $35, indicating a fivefold upside from current levels [4] Group 2 - Insider confidence is bolstered by significant stakes from notable figures like Home Depot co-founder Ken Langone, indicating trust in management's ability to navigate through the downturn [5] - The sale of the Madison, North Carolina facility has reduced UFI's debt by over $40 million and is expected to save $20 million annually, aiding in reaching breakeven even in weak market conditions [3] - UFI is not among the 30 most popular stocks among hedge funds, with a decrease in hedge fund portfolios holding UFI from 11 to 9, although it is still recognized for its investment potential [8]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume vast amounts of energy, comparable to that of small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a crucial player in the energy sector, particularly in nuclear energy infrastructure [7][8] - It is capable of executing large-scale engineering, procurement, and construction (EPC) projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is noted for being completely debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a potentially attractive investment opportunity [10] Future Outlook - The convergence of AI, energy infrastructure, and onshoring trends driven by tariffs presents a unique investment landscape [14] - The company is positioned to benefit from the anticipated surge in U.S. LNG exports and the ongoing shift towards clean energy solutions [7][14]

Core Insights - The consumer discretionary sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Group 1: Oversold Stocks - Portillos Inc (NASDAQ: PTLO) has an RSI of 29.9, with a stock price decline of approximately 22% over the past month, reaching a 52-week low of $4.64 [8] - Unifi Inc (NYSE: UFI) has an RSI of 29.7, with a stock price drop of around 20% in the last month, hitting a 52-week low of $3.58 [8] - Brinker International Inc (NYSE: EAT) has an RSI of 29.3, despite reporting strong quarterly earnings, its stock fell about 18% over the past month, with a 52-week low of $100.30 [8]