Uniform rental firm UniFirst beats Q4 revenue expectations on improved customer retention

UniFirst

22/10/2025 13:08

Overview

UniFirst Q4 revenue beats analyst expectations despite a decline from the previous year

Diluted EPS for Q4 decreased to $2.23 from $2.39 in the prior year

Company repurchased 402,415 shares for $70.9 mln during fiscal 2025

Outlook

UniFirst expects fiscal 2026 revenue between $2.475 bln and $2.495 bln

Company sees fiscal 2026 EPS between $6.58 and $6.98

Uniform & Facility Service Solutions' organic growth expected at 2.6%

Result Drivers

REVENUE GROWTH - Excluding the extra week in fiscal 2024, consolidated revenues increased by 3.4%

UNIFORM & FACILITY GROWTH - Organic growth driven by new account sales and improved customer retention

FIRST AID GROWTH - Strong growth in First Aid van business drove organic growth of 12.4%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$614.44 mln
$606.97 mln (4 Analysts)
Q4 EPS
$2.23
Q4 Net Income
$41.02 mln
Q4 Operating Income
$49.57 mln
Q4 Pretax Profit
$51.41 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the business support services peer group is "buy."

Wall Street's median 12-month price target for UniFirst Corp is $190.00, about 8.8% above its October 21 closing price of $173.37

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release: ID:nGNX2xvRtf

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)