Core Viewpoint - UniFirst (UNF) reported quarterly earnings of $2.28 per share, exceeding the Zacks Consensus Estimate of $2.15 per share, but down from $2.46 per share a year ago, indicating a +6.05% earnings surprise [1] Financial Performance - The company achieved revenues of $614.45 million for the quarter ended August 2025, surpassing the Zacks Consensus Estimate by 1.03%, although this is a decrease from $639.87 million in the same quarter last year [2] - Over the last four quarters, UniFirst has exceeded consensus EPS estimates four times and topped consensus revenue estimates twice [2] Stock Performance and Outlook - Since the beginning of the year, UniFirst shares have increased by approximately 1.3%, while the S&P 500 has gained 14.5% [3] - The future performance of the stock will largely depend on management's commentary during the earnings call and the earnings outlook for the upcoming quarters [4][6] Earnings Estimates - The current consensus EPS estimate for the next quarter is $2.61 on revenues of $627.61 million, and for the current fiscal year, it is $8.84 on revenues of $2.52 billion [7] Industry Context - The Uniform and Related industry, to which UniFirst belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]

UniFirst (NYSE:UNF) Q4 2025 Earnings Call October 22, 2025 09:00 AM ET Company ParticipantsLuke McFadden - Equity Research AssociateJustin Hauke - VP and Senior Research AssociateSteve Sintros - President and CEOKartik Mehta - Director of ResearchBrianna Kamdoum - Equity Research AssociateShane O'Connor - EVP and CFOConference Call ParticipantsRonan Kennedy - AnalystOperatorToday, and thank you for standing by. Welcome to the Q4 2025 UniFirst earnings conference call. At this time, all participants are in a ...

UniFirst (NYSE:UNF) Q4 2025 Earnings Call October 22, 2025 09:00 AM ET Company ParticipantsLuke McFadden - Equity Research AssociateJustin Hauke - VP and Senior Research AssociateSteve Sintros - President and CEOKartik Mehta - Director of ResearchBrianna Kamdoum - Equity Research AssociateShane O'Connor - EVP and CFOConference Call ParticipantsRonan Kennedy - AnalystOperatorToday, and thank you for standing by. Welcome to the Q4 2025 UniFirst earnings conference call. At this time, all participants are in a ...

UniFirst (NYSE:UNF) Q4 2025 Earnings Call October 22, 2025 09:00 AM ET Speaker1Today, and thank you for standing by. Welcome to the Q4 2025 UniFirst earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star one-one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please pre ...

UniFirst (NYSE:UNF) Q4 2025 Earnings Call October 22, 2025 09:00 AM ET Speaker0Good day and thank you for standing by. Welcome to the Q4 twenty twenty five UniFirst Earnings Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I would now like to hand the conference over to your speaker today, Stephen Centros, President and Chief Executive Officer. ...

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Core Insights - UniFirst Corporation reported its fourth quarter and full year financial results for fiscal 2025, highlighting a solid performance despite the absence of an extra operational week compared to the previous fiscal year [1][4]. Financial Highlights - Q4 2025 revenues were $614.4 million, down from $639.9 million in Q4 2024, but increased by 3.4% when excluding the impact of the extra week in the prior year [6][11]. - Full year revenues for fiscal 2025 reached $2.432 billion, a slight increase of 0.2%, with a 2.1% increase when excluding the extra week [6][11]. - Operating income for Q4 2025 was $49.6 million, compared to $54.0 million in Q4 2024, while full year operating income was $184.5 million, up 0.5% from the previous year [6][11]. - Net income for Q4 2025 was $41.0 million, down from $44.6 million in Q4 2024, while full year net income increased to $148.3 million from $145.5 million [6][11]. Segment Performance - The Uniform & Facility Service Solutions segment reported Q4 revenues of $560.1 million, a decrease from $586.0 million in the prior year, with organic growth of 2.9% attributed to new account sales and improved customer retention [6][11]. - The First Aid & Safety Solutions segment saw revenues of $31.1 million in Q4 2025, up from $29.3 million in Q4 2024, reflecting a strong organic growth of 12.4% [12]. - Adjusted EBITDA margin for the Uniform & Facility Service Solutions segment was 14.3% in Q4 2025, down from 14.9% in Q4 2024, impacted by investments in growth and digital transformation [6][8]. Cost and Investment Insights - Costs related to Key Initiatives, including CRM and ERP projects, amounted to $1.4 million in Q4 2025 and $6.8 million for the full year, affecting operating and Adjusted EBITDA margins [3][4][7]. - The company anticipates $7.0 million in costs related to Key Initiatives for fiscal 2026 [10]. Balance Sheet and Cash Flow - As of August 30, 2025, cash and cash equivalents totaled $203.5 million, an increase from $161.6 million in the prior year [12][17]. - Cash flow from operating activities increased to $296.9 million in fiscal 2025, reflecting a 0.5% growth [12][22]. - The company repurchased 402,415 shares for approximately $70.9 million during fiscal 2025, with $40.6 million remaining under its share repurchase authorization [12][22]. Future Outlook - For fiscal 2026, UniFirst expects revenues between $2.475 billion and $2.495 billion, with fully diluted earnings per share projected between $6.58 and $6.98 [10][12].

[Unaudited and Pro Forma Estimated Recast of Prior Financial Information](index=1&type=section&id=Unaudited%20and%20Pro%20Forma%20Estimated%20Recast%20of%20Prior%20Financial%20Information) This section presents unaudited and pro forma recast financial information for prior periods, including consolidated and segment-specific data [Consolidated Financial Data](index=1&type=section&id=Consolidated%20Financial%20Data) This section presents recast consolidated financial data, including revenue, operating income, and adjusted EBITDA, for Fiscal Year 2024 and the first three quarters of Fiscal Year 2025 [Consolidated Revenue](index=1&type=section&id=Consolidated%20Revenue) This section details the consolidated revenue performance for Fiscal Year 2024 and the first three quarters of Fiscal Year 2025 | Metric | Fiscal 2024 (Year Ended 8/31/2024) ($ thousands) | Fiscal 2024 (Thirteen Weeks Ended 5/25/2024) ($ thousands) | Fiscal 2025 (Thirteen Weeks Ended 5/31/2025) ($ thousands) | | :----------------------- | :------------------------------------------------ | :-------------------------------------------------------- | :-------------------------------------------------------- | | Consolidated Revenues | $2,427,431 | $603,328 | $610,778 | - Consolidated Revenues for the thirteen weeks ended 5/31/2025 increased by approximately **1.23%** to **$610,778 thousand** compared to **$603,328 thousand** for the thirteen weeks ended 5/25/2024[1](index=1&type=chunk) [Consolidated Operating Income](index=1&type=section&id=Consolidated%20Operating%20Income) This section presents the consolidated operating income for Fiscal Year 2024 and the first three quarters of Fiscal Year 2025 | Metric | Fiscal 2024 (Year Ended 8/31/2024) ($ thousands) | Fiscal 2024 (Thirteen Weeks Ended 5/25/2024) ($ thousands) | Fiscal 2025 (Thirteen Weeks Ended 5/31/2025) ($ thousands) | | :------------------------- | :------------------------------------------------ | :-------------------------------------------------------- | :-------------------------------------------------------- | | Consolidated Operating Income | $183,578 | $48,450 | $48,177 | - Consolidated Operating Income for the thirteen weeks ended 5/31/2025 slightly decreased by approximately **0.56%** to **$48,177 thousand** compared to **$48,450 thousand** for the thirteen weeks ended 5/25/2024[1](index=1&type=chunk) [Consolidated Adjusted EBITDA Reconciliation](index=1&type=section&id=Consolidated%20Adjusted%20EBITDA%20Reconciliation) This section provides a reconciliation of consolidated Adjusted EBITDA for Fiscal Year 2024 and the first three quarters of Fiscal Year 2025 | Metric | Fiscal 2024 (Year Ended 8/31/2024) ($ thousands) | Fiscal 2024 (Thirteen Weeks Ended 5/25/2024) ($ thousands) | Fiscal 2025 (Thirteen Weeks Ended 5/31/2025) ($ thousands) | | :-------------------------- | :------------------------------------------------ | :-------------------------------------------------------- | :-------------------------------------------------------- | | Net Income | $145,474 | $38,057 | $39,680 | | Provision for income taxes | $43,905 | $11,277 | $13,715 | | Interest income, net | $(7,242) | $(1,406) | $(2,514) | | Depreciation and amortization | $141,432 | $34,560 | $34,722 | | Share-based compensation expense | $9,773 | $2,303 | $3,015 | | Consolidated Adjusted EBITDA | $333,342 | $84,791 | $85,826 | - Consolidated Adjusted EBITDA for the thirteen weeks ended 5/31/2025 increased by approximately **1.22%** to **$85,826 thousand** compared to **$84,791 thousand** for the thirteen weeks ended 5/25/2024[1](index=1&type=chunk) [Segment-Specific Adjusted EBITDA Reconciliation](index=1&type=section&id=Segment-Specific%20Adjusted%20EBITDA%20Reconciliation) This section details the Adjusted EBITDA reconciliation for each of the company's operating segments, highlighting their individual contributions and performance trends [Uniform & Facility Service Solutions Adjusted EBITDA](index=1&type=section&id=Uniform%20%26%20Facility%20Service%20Solutions%20Adjusted%20EBITDA) This section details the Adjusted EBITDA for the Uniform & Facility Service Solutions segment | Metric | Fiscal 2024 (Year Ended 8/31/2024) ($ thousands) | Fiscal 2024 (Thirteen Weeks Ended 5/25/2024) ($ thousands) | Fiscal 2025 (Thirteen Weeks Ended 5/31/2025) ($ thousands) | | :----------------------------------- | :------------------------------------------------ | :-------------------------------------------------------- | :-------------------------------------------------------- | | Net Income | $174,828 | $44,262 | $48,461 | | Depreciation and amortization | $134,831 | $32,965 | $32,990 | | Share-based compensation expense | $9,193 | $2,177 | $2,858 | | Total Adjusted EBITDA | $311,610 | $77,998 | $79,003 | - Adjusted EBITDA for Uniform & Facility Service Solutions for the thirteen weeks ended 5/31/2025 increased by approximately **1.29%** to **$79,003 thousand** compared to **$77,998 thousand** for the thirteen weeks ended 5/25/2024[1](index=1&type=chunk) [First Aid & Safety Solutions Adjusted EBITDA](index=1&type=section&id=First%20Aid%20%26%20Safety%20Solutions%20Adjusted%20EBITDA) This section details the Adjusted EBITDA for the First Aid & Safety Solutions segment | Metric | Fiscal 2024 (Year Ended 8/31/2024) ($ thousands) | Fiscal 2024 (Thirteen Weeks Ended 5/25/2024) ($ thousands) | Fiscal 2025 (Thirteen Weeks Ended 5/31/2025) ($ thousands) | | :-------------------------------- | :------------------------------------------------ | :-------------------------------------------------------- | :-------------------------------------------------------- | | Net Income | $(1,832) | $148 | $525 | | Depreciation and amortization | $3,443 | $809 | $975 | | Share-based compensation expense | $99 | $25 | $30 | | Total Adjusted EBITDA | $1,710 | $982 | $1,530 | - Adjusted EBITDA for First Aid & Safety Solutions for the thirteen weeks ended 5/31/2025 significantly increased by approximately **55.80%** to **$1,530 thousand** compared to **$982 thousand** for the thirteen weeks ended 5/25/2024[1](index=1&type=chunk) [Other Segment Adjusted EBITDA](index=1&type=section&id=Other%20Segment%20Adjusted%20EBITDA) This section details the Adjusted EBITDA for the Other operating segment | Metric | Fiscal 2024 (Year Ended 8/31/2024) ($ thousands) | Fiscal 2024 (Thirteen Weeks Ended 5/25/2024) ($ thousands) | Fiscal 2025 (Thirteen Weeks Ended 5/31/2025) ($ thousands) | | :-------------------------------- | :------------------------------------------------ | :-------------------------------------------------------- | :-------------------------------------------------------- | | Net Income | $16,383 | $4,924 | $4,409 | | Depreciation and amortization | $3,158 | $786 | $757 | | Share-based compensation expense | $481 | $101 | $127 | | Total Adjusted EBITDA | $20,022 | $5,811 | $5,293 | - Adjusted EBITDA for the Other segment for the thirteen weeks ended 5/31/2025 decreased by approximately **8.91%** to **$5,293 thousand** compared to **$5,811 thousand** for the thirteen weeks ended 5/25/2024[1](index=1&type=chunk) [Unallocated Adjustments](index=1&type=section&id=Unallocated%20Adjustments) This section clarifies that 'Unallocated Adjustments' represent corporate and other items not included within reportable segments, which net to zero in consolidation - Unallocated Adjustments represent corporate and other items not included within the reportable segments and net to zero in consolidation[1](index=1&type=chunk)

Core Viewpoint - UniFirst Corporation is restructuring its reporting organization, transitioning from five segments to three reportable segments to better reflect current business management and performance assessment [1][2][3] Summary of Reporting Changes - The previous five segments included U.S. and Canadian Rental and Cleaning, Manufacturing, Corporate, First Aid, and Specialty Garments Rental and Cleaning. The new structure consolidates these into three segments: Uniform & Facility Service Solutions, First Aid & Safety Solutions, and Other [2][3][6] - The Uniform & Facility Service Solutions segment combines the former U.S. and Canadian Rental and Cleaning, Manufacturing, and Corporate segments, now also including cleanroom solutions [3][6] - The First Aid segment has been renamed to First Aid & Safety Solutions, reflecting a broader scope of services and products [4][6] - The Other segment now consists of nuclear solutions, previously part of Specialty Garments, focusing on specialty garments and non-garment items for nuclear applications [5][6] Financial Performance Metrics - Key performance measures for the segments will continue to be revenues and operating income, with adjusted EBITDA provided for additional insights [7] - Historical financial data for the new segments has been recast to assist investors in understanding the impact of these changes, covering seven quarters of metrics from fiscal 2024 to fiscal 2025 [8][9] Company Overview - UniFirst Corporation is a leader in North America for uniform and workwear programs, facility service products, and first aid and safety supplies, managing specialized garment programs for cleanroom and nuclear industries [10] - The company operates over 270 service locations and serves more than 300,000 customer locations, employing over 16,000 team members [10]

Core Viewpoint - UniFirst Corporation is set to report its Fiscal 2025 fourth quarter results on October 22, 2025, and will hold a conference call to discuss financial results and outlook [1]. Group 1: Financial Reporting - The company will announce its fourth quarter results before the market opens on October 22, 2025 [1]. - A conference call is scheduled for 9:00 a.m. Eastern Time on the same day to discuss quarterly financial results and business highlights [1]. Group 2: Company Overview - UniFirst Corporation is a North American leader in uniform and workwear supply, facility service products, and safety supplies [3]. - The company operates five ISO-9001-certified manufacturing facilities and manages specialized garment programs for cleanroom and nuclear industries [3]. - With over 270 service locations and more than 300,000 customer locations, UniFirst outfits over 2 million workers daily [3].