Financial Data and Key Metrics Changes - Full year revenues reached $2,432,000,000, representing an increase of 2.1% compared to fiscal 2024 after adjusting for last year's additional week of operations [6] - Consolidated revenues for Q4 2025 were $614,400,000, compared to $639,900,000 a year ago, with a revenue growth of approximately 3.4% when excluding the extra week in fiscal 2024 [20][22] - Consolidated operating income for the quarter was $49,600,000, down from $54,000,000 in the prior year, and net income decreased to $41,000,000 or $2.23 per diluted share from $44,600,000 or $2.39 per diluted share [20] - Consolidated adjusted EBITDA for the quarter was $88,100,000 compared to $95,000,000 in the prior year [21] Business Line Data and Key Metrics Changes - Uniform and Facility Service Solutions revenues for the quarter were $560,100,000, a decrease of 4.4% from 2024, with organic growth of approximately 2.9% [22][23] - First Aid and Safety segment revenues increased to $31,100,000 with organic growth of 12.4%, driven by the segment's van business [24] - Revenues from the other segment, which consists of nuclear services, were $23,300,000, a decrease of 5.3% from 2024 due to lower activity in North American nuclear operations [25] Market Data and Key Metrics Changes - The company experienced notable improvements in customer retention in fiscal 2025 after two years of elevated loss business, with key leading indicators such as NPS scores trending positively [7] - The employment environment has softened, impacting parts of the customer base, with reductions in wearer numbers becoming more pronounced [7][12] Company Strategy and Development Direction - The company aims to drive organic growth to mid-single digits and improve EBITDA margins into the high teens over the next couple of years [16] - Investments are being made in strengthening service teams, expanding capacity and stability, and enhancing customer experience through the UniFirst Way [8][11] - The company is focused on optimizing procurement, inventory management, and sourcing facilitated by the Oracle ERP platform [15] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the ability to drive meaningful improvements in overall profitability despite expected temporary setbacks in fiscal 2026 [14][16] - The influence of tariffs is expected to impact short to medium-term profitability, with ongoing efforts to minimize cost increases [12][13] - The company anticipates that the investments in technology and service will yield benefits in the long term, although they may not be immediately visible [46][48] Other Important Information - The company has a robust balance sheet with no long-term debt and cash, cash equivalents, and short-term investments totaling $209,200,000 [25] - Capital expenditures totaled $154,300,000, with significant investments in ERP and facility enhancements [25][29] Q&A Session Summary Question: Confirmation of organic growth guidance for Uniform Facility Services - Management acknowledged the momentum in sales and retention but indicated that the economic outlook and reductions in wearer numbers would contribute to headwinds in organic growth for the current year [33][34] Question: Margin impacts and investments for 2026 - Management outlined that tariffs, sales investments, service investments, and digital transformation costs would contribute to margin headwinds, with expectations for operational efficiency to provide some offsets [36][37] Question: Trajectory of margins in fiscal 2026 - Management indicated that margins would likely follow historical patterns, with tariff impacts becoming more pronounced in the latter half of the year [75][76] Question: Expected softness in nuclear services - Management expects a wind down of a large project in the first quarter, with normal seasonality expected across quarters [79] Question: Pricing environment and client base changes - Management noted that pricing remains challenging due to inflation and tariffs, with a fluid environment impacting manufacturing clients [55][58]

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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].

Core Insights - UniFirst First Aid + Safety and Soundtrace have partnered to provide on-site audiometric testing services to help employers comply with OSHA's hearing conservation requirements and protect workers from preventable hearing loss [1][5]. Industry Context - Millions of American workers are exposed to hazardous noise levels annually, which can lead to irreversible hearing loss. OSHA mandates that employers implement hearing conservation programs, including annual audiometric testing for employees exposed to average noise levels of 85 decibels or more during an 8-hour shift [2]. Challenges in Compliance - Employers with existing hearing conservation programs face challenges such as coordinating testing across multiple shifts, accommodating tight production schedules, and minimizing downtime. Traditional methods like mobile testing vans and inconsistent tablet-based screenings often fail to meet operational demands, leading to missed tests and increased administrative burdens [3][4]. Financial Implications - Failure to detect hearing damage can result in significant financial penalties, with OSHA violations potentially costing up to $165,514 and workers' compensation claims exceeding $100,000 [4]. Partnership Benefits - The partnership will enable UniFirst to offer on-site audiometric testing powered by Soundtrace's AI-driven technology, making compliance easier and reducing employee time away from work [5][6]. Key benefits include: - Convenience of on-site testing during work hours [7] - Automated, OSHA-compliant recordkeeping [7] - Early detection of hearing shifts through AI technology [7] Company Profiles - UniFirst First Aid + Safety is a subsidiary of UniFirst Corporation, headquartered in St. Louis, Missouri, with 260 service locations and over 300,000 customer locations [6]. - Soundtrace specializes in hearing conservation technology, providing digital testing and compliance tools to protect workers from occupational hearing loss [7].

Company Overview - UniFirst Corporation is a North American leader in providing customized business uniform programs, facility service products, and first aid and safety services [1][7] - The company operates over 270 service locations and serves more than 300,000 customer locations, outfitting over 2 million workers daily [7] NASCAR Partnership - UniFirst is excited to announce the return of the UniFirst No. 9 Chevrolet driven by Chase Elliott to the NASCAR Cup Series, with the race scheduled for August 16 at Richmond Raceway [1][2] - This event is part of a decade-long partnership with Hendrick Motorsports, highlighting the company's commitment to performance and service [3][4] Sponsorship and Branding - The UniFirst No. 9 Chevrolet features a bold green and gray design with the iconic "U-Mark," emphasizing the brand's visibility and dedication [3] - This year marks UniFirst's sixth season as the official workwear provider for Hendrick Motorsports, supplying high-quality uniforms and workwear [5] Performance and Events - The Richmond race is one of the final appearances for the UniFirst No. 9 Chevrolet in the 2025 NASCAR Cup Series season, with another appearance scheduled for October 5 at Charlotte Motor Speedway ROVAL [4] - Chase Elliott expressed enthusiasm for the night race atmosphere, aiming to deliver a strong performance for fans [5]

Core Values and Leadership - UniFirst Corporation celebrated its 24th annual Founder's Day with a focus on its founding Core Values: Customer Focus, Commitment to Quality, and Respect for Others, which are central to its people-first strategy [1][3] - The event featured a leadership panel discussion moderated by Catalina Dongo, Senior Vice President of Human Resources, with top executives discussing the importance of these Core Values in the company's success and growth [3] Recognition and Awards - The inaugural Cynthia Croatti Leadership Award was introduced to honor leaders who exemplify vision, passion, and purpose, with Cynthia Croatti being the first recipient for her significant contributions over the past 40 years [4][5] - Founder's Day also included the annual Employee of the Year (EOY) recognition, celebrating outstanding Team Partners who demonstrate commitment to the company's values, with recipients receiving plaques, gifts, and a bonus paid day off [5][6] Educational Support - UniFirst announced the recipients of its higher-education scholarships, including the Aldo Croatti Scholarship for children of Team Partners and the Ronald D. Croatti Scholarship for full-time Team Partners pursuing further education, reflecting the company's commitment to investing in its workforce [6] Company Overview - UniFirst Corporation, headquartered in Wilmington, Massachusetts, is a leader in providing uniform and workwear programs, facility service products, and first aid and safety services across North America, with over 270 service locations and more than 16,000 employees [8]

Core Insights - UniFirst Corporation has been recognized for 22 consecutive years on Selling Power's list of the "60 Best Companies to Sell For in 2025," highlighting its strong sales culture and commitment to customer service [1][4]. Company Overview - UniFirst is a North American leader in providing customized business uniform programs, facility service products, and first aid and safety services [1][6]. - The company serves over two million uniform wearers across North America, including more than half of the Fortune 500 companies [4]. Sales Culture - The company's sales culture is built on its Founding Core Values: Customer Focus, Commitment to Quality, and Respect for Others [3]. - UniFirst empowers its sales teams to understand customers' businesses deeply, enabling them to develop innovative strategies that address unique challenges [3][4]. Recognition and Evaluation - Selling Power evaluates companies based on their supportive and collaborative sales culture, with a focus on professionalism, trust, and empowerment [4]. - The recognition reflects UniFirst's long-term success in sales and customer engagement [4]. Recruitment and Growth - UniFirst is actively recruiting talented individuals to join its award-winning sales team, indicating ongoing growth and expansion [5].