Total Revenue

8% YoY increase " " " "

Total Revenue grew from $2,470.93 million in Q4 2024 to $2,667.6 million in Q4 2025, driven by strong performance across all segments. Prior periods had established robust organic revenue growth and operational efficiencies that continued to drive improvement in the current quarter. " " " "

Uniform Rental and Facility Services

6% YoY increase " " " "

Uniform Rental and Facility Services rose from $1,911.26 million to $2,030.8 million by Q4 2025, supported by ongoing enhancements such as new business growth, additional product penetration, and pricing improvements—factors that built on historical trends observed in previous quarters. " " " "

First Aid and Safety Services

17% YoY increase " " "

First Aid and Safety Services jumped from $277.6 million to $324.3 million, reflecting strong organic growth, enhanced customer retention, and strategic pricing. This marked improvement is consistent with earlier periods where significant investments in sales and technology contributed to robust margin expansion. " " "

Uniform Direct Sales

10% Sequential increase " "

Uniform Direct Sales increased sequentially from $82.4 million in Q3 2025 to $90.2 million in Q4 2025. This rise is likely due to a rebound from prior period volatility and targeted cross-selling initiatives within strategic accounts, building on the historically lumpy performance of the segment. " "

Fire Protection Services

34% Sequential decline " "

Fire Protection Services saw a steep sequential decline from $203.8 million in Q3 2025 to $133.6 million in Q4 2025. This significant drop reflects the segment’s volatility, possibly due to seasonal adjustments and challenges such as technology and SAP implementation transitions that contrast with its previously strong performance. " "

Revenue

FY 2026

$10.28B to $10.305B " "

$11.0B to $11.15B " "

raised

Diluted EPS

FY 2026

$4.36 to $4.40 "

$4.71 to $4.85 " "

raised

Effective Tax Rate

FY 2026

20.2% "

20% "

lowered

Net Interest Expense

FY 2026

$100 million "

$98 million "

lowered

Capital Expenditures

FY 2026

4% of revenue "

3.5% to 4% of revenue "

lowered

Operating Margin

FY 2026

no prior guidance

above 23% with incrementals in the high 20% range "

no prior guidance

Workdays

FY 2026

no prior guidance

same number of workdays as fiscal 2025 "

no prior guidance