Earnings summaries and quarterly performance for UNIFIRST.
Research analysts who have asked questions during UNIFIRST earnings calls.
RK
Ronan Kennedy
Barclays
8 questions for UNF
Also covers: ADT, CTAS, ECL +8 more
KM
Kartik Mehta
Northcoast Research
6 questions for UNF
Also covers: ADP, BETR, CTAS +15 more
JC
Joshua Chan
UBS Group AG
5 questions for UNF
Also covers: ABM, APG, ARMK +16 more
LM
Luke McFadden
William Blair & Company
5 questions for UNF
Also covers: ABM, BBCP, BV +3 more
JH
Justin Hauke
Robert W. Baird & Co.
4 questions for UNF
Also covers: ABM, BBCP, BWMN +10 more
AS
Andrew Steinerman
JPMorgan Chase & Co.
3 questions for UNF
Also covers: ARMK, BFAM, CTAS +15 more
AJ
Andrew J. Wittmann
Robert W. Baird & Co.
2 questions for UNF
Also covers: ABM, ACM, APG +17 more
BK
Brianna Kamdoum
UBS
2 questions for UNF
AE
Alexander EM Hess
JPMorgan Chase & Co.
1 question for UNF
Also covers: ARMK, BV, DNB +4 more
TM
Tim Mulrooney
William Blair
1 question for UNF
Also covers: ABM, CTAS
TM
Timothy Mulrooney
William Blair & Company
1 question for UNF
Also covers: ABM, APG, BBCP +13 more
Recent press releases and 8-K filings for UNF.
UniFirst Announces Q1 2026 Results and Reaffirms Full-Year Guidance
UNF
Earnings
Guidance Update
Share Buyback
- UniFirst reported Q1 2026 consolidated revenues of $621.3 million, a 2.7% increase from the prior year, while net income decreased to $34.4 million and diluted EPS to $1.89.
- The decline in profitability was attributed to planned investments for growth, higher healthcare claims, legal costs, and $2.3 million in ERP project expenses.
- The company reaffirmed its full-year fiscal 2026 guidance, projecting consolidated revenue between $2.475 billion and $2.495 billion and diluted EPS between $6.58 and $6.98.
- UniFirst maintained a solid financial position with $129.5 million in cash and no long-term debt, and repurchased $31.7 million of common stock during the quarter.
- The Board of Directors is evaluating an unsolicited non-binding proposal from Cintas, with the evaluation process ongoing.
Jan 7, 2026, 2:00 PM
UniFirst Reports Q1 2026 Results and Reaffirms Full-Year Guidance
UNF
Earnings
Guidance Update
M&A
- UniFirst reported Q1 2026 consolidated revenues of $621.3 million, a 2.7% increase from the prior year, while diluted EPS decreased to $1.89 from $2.31 in Q1 2025.
- The company reaffirmed its full-year fiscal 2026 guidance, projecting consolidated revenue between $2.475 billion and $2.495 billion and fully diluted EPS between $6.58 and $6.98.
- Operating income and Adjusted EBITDA declined year-over-year due to planned investments in growth acceleration and operating leverage, as well as higher healthcare claims and legal costs.
- UniFirst repurchased approximately $32 million of common stock during the quarter and is currently evaluating an unsolicited non-binding proposal from Cintas.
- Ongoing strategic initiatives, including an ERP implementation, are expected to lead to a profitability inflection in 2027-2028.
Jan 7, 2026, 2:00 PM
UniFirst Reports Q1 2026 Results and Reaffirms Full-Year Guidance
UNF
Earnings
Guidance Update
Takeover Bid
- UniFirst reported Q1 2026 consolidated revenues of $621.3 million, a 2.7% increase from the prior year, while net income decreased to $34.4 million, or $1.89 per diluted share, compared to $43.1 million, or $2.31 per diluted share in Q1 2025.
- The decline in operating income and Adjusted EBITDA was primarily due to planned investments in growth and operating leverage, alongside higher healthcare claims and legal costs.
- The Uniform and Facility Service Solutions segment delivered 2.4% organic growth, and the First Aid and Safety Solutions segment achieved robust 15.3% revenue growth.
- The company reaffirmed its full-year fiscal 2026 guidance, expecting consolidated revenue between $2.475 billion and $2.495 billion and diluted EPS between $6.58 and $6.98.
- During the quarter, UniFirst repurchased $31.7 million of common stock and is currently evaluating an unsolicited non-binding proposal from Cintas.
Jan 7, 2026, 2:00 PM
UniFirst Corporation announces Q1 fiscal 2026 financial results
UNF
Earnings
Guidance Update
Share Buyback
- UniFirst Corporation reported consolidated revenues of $621.3 million for the first quarter of fiscal 2026, an increase of 2.7% compared to the prior year period.
- Net income for Q1 fiscal 2026 was $34.4 million, with diluted earnings per share of $1.89, compared to $43.1 million and $2.31, respectively, in Q1 fiscal 2025.
- The company's operating margin decreased to 7.3% and Adjusted EBITDA margin to 13.3% in Q1 fiscal 2026, reflecting planned investments in growth and digital transformation initiatives, which included $2.3 million in costs for its enterprise resource planning project.
- UniFirst repurchased $31.7 million of its Common Stock in Q1 fiscal 2026 and declared a quarterly cash dividend of $0.365 per share.
- The company reaffirmed its full-year fiscal 2026 guidance, projecting consolidated revenues between $2.475 billion and $2.495 billion and fully diluted earnings per share between $6.58 and $6.98.
Jan 7, 2026, 1:05 PM
UniFirst Confirms Receipt of Takeover Bid from Cintas
UNF
M&A
Takeover Bid
- UniFirst Corporation (UNF) confirmed it received an unsolicited, non-binding proposal from Cintas Corporation (CTAS) to acquire all outstanding UniFirst common and Class B shares.
- The proposal offers $275.00 per share in cash and was received on December 12, 2025.
- UniFirst's Board of Directors is carefully reviewing and evaluating the proposal with independent financial and legal advisors.
- Shareholders do not need to take any action at this time, and UniFirst does not intend to comment further until the review is complete.
Dec 22, 2025, 3:30 PM
UniFirst: Third Avenue Management Supports Engine Capital Director Nominees
UNF
Board Change
Shareholder Value
- Third Avenue Management announced its intention to vote its UniFirst shares in favor of Engine Capital's proposed director nominees at the upcoming December 15th annual meeting.
- Third Avenue noted that leading proxy advisory firms, including Institutional Shareholder Services, Glass, Lewis & Co, and Egan-Jones, have also recommended voting for Engine's nominees.
- The firm believes that changes to UniFirst's board composition are essential to improve corporate governance and address a "disappointing record of shareholder value creation".
- Third Avenue suggests that the current board has failed to capitalize on opportunities for value creation, both as a standalone company and through a potential takeover transaction.
Dec 10, 2025, 5:37 PM
UniFirst Files Preliminary Proxy Statement, Recommends Against Engine Capital Nominees
UNF
Board Change
Proxy Vote Outcomes
- UniFirst Corporation filed its preliminary proxy statement on November 12, 2025, for the upcoming 2026 Annual Meeting of Shareholders.
- The Board of Directors nominated CEO Steven S. Sintros and Audit Committee Chairman Joseph M. Nowicki for election; Raymond C. Zemlin will retire, and Mr. Nowicki is expected to be appointed Chairman of the Board.
- The Board recommends shareholders vote FOR UniFirst's director nominees and AGAINST the two director candidates proposed by Engine Capital Management, LP.
Nov 12, 2025, 12:32 PM
UniFirst Reports Q4 2025 Results and Provides FY 2026 Outlook
UNF
Earnings
Guidance Update
New Projects/Investments
- UniFirst reported fiscal year 2025 revenues of $2.432 billion, an increase of 2.1% compared to fiscal 2024 after adjusting for an additional week of operations.
- The company expects fiscal year 2026 to reflect a temporary step back in profitability, primarily due to investments in sales, service, and the Oracle ERP system, as well as the anticipated impact of tariffs, which are estimated to collectively impact margins by 80-90 basis points.
- The First Aid and Safety Solutions segment achieved nearly 10% growth in fiscal 2025 and anticipates double-digit expansion again in fiscal 2026, with revenues expected to be up approximately 10%.
- Long-term strategic goals include driving organic growth to mid-single digits and improving EBITDA margins into the high teens.
Oct 22, 2025, 1:00 PM
UniFirst Reports Q4 and Full-Year 2025 Results, Provides Fiscal 2026 Guidance
UNF
Earnings
Guidance Update
New Projects/Investments
- UniFirst reported full-year fiscal 2025 revenues of $2.432 billion, representing a 2.1% increase compared to fiscal 2024 after adjusting for an additional week of operations in the prior year.
- For Q4 2025, consolidated revenues were $614.4 million and diluted earnings per share (EPS) was $2.23.
- The company provided fiscal year 2026 guidance, expecting revenues between $2.475 billion and $2.495 billion and diluted EPS between $6.58 and $6.98.
- UniFirst is making significant investments in technology (ERP), sales, and service to accelerate organic growth and improve customer retention, which are anticipated to create margin headwinds in fiscal 2026.
- During fiscal 2025, UniFirst repurchased approximately 402,000 shares of common stock for $70.9 million.
Oct 22, 2025, 1:00 PM
UniFirst Corporation Announces Q4 and Full Fiscal Year 2025 Financial Results and Fiscal 2026 Guidance
UNF
Earnings
Guidance Update
Share Buyback
- UniFirst Corporation reported Q4 2025 consolidated revenues of $614.4 million and diluted earnings per share of $2.23, compared to $639.9 million and $2.39, respectively, in the prior year. Excluding the impact of an extra week of operations in fiscal 2024, Q4 2025 consolidated revenues increased 3.4%.
- For the full fiscal year 2025, consolidated revenues were $2.432 billion, an increase of 0.2% from the prior year, and diluted earnings per share increased to $7.98 from $7.77.
- The company provided fiscal 2026 guidance, expecting revenues between $2.475 billion and $2.495 billion and fully diluted earnings per share between $6.58 and $6.98.
- In fiscal 2025, UniFirst repurchased 402,415 shares of Common Stock for approximately $70.9 million and paid $24.6 million in dividends to shareholders.
- Costs directly attributable to Key Initiatives (CRM and ERP projects) in fiscal 2025 amounted to $6.8 million, which decreased full-year diluted earnings per share by $0.28.
Oct 22, 2025, 12:41 PM
Quarterly earnings call transcripts for UNIFIRST.
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