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Aug 30
UniFirst Q4 2025 Earnings Report
UniFirst reported a slight decline in Q4 2025 revenue due to the absence of an extra operational week present in the prior year, but still achieved growth when adjusted for that factor.
Key Takeaways
UniFirst posted Q4 2025 results showing adjusted revenue growth despite a decline in total reported revenue from the prior year. Net income and EPS decreased, with operating margins slightly lower due to continued investment in strategic initiatives.
Q4 revenue was $614.4M, down from $639.9M due to the prior year's extra week.
Net income fell to $41.0M from $44.6M year-over-year.
Adjusted EBITDA margin declined to 14.3% from 14.9%.
First Aid & Safety segment posted 12.4% organic growth despite margin pressure.
UniFirst
UniFirst
UniFirst Revenue by Segment
Revenue by Segment
Uniform & Facility Revenue
CapyFin.comFirst Aid & Safety Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
UniFirst expects modest revenue and earnings growth in fiscal 2026, tempered by increased expenses from ongoing investments and ERP deployment.
Positive Outlook
- Revenue expected between $2.475B and $2.495B.
- Net income forecasted at $124.1M midpoint.
- Adjusted EBITDA expected to reach $319.7M midpoint.
- Organic growth of 2.6% projected in core Uniform & Facility segment.
- Cash flow supported by strong operations and no long-term debt.
Challenges Ahead
- Diluted EPS guidance of $6.58–$6.98 reflects lower net income.
- Expected increase in depreciation and amortization from Oracle ERP rollout.
- Higher stock-based compensation expenses forecasted.
- Lower profitability anticipated in the nuclear services business.
- Tax rate assumption increased to 26.0% from 20.2%.