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Earnings Data
Report Date
Oct 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
2.04Last Year’s EPS
2.28Same Quarter Last Year
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of modest top-line momentum and strategic progress alongside meaningful near-term profitability and cash-flow pressures. Revenue growth was positive (consolidated +2.7% YoY; core organic +2.4%; First Aid +15.3%), new account wins and retention trends improved, and the company maintained a strong balance sheet and continued buybacks/dividend increases. Offsetting these positives were declines in operating income, adjusted EBITDA, net income and EPS (double-digit percentage drops), margin compression tied to planned investments and higher claims/legal costs, ERP/Key Initiative costs, and working capital strain. Management reiterated guidance and outlined a multi-year roadmap (ERP and UniFirst Way) that they expect to drive margin inflection in 2027–2028, but the near-term picture remains mixed.Company Guidance
Revenue Growth
Consolidated revenues increased to $621.3 million, up 2.7% year-over-year (from $604.9 million).
Organic Growth in Core Business
Uniform & Facility Service Solutions revenues were $565.9 million with organic growth of 2.4%; new customer wins exceeded the prior year and customer retention showed sequential improvement for a second consecutive year.
Strong First Aid & Safety Revenue Momentum
First Aid and Safety Solutions revenues grew 15.3% to $30.2 million (from $26.2 million), driven by double-digit growth in van operations and small bolt-on acquisitions.
Disciplined Capital Allocation and Shareholder Returns
Repurchased approximately $31.7 million of common stock in the quarter (over $77 million in the past two quarters) and increased the common stock dividend, reflecting Board and management confidence in the strategy.
Solid Balance Sheet and Strategic Investment
Cash, cash equivalents and short-term investments totaled $129.5 million with no long-term debt; invested $38.9 million in capital expenditures and completed four First Aid acquisitions for $14.9 million.
Reaffirmed Full-Year Guidance
Reaffirmed FY26 consolidated revenue guidance of $2.475 billion to $2.495 billion and fully diluted EPS guidance of $6.58 to $6.98 (including an estimated $7 million of Key Initiative costs).
Operational Initiatives Showing Early Benefits
Investments in sales and service organizations, UniFirst Way operating framework and ERP implementation are beginning to show improvements (account retention, new account sales, additional product placements), with management expecting larger margin inflection from initiatives as they come online over the next 18–24 months.
UNF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
UNF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 01, 2026 | $264.46 | $266.54 | +0.79% |
Apr 01, 2026 | $251.25 | $254.25 | +1.19% |
Jan 07, 2026 | $202.59 | $196.46 | -3.03% |
Oct 22, 2025 | $172.54 | $164.19 | -4.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does UniFirst Corp (UNF) report earnings?
UniFirst Corp (UNF) is schdueled to report earning on Oct 28, 2026, Before Open (Confirmed).
What is UniFirst Corp (UNF) earnings time?
UniFirst Corp (UNF) earnings time is at Oct 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is UNF EPS forecast?
UNF EPS forecast for the fiscal quarter 2026 (Q4) is 2.04.