UNIFIRST CORP

Unifirst Corp.

Specialty Business Services Industrials Wilmington, MA, United States UNF (NYQ)
Quarter: Q4 2025 Reported: October 17, 2025 Sentiment: Neutral

UniFirst Corporation provides workplace uniforms and protective work wear clothing in the United States, Europe, and Canada. It operates in three segments: Uniform & Facility Service Solutions; First Aid & Safety Solutions; and Other. The company offers uniforms, including shirts, pants, jackets, coveralls, lab coats, smocks, and aprons; specialized protective wear comprising flame resistant and high visibility garments; and first aid cabinet services and other safety supplies, as well as safety training services. It also engages in the rent and sale of non-garment items and services that include industrial wiping products, floor mats, dry and wet mops, and other textile products, as well as the wholesale distribution and pill packaging operations for non-prescription medicines. In addition, the company provides garment service options, including full-service rental and lease programs. Further, it offers restroom and cleaning supplies, such as air fresheners, paper products, gloves, masks, hand soaps, and sanitizers. Additionally, it provides specialized services, including decontamination and cleaning of work clothes and other items that have been exposed to radioactive materials and services special cleanroom protective wear. The company serves automobile service centers and dealers, delivery services, food and general merchandise retailers, manufacturers, maintenance facilities, restaurants and food-related businesses, business service companies, soft and durable goods wholesalers, transportation companies, energy producing operations, and healthcare providers, as well as others that require employee clothing on the job for image, identification, protection, or utility purposes. UniFirst Corporation was founded in 1936 and is headquartered in Wilmington, Massachusetts.

Analysis Summary

UniFirst Corporation has implemented a significant change in its financial reporting structure, effective with the fourth quarter and fiscal year ended August 30, 2025. The company will now report results under three distinct segments: (1) Uniform & Facility Service Solutions, (2) First Aid & Safety Solutions, and (3) Other. This strategic revision was undertaken to align the company's external reporting with its internal management framework, specifically how the Chief Operating Decision Maker (the CEO) manages the business, including resource allocation and performance assessment across different operational areas.

This segment restructuring is purely an allocation change and does not involve any revision or restatement of UniFirst's previously reported consolidated financial statements or its consolidated non-GAAP adjustments. To facilitate investor understanding and comparability, the company has provided recast unaudited historical information in Exhibit 99.2 of its Form 8-K, allowing investors to view past performance consistent with the new segment structure. While the transcript does not provide specific financial performance metrics, guidance, or management commentary on market trends or competitive positioning, the segment realignment itself suggests an effort towards improved transparency and operational efficiency in reporting. No risk factors or analyst Q&A highlights were present in the provided text.

Key Highlights

  • UniFirst Corporation revised its reportable segments effective Q4 2025.
  • New segments are: Uniform & Facility Service Solutions; First Aid & Safety Solutions; and Other.
  • The change aligns reporting with the CEO's management approach for resource allocation and performance assessment.
  • Segment changes do not revise or restate previously reported consolidated financial statements.
  • Recast unaudited historical information is provided to assist investors with the new structure.

Financial Metrics

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YoY: N/A
revenue
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guidance
net income
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Stock Performance (90 Days)

Data through Dec 26, 2025
Layoff Events
Earnings Calls

Positive Signals

  • Improved clarity in financial reporting structure
  • Alignment of reporting with internal management strategy
  • Provision of recast historical data for investor assistance

Risks & Concerns

  • None explicitly mentioned in the provided transcript.

Full Transcript

Recent Unifirst Corp. News

Stock Price

$197.58
UNF· NYQ
-1.00% day

Company Info

Industry
Specialty Business Services
Sector
Industrials
Headquarters
Wilmington, MA, United States
CEO
Mr. Steven S. Sintros CPA
Employees
16,000
View Company Profile

Layoff Stats

Layoff Events
0
Total Affected
0

Recent Layoffs

No canonical layoff events recorded for this company.

Financials

Market Cap $3.58B
Revenue $2.43B
Profit Margin 6.1%
Cash $209.2M
Debt $72.4M