UniFirst Q4 2025 Earnings: Solid Beat, But FY26 EPS Guide Disappoints

Описание: UniFirst Corp reported a solid Q4 2025 earnings beat with GAAP EPS of $2.23 and adjusted EPS of $2.28, surpassing consensus expectations. Revenue came in at $614.4 million, slightly above estimates, showing steady organic growth of 3.4% excluding an extra week last year. The company maintains strong cash reserves of $209 million and zero long-term debt, signaling robust financial health despite market turbulence.

The major focus is on UniFirst's FY26 outlook, which disappointed investors with EPS guidance of $6.58 to $6.98, significantly below the Street's consensus of around $8.6 to $8.7. This reset is driven primarily by the costly Oracle ERP system rollout, increased depreciation and amortization, strategic growth investments, tariffs, and a cyclical downturn in nuclear services. These factors create a near-term profitability drag, overshadowing the steady operational performance.

Management emphasizes that these challenges are temporary and necessary for long-term growth, highlighting strong segment growth in First Aid & Safety at 12.4% and stable Uniform & Facility growth at 2.9%. The ERP and CRM modernization initiatives are expected to unlock future efficiencies and scale benefits. Investors should watch ERP expense normalization, core segment growth acceleration, and margin recovery in FY27 as key indicators for UniFirst's earnings power restoration.

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