Q4 25 EPS
$0.03
MISS 48.28%
Est. $0.06
Q4 25 Revenue
$712.0M
BEAT +3.09%
Est. $690.7M
vs S&P Since Q4 25
+125.9%
BEATING MARKET
VSTS +135.8% vs S&P +9.9%
Full Year 2025 Results
FY 25 EPS
$0.25
BEAT +7.85%
Est. $0.23
FY 25 Revenue
$2.73B
BEAT +0.91%
Est. $2.71B
Market Reaction
Did VSTS Beat Earnings? Q4 2025 Results
Vestis Corporation delivered a sharply disappointing fiscal Q4 2025, posting adjusted EPS of just $0.03 against a consensus estimate of $0.39, a miss of 92.31%, even as revenue of $712.01 million edged 3.60% above analyst expectations and rose 4.0% y… Read more Vestis Corporation delivered a sharply disappointing fiscal Q4 2025, posting adjusted EPS of just $0.03 against a consensus estimate of $0.39, a miss of 92.31%, even as revenue of $712.01 million edged 3.60% above analyst expectations and rose 4.0% year over year. The headline revenue figure, however, was flattered by a 53rd operating week worth roughly $51.60 million; strip that out and normalized revenue actually declined 3.5%, a reflection of persistent customer losses that dragged rental revenue down $18.10 million on a comparable basis. Adjusted EBITDA fell to $64.66 million from $80.55 million a year earlier, with margins compressing 269 basis points to 9.1%, while net leverage climbed to 4.72x as free cash flow shrank to just $5.77 million for the full year. In response, CEO Jim Barber unveiled a multi-year transformation plan targeting at least $75.00 million in annual cost savings by end of fiscal 2026, with the company guiding full-year adjusted EBITDA of $285.00 million to $315.00 million despite flat to down 2% revenue expectations, a cautious outlook that nonetheless sent shares up roughly 8.6% as investors bet on eventual execution.
Key Takeaways
- • Extra 53rd operating week added approximately $51.6 million in Q4 revenue
- • Net impact of lost business drove rental revenue decline of $18.1 million on a normalized basis
- • Direct sales declined $5.0 million or 13.6% on a normalized basis
- • SG&A cost reductions of $13.3 million including lower selling and administrative costs
- • Higher variable plant costs due to adverse product mix shifts
- • Foreign exchange negative impact of $0.8 million from Canadian business
VSTS YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
VSTS Revenue by Segment
With YoY comparisons, source: SEC Filings
VSTS Revenue by Geography
With YoY comparisons, source: SEC Filings
“We ended fiscal 2025 in a good position to advance our strategic priorities as we enter fiscal 2026. Over the past several months, we have taken a close look at our commercial strategy as well as our operations and identified the actions needed to strengthen performance, unlock operating leverage, and better serve our customers. As a result, we have launched a comprehensive business transformation plan anchored on three strategic pillars: Commercial Excellence, Operational Excellence, and Asset & Network Optimization. We have already begun executing initiatives under the plan, and we anticipate these improvements will be progressively realized throughout fiscal 2026 as we advance our multi-year transformation.”
— Jim Barber, Q4 2025 Earnings Press Release
VSTS Earnings Trends
VSTS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
VSTS EPS Trend
Earnings per share: estimate vs actual
VSTS Revenue Trend
Quarterly revenue: estimate vs actual
VSTS Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $0.08 | $0.16 | +92.08% | $659.4M | +0.53% |
| Q1 26 BEAT | $0.09 | $0.10 | +5.82% | $663.4M | -1.64% |
| Q4 25 MISS FY | $0.06 | $0.03 | -48.28% | $712.0M | +3.09% |
| FY Full Year | $0.23 | $0.25 | +7.85% | $2.73B | +0.91% |
| Q3 25 MISS | $0.07 | $-0.01 | -114.49% | $673.8M | -0.07% |
| Q2 25 MISS | $0.15 | $-0.05 | -133.81% | $665.2M | -3.70% |