# UniFirst Corporation (UNF)

> Source: Nexqual · https://nexqual.com/UNF · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, UniFirst Corporation (UNF), nexqual.com/UNF" · informational, not investment advice.

**Price:** USD 278.99 (+1.82% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 274 · day 275.51–281.28 · 52w 147.66–306.67 · market cap $5.05B · NYQ

## Key facts
- Last four reported quarters (through May 30, 2026): revenue $2.49B, net income $116M (4.6% margin), free cash flow $88.3M (SEC filings).
- Valuation: P/E 43.6x (avg 26.2x at the last 3 fiscal year-ends).
- 2 of 80 tracked superinvestors hold UNF (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (4 analysts), mean target USD 273.33 (range 262–280).
- Total return with dividends: 1Y +80.0% vs S&P 500 +14.9%; 5Y +39.9% vs S&P 500 +80.3%.
- Next earnings: 2027-01-06, EPS estimate USD 2.25, revenue estimate $648M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.83B | $2.00B | $2.23B | $2.43B | $2.43B | $2.49B |
| Gross profit | $685M | $694M | $752M | $848M | $890M | — |
| Operating income | $196M | $134M | $134M | $184M | $184M | $144M |
| Net income | $151M | $103M | $104M | $145M | $148M | $116M |
| EPS (diluted) | $7.94 | $5.46 | $5.53 | $7.77 | $7.98 | — |
| Free cash flow | $78.7M | -$21.7M | $43.8M | $135M | $143M | $88.3M |
| Gross margin | 37.5% | 34.7% | 33.7% | 34.9% | 36.6% | — |
| Operating margin | 10.7% | 6.7% | 6.0% | 7.6% | 7.6% | 5.8% |
| Net margin | 8.3% | 5.2% | 4.6% | 6.0% | 6.1% | 4.6% |
| Revenue growth | +1.2% | +9.6% | +11.6% | +8.7% | +0.2% | — |
| Cash + short-term investments | $513M | $376M | $89.6M | $175M | $209M | — |
Fiscal years end Aug. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through May 30, 2026)
P/E 43.6x · P/S 2.0x · P/FCF 57.2x · P/B 2.3x · FCF yield 1.75% · Earnings yield 2.30% · Dividend yield (paid, TTM) 0.50% · Buyback yield (TTM) 1.55%
P/E at fiscal year-ends: Aug 2025 22.3x, Aug 2024 24.4x, Aug 2023 31.9x.

## Superinvestors (SEC 13F-HR, Q2 2026)
2 of 80 tracked investors hold UNF. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne |  | 2.03% | $26.9M | Reduced -0.1% |
| Third Avenue Management |  | 0.88% | $5.5M | Reduced -26.8% |

## Analysts
Consensus Hold (mean 3.00 on a 1–5 scale), 4 analysts; mean target USD 273.33 (low 262, high 280).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +80.0% | +39.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +80.4% | +6.9% |
| Volatility (annualized) | 32.8% | 29.5% |
| Max drawdown | -16.7% (Jul 2026→Sep 2026) | -31.6% (Jan 2025→Nov 2025) |

## Peers (Specialty Business Services)
AMTM (Amentum Holdings, Inc.) USD 21.29 +5.66% · DLB (Dolby Laboratories) USD 63.28 +1.22% · AZZ (AZZ Inc.) USD 133.39 -3.75% · FA (First Advantage Corporation) USD 21.22 +7.93% · MMS (Maximus, Inc.) USD 63.38 +2.11% · ABM (ABM Industries Incorporated) USD 53.88 +3.06%

## More
Full page: https://nexqual.com/UNF · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name UNF in their own reports (relationship from UNF's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| customer | CINTAS CORP (CTAS) | 10-K 2026-07-29 | "The integration of UniFirst's business into our operations will be a complex, costly and time-consuming process and may result in significant challenges, including the diversion of management's attent…" |

## Revenue by business segment (quarter ended 2026-05-30)

| Line | Revenue | Share | YoY | Operating income | Op. margin |
|---|---|---|---|---|---|
| Uniform & Facility Service Solutions | $575.7M | 90.8% | +3.9% | $19.7M | 3.4% |
| First Aid & Safety Solutions | $30.8M | 4.9% | +3.4% | -$1.5M | -5.0% |
| Other | $27.8M | 4.4% | +4.4% | $4.9M | 17.6% |
| Total revenue | $634.4M | 100% | — | $23.0M | 3.6% |

## Revenue by region (fiscal year ended 2025-08-30)

| Line | Revenue | Share | YoY |
|---|---|---|---|
| United States | $2.25B | 92.3% | +0.4% |
| Europe & Canada | $186.5M | 7.7% | -1.9% |
| Total revenue | $2.43B | 100% | — |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-11-30) | $2.25 | $2.21 | +2.0% | $648.0M | 2 |
| Next quarter (ends 2027-02-28) | $1.50 | $1.50 | -0.4% | $647.0M | 2 |
| Current fiscal year (ends 2027-08-31) | $8.19 | $8.00 | +2.4% | $2.62B | 3 |
| Next fiscal year (ends 2028-08-31) | $9.09 | $9.23 | -1.6% | $2.71B | 3 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2027-01-15 (includes earnings 2027-01-06): ±15.5%; last 8 reports averaged ±4.3%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 37.8% | ±8.5% |
| 2026-12-18 | 56 | 42.4% | ±13.3% |
| 2027-01-15 | 84 | 40.3% | ±15.5% |
| 2027-02-19 | 119 | 39.9% | ±18.3% |
| 2027-05-21 | 210 | 35.9% | ±21.6% |