NYSE$VSTS

Vestis Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported Q2 2024 results, showing revenue increase and updated full-year outlook.

Vestis Corporation reported a 0.9% increase in revenue to $705 million for Q2 2024. Despite a decrease in operating income and adjusted EBITDA, the company demonstrated strong cash flow generation, with operating cash flow up 85% and free cash flow up 107% year-over-year. The company updated its fiscal year 2024 outlook, expecting revenue growth in the range of -1% to 0% and adjusted EBITDA margin between 12.0% and 12.4%.

  • Revenue increased by 0.9% year-over-year to $705 million, or 2.8% excluding FX impact and prior year temporary energy fee.
  • Operating income was $43 million, representing 6.1% of revenue.
  • Operating cash flow reached $127.5 million year-to-date, an 85% increase year-over-year.
  • Free cash flow totaled $97.7 million year-to-date, a 107% increase year-over-year.

Headline financials

Total Revenue

$705M

Previous: $200M+253.0%
EPS

$0.05

Previous: $0.28-82.1%
Adjusted EBITDA

$87.2M

No prior period
Adjusted EBITDA Margin

0.1%

No prior period
Capital Expenditures

-$12.9M

No prior period
Free Cash Flow

$5.97M

No prior period
Net Income

$5.97M

Previous: -$6.15M+197.0%
Operating Income

$43.1M

Previous: $47.4M-9.2%
Gross Profit

$43.1M

Previous: $200M-78.5%
Cash & Equivalents

$30.7M

Previous: $10.5M+192.2%
Total Assets

$3.12B

No prior period
Stock-Based Comp

$4.73M

Previous: $3.45M+37.0%

Revenue & EPS history

Vestis · Revenue · Quarterly

$705M

Q2 2024+253%vs Q2 2023
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Forward guidance

Vestis expects fiscal year 2024 revenue growth to be in the range of -1% to 0% and adjusted EBITDA margin between 12.0% and 12.4%.

Tailwinds

  • Actively pursuing a portfolio of cost efficiency programs.
  • Accelerating logistics and merchandise optimization.
  • Identifying and implementing the optimal organization structure to accelerate growth.
  • Disciplined capital allocation with deleveraging as a priority.
  • Expect strong free cash flow conversion and anticipate a ratio of free cash flow to net income greater than or equal to 100%.

Headwinds

  • Expect to deliver fiscal 2024 revenue growth in the range of (1)% to 0%.
  • Adjusted EBITDA margin is now expected to be between 12.0% and 12.4%.
  • Continue to expect $15 to $18 million in incremental public company costs in the period.
  • Results in the quarter and outlook for the year are not in line with expectations
  • Navigating short-term challenges.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

-4.2%

Avg return

Earnings day

-4.1%

Avg return

5 days after

-2.3%

Avg return

30 days after

43%

6 / 14 earnings

Positive

+20.4%

Q4 2024

Best reaction

-49.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.3%+1.7%+10.2%
Q1 2026+16.1%+5.2%+2.9%
Q4 2025-7.3%+4.2%-0.7%
Q3 2025-5.8%-25.9%-23.9%
Q2 2025-37.5%-24.8%-27.8%
Q1 2025-11.7%-14.3%-25.2%
Q4 2022+4.4%+3.6%+4.9%
Q4 2024+20.4%+22.7%+23.1%
Q3 2024+2.2%+0.7%+15.4%
Q2 2023+13.2%+20.0%+19.7%
Q2 2024-49.1%-44.6%-33.3%
Q1 2023-3.5%-5.5%-7.3%
Q1 2024-9.8%-13.0%-16.4%
Q4 2023+9.4%+12.2%+26.3%
Q3 2022
Q2 2022
Q1 2022

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