NYSE$VSTS

Vestis Corp · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Vestis reported fiscal Q4 2025 revenue of $712M with a net loss of $13M and adjusted diluted EPS of $0.03.

Fourth-quarter revenue of $712.0 million rose 4.1% year over year including a 53rd week benefit of $51.6 million; excluding the extra week, revenue declined 3.5%. The company launched a multi-year transformation targeting at least $75 million of annual cost savings by end of FY26 and guided FY26 adjusted EBITDA to $285–$315 million.

  • Q4 revenue $712M; adjusted EBITDA $65M.
  • Transformation plan targets $75M+ annual savings by FY26 end.
  • FY26 revenue guide flat to down 2%; adjusted EBITDA $285M–$315M.
  • FY26 free cash flow guide $50M–$60M.

Headline financials

Total Revenue

$712M

Previous: $684M+4.1%
EPS (adj)

$0.03

Previous: $0.11-72.7%
Adjusted EBITDA

$64.7M

No prior period
Net Income

-$13M

Previous: -$2.3M-465.7%
Operating Income

$17.6M

Previous: $29.8M-40.8%

Revenue & EPS history

Vestis · Revenue · Quarterly

$712M

Q4 2025+4.1%vs Q4 2024
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Forward guidance

Vestis expects fiscal 2026 revenue flat to down 2% versus normalized FY25, adjusted EBITDA of $285–$315 million, and free cash flow of $50–$60 million under its transformation plan.

Tailwinds

  • Transformation targeting $75M+ cost savings by FY26 end.
  • Liquidity of $298M including revolver availability.
  • Multi-year commercial and operational excellence pillars.

Headwinds

  • Ex-extra-week Q4 revenue declined 3.5% YoY.
  • Operating income fell vs prior-year Q4.
  • Customer retention and macro headwinds cited.

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 Q4 2025

Historical avgQ4 2025

-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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