Vestis (VSTS)
Runs uniform rentals and workplace-supplies routes across the United States and Canada.
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Provides uniform rentals, floor mats, towels, linens, restroom supplies, first-aid supplies, and safety products. Revenue is mostly recurring rental service, reported through U.S. and Canada segments and supported by route density, facility execution, and outsourced workplace-service relationships.
Provides uniform rentals and workplace supplies for customers in the United States and Canada. Uniform work includes sourcing, customization, delivery, laundering, repair, and replacement, while workplace supplies cover mats, towels, linens, restroom services, first-aid supplies, safety products, and specialty garments.
The model is route-based and asset-heavy, using plants, distribution points, and pickup-and-delivery routes to serve hundreds of thousands of customer accounts. Revenue is mostly recurring rental service, with direct sales a smaller complement.
Competitive pressure comes from Cintas, UniFirst, regional providers, local operators, and customers that keep parts of the work in-house. Management's current transformation plan centers on commercial execution, operating standardization, and asset and network optimization.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 13, 2026 | Robert W. Baird | Target | Target: $6.50 | Target: $14 |
| May 13, 2026 | Goldman Sachs | Target | Target: $5.30 | Target: $7.50 |
| May 13, 2026 | William Blair | Upgrade | ||
| Jan 8, 2026 | Goldman Sachs | Downgrade | Target: $6.30 | Target: $5.30 |
| Dec 2, 2025 | Goldman Sachs | Target | Target: — | Target: $6.30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 3, 2026Cash & short-term investments $57.7M · Total debt $1.34B · Total assets $2.83B · Shareholders' equity $877.7M
- Revenue
- $661.7M
- Operating income
- $37.2M
- Net income
- $11.0M
HistoryDividendAnnual yield
| Institutions | ≈ 100.11% | 132.31M shares | |
|---|---|---|---|
| 290 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.64% | 11.42M shares | |
| 23 holders · as of Sep 3, 2026 | |||
| Adds to | 108.75% | ||
132.16M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 108.75%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Corvex Management LPInstitution | 14.99% | 19.81M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 12.10% | 15.99M | as of Jun 30, 2026 |
FMR LLCInstitution | 7.43% | 9.82M | as of Jun 30, 2026 |
Pacer US Small Cap Cash Cows ETFInsider | 6.19% | 8.19M | filed May 2, 2025 |
Alberta Investment Management CorpInstitution | 4.16% | 5.50M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 2, 2026 | James J. Barber | director, officer: President & CEO | +84,500 | $12.37 |
| Dec 18, 2025 | Douglas A. Pertz | director | +10,000 | $6.90 |
| Dec 19, 2025 | Douglas A. Pertz | director | +15,000 | $6.90 |
| Dec 16, 2025 | Keith A. Meister | director, 10 percent owner: | +800,222 | $6.81 |
| Dec 17, 2025 | Keith A. Meister | director, 10 percent owner: | +209,842 | $6.79 |
- Cintas
Largest direct peer in uniform rental and workplace services
- UniFirst
Direct North American uniform and facility-services rival
- Healthcare Services Group
Healthcare-focused overlap in laundry, linen, and EVS
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vestis | $14.44 | +1.44% | $1.88B | — | 20.3 | 0.7 | −1.8% |
| Cintas | $196.71 | −0.09% | $78.79B | 40.1 | 35.7 | 7.0 | +8.9% |
| UniFirst | $266.97 | +1.12% | $4.80B | 41.6 | 33.6 | 1.9 | +3.9% |
| Healthcare Services Group | $21.31 | +0.05% | $1.46B | 12.5 | 20.1 | 0.8 | +2.7% |
| Median | 40.1 | 33.6 | 1.9 | +3.9% |