Vestis Corp.: Revenue Growth Needs To Recover First
Vestis Corp. remains a hold as fundamentals are weak and revenue continues to decline, justifying its discounted valuation. FY25 revenue, adjusted for the extra week, fell 3.5% y/y; gross margin contracted 366 bps, and net loss reached $40.2 million. FY26 guidance implies margin stabilization via a $75 million cost savings program, but the full benefit materializes in FY27.
Surging Earnings Estimates Signal Upside for Vestis (VSTS) Stock
Vestis (VSTS) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Vestis: A Long Road To Recovery
Vestis Corp. faces ongoing sales declines, margin compression, and elevated leverage, with no quick turnaround expected. Its cost savings program targets $75 million by 2026, but material EBITDA and earnings improvements are only likely in fiscal 2027. Leverage remains problematic at 4.7x EBITDA, with minimal, highly adjusted earnings and persistent execution risk.
Vestis Corporation (VSTS) Q4 2025 Earnings Call Transcript
Vestis Corporation ( VSTS ) Q4 2025 Earnings Call December 2, 2025 8:30 AM EST Company Participants James Barber - CEO, President & Director Kelly Janzen - Executive VP & CFO Conference Call Participants Stefan Neely Ronan Kennedy Benjamin Luke McFadden - William Blair & Company L.L.C., Research Division Andrew Steinerman - JPMorgan Chase & Co, Research Division Andrew J.
Vestis (VSTS) Q4 Earnings Match Estimates
Vestis (VSTS) came out with quarterly earnings of $0.03 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.11 per share a year ago.
Vestis: New Management Team And Value-Based Pricing, Initiate At Buy
Initiating Vestis Corporation with a Buy rating and $9.10 fair value, driven by the new CEO's value-based pricing and cost optimization strategy. Despite recent revenue declines and customer losses, I expect business normalization and growth resumption from FY26 onward. Key VSTS risks include high leverage, significant debt maturities, and potential disruption from leadership changes and new pricing policies.
Vestis Corporation (VSTS) Q3 2025 Earnings Call Transcript
Vestis Corporation (NYSE:VSTS ) Q3 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants James Jay Barber - CEO, President & Director Kelly Cunningham Janzen - Executive VP & CFO Conference Call Participants Benjamin Luke McFadden - William Blair & Company L.L.C., Research Division Jinru Wu - Goldman Sachs Group, Inc., Research Division John Ronan Kennedy - Barclays Bank PLC, Research Division Stefan Neely - Partner, Vallum Advisors Operator Welcome to the Vestis Corporation Fiscal Third Quarter 2025 Earnings Conference Call.
Vestis (VSTS) Q3 Earnings Meet Estimates
Vestis (VSTS) came out with quarterly earnings of $0.05 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.16 per share a year ago.
Vestis Corporation (VSTS) Q2 2025 Earnings Call Transcript
Vestis Corporation (NYSE:VSTS ) Q2 2025 Earnings Conference Call May 7, 2025 9:00 AM ET Company Participants Michael Aurelio – Vice President-Investor Relations Phillip Holloman – Interim Executive Chairman, President and Chief Executive Officer Kelly Janzen – Executive Vice President and Chief Financial Officer Conference Call Participants Andy Wittmann – Baird Shlomo Rosenbaum – Stifel Luke McFadden – William Blair Ronan Kennedy – Barclays Stephanie Moore – Jefferies George Tong – Goldman Sachs Operator Welcome to the Vestis Corporation Fiscal Second Quarter 2025 Earnings Conference Call. [Operator Instructions] I would now like to turn the call over to Michael Aurelio, Vice President of Investor Relations.
Vestis (VSTS) Reports Q2 Loss, Misses Revenue Estimates
Vestis (VSTS) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of $0.15. This compares to earnings of $0.13 per share a year ago.
Vestis: Extremely Undervalued With Stable FCF And 75 Years In The Industry
Vestis Corporation's 75 years of industry experience and sector diversification provide stability and potential revenue growth, making it undervalued at the current stock price. Despite challenges like potential tariffs and debt, Vestis's consistent positive net income and recent cost reductions suggest future profitability and free cash flow growth. The company's diverse customer base across various industries may reduce revenue volatility, even during economic downturns, enhancing its investment appeal.
After Plunging -17.18% in 4 Weeks, Here's Why the Trend Might Reverse for Vestis (VSTS)
Vestis (VSTS) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
