Vestis Corp — Form 8-K
Filed August 11, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
Vestis reported Q3 2026 revenue of $661.7M (down 1.8% YoY), Adjusted EBITDA of $80.9M (12.2% margin, +23% YoY), and Free Cash Flow of $47.0M. The company increased full-year 2026 Free Cash Flow guidance by $30M to $160–170M (midpoint +22%). Adjusted EBITDA guidance raised slightly to $310.0–315.0M (midpoint +$2.5M). Revenue Per Pound grew 2.9% YoY for first time as public company; Cost Per Pound flat. Transformation plan realized ~$30M of expected $50M in-year savings through Q3.
Why this rating
Margin expansion and FCF guidance raise are solid operational progress. At ~$1.1B market cap, $30M FCF upside (~2.7% of company value) and margin improvement are meaningful but not transformational. Volume declined 4.5%; growth remains challenged.
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