The stock will react negatively to the large EPS miss and margin decline, despite revenue growth and the merger announcement. Monitor for integration challenges and margin recovery post-merger.
Price Chart
Executive Summary
UniFirst reported a significant earnings miss in Q2 2026 with EPS of $1.25 versus consensus of $1.91, driven by margin pressure from planned investments and one-time costs related to a pending merger with Cintas. The company has withdrawn guidance due to the acquisition.
Key Financial Metrics
Key Facts
- EPS of $1.25 missed consensus of $1.91 by -34.5%
- Revenue of $622.5M beat consensus of $627.7M by 0.8%
- Operating margin declined to 4.2% from 5.2% in prior year
- Company withdrew financial guidance due to pending merger with Cintas
- Reported $3.0M in costs related to ERP project and $4.5M in costs related to merger
Financial Impact
EPS miss of $0.66 (-34.5%) vs consensus, revenue beat of $5.2M (0.8%) vs consensus
Risk Factors
- Margin pressure from ongoing investments in growth and digital transformation
- Integration risks from the pending merger with Cintas
- One-time costs related to the merger and ERP project impacting profitability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-135782 |
| Document: unf-20260401.htm | 0001193125-26-135782 |
| Document: 0001193125-26-135782-index-headers.html | 0001193125-26-135782 |
| Document: 0001193125-26-135782-index.html | 0001193125-26-135782 |
| Document: 0001193125-26-135782.txt | 0001193125-26-135782 |
| 8-K Data (Synthetic) | 0001193125-26-135782 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 28, 2026 5w ago | 8-K | $281.88 $259.44 | ▼ −7.96% | ▼ −8.22% | $251.78 (−10.68%) |
Jul 1, 2026 13w ago | 8-K | $266.54 $301.19 | ▲ +13.00% | ▲ +15.19% | $251.78 (−5.54%) |
Jul 1, 2026 13w ago | Press Release | $266.54 $301.19 | ▲ +13.00% | ▲ +15.19% | $251.78 (−5.54%) |
Jun 12, 2026 16w ago | 8-K | $264.83 $271.78 | ▲ +2.62% | ▲ +0.84% | $251.78 (−4.93%) |
Jun 12, 2026 16w ago | Press Release | $264.83 $271.78 | ▲ +2.62% | ▲ +0.84% | $251.78 (−4.93%) |
Jun 11, 2026 16w ago | Institutional Cluster | $275.65 $270.87 | ▼ −1.73% | ▼ −3.62% | $251.78 (−8.66%) |
May 11, 2026 20w ago | DEFM14A | $252.35 $270.48 | ▲ +7.18% | ▲ +7.49% | $251.78 (−0.23%) |
Apr 7, 2026 25w ago | 10-Q/A | $254.73 $249.74 | ▲ +1.96% | ▲ +11.74% | $251.78 (+1.16%) |
Apr 1, 2026 26w ago | 8-K | $254.59 $255.79 | ▼ −0.47% | ▲ +9.25% | $251.78 (+1.10%) |
Apr 1, 2026 26w ago | Press Release | $254.59 $255.79 | ▲ +0.47% | ▼ −9.25% | $251.78 (−1.10%) |
US Market Status
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