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VSVSTS

Vestis Corporation

$VSTS·$1.9B·Rental & Leasing Services·Industrials
$12.48-2.1%YTD+112.4%1Y+170.1%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 1 posts2026-08-22: 2 posts3+200%
Price updated 2d ago·X counts updated 8d ago
VSVSTS
$VSTSVestis Corporation
$12.48-2.12%3 posts+200%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $VSTS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

Uniform-rental services company up 176% year-on-year — Q2 EPS beat 82% on management's confident inflection call for Q4.

Vestis Corporation is a US uniform-and-workplace-supplies rental services company — a smaller-scale competitor to Cintas and UniFirst that spun off from Aramark in 2023. The story has been a turnaround where cost-per-pound is declining and revenue-per-pound is flattening for the first time since the IPO.

The setup that's compounding:

  • The Q2 EPS beat was the tape-changing print: EPS of $0.18 beat consensus by 82% following a 78% beat in Q1 — this two-consecutive-beat cadence with William Blair upgrading to Outperform is the exact pattern that pulls sell-side estimates up.
  • Management is signaling a Q4 inflection: guiding for Q4 to mark inflection into positive organic growth after multiple quarters of declining organic revenue — the operating leverage math is meaningful, and the FY27 consensus EPS of $0.67 is 37% above FY26's $0.49.
  • The Cintas/UniFirst merger optionality is a real embedded call: if the Cintas-UniFirst deal proceeds, industry regulators may require divestitures that Vestis is positioned to absorb — this is optionality on top of the operational turnaround, not the base thesis.

Trajectory is accelerating at 70% of the 52-week range on the beat cadence; the Dec 7 Q1 fiscal-2027 print needs positive organic growth to confirm the inflection call — a soft print or a walk-back on the growth-inflection commentary breaks the setup back toward $10.

Agrees with X sentimentX's read on the Q2 double-beat, William Blair upgrade to Outperform, and management's Q4 inflection call is on the fundamentals. The Cintas/UniFirst-merger optionality framing is a valid embedded call. The cost-per-pound decline plus revenue-per-pound flattening is the operational signal that supports the turnaround.

What to watch: Dec 7 Q1 fiscal-2027 earnings — positive organic growth confirms the inflection call and sustains the recovery; a soft print or a walk-back on the growth-inflection commentary breaks the setup back toward $10.

On the calendar: 2026-12-07 — Q1 fiscal-2027 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-05-19

Vestis jumped 30.4% after Q2 2026 beat on top and bottom line, raised the full-year outlook above the beat, and improved KPIs giving incremental momentum to the turnaround story. William Blair upgraded VSTS to Outperform with management confident that Q4 will mark inflection into positive organic growth. Cost per pound is declining and revenue per pound is flattening for the first time since the IPO. Potential Cintas/UniFirst merger optionality reinforces the bull case. Tone is firmly positive.

Read the AI verdict + X sentiment for $VSTS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides uniform rentals, workwear, and facility supplies on recurring service contracts to businesses across the US and Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Rental & Leasing Services sits in its cycle right now — and what that implies for $VSTS.

Rental & Leasing Services · Industrials

No material change from last week — FTAI's aviation engine leasing and MRO products benefit from global air travel growth while Avis Budget captures leisure travel rental demand.

What this means for $VSTS

Partial — Provides uniform rentals, workwear, and facility supplies on recurring service contracts to businesses across the US and Canada; partial earnings exposure to rental & leasing services demand dynamics through its product portfolio.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+15.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-99.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
24.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 11, 2026$0.18$0.10+81.8%
Q1 2026May 12, 2026$0.16$0.09+77.8%
Q4 2025Feb 10, 2026$0.10$0.06+66.7%
Q3 2025Dec 1, 2025$0.03$0.06-47.7%
Next earningsMon, Dec 7·consensus EPS $0.17

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$659.4M-0.9%21.1%4.2%$0.02$45.6M
Q1 FY26$663.4M-3.0%25.8%2.5%$-0.05$28.3M
Q4 FY25$712.0M+4.1%25.1%2.5%$-0.10$15.6M
Q3 FY25$673.8M-3.5%27.0%3.7%$-0.01$8.0M

Forward consensus

4-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.7B$2.6B – $2.7B$0.49$0.45 – $0.535
FY27$2.7B$2.7B – $2.7B$0.67$0.62 – $0.725
FY28$2.8B$2.8B – $2.9B$0.69$0.67 – $0.703
FY29$2.7B$2.6B – $2.7B$0.73$0.72 – $0.742

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.66%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-12.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+27.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 111.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.145-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 1 other (1 inkind) in window

See when $VSTS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 158-K — Item 5.02: Officer or director change
AI summary

Vestis Corporation (VSTS) filed an 8-K Item 5.02 on June 15, 2026 reporting a departure, election, or appointment of a director or officer. Body unavailable — excerpt cuts off before the specific personnel change details are disclosed.

3New insider — initial holdingsJun 13
AI summary

Visteon Corporation (VSTS) — new insider Melissa A. Jackmin filed an initial Form 3 via power of attorney reporting no securities beneficially owned. Routine Form 3.

+ 6 other (2 10-Qs · 2 earnings 8-Ks · 1 SD · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Vestis: Revenue Growth Needs To Return, Reiterate A Holdseekingalpha.com·13d agoVestis (VSTS) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·17d agoDid Vestis Corporation Insiders Breach their Fiduciary Duties to Shareholders?gurufocus.com·18d agoDid Vestis Corporation Insiders Breach their Fiduciary Duties to Shareholders?prnewswire.com·18d agoVestis Corporation (VSTS) Q3 2026 Earnings Call Transcriptseekingalpha.com·19d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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