TickerTalks
Browse all tickers →
TickerTalks›$VSTS
VSVSTS

Vestis Corporation

Hot onWhy it's trendingX mentions rising faster than the marketMoving on elevated volumeBullish-leaning chatter
$VSTS·$1.9B·Rental & Leasing Services·Industrials
$16.46+0.2%YTD+146.2%1Y+173.7%
Mentions · last 7 days
2026-07-09: 4 posts2026-07-10: 2 posts2026-07-11: 0 posts2026-07-12: 1 posts2026-07-13: 1 posts2026-07-14: 0 posts2026-07-15: 9 posts17-62%
Price updated 10m ago·X counts updated 2d ago
VSVSTS
$VSTSVestis Corporation
$16.46+0.24%17 posts-62%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

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 2026-07-17

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

Vestis jumped 30% on Q2 beat and raise — William Blair Outperform plus Cintas/UniFirst merger optionality.

Vestis is the specific uniform-and-workplace-services operator whose Q2 print delivered the specific fundamental inflection that the turnaround thesis needed.

Where the setup reads:

  • The Q2 print is category-defining: Vestis jumped 30% after beating on top-and-bottom line, raising the full-year outlook above the beat, and improving KPIs — meaning the specific inflection is now confirmed.
  • The William Blair upgrade is the specific institutional signal: upgrade to Outperform with management confident that Q4 will mark inflection into positive organic growth — meaning the specific timeline is committed.
  • Fundamentals are transitioning: 3% operating margin at 5.7% FCF yield at 0.63x TTM sales — meaning the underlying business is at a specific commercial-recovery point and the equity is priced on the specific ramp arriving.
  • The Cintas/UniFirst merger optionality is a specific bonus catalyst: the specific consolidation setup means Vestis has specific M&A optionality on top of operational recovery.

Aug 4 earnings is the trigger. A number confirming continued KPI improvement plus specific commentary on positive organic growth timing extends the leg; a soft KPI print with muted commentary is the specific setup for the acceleration to compress.

Agrees with X sentimentX is bullish on the Q2 beat-and-raise, the William Blair upgrade, and the Cintas/UniFirst merger optionality, and all three are specific real signals. The gap the corpus isn't fully sizing is that at 96% of range, the print has to specifically deliver on the Q4 inflection commitment.

What to watch: The Aug 4 print — KPI improvement trajectory, organic-growth commentary, and any M&A optionality commentary. Above-consensus KPIs plus organic-growth timing extend the leg; a soft KPI print activates compression risk.

On the calendar: 2026-08-04 — Q3 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
Free, forever. No credit card.

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

Neutral — Provides uniform rentals, workwear, and facility supplies on recurring service contracts to businesses across the US and Canada; end markets and revenue mix have limited overlap with the aviation engine leasing and MRO product demand from global air traffic recovery.

Industry benchmark

4-name peer basket
-23.2%YTD
-16.0%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
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%
Q2 2025Aug 5, 2025$0.05$0.050.0%
Next earningsTue, Aug 4·consensus EPS $0.11

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.1.8×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.96%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.+28.5%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.+96.4%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 today2.2% 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.β1.155-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.

+ 12 other (9 awards · 3 inkinds) 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.

8-KShareholder voteFeb 248-K — Item 5.07: Shareholder vote
+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

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

Are You Looking for a Top Momentum Pick? Why Vestis (VSTS) is a Great Choicezacks.com·28d agoVestis Appoints Steve Cochran as Chief Commercial & Supply Chain Officerbusinesswire.com·39d agoVestis (VSTS) is a Great Momentum Stock: Should You Buy?zacks.com·59d agoVestis Q2 Earnings Call Highlightsmarketbeat.com·63d agoWhy Vestis (VSTS) Might be Well Poised for a Surgezacks.com·63d ago

More in Rental & Leasing Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$HTZ$CAR$PONY$FTAI
Voices on X · last 7 days

No standout posts about $VSTS on X in the last 7 days.

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.

PrivacyTermsSupport