NYSEIndustrialsDiversified Support ServicesS&P SmallCap 600
$235.40
-7.80 (-3.21%)
Close of Nov 06, 2026 · end-of-day data
UNF 8-K filings, explained
Every material Form 8-K UniFirst has filed with the SEC since June 26, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
UniFirst reported fourth-quarter fiscal 2026 revenue up 5.0% to $645.0 million, while diluted earnings per share fell to $1.90 from $2.23 as transaction-related costs for the proposed Cintas merger weighed on profit. For the full year, revenue rose 3.7% to $2.523 billion but diluted EPS fell to $6.02 from $7.98. The company no longer provides financial guidance because of the pending Cintas transaction.
Q4 net income was $34.7 million versus $41.0 million a year earlier; operating income was $41.7 million versus $49.6 million.
Q4 results included approximately $14.4 million of Cintas merger-related transaction costs.
The FTC timing agreement bars closing the Cintas transaction before December 11, 2026 unless the FTC closes its investigation earlier; the companies expect closing before the end of calendar 2026.
Cash and cash equivalents were $192.1 million at August 29, 2026, with no long-term debt outstanding.
UniFirst said Executive Vice President and Chief Operating Officer Kelly Rooney resigned to pursue other career opportunities, with her final day of employment on September 11, 2026. The company entered into a Separation Agreement and General Release with her that day, and she will not receive severance-related payments or benefits because she resigned voluntarily.
Kelly Rooney resigned as Executive Vice President and Chief Operating Officer; final day is September 11, 2026
Separation Agreement and General Release signed September 11, 2026, including a general release of claims and a cooperation obligation
No severance-related payments or benefits due because the departure was voluntary
The filing does not name a successor or interim COO
UniFirst said Executive Vice President and Chief Operating Officer Kelly Rooney has resigned to pursue other career opportunities, with her final day expected in mid to late September 2026. The filing says her departure is not the result of any disagreement with the company, and she will receive no severance-related payments because the departure is voluntary.
Kelly Rooney notified UniFirst on August 24, 2026 of her resignation as EVP and Chief Operating Officer
Final day of employment expected mid to late September 2026
No severance-related payments or benefits, as the resignation is voluntary
Steve Chikerotis and Brian Vollant, both Senior Vice Presidents, Operations, will oversee operations on an interim basis, reporting to CEO Steven Sintros
UniFirst reported fiscal third-quarter 2026 results for the quarter ended May 30, 2026. Revenue rose 3.9% to $634.4 million, but net income fell to $19.9 million from $39.7 million, and diluted EPS was $1.09 versus $2.13, after about $20.7 million of costs tied to the pending Cintas merger. The company no longer provides financial guidance because of that pending transaction.
Revenue rose 3.9% to $634.4 million from $610.8 million a year earlier.
Net income was $19.9 million versus $39.7 million; diluted EPS was $1.09 versus $2.13.
About $20.7 million of Cintas merger-related transaction costs were included in the quarter's results.
The FTC issued a Second Request on June 11, 2026, and the transaction is expected to close in the second half of calendar 2026.
UniFirst reported fiscal second-quarter 2026 results, with revenue up 3.4% to $622.5 million but net income down to $20.5 million from $24.5 million and diluted EPS down to $1.13 from $1.31. The company said it is no longer providing financial guidance or hosting quarterly conference calls because of its pending transaction with Cintas, under which UniFirst shareholders would receive $155.00 in cash and 0.7720 Cintas shares per share.
Operating income was $26.0 million versus $31.2 million a year earlier; operating margin was 4.2% versus 5.2%.
Costs related to the enterprise resource planning project reduced diluted EPS by $0.12 in the quarter.
Shareholder engagement and proxy costs of about $2.0 million and employee-related legal expenses of $2.5 million were recorded.
The company repurchased no shares in the quarter and had $8.9 million remaining under its repurchase authorization.
UniFirst and Cintas entered into a merger agreement on March 10, 2026, under which Cintas will acquire UniFirst for $155.00 in cash and 0.7720 Cintas shares per UniFirst share, a combined value of $310.00 per share based on Cintas' March 9, 2026 closing price. The implied enterprise value is about $5.5 billion, and closing is expected in the second half of calendar 2026, subject to a two-thirds UniFirst shareholder vote and regulatory approvals. The stock portion of the price will move with Cintas' share price, and UniFirst does not intend to hold quarterly conference calls or provide guidance going forward.
Per UniFirst share: $155.00 in cash plus 0.7720 Cintas shares, valued at $310.00 based on Cintas' $200.77 closing price on March 9, 2026
Implied enterprise value of about $5.5 billion, or 8.0x run-rate trailing 12-month EBITDA including about $375 million of operating cost synergies
Croatti family entities, which control about two thirds of the voting power, agreed to vote in favor of the transaction
UniFirst would pay Cintas a termination fee of $213.3 million in specified circumstances; Cintas would pay UniFirst $350 million in specified circumstances
UniFirst reported first-quarter fiscal 2026 results for the period ended November 29, 2025. Revenue rose 2.7% to $621.3 million, but net income fell to $34.4 million from $43.1 million and diluted earnings per share fell to $1.89 from $2.31. The company reaffirmed its full-year fiscal 2026 guidance, which it had given on October 22, 2025.
Revenue increased 2.7% to $621.3 million from $604.9 million a year earlier.
Operating margin was 7.3% versus 9.2% in the prior year period, which the company attributed to planned investments in growth and digital transformation.
Full-year fiscal 2026 guidance was reaffirmed: revenue of $2.475 billion to $2.495 billion and diluted earnings per share of $6.58 to $6.98.
The company repurchased $31.7 million of shares and declared a quarterly dividend of $0.365 per share.
UniFirst disclosed that David DiFillippo, Executive Vice President, Operations, informed the company on December 29, 2025 that he will retire effective January 5, 2026. The company says he and the company have spent the past year transitioning his responsibilities ahead of the retirement.
David DiFillippo, Executive Vice President, Operations, retires effective January 5, 2026
He notified the company of his intention to retire on December 29, 2025
The company says responsibilities have been transitioning over the last year
UniFirst reported fourth-quarter and full fiscal 2025 results, with Q4 revenue and diluted EPS both lower than the prior year, while full-year revenue and EPS rose slightly. The company guided fiscal 2026 revenue to $2.475 billion to $2.495 billion and diluted EPS to $6.58 to $6.98, a range below its fiscal 2025 EPS of $7.98, and cited lower expected revenue and profitability from its nuclear services business.
Q4 fiscal 2025 revenue was $614.4 million vs. $639.9 million a year earlier; the prior-year period included an extra week of operations.
Q4 diluted EPS was $2.23 vs. $2.39; full-year diluted EPS was $7.98 vs. $7.77.
Fiscal 2026 guidance: revenue of $2.475 billion to $2.495 billion and diluted EPS of $6.58 to $6.98, including about $7.0 million of Key Initiatives costs.
As of August 30, 2025, the company had no long-term debt and $209.2 million in cash and short-term investments.
UniFirst Corporation (NYSE: UNF) will report results under three reportable segments instead of five, beginning with the fourth quarter and fiscal year ended August 30, 2025. The company also furnished unaudited recast historical data for its new segments covering the first quarter of fiscal 2024 through the third quarter of fiscal 2025. The company states the changes affect only how results are allocated across segments and do not restate its consolidated financial statements, so shareholders should compare segment figures on the new basis.
New segments are Uniform & Facility Service Solutions, First Aid & Safety Solutions, and Other, replacing five prior segments.
Recast supplemental data covers seven quarters, from the first quarter of fiscal 2024 through the third quarter of fiscal 2025.
Recast fiscal 2024 consolidated revenue totals $2.43 billion, and the company says consolidated results were not changed.
The recast data is available on the Company's Investor Relations website at investors.unifirst.com.
UniFirst and certain subsidiaries entered into a Third Amended and Restated Credit Agreement on August 12, 2025, with Bank of America as administrative agent. The agreement provides a $300 million unsecured revolving credit facility maturing August 12, 2030, and replaces the prior agreement dated March 26, 2021. The filing describes the facility as a routine refinancing of existing bank credit, with no change in shareholder ownership stated.
Facility: $300 million unsecured revolving credit, with up to $150 million usable for letters of credit
Maturity: August 12, 2030
Possible increase of up to $100 million, for a total aggregate commitment of up to $400 million, subject to conditions
Current pricing: SOFR plus 1.00%, based on the consolidated funded debt ratio; default rate adds 2.00%
UniFirst reported third-quarter fiscal 2025 results for the quarter ended May 31, 2025, with revenue up 1.2% to $610.8 million and diluted earnings per share up 4.9% to $2.13. The company kept its annual revenue guidance at $2.422 billion to $2.432 billion and raised its diluted EPS guidance to $7.60 to $8.00, citing an updated estimate of about $7.5 million in fiscal 2025 Key Initiative costs. Shareholders get higher quarterly profit and a higher earnings outlook, though operating income slipped 0.6%.
Revenue rose 1.2% to $610.8 million, while operating income fell 0.6% to $48.2 million.
Diluted EPS was $2.13 versus $2.03 a year earlier; net income was $39.7 million, up 4.3%, helped by a $2.8 million gain on a property sale.
Fiscal 2025 diluted EPS guidance was raised to $7.60 to $8.00; revenue guidance was maintained at $2.422 billion to $2.432 billion.
The company repurchased $13.6 million of shares in the quarter and had $86.4 million left under its buyback authorization as of May 31, 2025.
UniFirst reported second-quarter fiscal 2025 results, with revenue up 1.9% to $602.2 million, operating income up 11.7% to $31.2 million, and net income up to $24.5 million from $20.5 million. The company also gave fiscal 2025 guidance of $2.422 billion to $2.432 billion in revenue and diluted EPS of $7.30 to $7.70, which it said reflects a negative Canadian dollar impact on revenue and improved expected operating income in Core Laundry Operations.
Diluted EPS was $1.31 versus $1.09 a year earlier; net income was $24.5 million versus $20.5 million.
Specialty Garments operating margin fell to 16.7% from 22.8%, while Core Laundry Operations operating margin rose to 4.6% from 3.6%.
Fiscal 2025 guidance: revenue of $2.422 billion to $2.432 billion and diluted EPS of $7.30 to $7.70; the company expects Key Initiative costs of about $12.0 million, revised down from prior estimates.
As of March 1, 2025, the company had $201.0 million in cash and short-term investments, no long-term debt, and $63.7 million remaining under its share repurchase authorization.
UniFirst reported fourth-quarter and full fiscal 2024 results, ended August 31, 2024. Q4 revenue rose 11.9% to $639.9 million and diluted EPS rose to $2.39 from $1.47, though both periods included an extra week. The company guided fiscal 2025 revenue to $2.425 billion to $2.445 billion and diluted EPS to $6.79 to $7.19, against fiscal 2024 diluted EPS of $7.77, and noted that fiscal 2025 has one less week.
Q4 fiscal 2024 revenue $639.9 million, up 11.9%; extra week added approximately 8.0% to quarterly revenue growth
Q4 diluted EPS $2.39 vs $1.47 a year earlier; full-year diluted EPS $7.77 vs $5.53
Fiscal 2025 guidance: revenue $2.425 billion to $2.445 billion; diluted EPS $6.79 to $7.19; net income at midpoint $131.0 million vs $145.5 million in fiscal 2024
Balance sheet: $175.1 million cash and short-term investments and no long-term debt as of August 31, 2024; $76.2 million remaining on buyback authorization
UniFirst appointed Kelly Rooney, formerly Senior Vice President and Chief Human Resources Officer at Waste Management, as Chief Operating Officer effective September 30, 2024. Executive Vice President of Operations Michael Croatti agreed to step down as an Executive Officer effective November 30, 2024, and will remain employed through December 31, 2024, under a transition agreement with severance and bonus payments.
Kelly Rooney, age 50, becomes Chief Operating Officer effective September 30, 2024, with an initial annual base salary of $625,000 and an initial bonus target of 80% of eligible earned wages.
Rooney was Senior Vice President and Chief Human Resources Officer at Waste Management from August 2022 to September 2024.
Michael Croatti transitions from his Executive Officer role effective November 30, 2024, and stays employed on an at-will basis through December 31, 2024.
Subject to conditions and a release of claims, Croatti is entitled to a $617,175 lump sum severance payment and a $246,870 lump sum bonus payment, plus healthcare continuation for up to 18 months.
UniFirst reported third-quarter fiscal 2024 results for the quarter ended May 25, 2024, with revenues up 4.6% to $603.3 million and diluted earnings per share of $2.03, compared with $1.29 a year earlier. The company continued to expect fiscal 2024 revenues of $2.415 billion to $2.425 billion and gave a diluted EPS outlook of $7.17 to $7.49. For shareholders, headline revenue and profit measures rose, although the Specialty Garments operating margin declined.
Revenues rose 4.6% to $603.3 million; net income rose to $38.1 million from $24.3 million.
Operating income was $48.5 million, up 45.1%; diluted EPS was $2.03 versus $1.29.
Specialty Garments revenue fell 3.7% to $47.6 million and its operating margin decreased to 23.9% from 25.2%.
Fiscal 2024 revenue outlook of $2.415 billion to $2.425 billion was maintained; diluted EPS outlook is $7.17 to $7.49.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every UniFirst filing is on SEC EDGAR ↗. 8-K briefs of other companies →