UniFirst (UNF) Investor presentation summary

Business overview and market position

• Provides uniform rental, protective clothing, and facility services across North America, serving over 300,000 customers and outfitting 2 million workers daily.

• Generates $2.4 billion in annual revenue, with 91% from uniform and facility service solutions, 5% from first aid and safety, and 4% from other segments.

• Holds 5% share of the $39B textile rental market and 12% of the $10.3B garment rental market, with significant growth potential as the top three providers control only 26–65% of the market.

• Services over half of the Fortune 500 and maintains a diverse customer base across industries.

Operational scale and service excellence

• Operates 68 TRSA-certified facilities, 290+ distribution centers, and launders 1 billion pounds of textiles annually.

• Delivers to 96% of metro markets, traveling 69 million miles annually, and performs 10 billion garment quality inspections each year.

• Maintains a largely non-union workforce of 16,000+, emphasizing training, accountability, and customer-focused service.

• Achieves a 99% customer retention rate for national accounts and a 12+ year average customer relationship.

Financial performance and segment results

• FY25 revenues reached $2.43B with a 10.2% revenue CAGR and 11.2% EPS CAGR; FY25 EPS was $7.98.

• FY25 operating income was $184.5M (7.6% margin), and adjusted EBITDA was $336.8M (13.8% margin).

• Q2 FY26 revenues grew 3% year-over-year to $1.24B; operating income and EPS declined due to ERP project costs and merger-related expenses.

• Maintains strong capitalization with $2.8B in assets, $151.8M in cash, and essentially no debt as of February 2026.