UNIFIRST CORP
UNF · Services-Personal Services · 19.9M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Reference price $237.54 · est. market cap ~$4.7B — last insider sale, 2026-02-17 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C66Conservatively run #3 uniform-rental operator with a pristine balance sheet but mid-pack returns and flat growth.
Strengths
- Very strong liquidity (current ratio 3.18, 100th pct; quick ratio 93.8th) and gross margin 36.6% (69th pct)
- Recurring contracted rental revenue with vertical garment manufacturing
Risks
- Below-median ROE (6.8%, 44th pct) and flat revenue (0.2%, 30th pct)—no standout return metric
- Disclosed material weakness in internal controls and ERP-transition execution risk
Notable findings
- Material weaknessand foreign trade policies and tariffs or other impositions on imported goods on our business, results of operations and financial condition, our ability to successfully implement our business strateg
- Customer concentration~91% of revenue from one customer/distributor — Approximately 91
- Strong balance sheetStrong balance sheet — $209M cash & investments
- Insider sellingInsider selling — 2 open-market sale(s) by 2 insider(s) (cluster of 2 insiders, ~$574,915, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
36.6%
Operating margin
7.6%
Net margin
6.1%
Return on equity
6.8%
Return on assets
5.3%
Revenue growth (QoQ)
0.2%
Net-income growth
1.9%
Current ratio
3.2×
Free cash flow
$143M
EBITDA
$325M
Tangible book value
$1.4B
Cash & investments
$209M
Stock comp / revenue
0.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-17 | Levenstein Cecelia | Gift | 250 | — |
| 2026-03-16 | Levenstein Cecelia | Gift | 250 | — |
| 2026-03-13 | Levenstein Cecelia | Gift | 250 | — |
| 2026-02-17 | Katz David Martin | Sell | 1.5K | $237.54 |
| 2026-02-09 | Levenstein Cecelia | Gift | 250 | — |
| 2026-02-09 | Ross William Masters | Sell | 1.1K | $201.38 |
| 2026-02-06 | Levenstein Cecelia | Gift | 250 | — |
| 2026-02-06 | Levenstein Cecelia | Gift | 250 | — |
| 2026-01-05 | DIFILLIPPO DAVID A | Tax withheld | 1.1K | $197.92 |
| 2025-12-16 | Croatti Matthew | Grant | 646 | — |
| 2025-12-16 | Pupkin Sergio A | Grant | 575 | — |
| 2025-12-16 | Rooney Kelly C. | Grant | 3.4K | — |
| 2025-12-16 | Sintros Steven S | Grant | 5.2K | — |
| 2025-12-16 | McKenney Cecilia K | Grant | 575 | — |
| 2025-12-16 | NOWICKI JOSEPH M | Grant | 575 | — |
| 2025-12-16 | Katz David Martin | Grant | 1.9K | — |
| 2025-12-16 | O'Connor Shane | Grant | 2.4K | — |
| 2025-12-16 | Ross William Masters | Grant | 1.3K | — |
| 2025-11-19 | Sintros Steven S | Tax withheld | 287 | $159.85 |
| 2025-11-03 | Katz David Martin | Option exercise | 1.3K | — |
| 2025-11-03 | Katz David Martin | Tax withheld | 1.3K | $154.35 |
| 2025-11-03 | Katz David Martin | Sell | 8 | $155.11 |
| 2025-11-03 | Katz David Martin | Option exercise | 1.2K | — |
| 2025-11-03 | Katz David Martin | Tax withheld | 1.2K | $156.50 |
| 2025-11-03 | Katz David Martin | Sell | 1 | $156.50 |
| 2025-10-31 | Ross William Masters | Tax withheld | 213 | $154.35 |
| 2025-10-31 | Katz David Martin | Grant | 687 | — |
| 2025-10-31 | Katz David Martin | Tax withheld | 292 | $154.35 |
| 2025-10-31 | Katz David Martin | Tax withheld | 791 | $154.35 |
| 2025-10-31 | Sintros Steven S | Tax withheld | 1.7K | $154.35 |
| 2025-10-31 | Sintros Steven S | Grant | 1.9K | — |
| 2025-10-31 | Croatti Matthew | Tax withheld | 272 | $154.35 |
| 2025-10-31 | Ross William Masters | Grant | 501 | — |
| 2025-10-31 | Ross William Masters | Tax withheld | 622 | $154.35 |
| 2025-10-31 | DIFILLIPPO DAVID A | Grant | 501 | — |
| 2025-10-31 | DIFILLIPPO DAVID A | Tax withheld | 213 | $154.35 |
| 2025-10-31 | DIFILLIPPO DAVID A | Tax withheld | 622 | $154.35 |
| 2025-10-31 | O'Connor Shane | Grant | 897 | — |
| 2025-10-31 | O'Connor Shane | Tax withheld | 381 | $154.35 |
| 2025-10-31 | O'Connor Shane | Tax withheld | 915 | $154.35 |
| 2025-10-31 | Rooney Kelly C. | Grant | 2.5K | — |
| 2025-10-31 | Rooney Kelly C. | Tax withheld | 1.1K | $154.35 |
| 2025-10-31 | Rooney Kelly C. | Tax withheld | 443 | $154.35 |
| 2025-09-30 | Rooney Kelly C. | Tax withheld | 1.9K | $167.19 |
| 2025-02-18 | Katz David Martin | Sell | 1.3K | $210.95 |
| 2025-02-14 | DIFILLIPPO DAVID A | Option exercise | 4.0K | — |
| 2025-02-14 | DIFILLIPPO DAVID A | Tax withheld | 2.8K | $216.21 |
| 2025-02-14 | DIFILLIPPO DAVID A | Sell | 1.2K | $213.10 |
| 2025-02-14 | Ross William Masters | Sell | 716 | $213.10 |
| 2025-02-14 | Ross William Masters | Sell | 344 | $213.10 |
| 2025-01-13 | Zemlin Raymond C. | Option exercise | 988 | — |
| 2025-01-13 | Zemlin Raymond C. | Disposition | 595 | $220.70 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-12 | Shareholder voteReg FDOtherExhibits | filing ↗ |
| 2026-04-01 | ResultsExhibits | filing ↗ |
| 2026-03-11 | Material agreement5.03Reg FDOtherExhibits | filing ↗ |
| 2026-01-07 | ResultsExhibits | filing ↗ |
| 2025-12-29 | Exec/director changeExhibits | filing ↗ |
| 2025-12-18 | Shareholder voteOtherExhibits | filing ↗ |
| 2025-12-15 | OtherExhibits | filing ↗ |
| 2025-10-22 | ResultsReg FDExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-12 | 2026-06-11 | 0001140361-26-025000 ↗ |
| 10-Q | 2026-04-07 | 2026-02-28 | 0001193125-26-144556 ↗ |
| 10-Q/A | 2026-04-07 | 2026-02-28 | 0001193125-26-144908 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001193125-26-135782 ↗ |
| 8-K | 2026-03-11 | 2026-03-10 | 0001193125-26-101128 ↗ |
| 8-K | 2026-01-07 | 2026-01-07 | 0001193125-26-005469 ↗ |
| 10-Q | 2026-01-07 | 2025-11-29 | 0001193125-26-006587 ↗ |
| 8-K | 2025-12-29 | 2025-12-29 | 0001193125-25-335335 ↗ |
| 8-K | 2025-12-18 | 2025-12-15 | 0001193125-25-324914 ↗ |
| 8-K | 2025-12-15 | 2025-12-15 | 0001193125-25-319176 ↗ |
| 10-K | 2025-10-29 | 2025-08-30 | 0001193125-25-256222 ↗ |
| 8-K | 2025-10-22 | 2025-10-22 | 0001193125-25-245773 ↗ |