UniFirst Corporation (UNF)
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
NYSEIndustrialsSpecialty Business ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · UNF
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 38.4% |
| Our one-year growth estimate | diamond | 4.2% |
Growth built into the price is above our model estimate.
The price assumes 34.2 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 22 industry peers
UNF — COO transition
Dated 2026-08-28
Chief Operating Officer — Kelly Rooney: The Chief Operating Officer is voluntarily resigning, resulting in the loss of a senior executive with only interim coverage by SVPs.
Why it matters: If revenue growth picks up, it could signal a shift from maturity to expansion. This would be positive for UniFirst's outlook.
Supportive ifThree-year revenue growth in the industrial sector rises above 8%.
Worry ifThree-year revenue growth stays below 6%.
Why it matters: Approval is key to closing the merger. Delays could hurt shareholder value.
Supportive ifThe merger gets quick approval from the Federal Trade Commission with no conditions.
Worry ifThe merger faces big delays or conditions that slow it down.
Why it matters: Earnings results will show if the company can maintain growth amid merger costs.
Watch forEarnings report shows revenue growth above 4% year over year.
Also watch forEarnings report shows revenue growth below 2% year over year.
Why it matters: Better margins show that costs are managed well during merger expenses.
Supportive ifOperating margin goes above 5% in Q4 results.
Worry ifOperating margin stays below 3% in Q4 results.
Why it matters: Growth in this area shows good investments. This could improve overall performance.
Watch forFirst Aid & Safety Solutions segment revenue grows more than 15% year over year.
Also watch forFirst Aid & Safety Solutions segment revenue growth falls below 5% year over year.
Why it matters: Earnings results will show how the company is doing during the merger.
Watch forEarnings per share is over $1.10, showing good performance despite merger costs.
Also watch forEarnings per share drops below $1.00, showing challenges during the merger.
Why it matters: Regulatory approval is crucial for the merger to close. Delays could impact UniFirst's future.
Supportive ifThe merger gets all needed approvals by the end of Q3 2026.
Worry ifApproval is delayed. This affects when the merger will close.
Why it matters: Strong revenue growth shows that growth plans are working despite challenges in the sector.
Supportive ifQ4 revenue growth exceeds 4% year-over-year.
Worry ifQ4 revenue growth falls below 2% year-over-year.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$59 on $10,000 · ±0.6% | How much price usually moves either way. |
| Bad day | $238 loss on $10,000 · 2.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,561 loss on $10,000 · 15.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.