Expectations trend
FY2028 · fiscal year ending 2028-10-03 · fmp
$0.96 → $0.96 · observed estimates
Vestis (VSTS)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-04
$14.80+1.44%
Close 2026-11-04 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.96 → 0.96 EPS · FY ending Oct 3, 2028 · 2 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 2 to 2; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for VSTS yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend per share maintained near $0.035 | The company keeps paying a steady dividend of $0.035 per share. | Intact | Dividend per share falls below $0.035 | Dividend per share: $0.04 per share FY2025-Q2; GAAP. Published target: >=0.035 USD per share. Target period is not explicitly aligned with this observation. May 7, 20250.035 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-10-03 · fmp
$0.96 → $0.96 · observed estimates
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 7, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a transformation and profitability-improvement story, with management showing progress on its cost and operating-leverage priorities. The multi-year view remains on watch because earnings are loss-making overall, recent performance trails the industry cohort, and the business faces sector headwinds.
VSTS is tagged as stretched, and its valuation is about twice the peer level, reflecting a durable premium. The evidence points to a meaningful expectations gap, but does not specify exactly which growth or profit assumptions the market is pricing in.
Near term, progress is visible: adjusted EBITDA and its margin increased between the first and third quarters of 2026, while plant productivity also improved. Management reports $30 million of annualized savings realized toward its $75 million end-2026 goal, though loss-making results, uneven earnings surprises, and sector headwinds remain risks.
The multi-year thesis depends on management continuing to deliver savings and stronger profitability. A guidance cut on the next call would weaken the setup, while continued strong results and higher guidance from industrial bellwethers could support the sector backdrop; misses or lower guidance from those peers could remove that support.
VSTS has measurable operating progress, but its expensive valuation and weaker performance than its industry cohort make sustained execution central to the 1–3 year view. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Vestis beat earnings with EPS of $0.16 last quarter. |
| Improving |
| EPS falls below $0.49 in FY26 |
Diluted EPS: $0.08 per share FY2026-Q3; GAAP. Published target: >=0.49 USD per share. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 20260.08 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Free cash flow near $135 million in 2026 | Free cash flow is expected near $135 million in 2026. | Intact | FCF falls below $120 million in FY26 | Free cash flow: $46.98M FY2026-Q3; GAAP. Published target: ~135 million USD. Annual target cannot be compared with a quarterly or TTM observation. Aug 11, 202646,980,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$2.78B → $2.78B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-10-04 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-05 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-06 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-07 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-08 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-09 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-10 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-11 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-12 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-13 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-14 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-15 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-16 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-17 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-18 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-19 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-20 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-21 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-22 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-23 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-24 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-25 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-26 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-27 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-28 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-29 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-30 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-10-31 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-11-01 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-11-02 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-11-03 | $0.96 | $2,781,679,240 | 2 / 5 |
| 2026-11-04 | $0.96 | $2,781,679,240 | 2 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 3 Hold · 3 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.