Vestis (VSTS)
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-09-04
$13.26+5.74%
Close 2026-09-04 · 1-day change
NYSEIndustrialsRental & Leasing ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · VSTS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Advance the strategic business transformation plan focused on operational excellence, commercial excellence, and asset & network optimization to drive cost savings and revenue enhancement.
Stated as a priority in 4 of last 4 quarters. The strategic business transformation plan aims for at least $75 million in annual operating cost savings by fiscal 2026 end, with about $30 million realized by 2026-Q3. Plant productivity improved from 7% in 2026-Q1 to 9% in 2026-Q3. Management is delivering progress consistent with the plan's objectives.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 60% for the rest of the cohort, n=9249).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Advancing our strategic transformation through disciplined operational and commercial execution... The Plan is structured around Operational Excellence, Commercial Excellence and Asset & Network Opti…”
“The Company launched a strategic business transformation plan designed to make the Company more customer focused, agile and efficient.”
“Launched a strategic business transformation plan designed to make the Company more customer focused, agile and efficient.”
“Reaffirmed its outlook and progress on the strategic business transformation plan focused on operational excellence, commercial excellence and asset & network optimization.”
Focus on improving operating leverage and profitability through cost reductions, pricing discipline, and service quality improvements.
Stated as a priority in 4 of last 4 quarters. Adjusted EBITDA increased from $64.7 million in 2025-Q4 to $80.9 million in 2026-Q3, with margin expanding from 9.1% to 12.2%. Operating income improved from a loss of $16.2 million in 2026-Q4 to a gain of $37.2 million in 2026-Q3. Management is delivering consistent improvements in operating leverage and profitability.
“Delivered a second consecutive quarter of improved Adjusted EBITDA and Operating Leverage.”
“Adjusted EBITDA increased year-over-year, supported by the first quarter of improved operating leverage since becoming a standalone public company.”
“Focus on unlocking operating leverage while elevating the customer experience.”
“Reaffirmed focus on enhancing operating leverage and profitability through cost discipline and service improvements.”
Continue to maintain dividend payments to shareholders while managing financial flexibility and debt reduction.
Stated as a priority in 2 of last 4 quarters. Dividend per share was maintained at $0.035 in 2025-Q1 and 2025-Q2. No further dividend data is available for later quarters, indicating a stable but limited recent focus on dividend maintenance.
“Dividend per share of $0.035 maintained.”
“Dividend per share of $0.035 maintained.”
Focus on improving net income and operating income through revenue growth, cost control, and operational efficiencies.
Stated as a priority in 4 of last 4 quarters. Net income improved from a loss of $12.5 million in 2025-Q4 to a gain of $11.0 million in 2026-Q3. Operating income improved from a loss of $16.2 million in 2026-Q4 to a gain of $37.2 million in 2026-Q3. Management is delivering consistent progress on profitability metrics.
“Net income of $11.0 million or $0.08 per diluted share.”
“Net income of $2.6 million or $0.02 per diluted share.”
“Net loss of $6.4 million or $(0.05) per diluted share.”
“Net loss of $12.5 million or (1.8)% of revenue.”
Focus on improving operating leverage and profitability through strategic initiatives and cost discipline.
Over the trailing year it converted 0.09x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
13 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated neutral grew net income 58% of the time over the next year (vs 56% for the rest of the cohort, n=3431).
Not investment advice. As of 2026-09-04.