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
QuarterlyIQ Insights · VSTS
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 | 26.8% |
| Our one-year growth estimate | diamond | 0.9% |
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.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
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.
Growth built into the price is above our model estimate.
The price assumes 25.9 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 8 industry peers
VSTS — CFO transition
Dated 2026-09-28
CFO — Russell Tiejema: The filing announces the appointment of an external candidate as Executive Vice President and Chief Financial Officer, which is a significant management change but not a departure.
Why it matters: Higher revenue per pound helped offset lower volume. A continued rise would show pricing gains are still helping.
Supportive ifRevenue per pound rises year over year again in the next results.
Worry ifRevenue per pound is flat or down year over year in the next results.
Why it matters: The company kept its adjusted EBITDA range at $310 million to $315 million. A result below the range would weaken its profit progress.
Worry ifFY2026 adjusted EBITDA is less than $310 million.
Less concerning ifFY2026 adjusted EBITDA is at least $310 million, within or above the stated range.
Why it matters: Plant productivity rose 9% in Q3. More gains could support lower costs and better service.
Supportive ifThe next results show plant productivity growth above 9% year over year.
Worry ifThe next results show plant productivity growth of 9% or less, or a year-over-year decline.
Why it matters: Russell Tiejema took over as CFO on September 28. The December 7 results will show whether the company keeps its year-end targets.
Watch forOn December 7, Vestis confirms its FY2026 ranges for revenue, adjusted EBITDA, and free cash flow.
Also watch forOn December 7, Vestis cuts or withdraws any of those FY2026 ranges.
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 | ±$138 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $477 loss on $10,000 · 4.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,648 loss on $10,000 · 26.5% | 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.
Why it matters: Vestis raised its cash goal to $160 million to $170 million. Meeting it would support debt paydown.
Supportive ifFY2026 free cash flow is at least $160 million, within or above the stated range.
Worry ifFY2026 free cash flow is below $160 million.