UNF at a glance
UNIFIRST CORP (UNF, SEC CIK 717954) filed its latest 10-K annual report on October 29, 2025, a 10-Q quarterly report on July 8, 2026, an 8-K current report on September 11, 2026 and Form 4 insider filings as recently as April 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended August 30, 2025 (FY2025), UNIFIRST CORP (UNF) reported revenue of $2.4 billion (up 0.2% from FY2024) and net income of $148.3 million. Diluted EPS was $7.98.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding UNIFIRST CORP (UNF) shares worth $2.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Katz David Martin on February 17, 2026 of 1,464 shares at $237.54 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.4B
- +0.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 34 funds
- $2.0B · +1 vs prior quarter
- Latest 8-K
- Sep 11, 2026
- Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Aug 30, 2025
Business Overview
- Core business model: Design, manufacture, rent, clean, deliver, and sell uniforms, protective clothing, facility management products, and safety supplies across North America
- New segment restructuring consolidating six prior segments into three: Uniform & Facility Service Solutions; First Aid & Safety Solutions; Other (nuclear business)
- Strategic shift: Integration of cleanroom operations into Uniform & Facility Service Solutions; renaming First Aid segment to First Aid & Safety Solutions to reflect expanded scope
- Employee count approximately 16,000 as of August 30, 2025, supporting diverse customer base over 300,000 locations in U.S., Canada, Europe
- Manufacturing approximately 62% of garments internally with key plants in Mexico and Nicaragua, plus 99% of mats produced in Arkansas plant
Risk Factors
- Mexican federal tax assessment $84.7M disputed since fiscal 2016; Federal Tax Court ruling partial favor in Q1 FY2025
- Energy cost exposure 3.9% of revenue, with volatility in natural gas, gasoline, and electricity impacting operating expenses
- Purchase commitments $132.0M non-cancellable, including inventories and software, concentrated payments of $89.3M due within one year
- Credit facility $300M capacity with $193.3M available; $106.7M in letters of credit outstanding as of August 30, 2025
- Acquisition financing dependent on external debt markets; future borrowings subject to credit market conditions and covenant compliance
Management Discussion & Analysis
- Revenue $2.432B, up $4.9M (0.2%) YoY; Uniform segment down 0.2% ($2.219B), First Aid segment up 7.8% ($114.6M)
- Operating income $184.5M, up $0.9M (0.5%), operating margin flat at 7.6%
- Best segment: First Aid & Safety Solutions operating income $0.9M vs loss $1.8M prior year; worst: Other segment operating income down 7.6% to $15.1M
- Cash from operations $296.9M, capex $154.3M; repurchased $70.9M shares, dividends increased by $1.3M
- Management emphasizes strong cash position ($209.2M), new $300M credit facility, expects liquidity to cover working capital and capex for 12+ months
AI summary of the UNF 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended May 30, 2026
Management Discussion & Analysis
- Revenue $634.4M, up 3.9% YoY from $610.8M
- Operating margin 3.6% vs 7.9% YoY, with transaction-related costs of $20.7M
- Best segment: Uniform & Facility Service Solutions revenue $575.7M, up 3.9% YoY
- Worst segment: First Aid & Safety Solutions operating loss $1.5M vs $0.5M income YoY
- Cash $168.9M, down $40.3M; operating cash flow $139.4M and capital expenditures $107.0M during thirty-nine weeks
Risk Factors
- Proposed Cintas acquisition introduces merger-completion risk, triggered by the March 10, 2026 Merger Agreement
- FTC Second Request on June 11, 2026 extends HSR waiting period until 30 days after substantial compliance
- Failure or specified termination could require UniFirst to pay Cintas a $213.3 million termination fee
- Fixed consideration of $155 cash plus 0.7720 Cintas shares exposes shareholders to Cintas stock-price fluctuations
- Merger-related operating restrictions may limit contracts, asset transactions, debt, and capital expenditures before closing
AI summary of the UNF 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Kelly Rooney resigned as Executive Vice President and Chief Operating Officer effective September 11, 2026
- Departure reflects pursuit of other career opportunities, creating a senior operating leadership transition
Item 5.02: Departure/Appointment of Directors or Principal Officers
- COO Kelly Rooney resigning for other career opportunities, with final employment expected mid-to-late September 2026
- Voluntary departure carries no severance payments or benefits
Item 2.02: Results of Operations and Financial Condition
- Third-quarter fiscal 2026 results covered period ended May 30, 2026
- Press release issued July 1, 2026 and filed as Exhibit 99
Item EX-99.1: Item EX-99.1
- Q3 revenue rose 3.9% to $634.4M, but operating income fell to $23.0M from $48.2M
- $20.7M Cintas merger costs and $5.2M ERP costs reduced net income by $19.6M and diluted EPS by $1.08
AI summaries of UNF 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UNF
Don't miss the next UNF filing
- Alerts as it files. A push when UNF files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut UNF, by share count.
- Ask anything. An AI agent that reads every UNF filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Levenstein Cecelia | G | Mar 17, 2026 | 250 | - |
| Levenstein Cecelia | G | Mar 16, 2026 | 250 | - |
| Levenstein Cecelia | G | Mar 13, 2026 | 250 | - |
| Katz David Martin | Sell | Feb 17, 2026 | 1,464 | $237.54 |
| Ross William Masters | Sell | Feb 9, 2026 | 1,128 | $201.38 |
| Levenstein Cecelia | G | Feb 9, 2026 | 250 | - |
| Levenstein Cecelia | G | Feb 6, 2026 | 250 | - |
| Levenstein Cecelia | G | Feb 6, 2026 | 250 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.4B | $2.4B |
| Operating Income | - | $183.6M | $184.5M |
| Net Income | $103.7M | $145.5M | $148.3M |
| Op. Margin | - | 7.6% | 7.6% |
| Net Margin | - | 6.0% | 6.1% |
| Balance Sheet | |||
| Total Assets | $2.6B | $2.7B | $2.8B |
| Equity | - | $2.1B | $2.2B |
| ROE | - | 6.9% | 6.8% |
| Per Share | |||
| EPS | $5.53 | $7.77 | $7.98 |
| Cash Flow | |||
| Operating CF | - | $295.3M | $296.9M |
| CapEx | $172.0M | $160.4M | $154.3M |
Source: XBRL data in UNIFIRST CORP (UNF)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UNF share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $2.00B |
| Q1 2026 | 33 | $1.83B |
| Q4 2025 | 32 | $1.24B |
| Q3 2025 | 33 | $1.11B |
| Q2 2025 | 30 | $1.28B |
| Q1 2025 | 27 | $841.2M |
| Q4 2024 | 23 | $698.6M |
| Q3 2024 | 20 | $425.8M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 232 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UNF filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 10-Q | Jul 8, 2026 | May 30, 2026 | Analysis | |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 21, 2026 | - | - | - |
| 10-Q | Apr 7, 2026 | Feb 28, 2026 | Analysis | |
| 8-K | Apr 1, 2026 | - | - | - |
| SC 13D | Mar 16, 2026 | - | - | |
| 8-K | Mar 11, 2026 | - | Analysis | - |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - | |
| 10-Q | Jan 7, 2026 | Nov 29, 2025 | Analysis | |
| 8-K | Jan 7, 2026 | - | - | |
| 4 | Jan 7, 2026 | - | - | |
| 8-K | Dec 29, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 4 | Dec 18, 2025 | - | - | |
| 8-K | Dec 18, 2025 | - | - |
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UNF SEC filings: frequently asked questions
Which institutions hold UNF stock?
As of June 30, 2026, the largest UNIFIRST CORP (UNF) holders among the 13F filers tracked by SignalX were BlackRock ($580.0 million), Vanguard Portfolio Management LLC ($220.1 million), Dimensional Fund Advisors ($192.8 million), Vanguard Capital Management LLC ($173.1 million), State Street Corp ($154.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UNF's revenue in fiscal year 2025?
For the fiscal year ended August 30, 2025 (FY2025), UNIFIRST CORP (UNF) reported revenue of $2.4 billion (up 0.2% from FY2024) and net income of $148.3 million. Diluted EPS was $7.98. The figures come from the XBRL data in the 10-K.
What are the main risks in UNF's latest 10-K?
In the 10-K filed October 29, 2025, UNIFIRST CORP (UNF) flagged: Mexican federal tax assessment $84.7M disputed since fiscal 2016; Federal Tax Court ruling partial favor in Q1 FY2025. Energy cost exposure 3.9% of revenue, with volatility in natural gas, gasoline, and electricity impacting operating expenses. (AI summary of the Risk Factors section.)
What did UNF report in its latest 8-K?
UNIFIRST CORP (UNF) filed an 8-K on September 11, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). Kelly Rooney resigned as Executive Vice President and Chief Operating Officer effective September 11, 2026.
What are the latest UNF SEC filings?
UNIFIRST CORP (UNF) filed its latest 10-K annual report on October 29, 2025, a 10-Q quarterly report on July 8, 2026, an 8-K current report on September 11, 2026 and a Form 4 insider filing on April 21, 2026.
What is UNF's SEC CIK number?
UNIFIRST CORP (UNF)'s SEC Central Index Key (CIK) is 717954. EDGAR lists every UNF filing under that number.
Ask anything about UNF
The research agent reads UNF's filings, financials, insider trades and 13F holders, then answers with sources.