VSTS at a glance
Vestis Corp (VSTS, SEC CIK 1967649) filed its latest 10-K annual report on December 2, 2025, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended October 3, 2025 (FY2025), Vestis Corp (VSTS) reported revenue of $2.7 billion (down 2.5% from FY2024) and a net loss of $40.2 million. Diluted EPS was -$0.31.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Vestis Corp (VSTS) shares worth $788.6 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Barber James J. on September 2, 2026 of 84,500 shares at $12.37 per share.
- In the last 90 days, VSTS insiders reported 1 open-market purchase ($1.0M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7B
- −2.5% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$1.0M
- 13F holders
- 30 funds
- $788.6M · +0 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Oct 3, 2025
Business Overview
- Core business: uniform rentals and workplace supplies across US and Canada, servicing 300,000+ customers with recurring rental contracts
- New emphasis: multi-year business transformation and restructuring plan initiated in Q1 2026 to improve profitability and cash flow
- Strategic shift: accelerated growth strategy with focus on commercial excellence, operational excellence, and asset/network optimization
- Quantitative highlight: approx. 18,150 employees, $2.7 billion revenue in FY 2025, 95% revenue from recurring rental business
- Noteworthy event: completed spin-off from Aramark on Sept 30, 2023, with NYSE listing under ticker "VSTS" starting Oct 2, 2023
Risk Factors
- Regulatory risk: U.S. tariffs imposed in FY2025 increased raw material costs, with uncertain future tariff changes potentially disrupting supply chains and raising expenses
- Macroeconomic threat: Fuel and energy prices rose due to Ukraine and Middle East conflicts, pressuring operating margins and increasing cost volatility
- Operational vulnerability: Single-source suppliers and ongoing global supply chain disruptions cause delivery delays, higher substitution rates, and inflate costs for raw materials and products
- Competitive risk: Price-sensitive uniform rental market with national and regional competitors may force price reductions, eroding revenue and profits
- Financial risk: Goodwill impairment risk heightened by sustained share price decline and declining financial performance, with potential for significant charges impacting results
Management Discussion & Analysis
- Revenue $2,734.8M, down 2.5% YoY (-$71.0M); excluding 53rd week, down 4.4% or $122.6M; uniform revenue fell $105.6M, workplace supplies $17.0M
- Operating margin 2.4% vs 5.6% in fiscal 2024; operating income $64.4M down 59.2% YoY (-$93.5M)
- Best performing segment: Canada with operating income $9.0M, up 9.7%, margin 3.6% vs 3.3%; worst performing: US segment income $154.0M down 41.8%, margin 6.2% vs 10.4%
- Net loss $40.2M vs net income $21.0M prior year; interest expense down $34.3M due to lower debt and rates; SG&A and costs contained but bad debt and severance increased
- Liquidity: $1.8B credit facility with refinancing completed; restructuring plan launched targeting $75M annual savings by FY26 end, costing $25-30M; management cautious on inflation, labor, and currency risks impacting future results
AI summary of the VSTS 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 Jul 3, 2026
Management Discussion & Analysis
- Quarterly revenue $661.7M, down 1.8% YoY from $673.8M
- Operating margin 5.6% vs 3.7% YoY, with operating income $37.2M vs $25.0M
- Best segment United States: revenue $600.7M, operating margin 9.2% vs 6.6%
- Worst segment Canada: operating income $2.3M, margin 3.9% vs 4.2%
- Cash $57.7M, operating cash flow $160.9M, debt reduced to $1,097.5M from $1,168.5M
- Near-term headwinds: energy costs, geopolitical disruption and lower volumes; $75M annual savings targeted by fiscal 2026ેણ
Risk Factors
- No material risk-factor changes from October 3, 2025 Form 10-K
- Carried-forward risks supplemented by April 3, 2026 Form 10-Q disclosures
- No newly triggered regulatory, legal, compliance, operational, competitive, or financial risk identified
AI summary of the VSTS 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 7.01: Regulation FD Disclosure
- Item 7.01 contains only standard Regulation FD disclaimer language
- No substantive operating, financial, or investor-relevant disclosure in the provided text
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Russell Tiejema appointed CFO effective September 28, 2026, bringing 30+ years of finance and leadership experience
- Base salary $700,000, with 2027 target bonus equal to 100% of base salary
Item EX-99.1: Item EX-99.1
- Russell Tiejema appointed EVP and CFO effective September 28, 2026, replacing interim CFO Adam Bowen
- Tiejema brings 30+ years of finance experience, including CFO roles at US LBM and Masonite International
Item 2.02: Results of Operations and Financial Condition
- Vestis reported fiscal-quarter results for the quarter ended July 3, 2026
- Full operating results and management commentary furnished in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q3 revenue fell 1.8% to $661.7M as processed volume declined 4.5%, reflecting intentional shedding of low-profit volume
- Adjusted EBITDA rose 23% to $80.9M, with margin expanding to 12.2% from 9.8% on $27.2M lower adjusted operating expenses
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Interim CFO Adam Bowen’s base salary remains $400,000 with a 35% target annual bonus
- New $100,000 cash award in June 2026 plus $100,000 for each qualifying three-month period without a permanent CFO
AI summaries of VSTS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VSTS
Don't miss the next VSTS filing
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Seward William J. | F | Oct 1, 2026 | 9,986 | $13.36 |
| Barber James J. | Buy | Sep 2, 2026 | 84,500 | $12.37 |
| Laveck John | F | Jul 1, 2026 | 4,059 | $14.52 |
| COCHRAN STEVEN E | A | Jun 1, 2026 | 93,096 | - |
| Meister Keith A. | A | Feb 18, 2026 | 18,253 | - |
| Pertz Douglas A | A | Feb 18, 2026 | 18,253 | - |
| Jokinen Tracy C | A | Feb 18, 2026 | 18,253 | - |
| Goetz William | A | Feb 18, 2026 | 18,253 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.8B | $2.8B | $2.7B |
| Operating Income | $217.9M | $158.0M | $64.4M |
| Net Income | $213.2M | $21.0M | -$40.2M |
| Op. Margin | 7.7% | 5.6% | 2.4% |
| Net Margin | 7.5% | 0.7% | -1.5% |
| Balance Sheet | |||
| Total Assets | $3.2B | $2.9B | $2.9B |
| Equity | - | $903.1M | $865.6M |
| ROE | - | 2.3% | -4.6% |
| Per Share | |||
| EPS | $1.63 | $0.16 | $-0.31 |
| Cash Flow | |||
| Operating CF | $257.0M | $471.8M | $64.2M |
Source: XBRL data in Vestis Corp (VSTS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VSTS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $788.6M |
| Q1 2026 | 30 | $435.4M |
| Q4 2025 | 27 | $397.5M |
| Q3 2025 | 28 | $279.5M |
| Q2 2025 | 28 | $399.5M |
| Q1 2025 | 26 | $484.2M |
| Q4 2024 | 24 | $614.5M |
| Q3 2024 | 20 | $230.8M |
- Dimensional Fund Advisors+726.3K (+20%)
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- Vanguard Portfolio Management LLC+163.4K (+4%)
- Northern Trust+99.9K (+10%)
- FMR LLC (Fidelity)−747.3K (-7%)
- Renaissance Technologies LLC−359.1K (-71%)
- Citadel Advisors LLC−357.6K (-37%)
- Bank of America Corp−263.4K (-19%)
- Morgan Stanley−245.1K (-18%)
- Hilltop Holdings Inc.+22.5K
- Raymond James Financial−46.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 213 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VSTS 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 |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 10-Q | Aug 11, 2026 | Jul 3, 2026 | Analysis | |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 10-Q | May 12, 2026 | Apr 3, 2026 | Analysis | |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 4 | Feb 20, 2026 | - | - | |
| 8-K | Feb 10, 2026 | - | - | |
| 10-Q | Feb 10, 2026 | Jan 2, 2026 | - | |
| 4 | Feb 3, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Jan 6, 2026 | - | - | |
| 4 | Dec 22, 2025 | - | - |
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VSTS SEC filings: frequently asked questions
Are VSTS insiders buying or selling?
In the last 90 days, Vestis Corp (VSTS) officers, directors and 10% owners reported 1 open-market purchase worth $1.0 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold VSTS stock?
As of June 30, 2026, the largest Vestis Corp (VSTS) holders among the 13F filers tracked by SignalX were BlackRock ($232.1 million), FMR LLC (Fidelity) ($142.6 million), Vanguard Capital Management LLC ($72.2 million), Vanguard Portfolio Management LLC ($65.0 million), State Street Corp ($63.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VSTS's revenue in fiscal year 2025?
For the fiscal year ended October 3, 2025 (FY2025), Vestis Corp (VSTS) reported revenue of $2.7 billion (down 2.5% from FY2024) and a net loss of $40.2 million. Diluted EPS was -$0.31. The figures come from the XBRL data in the 10-K.
What are the main risks in VSTS's latest 10-K?
In the 10-K filed December 2, 2025, Vestis Corp (VSTS) flagged: Regulatory risk: U.S. tariffs imposed in FY2025 increased raw material costs, with uncertain future tariff changes potentially disrupting supply chains and raising expenses. Macroeconomic threat: Fuel and energy prices rose due to Ukraine and Middle East conflicts, pressuring operating margins and increasing cost volatility. (AI summary of the Risk Factors section.)
What did VSTS report in its latest 8-K?
Vestis Corp (VSTS) filed an 8-K on September 28, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Item 7.01 contains only standard Regulation FD disclaimer language.
What are the latest VSTS SEC filings?
Vestis Corp (VSTS) filed its latest 10-K annual report on December 2, 2025, a 10-Q quarterly report on August 11, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is VSTS's SEC CIK number?
Vestis Corp (VSTS)'s SEC Central Index Key (CIK) is 1967649. EDGAR lists every VSTS filing under that number.
Ask anything about VSTS
The research agent reads VSTS's filings, financials, insider trades and 13F holders, then answers with sources.