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VSTS

Vestis Corporation

VSTS

NYSE·Industrials·Rental & Leasing Services·Mkt cap $1.9B

$14.28

▼ -2.72%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$3.98 - $15.06

P/E

-39.81

Fwd P/E

29.37

Beta

1.25

Div Yield

0.00%

Avg Vol

1.5M

Shares Out

131.9M

Mkt Cap

$1.9B

Price action

Price chart

Up 139.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • Recurring revenue model with high customer retention and switching costs
  • Extensive distribution network and logistics infrastructure across North America
  • Diversified industry customer base reduces concentration risk and economic sensitivity
  • Specialized product offerings (flame-resistant, cleanroom, medical-grade) create differentiation
▼

Bear Case

2 risks

  • Average volatility.
  • Premium valuation to Rental & Leasing peers

Growth

Turning profitable

Expansion of workplace safety and hygiene standards post-pandemic

Value

Premium valuation to Rental & Leasing peers

Momentum

Hot

+87.5% over 3m

Quality

Stable

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 30, 2026

“
Q2 26 RECAP

MAY 12, 2026

Reported EPS of $0.16 vs $0.09 consensus (+77.8% surprise). Revenue of $659.4M vs $655.3M expected (+0.6%). Beat on both top and bottom lines.

EPS beat +77.8%
Rev beat +0.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+77.8%

Next: Apr 30, 2026

Revenue trend · last 8Q

—

—

—

-5%

-6%

-4%

+4%

-3%

Q2 24

Q3 24

Q4 24

Q1 24

Q2 25

Q3 25

Q4 25

Q1 26

$705.4M

$698.2M

$684.3M

$683.8M

$665.2M

$673.8M

$712.0M

$663.4M

Margins · last 8Q

Gross

25.8%

Operating

2.5%

Profit

-1.0%

View full earnings history →

Wall Street consensus

5 analysts · 20% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

20%

Hold

2

40%

Sell

2

40%

Median Price Target

$10.75

▼ -24.7% vs $14.28

Low $7.50
Median $10.75
High $14.00

Latest: Barclays · May 15, 2026

2 analysts covering

View full analyst page →

vs Industry

How VSTS stacks vs Rental & Leasing Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.