UniFirst Corp (NYSE: UNF) is a workplace uniform and workwear services company that provides personalized uniforms, protective clothing, and facility products to businesses under rental, lease, and direct-purchase programs. Revenue comes primarily from weekly route-based service contracts, in which UniFirst picks up soiled garments and delivers cleaned replacements on a recurring basis. The company operated two primary reporting segments as of fiscal 2025: Uniform and Facility Service Solutions, which generated $168.5M in operating income in fiscal 2025, and First Aid and Safety Solutions, which generated $0.9M in operating income in fiscal 2025. Total operating income was $184.5M on an operating margin of 7.6% in fiscal 2025 (year ended August 30, 2025). UniFirst manufactured approximately 62% of the garments it placed in service during fiscal 2025, giving it direct control over quality, cost, and product customization. The company also operates manufacturing facilities in Mexico and serves customers in Canada in addition to the United States.
- Revenue model
- Recurring service contract revenue from weekly uniform rental and cleaning routes. Customers pay periodic fees for full-service rental programs (garments cleaned and serviced by UniFirst), lease programs (garments maintained by employees), or purchase programs. Ancillary revenue comes from facility products such as floor mats, mops, wiping products, restroom supplies, and first aid cabinet services.
- Products and services
- Workplace uniforms including shirts, pants, jackets, coveralls, lab coats, smocks, and aprons. Specialized protective wear including flame-resistant and high-visibility garments. Cleanroom protective wear and radioactive decontamination services at nuclear facilities. Non-garment facility products including industrial wiping products, floor mats, dry and wet mops, restroom and cleaning supplies. First aid cabinet services, safety supplies, safety training, wholesale distribution, and pill packaging operations for non-prescription medicines.
- Customers and end markets
- Businesses requiring employee workwear across industrial, manufacturing, and service end markets. Customers with high employee turnover rates are cited as a primary target given the cost efficiency UniFirst's centralized services offer versus self-managed programs. Specialty customers include nuclear plants requiring radioactive decontamination services and customers requiring cleanroom protective wear.
- Value-chain role
- Vertically integrated uniform servicer. UniFirst designs and manufactures the majority of its own garments (approximately 62% of garments placed in service in fiscal 2025), operates industrial laundry and cleaning facilities, runs weekly delivery and pickup routes, and provides end-to-end garment program management for customers. Manufacturing facilities operate in Mexico in addition to domestic locations.
- Geographic exposure
- Primary operations in the United States and Canada, organized under U.S. Rental and Cleaning and Canadian Rental and Cleaning segments prior to May 31, 2025. Manufacturing operations in Mexico. The 10-K filed October 29, 2025 references exposure to currency fluctuation, geopolitical risk, and operational risks including vehicle hijacking in Mexico.
Source: SEC 10-K, filed 2025-10-29
Industry:
Services-Personal Services
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