Vestis Corporation

NYSE:VSTS Stok Raporu

Piyasa değeri: US$1.7b

Vestis Yönetim

Yönetim kriter kontrolleri 2/4

Vestis CEO'su Jim Barber, Jun2025 tarihinde atandı, in görev süresi 1.42 yıldır. in toplam yıllık tazminatı $ 3.70M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.9% maaş ve 92.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.12% ine doğrudan sahiptir ve bu hisseler $ 2.15M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 0.8 yıl ve 3.1 yıldır.

Anahtar bilgiler

Jim Barber

İcra Kurulu Başkanı

US$3.7m

Toplam tazminat

CEO maaş yüzdesi7.89%
CEO görev süresi1yr
CEO sahipliği0.1%
Yönetim ortalama görev süresiless than a year
Yönetim Kurulu ortalama görev süresi3.1yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi Jun 21

Vestis (VSTS) Stock Could Be 60% Below Fair Value After Estimate Revisions

Recent momentum around Vestis (VSTS) has been shaped by two forces: rising institutional ownership and upward earnings estimate revisions, which together have drawn fresh attention to the stock’s positioning and prospects. See our latest analysis for Vestis. Vestis shares have moved sharply higher in recent months, with a 30 day share price return of 9.71%, a 90 day share price return of 66.84% and a year to date share price return of 95.74%. The 1 year total shareholder return of 125.17%...
Anlatı Güncellemesi Jun 19

VSTS: Flat 2026 Outlook And Execution Risks Will Limit Future Upside

Analysts have lifted their average price target on Vestis to about $10.16 from $7.81, citing updated assumptions for revenue growth, profitability, and valuation following recent target increases and an upgrade after the company’s Q2 results and FY26 EBITDA outlook. Analyst Commentary Recent research on Vestis reflects a mix of optimism and caution, with several firms adjusting price targets and one key upgrade following the Q2 print and FY26 EBITDA outlook.
Anlatı Güncellemesi Jun 04

VSTS: Q4 Organic Inflection And Turnaround Execution Are Expected To Support Sentiment

Vestis' analyst price targets have shifted higher, with several firms now guiding to a range of $7.50 to $14. This reflects analysts' updated views on the company's earnings outlook, margin profile and potential for an inflection in organic growth.
Anlatı Güncellemesi May 16

VSTS: Turnaround Progress And Q4 Organic Inflection Are Expected To Support Confidence

Analysts have lifted the central price target for Vestis to $14 from $10, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and forward P/E. These revisions align with a recent wave of higher Street price targets and an upgrade following the latest earnings and FY26 EBITDA outlook.
Analiz Makalesi May 15

Vestis Corporation (NYSE:VSTS) Just Reported And Analysts Have Been Lifting Their Price Targets

The investors in Vestis Corporation 's ( NYSE:VSTS ) will be rubbing their hands together with glee today, after the...
Anlatı Güncellemesi Apr 29

VSTS: Flat 2026 Revenue Outlook Will Constrain Upside Despite Rating Revisions

Vestis' updated analyst price target has shifted to approximately $7.81, down from about $8.18, as analysts factor in a lower assumed discount rate, more modest revenue growth expectations, slightly higher profit margins, and a revised future P/E of around 15.16, alongside recent target moves from major firms into the $6 range. Analyst Commentary Recent Street research shows several firms adjusting their price targets on Vestis into roughly the mid single digit range, including moves into the $6 area from Barclays and other large banks such as JPMorgan and Goldman Sachs.
Anlatı Güncellemesi Apr 15

VSTS: Reaffirmed 2026 Guidance Will Limit Upside Despite Higher Market Expectations

Analysts have raised the primary price target on Vestis by $1 to $6, citing updated views on fair value, discount rate, revenue growth expectations, profit margins and future P/E assumptions. Analyst Commentary Recent Street research on Vestis points to a mixed tone, with several firms lifting price targets but still signaling caution on the shares.
Anlatı Güncellemesi Apr 01

VSTS: Pricing Execution And Margin Improvements Will Support Future Confidence

Analysts have slightly increased their average price target on Vestis to about $6, reflecting recent target increases from several firms. They cite updated views on the company’s pricing power, revenue growth challenges, and profitability outlook.
Anlatı Güncellemesi Mar 18

VSTS: Fair Value View Balances Execution Challenges And Margin Improvement Potential

Narrative Update Overview Analysts have lifted Vestis' fair value estimate from $5.67 to $8.18 and raised their price targets, with firms citing updated views on revenue trends, margin potential, and future P/E assumptions, despite some ongoing concerns about growth constraints and pricing power. Analyst Commentary Recent research shows a mix of optimism and caution around Vestis, with several price target increases sitting alongside a Sell rating and concerns about the business model.
Anlatı Güncellemesi Mar 04

VSTS: Service And Pricing Issues Will Constrain Future Upside Potential

Narrative Update on Vestis The analyst price target for Vestis has shifted from $5 to $6, with analysts pointing to updated fair value assumptions, a lower discount rate, and a higher future P/E multiple as key drivers behind the move. Analyst Commentary Recent research on Vestis shows that even with some price target increases, a number of bearish analysts remain cautious on the stock, highlighting execution risks and limits to the upside case.
Anlatı Güncellemesi Feb 18

VSTS: Service And Pricing Improvements Will Support Confidence Despite Recent Downgrade

Analysts have lifted their price targets on Vestis by increments ranging from $0.70 to $3.50. These changes reflect updated views on fair value, growth assumptions, margins, and a lower future P/E, even as some still flag operational and pricing challenges.
Analiz Makalesi Feb 13

Vestis Corporation (NYSE:VSTS) Just Reported And Analysts Have Been Lifting Their Price Targets

The investors in Vestis Corporation 's ( NYSE:VSTS ) will be rubbing their hands together with glee today, after the...
Analiz Makalesi Feb 05

Calculating The Intrinsic Value Of Vestis Corporation (NYSE:VSTS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Vestis fair value estimate is US$6.17 With US$6.94 share...
Anlatı Güncellemesi Feb 04

VSTS: Service Improvements Will Support Confidence Despite Recent Downgrade Concerns

The analyst price target for Vestis has been reduced to US$5.30 from US$6.30, as analysts point to ongoing customer service challenges, limited pricing power, and questions around the pace of any revenue growth turnaround. Analyst Commentary Goldman Sachs has shifted to a more cautious stance on Vestis, cutting its rating to Sell and lowering the price target to US$5.30 from US$6.30.
Anlatı Güncellemesi Jan 20

VSTS: Service Improvements Will Support Future Confidence Despite Pricing Constraints

Narrative update on Vestis The updated analyst price target for Vestis moves down by $1.00, with analysts pointing to concerns about constrained revenue growth, customer service quality challenges, and limited pricing power as key reasons for the reset. Analyst Commentary Recent research has leaned cautious on Vestis, with Goldman Sachs moving to a Sell rating and trimming its price target to $5.30 from $6.30.
Analiz Makalesi Jan 14

Is Vestis (NYSE:VSTS) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Anlatı Güncellemesi Jan 06

VSTS: Leadership Transition And Steady Outlook Will Support Future Multiple Expansion

Analysts have revised their price targets on Vestis, citing slightly higher discount rate assumptions, modest changes in revenue growth and profit margin expectations, and a marginally lower anticipated future P/E multiple as the main factors shaping their updated valuation view. What's in the News Vestis announced that Chief Financial Officer Kelly Janzen will depart the company to pursue other opportunities and is expected to remain through the end of December 2025 to support a transition period (Key Developments).
Anlatı Güncellemesi Dec 14

VSTS: Risk Profile Will Improve As Guidance Stays Muted And Multiples Expand

Analysts have modestly raised their price target on Vestis to approximately $8.00 per share, reflecting a lower perceived risk profile and higher future valuation multiples, despite tempered expectations for revenue growth and profit margins. What's in the News Vestis issued new fiscal 2026 guidance, projecting revenue to be flat to down 2 percent compared with normalized fiscal 2025 levels (Key Developments).
Seeking Alpha Dec 10

Vestis Corp.: Revenue Growth Needs To Recover First

Summary Vestis Corp. remains a hold as fundamentals are weak and revenue continues to decline, justifying its discounted valuation. FY25 revenue, adjusted for the extra week, fell 3.5% y/y; gross margin contracted 366 bps, and net loss reached $40.2 million. FY26 guidance implies margin stabilization via a $75 million cost savings program, but the full benefit materializes in FY27. Persistent high churn, loss of quality accounts, and lack of top-line recovery limit any near-term re-rating potential for VSTS. Read the full article on Seeking Alpha
Analiz Makalesi Dec 02

There's No Escaping Vestis Corporation's (NYSE:VSTS) Muted Revenues Despite A 28% Share Price Rise

Despite an already strong run, Vestis Corporation ( NYSE:VSTS ) shares have been powering on, with a gain of 28% in the...
Anlatı Güncellemesi Nov 29

VSTS: Shares Will Likely Face Pressure From Lower Discount Rate And Overvaluation

Vestis has seen a slight upward revision in its analyst price target, increasing from $5.66 to $5.67. Analysts cite marginal improvements in valuation models and a reduced discount rate impacting projections.
Analiz Makalesi Nov 23

When Should You Buy Vestis Corporation (NYSE:VSTS)?

Vestis Corporation ( NYSE:VSTS ), is not the largest company out there, but it saw a significant share price rise of...
Anlatı Güncellemesi Nov 15

VSTS: Projected Financial Performance Will Likely Remain Stable Despite Modest Adjustments

Analysts have slightly lowered their price target for Vestis, citing modest adjustments in core valuation assumptions. These changes reflect updated growth and profitability projections.
Analiz Makalesi Nov 05

Returns On Capital Signal Difficult Times Ahead For Vestis (NYSE:VSTS)

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Anlatı Güncellemesi Oct 31

VSTS: Digital Modernization And Pricing Reforms Will Strengthen Future Opportunities

Narrative Update: Vestis Analyst Price Target Revised Analysts have slightly lowered their price target for Vestis, reducing it by $0.00 based on refined discount rate assumptions and ongoing stability in core financial projections. Valuation Changes The Fair Value estimate remained unchanged at $5.66 per share.
Anlatı Güncellemesi Oct 17

Digital Modernization And Pricing Reforms Will Strengthen Future Opportunities

Analysts have modestly raised their price target for Vestis, citing slight improvements in expected future profitability and valuation metrics. This has led to a new target of $5.66 per share.
Analiz Makalesi Oct 06

Vestis (NYSE:VSTS) Seems To Be Using A Lot Of Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Anlatı Güncellemesi Oct 03

Digital Modernization And Pricing Reforms Will Strengthen Future Opportunities

Analysts have slightly lowered their price target for Vestis to $5.66 from $5.74. They cite continued concerns about the company's fundamentals, debt burden, and uncertainty surrounding recent leadership changes.
Analiz Makalesi Aug 12

Lacklustre Performance Is Driving Vestis Corporation's (NYSE:VSTS) 28% Price Drop

Vestis Corporation ( NYSE:VSTS ) shareholders that were waiting for something to happen have been dealt a blow with a...
Analiz Makalesi Jul 24

Returns On Capital At Vestis (NYSE:VSTS) Paint A Concerning Picture

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Analiz Makalesi Jun 15

Vestis (NYSE:VSTS) Use Of Debt Could Be Considered Risky

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Apr 17

Investors Will Want Vestis' (NYSE:VSTS) Growth In ROCE To Persist

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Mar 08

Vestis: Extremely Undervalued With Stable FCF And 75 Years In The Industry

Summary Vestis Corporation's 75 years of industry experience and sector diversification provide stability and potential revenue growth, making it undervalued at the current stock price. Despite challenges like potential tariffs and debt, Vestis's consistent positive net income and recent cost reductions suggest future profitability and free cash flow growth. The company's diverse customer base across various industries may reduce revenue volatility, even during economic downturns, enhancing its investment appeal. Potential takeover interest from private equity firms and strategic buyers could further boost Vestis's stock value, with estimates suggesting a price significantly higher than current levels. Read the full article on Seeking Alpha
Seeking Alpha Feb 04

Vestis: I Like The Improvements, But More Needs To Be Shown

Summary Vestis Corp. shows improvements but still faces challenges; hold rating maintained until positive organic revenue growth and margin expansion are demonstrated. VSTS 1Q25 earnings report: revenue down 4.8% y/y, adj. EBITDA in line with consensus, adj. EPS beat expectations, management reiterates FY25 guidance. Positive signs: improved customer retention, new sales volume growth, national account wins, and effective pricing actions expected to drive momentum in 2H25. Read the full article on Seeking Alpha
Analiz Makalesi Jan 30

These 4 Measures Indicate That Vestis (NYSE:VSTS) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analiz Makalesi Dec 30

Benign Growth For Vestis Corporation (NYSE:VSTS) Underpins Its Share Price

With a price-to-sales (or "P/S") ratio of 0.7x Vestis Corporation ( NYSE:VSTS ) may be sending bullish signals at the...
Seeking Alpha Nov 25

Vestis Corp: Waiting For More Signs Of Successful Turnaround

Summary I maintain a hold rating for Vestis Corp (VSTS) due to the need for more evidence of successful strategy implementation and operating metrics improvement. 4Q24 earnings were disappointing, with a 4.4% y/y revenue decline, high decremental margins, and a sharp drop in adj EPS from $0.57 to $0.11. Positive signs include improved customer retention, new sales volume growth, and strategic initiatives to enhance customer service and capture high-margin incremental volume. Read the full article on Seeking Alpha
Analiz Makalesi Nov 25

Vestis (NYSE:VSTS) Has Affirmed Its Dividend Of $0.035

Vestis Corporation's ( NYSE:VSTS ) investors are due to receive a payment of $0.035 per share on 6th of January. The...
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Yeni Anlatı Sep 29

Despite Efforts, Customer Attrition And Pricing Strategies May Undermine Future Revenue Growth And Margins

Efforts to retain customers through moderated pricing and service improvements might compress margins, highlighting a challenge in balancing growth and profitability.

CEO Tazminat Analizi

Jim Barber'un ücretlendirmesi Vestis'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Apr 03 2026n/an/a

-US$17m

Jan 02 2026n/an/a

-US$47m

Oct 03 2025US$4mUS$292k

-US$40m

Tazminat ve Piyasa: Jim 'ın toplam tazminatı ($USD 3.70M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 5.29M ).

Tazminat ve Kazançlar: Jim şirketinin tazminatını şirket performansıyla karşılaştırmak için yeterli veri yok.


CEO

Jim Barber (66 yo)

1yr
Görev süresi
US$3,703,137
Tazminat

Mr. James Jay Barber, Jr. also known as Jim, is CEO, President & Director of Vestis Corporation from 2025. Mr. Barber joined Vestis in June 2025. Mr. Barber served as Director at C.H.Robinson Worldwide, I...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
James Barber
CEO, President & Director1yrUS$3.70m0.12%
$ 2.2m
William Seward
Executive VP & COO1.8yrsUS$4.04m0.026%
$ 448.3k
André Bouchard
Executive VP1.3yrsUS$1.99m0.0018%
$ 30.9k
Adam Bowen
Interim Chief Financial Officerless than a yearVeri yok0.020%
$ 342.1k
John Laveck
VP & Chief Accounting Officer1yrVeri yokVeri yok
Wendy Zacchio
SVP, Chief Information & Digital Officerless than a yearVeri yokVeri yok
Rodney Wedemeier
Executive VP & Chief Human Resources Officerless than a yearVeri yokVeri yok
Steve Cochran
Executive VP and Chief Commercial & Supply Chain Officerno dataVeri yokVeri yok
0.8yrs
Ortalama Görev Süresi
54.5yo
Ortalama Yaş

Deneyimli Yönetim: VSTS 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 0.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
James Barber
CEO, President & Director1.4yrsUS$3.70m0.12%
$ 2.2m
Douglas Pertz
Independent Vice Chairman2.8yrsUS$287.51k0.23%
$ 4.1m
Keith Meister
Independent Director2yrsUS$245.01k15.01%
$ 261.8m
William Goetz
Independent Director1.8yrsUS$245.01k0.023%
$ 394.4k
James Holloman
Chairman of the Board2.8yrsUS$2.53m0.031%
$ 535.9k
Lynn McKee
Director3.4yrsUS$245.01k0.16%
$ 2.8m
Richard Burke
Independent Director3.4yrsUS$260.01k0.021%
$ 358.3k
Tracy Jokinen
Independent Director3.4yrsUS$270.01k0.019%
$ 323.5k
Ena Koschel
Independent Director3.4yrsUS$245.01k0.013%
$ 227.9k
Mary Whitney
Independent Director3.4yrsUS$245.01k0.012%
$ 214.0k
3.1yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: VSTS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/24 21:37
Gün Sonu Hisse Fiyatı2026/06/24 00:00
Kazançlar2026/04/03
Yıllık Kazançlar2025/10/03

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Vestis Corporation 8 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew WittmannBaird
Manav PatnaikBarclays
Keen Fai TongGoldman Sachs