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Operating Income by Segment
Shows each segment’s profit after day-to-day operating costs, highlighting where the company actually earns money versus where revenue may be offset by high costs. Differences in operating income expose margin strength or weakness from labor, supply costs, pricing, and scale — and point to which segments fund reinvestment or need efficiency fixes.International has transitioned into a clear growth engine—recent uplifts track management’s string of large client wins and double‑digit GPO expansion, supporting margin upside. The U.S. remains the dominant profit driver but shows pronounced cadence and calendar‑shift sensitivity, so quarter dips look timing‑related rather than a loss of underlying momentum (management says underlying U.S. AOI was substantially stronger absent the shift). The Uniform & Career Apparel line disappears after early‑2024, signaling a strategic exit that simplifies the portfolio and frees capital, while Corporate remains a steady drag being pared by debt repricing and buybacks.
Date | International | Corporate | United States | Uniform & Career Apparel |
|---|---|---|---|---|
Jun 30, 2026 | $69.00M | -$35.00M | $182.00M | $0.00 |
Mar 31, 2026 | $61.00M | -$34.00M | $193.00M | $0.00 |
Dec 31, 2025 | $60.00M | -$31.00M | $189.00M | $0.00 |
Sep 30, 2025 | $39.00M | -$33.00M | $212.00M | $0.00 |
Jun 30, 2025 | $49.00M | -$27.00M | $160.00M | $0.00 |
Mar 31, 2025 | $52.00M | -$29.00M | $152.00M | $0.00 |
Dec 31, 2024 | $54.00M | -$30.00M | $194.00M | $0.00 |
Sep 30, 2024 | $46.00M | -$28.00M | $201.00M | $0.00 |
Jun 30, 2024 | $52.00M | -$31.00M | $140.00M | $0.00 |
Mar 31, 2024 | $43.00M | -$28.00M | $144.00M | $0.00 |