Cintas (NASDAQ:CTAS) Posts Earnings Results, Beats Estimates By $0.05 EPS

Cintas (NASDAQ:CTAS) posted its quarterly earnings results on Wednesday. The business services provider reported $1.29 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.05, FiscalAI reports. Cintas had a net margin of 17.57% and a return on equity of 41.47%. The firm had revenue of $2.91 billion during the quarter, compared to analysts’ expectations of $2.87 billion. During the same period in the prior year, the company posted $1.09 earnings per share. The firm’s revenue for the quarter was up 8.9% on a year-over-year basis. Cintas updated its FY 2027 guidance to 5.360-5.500 EPS.

Here are the key takeaways from Cintas’ conference call:

• Cintas delivered strong fiscal Q4 and full-year results, with Q4 revenue up 8.9% to $2.91 billion and organic growth of 8.4%. Full-year revenue rose 8.9% to $11.26 billion, while adjusted diluted EPS increased 12.3% to $4.94.
• Margins hit record levels, with Q4 gross margin at 51% and full-year operating margin at an all-time high of 23.1% (23.3% adjusted for UniFirst-related costs). Management credited revenue leverage, supply-chain execution, and operational efficiency initiatives for the expansion.
• Fiscal 2027 guidance points to continued growth, with revenue expected between $12.1 billion and $12.25 billion and adjusted EPS between $5.36 and $5.50. That implies roughly 7.4%-8.7% sales growth and 8.5%-11.3% EPS growth, with incremental margins targeted around 30%-32%.
• The UniFirst acquisition remains in process; UniFirst shareholders approved the deal, the FTC issued a second request, and Cintas still expects a potential close in the second half of calendar 2026. The company said it remains confident in long-term value creation but will limit further commentary while regulatory review continues.
• Underlying demand trends stayed solid across the business, including strong new-customer wins, high retention, and healthy cross-selling. Growth was led by First Aid and Safety and Fire Protection, while key verticals like healthcare, hospitality, education, and state/local government continued to perform well.

Cintas Price Performance

Cintas stock opened at $192.37 on Thursday. The firm has a market capitalization of $76.96 billion, a PE ratio of 54.34, a P/E/G ratio of 2.93 and a beta of 0.94. Cintas has a 52 week low of $161.16 and a 52 week high of $226.75. The firm’s 50-day simple moving average is $174.13 and its 200 day simple moving average is $182.60. The company has a quick ratio of 1.74, a current ratio of 1.98 and a debt-to-equity ratio of 0.51.

Analysts Set New Price Targets

Several analysts have recently commented on the company. Bank of America reduced their price target on Cintas from $215.00 to $200.00 and set a “neutral” rating for the company in a report on Monday, June 29th. Stifel Nicolaus reduced their target price on Cintas from $222.00 to $190.00 and set a “hold” rating for the company in a report on Thursday, March 26th. Truist Financial lowered their price target on shares of Cintas from $255.00 to $225.00 and set a “buy” rating on the stock in a research note on Monday, June 15th. The Goldman Sachs Group reiterated a “buy” rating and issued a $231.00 price target on shares of Cintas in a report on Wednesday. Finally, Weiss Ratings upgraded shares of Cintas from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, July 10th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $212.77.

Trending Headlines about Cintas

Here are the key news stories impacting Cintas this week:

• Positive Sentiment: Cintas beat expectations on both earnings and revenue, reporting adjusted EPS of $1.29 versus $1.24 expected and revenue of $2.91 billion versus $2.87 billion estimated, with organic revenue growth of 8.4% and revenue up 8.9% year over year. Article Title
• Positive Sentiment: Management issued confident fiscal 2027 guidance, calling for revenue of $12.10 billion to $12.25 billion and adjusted EPS of $5.36 to $5.50, which investors viewed as a sign that demand remains healthy. Article Title
• Positive Sentiment: The company highlighted record gross margin of 51.0% and improved operating margin, suggesting strong profitability and execution even with costs tied to the pending UniFirst acquisition. Article Title
• Positive Sentiment: A William Blair analyst reiterated a Buy rating after the results, citing the strong beat, solid fiscal 2027 outlook, and high retention as signs of sustained growth. Article Title
• Neutral Sentiment: Several articles recapped the earnings call and results, with investors focusing on the company’s long runway for growth and commentary that the UniFirst deal is still expected to close in the second half of calendar 2026. Article Title

Insider Transactions at Cintas

In other Cintas news, Director Ronald W. Tysoe sold 4,666 shares of the company’s stock in a transaction dated Monday, April 20th. The shares were sold at an average price of $178.87, for a total value of $834,607.42. Following the sale, the director owned 22,448 shares of the company’s stock, valued at $4,015,273.76. This represents a 17.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 14.90% of the company’s stock.

Institutional Investors Weigh In On Cintas

A number of institutional investors and hedge funds have recently bought and sold shares of CTAS. Brighton Jones LLC raised its stake in Cintas by 9.3% in the 4th quarter. Brighton Jones LLC now owns 1,268 shares of the business services provider’s stock valued at $232,000 after purchasing an additional 108 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Cintas by 42.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,441 shares of the business services provider’s stock worth $321,000 after purchasing an additional 428 shares during the last quarter. DV Equities LLC purchased a new stake in shares of Cintas during the fourth quarter worth about $90,000. Wealth Watch Advisors INC raised its position in shares of Cintas by 181.2% in the fourth quarter. Wealth Watch Advisors INC now owns 315 shares of the business services provider’s stock valued at $59,000 after buying an additional 203 shares during the last quarter. Finally, Greenline Wealth Management LLC acquired a new position in shares of Cintas in the fourth quarter valued at approximately $42,000. Hedge funds and other institutional investors own 63.46% of the company’s stock.

Cintas Company Profile

Cintas Corporation (NASDAQ: CTAS) is a provider of business services and products focused on workplace appearance, safety and facility maintenance. The company is best known for its uniform rental and corporate apparel programs, which include rental, leasing and direct-purchase options, laundering and garment repair. Cintas markets its services to a wide range of end-users, including manufacturing, food service, healthcare, hospitality, retail and government customers.

Beyond uniforms, Cintas offers a suite of facility services and products designed to help organizations maintain clean, safe and compliant workplaces.