Cintas reported 10.9% revenue growth and raised its fiscal 2027 guidance; the stock was roughly flat, down 0.6% after earnings. The quarter showed broad organic growth and record gross margin, without a sharply positive market reaction.
- Revenue was $3.01 billion, up 10.9%; organic growth was 8.9%.
- Diluted EPS was $1.36, up 13.3%. Adjusted diluted EPS, excluding UniFirst transaction-related expenses, was $1.39, up 15.8%.
- Organic growth by business: Uniform Rental and Facility Services 8%, First Aid and Safety Services 14.2%, Fire Protection Services 9.2%, and Uniform Direct Sale 9.6%.
- Gross margin reached an all-time high of 51.5%. Uniform Rental and Facility Services margin rose 110 basis points year over year to 50.8%.
- Fiscal 2027 revenue guidance increased to $12.15–$12.27 billion and adjusted diluted EPS guidance to $5.45–$5.54. Management said the UniFirst deal remains subject to regulatory clearance and other closing conditions, with closing expected by the end of calendar 2026.
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