Cintas Corporation Earnings Recaps
Q4 2026
Jul 17, 2026
Shares rallied 11.9% following a solid fiscal 26 fourth quarter beat on revenue growth, margin expansion, and earnings, with management raising an optimistic fiscal 27 outlook signaling confidence in continued double-digit EPS growth.
Key takeaways
- Fourth quarter revenue rose 8.9% to $2.91 billion, with organic revenue growth at 8.4%.
- Gross margin held at an all-time high of 51%, expanding approximately 130 basis points year-over-year.
- Operating income increased 12.7% to $673 million; adjusted operating margin expanded roughly 120 basis points to 23.6%.
- Adjusted diluted EPS grew 18.3% year-over-year to $1.29 in the quarter, finishing the full year at $4.94, slightly above earlier guidance.
- Fiscal 27 guidance projects revenue growth of 7.4% to 8.7% and adjusted EPS growth between 8.5% and 11.3%, reflecting management’s confidence despite ongoing acquisition-related regulatory reviews.
Q3 2026
Mar 26, 2026
Cintas Corporation delivered a robust third quarter for fiscal 2026, achieving record revenues of $2.84 billion and strong operating margins, reflecting resilient growth across all business segments.
Key takeaways
- Total revenue increased by 8.9% year-over-year, with organic growth at 8.2%.
- Operating income rose to $659.9 million, marking an 8.2% increase, or 11% after adjusting for a prior year one-time gain.
- Diluted EPS grew 9.7% to $1.24, with adjusted EPS expected to rise between 10.5% and 11.4% for the full year.
- The company announced a merger agreement to acquire UniFirst, expected to close in the second half of calendar 2026, promising long-term value enhancements.
- All three route-based business segments reported record gross margins, underscoring efficiency and strategic investments.