Cintas Corporation Earnings Recaps
Q1 2027
Sep 25, 2026
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.
Key takeaways
- 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.
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.