Cintas Corporation Q1 2027 Earnings Recap

Cintas shares fell 3.4% after the report, despite higher full-year revenue and adjusted EPS guidance. The transcript does not identify a specific disappointment; the move suggests investors were not satisfied with the outlook or results, but the available commentary does not establish why.

Key Takeaways

• First-quarter revenue rose 10.9% to $3.01 billion; organic growth was 8.9%.
• Diluted EPS increased 13.3% to $1.36. Adjusted diluted EPS, excluding UniFirst transaction-related expenses, rose 15.8% to $1.39.
• Fiscal 2027 revenue guidance increased to $12.15–$12.27 billion, and adjusted diluted EPS guidance to $5.45–$5.54.
• Organic growth ranged from 8% in Uniform Rental and Facility Services to 14.2% in First Aid and Safety Services; Fire Protection Services grew 9.2% and Uniform Direct Sale 9.6%.
• Gross margin reached a record 51.5%; Uniform Rental and Facility Services margin rose 110 basis points year over year to 50.8%.