Cintas Corporation Q4 2026 Earnings Recap

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.