The call highlighted strong revenue growth, robust segment performance, and significant capital return to shareholders. However, challenges in incremental margin decline and pressure on the goods producing sector were noted, although they were mitigated by strong overall performance.

Company Guidance -

Q1 2026

During the Cintas Corporation fiscal 2025 fourth quarter and full year results conference call, the company provided guidance for fiscal 2026, projecting a revenue range of $11 billion to $11.15 billion, reflecting a growth rate of 6.4% to 7.8%. Diluted earnings per share (EPS) is expected to be between $4.71 and $4.85, a growth rate of 7% to 10.2%. For fiscal 2025, Cintas reported a record total revenue of $10.34 billion, an increase of 7.7%, with organic growth at 8%. The fourth quarter revenue saw an 8% increase to $2.67 billion, with organic growth at 9%. Operating margins for fiscal 2025 were a record 22.8%, up from 21.6% in the prior year, and diluted EPS grew by 16.1% to $4.40. The company emphasized strategic investments in technology, infrastructure, and management trainees as key contributors to its growth and value proposition.

Strong Revenue Growth

For the fourth quarter, total revenue grew 8% to $2.67 billion, with an organic growth rate of 9%. The full year fiscal 2025 revenue was a record $10.34 billion, an increase of 7.7%.

Robust Segment Performance

Uniform Rental and Facility Services segment grew 7.2%, First Aid and Safety segment grew 18.5%, and Fire Protection Services grew organically by 11.1% in the fourth quarter.

Profitability and Margin Expansion

Fourth quarter gross margin grew by 9.1% from 49.2% to 49.7%. Full-year operating margins were 22.8%, an increase of 14.1% over the prior year, and diluted EPS increased by 16.1%.

Significant Capital Return

Returned over $1.5 billion to shareholders through dividends and share buybacks, marking 41 consecutive years of dividend increases.

Record M&A Activity

Invested $2.2329 billion in acquisitions in fiscal 2025, representing the largest year of M&A activity in almost twenty years.

Cintas (CTAS) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CTAS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 24, 2025	2026 (Q1)	1.19 / -	1.1	―	―	―
Jul 17, 2025	2025 (Q4)	1.07 / 1.09	0.998	9.22% (+0.09)	―
Mar 26, 2025	2025 (Q3)	1.07 / 1.13	0.96	17.71% (+0.17)	―
Dec 19, 2024	2025 (Q2)	1.01 / 1.09	0.902	20.84% (+0.19)	―
Sep 25, 2024	2025 (Q1)	1.00 / 1.10	0.925	18.92% (+0.18)	―
Jul 18, 2024	2024 (Q4)	0.95 / 1.00	0.835	19.52% (+0.16)	―
Mar 27, 2024	2024 (Q3)	0.89 / 0.96	0.785	22.29% (+0.17)	―
Dec 21, 2023	2024 (Q2)	0.87 / 0.90	0.78	15.64% (+0.12)	―
Sep 26, 2023	2024 (Q1)	0.92 / 0.93	0.848	9.08% (+0.08)	―
Jul 13, 2023	2023 (Q4)	0.80 / 0.83	0.68	22.79% (+0.15)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CTAS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 17, 2025	$214.02	$221.92	+3.69%
Mar 26, 2025	$193.11	$204.34	+5.82%
Dec 19, 2024	$203.63	$182.11	-10.57%
Sep 25, 2024	$203.72	$206.07	+1.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.