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Earnings Data
Report Date
Jul 09, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
1.24Last Year’s EPS
1.09Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive operating and financial performance: record revenue, strong organic growth, all-time high segment gross margins, raised full-year guidance, disciplined capital returns, and a strategically framed UniFirst acquisition. Headwinds and risks include fuel cost volatility, transaction-related one-time costs and approvals, ERP implementation timing in the Fire segment (potential margin headwind), and comparability effects from prior-year one-time items. On balance, the positives (revenue, margin expansion, guidance raise, capital discipline and strategic M&A) outweigh the highlighted risks.Company Guidance
Record Revenue and Strong Organic Growth
Total revenue of $2.84 billion, up 8.9% year-over-year; organic growth of 8.2% (adjusted for acquisitions and FX).
All-Time High Gross Margins Across Route-Based Businesses
Company-wide gross margin of 51.0%, up 40 basis points year-over-year; all-time high gross margins reported in each of the three route-based businesses.
Robust Profitability and EPS Improvement
Operating income of $659.9 million, up 8.2% year-over-year (11% growth adjusted for a prior one-time gain); net income $502.5 million vs. $463.5 million last year; diluted EPS $1.24, up 9.7% (12.7% adjusted).
Segment-Level Growth and Margin Strength
Organic growth by business: Uniform Rental & Facility Services +7.3%, First Aid & Safety +14.6%, Fire Protection +10.0%, Uniform Direct Sale +3.1%. Segment gross margins: Uniform Rental & Facility Services 50.3% (+30 bps YoY, highest ever for the segment), First Aid & Safety 58.1% (all-time high), Fire Protection 50.5%, Uniform Direct Sale 41.4%.
Raised Fiscal 2026 Guidance
Updated revenue guidance of $11.21B–$11.24B implying growth of 8.4%–8.7%; adjusted diluted EPS guidance $4.86–$4.90 implying 10.5%–11.4% growth (adjusted EPS guide excludes nonrecurring UniFirst transaction expenses).
Strong Operational Leverage and Incremental Margins
Incremental margins effectively ~28% for the quarter (after adjusting for prior one-time gain), supporting margin expansion and cash generation.
Disciplined Capital Allocation and Balance Sheet Strength
Returned $1.45 billion to shareholders in the first 9 months (dividends and buybacks); expected leverage of ~1.5x debt-to-EBITDA at UniFirst closing, maintaining flexibility for capital deployment.
Strategic M&A: UniFirst Acquisition Expected to Create Value
Agreement to acquire UniFirst (expected to close H2 calendar 2026); management highlights long-term value creation for customers, employees and shareholders and plans to integrate UniFirst's team partners and capabilities.
CTAS Earnings History
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 |
|---|---|---|---|
Mar 25, 2026 | $177.65 | $176.37 | -0.72% |
Dec 18, 2025 | $186.43 | $188.94 | +1.34% |
Sep 24, 2025 | $199.11 | $198.56 | -0.27% |
Jul 17, 2025 | $212.01 | $219.83 | +3.69% |
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.
FAQ
When does Cintas (CTAS) report earnings?
Cintas (CTAS) is schdueled to report earning on Jul 09, 2026, After Close (Confirmed).
What is Cintas (CTAS) earnings time?
Cintas (CTAS) earnings time is at Jul 09, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CTAS EPS forecast?
CTAS EPS forecast for the fiscal quarter 2026 (Q4) is 1.24.
