The earnings call highlighted strong revenue growth, improved profitability, and successful strategic investments, with consistent dividend increases and recognition in the Fortune 500. However, challenges such as a decline in incremental margins and a bumpy year for the uniform direct sale segment tempered the overall outlook.

Company Guidance -

Q1 2026

During the Cintas Corporation's fiscal 2025 conference call, the company provided guidance for fiscal 2026, highlighting expectations for continued growth. Cintas projects revenue in the range of $11 billion to $11.15 billion, representing a growth rate of 6.4% to 7.8%. The company also anticipates diluted earnings per share (EPS) to be between $4.71 and $4.85, reflecting a growth rate of 7% to 10.2%. The fiscal 2025 results demonstrated strong performance, with a fourth-quarter revenue increase of 8% to $2.67 billion and organic growth of 9%. For the full year, revenue reached a record $10.34 billion, with a 7.7% increase from the previous year. Operating margins improved to 22.8%, and diluted EPS grew by 16.1% to $4.40. The company emphasized strategic investments in technology, infrastructure, and management resources, underscoring its confidence in sustained growth and value creation.

Robust Revenue Growth

Total revenue for the fourth quarter increased by 8% to $2.67 billion, with organic growth at 9%. For fiscal year 2025, revenue was a record $10.34 billion, marking an increase of 7.7% with organic growth of 8%.

Strong Segment Performance

Uniform Rental and Facility Services segment grew organically by 7.2%, First Aid and Safety segment by 18.5%, and Fire Protection Services by 12.1%.

Improved Profitability

Gross margin for the fourth quarter grew 9.1% from 49.2% to 49.7%. Operating income as a percentage of revenue increased by 9.1%, and diluted EPS rose by 9% to $1.09.

Record Operating Margins

Operating margins for fiscal year 2025 reached an all-time high of 22.8%, a 14.1% increase from the previous year's 21.6%.

Strategic Investments

Significant investments in technology, infrastructure, and management training have positioned the company for future growth opportunities.

Continued Dividend Growth

The company marked its 41st consecutive year of increasing dividends, distributing over $612 million in dividend payments.

Recognition in Fortune 500

Cintas was named to the Fortune 500 for the ninth consecutive year.

Cintas (CTAS) Earnings, Revenues Date & History

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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	$213.58	$221.47	+3.69%
Mar 26, 2025	$192.72	$203.92	+5.81%
Dec 19, 2024	$203.22	$181.74	-10.57%
Sep 25, 2024	$203.31	$205.65	+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.