Cintas (CTAS) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 09, 2026

After Close (Confirmed)

Period Ending

2026 (Q4)

Consensus EPS Forecast

1.24

Last Year’s EPS

1.09

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 12 Analysts Ratings

Earnings Call Summary

Q3 2026

Earnings Call Date:Mar 25, 2026|

% Change Since:

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

Cintas raised its fiscal 2026 guidance to revenue of $11.21 billion–$11.24 billion (growth of 8.4%–8.7%) and adjusted diluted EPS of $4.86–$4.90 (growth of 10.5%–11.4%); the adjusted EPS range excludes estimated nonrecurring UniFirst transaction costs (expected to reduce FY26 diluted EPS by roughly $0.03–$0.04), and those transaction costs will be reported as a separate line beginning in Q4. Additional guidance assumptions: fiscal 2026 net interest expense of approximately $101 million, an effective tax rate of 20%, constant foreign exchange, no assumed future acquisitions, the same number of workdays by quarter as FY2025, and no inclusion of future share buybacks or major economic disruptions; at closing leverage is expected to be about 1.5x debt‑to‑EBITDA.

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.

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
Jul 09, 2026	2026 (Q4)	1.24 / -	1.09	―	―	―
Mar 25, 2026	2026 (Q3)	1.24 / 1.24	1.13	9.73% (+0.11)	―
Dec 18, 2025	2026 (Q2)	1.20 / 1.21	1.09	11.01% (+0.12)	―
Sep 24, 2025	2026 (Q1)	1.19 / 1.20	1.1	9.09% (+0.10)	―
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)	―

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	$178.13	$176.85	-0.72%
Dec 18, 2025	$186.94	$189.45	+1.34%
Sep 24, 2025	$199.65	$199.10	-0.27%
Jul 17, 2025	$212.58	$220.43	+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.