CINTAS CORP (CTAS) Research | Aerarium Research

Forward Estimates

EPS Estimates

Current Qtr

$1.23

$1.19$1.27

vs $1.09+12.7%

11 analysts

Next Qtr

$1.32

$1.27$1.35

vs $1.20+10.2%

10 analysts

Current Yr

$4.89

$4.84$4.93

vs $4.40+11.1%

14 analysts

Next Yr

$5.43

$5.27$5.58

vs $4.89+11.0%

13 analysts

Revenue Estimates

Current Qtr

$2.87B

$2.86B$2.89B

vs $2.67B+7.7%

14 analysts

Next Qtr

$2.93B

$2.89B$3.00B

vs $2.72B+7.9%

11 analysts

Current Yr

$11.23B

$11.14B$11.25B

vs $10.34B+8.6%

19 analysts

Next Yr

$12.06B

$11.81B$12.24B

vs $11.23B+7.4%

18 analysts

SEC filings →

View all 10-K, 10-Q, and 8-K filings for CTAS on EDGAR.

CTAS filing events and research context
Filed	Item	Context
Apr 7, 2026	mda_quarterly	Cintas Corporation reported total revenue of $2,841.4 million for the three months ended February 28, 2026, an 8.9% year-over-year increase with 8.2% organic growth. The Uniform Rental and Facility Services segment grew 7.7% to $2,177.5 million, while the First Aid and Safety Services segment saw a 14.9% revenue surge to $346.8 million. Growth was primarily driven by new business, price increases, and increased product penetration within existing customer bases. Operating income reached $659.9 million, maintaining a 23.2% margin, as gross margins improved through strategic sourcing and efficient in-service inventory management. A significant strategic shift is the pending $5.5 billion acquisition of UniFirst Corporation, which presents substantial integration and regulatory risks. Cintas continues aggressive capital return through dividends and share repurchases, having recently completed one of three authorized $1.0 billion buyback programs. While liquidity remains strong via a $2.0 billion revolving credit facility, the company faces headwinds from macroeconomic volatility, inflationary pressures on labor and medical costs, and the execution risks associated with its large-scale merger.
Jan 7, 2026	mda_quarterly	Cintas Corporation reported a 9.3% year-over-year increase in total revenue for the three months ended November 30, 2025, reaching $2,800.0 million, with an 8.6% organic growth rate. The Uniform Rental and Facility Services segment grew 8.3% to $2,155.4 million, supported by new business, price increases, and improved gross margins of 49.8% driven by efficient in-service inventory usage and strategic sourcing. The First Aid and Safety Services segment saw 14.3% revenue growth to $342.2 million, yielding a 57.7% gross margin. Consolidated operating income rose to $655.7 million, expanding margins to 23.4% from 23.1% in the prior year. Net income increased 10.4% to $495.3 million, resulting in diluted earnings per share of $1.21. Liquidity is supported by $200.8 million in cash and a $2.0 billion revolving credit facility, with $550.8 million in outstanding commercial paper. Management continues to prioritize shareholder returns, having recently authorized a new $1.0 billion share buyback program in October 2025. Key operational risks include inflationary pressures on labor and material costs, macroeconomic volatility, and the complexities of integrating strategic acquisitions.
Oct 8, 2025	mda_quarterly	Cintas Corporation reported an 8.7% increase in total revenue for the three months ended August 31, 2025, reaching $2.72 billion, with organic growth of 7.8%. The Uniform Rental and Facility Services segment grew 8.1% to $2.09 billion, driven by new business, increased product penetration, and price increases. Gross margins in this segment improved to 49.7% due to strategic sourcing and more efficient in-service inventory usage. The First Aid and Safety Services segment saw robust 14.4% revenue growth to $334.7 million, supported by strong customer retention and new sales, though gross margins contracted to 56.8% as the company invested in additional route capacity. Net income rose 8.7% to $491.1 million, resulting in diluted earnings per share of $1.20. Operating income margin expanded to 22.7%, aided by operating leverage. While operating cash flow decreased to $414.5 million due to unfavorable working capital shifts in accounts payable and accrued liabilities, the company maintains a strong liquidity position and continues capital returns through dividends and share repurchases. Key risks include inflationary pressures, rising labor and medical costs, and the integration of strategic acquisitions.

Filed

Item

Context

Apr 7, 2026

mda_quarterly

Cintas Corporation reported total revenue of $2,841.4 million for the three months ended February 28, 2026, an 8.9% year-over-year increase with 8.2% organic growth. The Uniform Rental and Facility Services segment grew 7.7% to $2,177.5 million, while the First Aid and Safety Services segment saw a 14.9% revenue surge to $346.8 million. Growth was primarily driven by new business, price increases, and increased product penetration within existing customer bases. Operating income reached $659.9 million, maintaining a 23.2% margin, as gross margins improved through strategic sourcing and efficient in-service inventory management. A significant strategic shift is the pending $5.5 billion acquisition of UniFirst Corporation, which presents substantial integration and regulatory risks. Cintas continues aggressive capital return through dividends and share repurchases, having recently completed one of three authorized $1.0 billion buyback programs. While liquidity remains strong via a $2.0 billion revolving credit facility, the company faces headwinds from macroeconomic volatility, inflationary pressures on labor and medical costs, and the execution risks associated with its large-scale merger.

Jan 7, 2026

mda_quarterly

Cintas Corporation reported a 9.3% year-over-year increase in total revenue for the three months ended November 30, 2025, reaching $2,800.0 million, with an 8.6% organic growth rate. The Uniform Rental and Facility Services segment grew 8.3% to $2,155.4 million, supported by new business, price increases, and improved gross margins of 49.8% driven by efficient in-service inventory usage and strategic sourcing. The First Aid and Safety Services segment saw 14.3% revenue growth to $342.2 million, yielding a 57.7% gross margin. Consolidated operating income rose to $655.7 million, expanding margins to 23.4% from 23.1% in the prior year. Net income increased 10.4% to $495.3 million, resulting in diluted earnings per share of $1.21. Liquidity is supported by $200.8 million in cash and a $2.0 billion revolving credit facility, with $550.8 million in outstanding commercial paper. Management continues to prioritize shareholder returns, having recently authorized a new $1.0 billion share buyback program in October 2025. Key operational risks include inflationary pressures on labor and material costs, macroeconomic volatility, and the complexities of integrating strategic acquisitions.

Oct 8, 2025

mda_quarterly

Cintas Corporation reported an 8.7% increase in total revenue for the three months ended August 31, 2025, reaching $2.72 billion, with organic growth of 7.8%. The Uniform Rental and Facility Services segment grew 8.1% to $2.09 billion, driven by new business, increased product penetration, and price increases. Gross margins in this segment improved to 49.7% due to strategic sourcing and more efficient in-service inventory usage. The First Aid and Safety Services segment saw robust 14.4% revenue growth to $334.7 million, supported by strong customer retention and new sales, though gross margins contracted to 56.8% as the company invested in additional route capacity. Net income rose 8.7% to $491.1 million, resulting in diluted earnings per share of $1.20. Operating income margin expanded to 22.7%, aided by operating leverage. While operating cash flow decreased to $414.5 million due to unfavorable working capital shifts in accounts payable and accrued liabilities, the company maintains a strong liquidity position and continues capital returns through dividends and share repurchases. Key risks include inflationary pressures, rising labor and medical costs, and the integration of strategic acquisitions.

Forward Estimates

CTAS filing events and research context

Keep researching CTAS

Related tickers

Related explainers

Forward Estimates