Cintas (NASDAQ:CTAS) Posts Earnings Results, Beats Estimates By $0.05 EPS

Cintas (NASDAQ:CTAS) issued its earnings results on Wednesday. The business services provider reported $1.29 earnings per share for the quarter, beating the consensus estimate of $1.24 by $0.05, FiscalAI reports. The business had revenue of $2.91 billion for the quarter, compared to analyst estimates of $2.87 billion. Cintas had a net margin of 17.75% and a return on equity of 42.05%. The firm’s revenue was up 8.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.09 EPS. Cintas updated its FY 2027 guidance to 5.360-5.500 EPS.

Here are the key takeaways from Cintas’ conference call:

• Cintas delivered strong fiscal Q4 and full-year results, with Q4 revenue up 8.9% to $2.91 billion and organic growth of 8.4%. Full-year revenue rose 8.9% to $11.26 billion, while adjusted diluted EPS increased 12.3% to $4.94.
• Margins hit record levels, with Q4 gross margin at 51% and full-year operating margin at an all-time high of 23.1% (23.3% adjusted for UniFirst-related costs). Management credited revenue leverage, supply-chain execution, and operational efficiency initiatives for the expansion.
• Fiscal 2027 guidance points to continued growth, with revenue expected between $12.1 billion and $12.25 billion and adjusted EPS between $5.36 and $5.50. That implies roughly 7.4%-8.7% sales growth and 8.5%-11.3% EPS growth, with incremental margins targeted around 30%-32%.
• The UniFirst acquisition remains in process; UniFirst shareholders approved the deal, the FTC issued a second request, and Cintas still expects a potential close in the second half of calendar 2026. The company said it remains confident in long-term value creation but will limit further commentary while regulatory review continues.
• Underlying demand trends stayed solid across the business, including strong new-customer wins, high retention, and healthy cross-selling. Growth was led by First Aid and Safety and Fire Protection, while key verticals like healthcare, hospitality, education, and state/local government continued to perform well.

Cintas Trading Up 7.2%

CTAS opened at $206.25 on Friday. The company has a current ratio of 1.43, a quick ratio of 1.74 and a debt-to-equity ratio of 0.28. The stock has a market capitalization of $82.52 billion, a PE ratio of 58.26, a PEG ratio of 3.05 and a beta of 0.94. Cintas has a 1-year low of $161.16 and a 1-year high of $226.75. The firm has a 50-day moving average price of $174.85 and a two-hundred day moving average price of $182.71.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on CTAS. Robert W. Baird lifted their price objective on Cintas from $200.00 to $214.00 and gave the company an “outperform” rating in a report on Thursday. Wells Fargo & Company reiterated an “overweight” rating and set a $250.00 price objective (up from $245.00) on shares of Cintas in a research note on Thursday. Royal Bank Of Canada reissued a “sector perform” rating and set a $206.00 price objective on shares of Cintas in a report on Thursday. Citigroup lowered their target price on shares of Cintas from $181.00 to $160.00 and set a “sell” rating on the stock in a report on Tuesday, March 31st. Finally, Bank of America upgraded shares of Cintas from a “neutral” rating to a “buy” rating and increased their target price for the stock from $200.00 to $230.00 in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $212.31.

Insider Activity

In other news, Director Ronald W. Tysoe sold 4,666 shares of the company’s stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $178.87, for a total transaction of $834,607.42. Following the transaction, the director directly owned 22,448 shares in the company, valued at approximately $4,015,273.76. This represents a 17.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 14.90% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. Swiss RE Ltd. bought a new position in Cintas in the 4th quarter valued at $25,000. Kemnay Advisory Services Inc. acquired a new position in shares of Cintas during the fourth quarter valued at $26,000. Meeder Asset Management Inc. lifted its stake in shares of Cintas by 226.7% during the fourth quarter. Meeder Asset Management Inc. now owns 147 shares of the business services provider’s stock valued at $28,000 after acquiring an additional 102 shares during the period. Triumph Capital Management bought a new position in Cintas in the third quarter valued at about $29,000. Finally, Prosperity Bancshares Inc bought a new position in Cintas in the fourth quarter valued at about $34,000. Institutional investors own 63.46% of the company’s stock.

Cintas News Roundup

Here are the key news stories impacting Cintas this week:

• Positive Sentiment: Cintas reported fiscal Q4 EPS of $1.29 on revenue of $2.91 billion, both ahead of Wall Street estimates, with revenue up 8.9% year over year and margins at record levels. Cintas Says Massive Untapped Market Leaves ‘Virtually Endless’ Growth Opportunities
• Positive Sentiment: Management issued fiscal 2027 guidance above or near analyst expectations and pointed to ongoing demand, margin expansion, and growth opportunities in adjacent products, supporting the stock’s higher move. Cintas upgraded by Bank of America after earnings beat and stronger outlook
• Positive Sentiment: Bank of America upgraded Cintas to Buy and lifted its price target to $230, while Robert W. Baird raised its target to $214, adding to the bullish sentiment around the stock. Cintas upgraded by Bank of America after earnings beat and stronger outlook
• Neutral Sentiment: Some analysts remain cautious, with RBC reaffirming a Sector Perform rating and setting a $206 target, which is roughly in line with the current trading level. Benzinga analyst note on RBC rating
• Neutral Sentiment: Commentary on whether Cintas is fully valued may cap some upside after the recent run, even though the broader earnings trend remains strong. Cintas (CTAS) Stock Looks Reasonable After Its 106% Five Year Run

About Cintas

Cintas Corporation (NASDAQ: CTAS) is a provider of business services and products focused on workplace appearance, safety and facility maintenance. The company is best known for its uniform rental and corporate apparel programs, which include rental, leasing and direct-purchase options, laundering and garment repair. Cintas markets its services to a wide range of end-users, including manufacturing, food service, healthcare, hospitality, retail and government customers.

Beyond uniforms, Cintas offers a suite of facility services and products designed to help organizations maintain clean, safe and compliant workplaces.