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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Cintas (CTAS) is 8/10.
Cintas delivered Q3 total revenue of $2.84 billion, growing 8.9% with an 8.2% organic growth rate, while diluted EPS increased 9.7% to $1.24. The company achieved all-time high gross margins in each of its three route-based businesses. FY2026 adjusted EPS guidance was raised for the third consecutive quarter to $4.86 to $4.90, implying 10.5% to 11.4% growth. The UniFirst acquisition agreement was announced strengthening the competitive position, and the Carhartt and Apparel+ lines expanded the product portfolio into trades.
Scored from Cintas’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.50B | +6.8% | $1.10 | +18.3% | 50.1% | 22.4% | 18.1% | $374M |
| FY2025 Q2 | $2.56B | +7.8% | $1.09 | +21.1% | 49.8% | 23.1% | 17.5% | $340M |
| FY2025 Q3 | $2.61B | +8.4% | $1.13 | +17.7% | 50.6% | 23.4% | 17.8% | $522M |
| FY2025 Q4 | $2.67B | +8.0% | $1.09 | +9.0% | 49.7% | 22.4% | 16.8% | $521M |
| FY2026 Q1 | $2.72B | +8.7% | $1.20 | +9.1% | 50.3% | 22.7% | 18.1% | $313M |
| FY2026 Q2 | $2.80B | +9.3% | $1.21 | +11.0% | 50.4% | 23.4% | 17.7% | $425M |
| FY2026 Q3 | $2.84B | +8.9% | $1.24 | +9.7% | 51.0% | 23.2% | 17.7% | $531M |
| FY2026 Q4 | $2.91B | +8.9% | $1.26 | +15.6% | 51.0% | 23.2% | 17.6% | $613M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $8.82B | +12.2% | $3.24 | +10.6% | 47.3% | 20.4% | 15.3% | $1.27B |
| FY2024 | $9.60B | +8.9% | $3.79 | +17.0% | 48.0% | 21.6% | 16.4% | $1.67B |
| FY2025 | $10.34B | +7.7% | $4.41 | +16.4% | 50.0% | 22.8% | 17.5% |
| $1.76B |
| FY2026 | $11.26B | +8.9% | $4.91 | +11.3% | 50.7% | 23.1% | 17.8% | $1.88B |
On July 28, 2026, in connection with the decision to separate the roles of President and Chief Executive Officer, Cintas appointed Jim Rozakis, then Executive Vice President and Chief Operating Officer, as President and COO effective August 1, 2026. Todd Schneider remains Chief Executive Officer and no longer holds the title of President. Rozakis receives a $900,000 base salary, a $1,125,000 target annual cash incentive and a $4,000,000 target long-term incentive opportunity.