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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Jasper Bibb | Truist Securities | 12 | 0% |
| Joshua Chan | UBS | 10 | 10% |
| Scott Schneeberger | Oppenheimer | 8 | 0% |
| Shlomo Rosenbaum | Stifel | 7 | 0% |
| Jason Haas | Wells Fargo | 7 | 0% |
| Toni Kaplan | Morgan Stanley | 7 | 0% |
| Andy Wittmann | Robert W. Baird | 6 | 0% |
| Faiza Alwy | Deutsche Bank | 6 | 0% |
| George Tong | Goldman Sachs | 6 | 17% |
| Tim Mulrooney | William Blair | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Truist Securities | 1 | 12 | 0% |
| Goldman Sachs | 2 | 12 | 8% |
| Barclays | 2 | 11 | 9% |
| Wells Fargo | 2 |
| 11 |
| 0% |
| William Blair | 2 | 10 | 0% |
| UBS | 1 | 10 | 10% |
| Morgan Stanley | 2 | 8 | 0% |
| Oppenheimer | 1 | 8 | 0% |
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.
Demand | Revenue Growth | Margin | M&A | Pricing | Innovation & R&D | Competitive Dynamics | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 4 | 8 | 6 | 3 | 4 | 3 | 3 | |
| 2025Q3 | 5 | 7 | 4 | 3 | 2 | 2 | 1 | 3 |
| 2025Q4 | 5 | 8 | 3 | 2 | 3 | 3 | 3 | 2 |
| 2026Q1 | 9 | 5 | 6 | 4 | 2 | 1 | 4 | |
| 2026Q2 | 7 | 4 | 3 | 2 | 3 | 2 | 3 | 2 |
| 2026Q3 | 5 | 2 | 5 | 8 | 2 | 2 | 2 | 1 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 9 | 7 | 5 |
| Revenue Growth | 8 | 7 | 8 | 5 | 4 | 2 |
| Margin | 6 | 4 | 3 | 6 | 3 | 5 |
| M&A | 3 | 3 | 2 | 4 | 2 | 8 |
| Pricing | 4 | 2 | 3 | 3 | 2 | |
| Innovation & R&D | 3 | 2 | 3 | 2 | 2 | 2 |
| Competitive Dynamics | 3 | 1 | 3 | 1 | 3 | 2 |
| Macroeconomic | 3 | 2 | 4 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CTAS Cintas | 8 | +8.9% | |
| GPN Global Payments | 7 | +23.1% | |
| TRI Thomson Reuters Corporation | 7 | +8.3% |