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Sentiment · FY2026 Q4
| 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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jasper Bibb | Truist Securities | 13 (0%) |
| George Tong | Goldman Sachs | 13 (8%) |
| Joshua Chan | UBS | 11 (9%) |
| Toni Kaplan | Morgan Stanley | 8 (0%) |
| Jason Haas | Wells Fargo | 8 (0%) |
| Scott Schneeberger | Oppenheimer | 8 (0%) |
| Tim Mulrooney | William Blair | 7 (0%) |
| Shlomo Rosenbaum | Stifel | 7 (0%) |
| Faiza Alwy | Deutsche Bank | 6 (0%) |
| Manav Patnaik | Barclays | 6 (17%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Truist Securities | 1 | 13 (0%) |
| Goldman Sachs | 1 | 13 (8%) |
| Barclays | 2 | 12 (8%) |
| Wells Fargo | 2 |
| 12 (0%) |
| UBS | 1 | 11 (9%) |
| William Blair | 2 | 11 (0%) |
| Morgan Stanley | 2 | 9 (0%) |
| JPMorgan | 2 | 9 (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 |
What CTAS and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We've invested in technologies like SAP to improve our capabilities”
Cintas runs SAP as its core ERP and is now implementing it into the Fire segment, making Cintas an ongoing SAP customer with a multi-quarter rollout.
“Our relationship with Carhartt and with Ford goes back many, many years.”
Carhartt supplies the branded apparel in Cintas's new Ford program, and Cintas is expanding Carhartt-branded garments in its managed rental offering for the trades.
“in the case of Ford, I know Jim Farley was passionate about providing the products that his people want to wear and would be proud to wear.”
Cintas describes a multi-year uniform relationship with Ford, outfitting Ford workers under a recently announced three-way program, positioning Ford as a large trades/manufacturing customer.
“our agreement to acquire UniFirst. We remain excited about this opportunity and the long-term value creation for Cintas and its shareholders”
Cintas has agreed to acquire UniFirst, its uniform-rental competitor, in a merger expected to close in the second half of calendar 2026, framing the deal as a long-term value creator.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CTAS Cintas | 8 | +8.9% | |
| GPN Global Payments | 7 | +23.1% | |
| TRI Thomson Reuters Corporation | 7 | +9.8% |