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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| George Tong | Goldman Sachs | 15 questions · 7% challenging |
| Jasper Bibb | Truist Securities | 15 questions · 0% challenging |
| Joshua Chan | UBS | 13 questions · 8% challenging |
| Toni Kaplan | Morgan Stanley | 10 questions · 0% challenging |
| Jason Haas | Wells Fargo | 10 questions · 0% challenging |
| Faiza Alwy | Deutsche Bank | 8 questions · 13% challenging |
| Scott Schneeberger | Oppenheimer | 8 questions · 0% challenging |
| Manav Patnaik | Barclays | 8 questions · 13% challenging |
| Andy Wittmann | Robert W. Baird | 8 questions · 0% challenging |
| Tim Mulrooney | William Blair | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Truist Securities | 1 analyst | 15 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 15 questions · 7% challenging |
| Barclays | 2 analysts | 14 questions · 7% challenging |
| Wells Fargo | 2 analysts | 14 questions · 0% challenging |
| UBS | 1 analyst | 13 questions · 8% challenging |
| William Blair | 3 analysts | 13 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 11 questions · 0% challenging |
| Robert W. Baird | 3 analysts | 10 questions · 10% challenging |
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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 | Innovation & R&D | Pricing | Competitive Dynamics | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 4 | 8 | 6 | 3 | 3 | 4 | 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 | 2 | 3 | 3 | 2 |
| 2026Q3 | 5 | 2 | 5 | 8 | 2 | 2 | 2 | 1 |
| 2026Q4 | 5 | 3 | 4 | 1 | 2 | 1 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | '26Q4 | |
|---|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 9 | 7 | 5 | 5 |
| Revenue Growth | 8 | 7 | 8 | 5 | 4 | 2 | 3 |
| Margin | 6 | 4 | 3 | 6 | 3 | 5 | 4 |
| M&A | 3 | 3 | 2 | 4 | 2 | 8 | 1 |
| Innovation & R&D | 3 | 2 | 3 | 2 | 2 | 2 | 2 |
| Pricing | 4 | 2 | 3 | 3 | 2 | ||
| Competitive Dynamics | 3 | 1 | 3 | 1 | 3 | 2 | 1 |
| Macroeconomic | 3 | 2 | 4 | 2 | 1 | 2 |
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| 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 Q3Selected | $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 |
| FY2027 Q1 | $3.01B | +10.9% | $1.36 | +13.3% | 51.5% | 23.6% | 18.3% | $465M |
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).
Calendar quarter Q1 2026Earnings call Mar 25, 2026
FY2026 Q3 in brief
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.
Newest quarter FY2027 Q1 is part of Pro · see what Pro adds →
GAAP revenue YoY +8.90% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Cintas (CTAS), FY2026 Q3: 8/10. Scores: Cintas’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: CTAS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What CTAS said about other companies on its FY2026 Q3 call, and what other companies said about CTAS on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. 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 | Headline |
|---|---|---|---|---|
| CTASCintas | 8 | +8.9% | Record Revenue With All-Time High Gross Margins Across All Route-Based Businesses | |
| CPRTCopart | 3 | -3.6% | Revenue Declines as Insurance Volume Headwinds Persist | |
| GPNGlobal Payments | 7 | +23.1% | Q1 Results Exceeded Expectations Post-Worldpay Close | |
| TRIThomson Reuters Corporation | 7 | +9.8% | Total company organic revenues accelerated to 8% growth from 7% throughout 2025, with legal professionals ex-government surging to 11% driven by the fiduciary-grade AI differentiation strategy |
Record Revenue With All-Time High Gross Margins Across All Route-Based Businesses
Total company organic revenues accelerated to 8% growth from 7% throughout 2025, with legal professionals ex-government surging to 11% driven by the fiduciary-grade AI differentiation strategy
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| CTAS | 8 | 8 | 7 | 8 | 8 | 8 |
| CPRT | 6 | 7 | 6 | 7 | 6 | 3 |
| GPN | 7 | 7 | 7 | 7 | 6 | 7 |
| TRI | 6 | 5 | 5 | 6 | 6 | 7 |