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Cintas

CTAS · Industrials

Last earnings Sep 23, 2026

Key results

Revenuequarter

$2.72 billion

Revenue for the first quarter of fiscal 2026 was $2.72 billion compared to $2.50 billion in last year s first quarter, an increase of 8.7%.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Revenue growth in the quarter was positively impacted by 0.9% due to acquisitions.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Gross marginquarter

$1.37 billion

Gross margin for the first quarter of fiscal 2026 was $1.37 billion compared to $1.25 billion in last year s first quarter, an increase of 9.1%.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Gross margin as a percentage of revenue was 50.3% for the first quarter of fiscal 2026 compared to 50.1% in last year's first quarter, an increase of 20 basis points.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Operating incomequarter

10.1%

Operating income for the first quarter of fiscal 2026 increased 10.1% to $617.9 million compared to $561.0 million in last year's first quarter.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Operating income as a percentage of revenue was 22.7% in the first quarter of fiscal 2026 compared to 22.4% in last year's first quarter.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Net incomequarter

$491.1 million

Net income was $491.1 million for the first quarter of fiscal 2026 compared to $452.0 million in last year's first quarter, an increase of 8.7%.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

EPSquarter

$1.20

First quarter of fiscal 2026 diluted earnings per share (EPS) was $1.20 compared to $1.10 in last year's first quarter, an increase of 9.1%.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

AI analysis

Q1 FY2026 · reported Sep 24, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q1 FY2026
$2.72B
+8.8% +$220M vs year ago computed from stated figures
EX-99 · Sep 24, 2025
EPS · Q1 FY2026
$1.20
+9.1% vs year ago computed from stated figures
EX-99 · Sep 24, 2025
Net income · Q1 FY2026
$491.1M
+8.7% +$39M vs year ago computed from stated figures
EX-99 · Sep 24, 2025
Gross margin · Q1 FY2026
$1.37B
+9.6% vs year ago computed from stated figures
EX-99 · Sep 24, 2025

The quarter in charts

Revenue — quarterly

As stated

0123$2.50BSame quarter last year$2.72BQ1 FY2026

EX-99 · Sep 24, 2025 Statement values as stated in the release.

Diluted EPS — GAAP

Per diluted share, as stated

00.511.5$1.10Same quarter last year$1.20Q1 FY2026 (quarter)

EX-99 · Sep 24, 2025 EPS values as stated in the release.

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Sep 24, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ1 FY2026Prior qtrYear ago
Revenue$2.72 billion—$2.50 billion
Gross margin$1.37 billion—$1.25 billion
Operating income10.1%——
Net income$491.1 million—$452.0 million
EPS$1.20—$1.10

EX-99 · Sep 24, 2025

Guidance · company-stated

Revenue$11.00 billion

“We are raising our annual revenue expectations from a range of $11.00 billion to $11.15 billion to a range of $11.06 billion to $11.18 billion and raising our diluted EPS guidance from a range of $4.71 to $4.85 to a range of $4.74 to $4.86.”

EPS

“Please note the following regarding diluted EPS guidance Fiscal year 2026 interest, net is expected to be approximately $97.0 million compared to $95.0 million in fiscal year 2025, primarily as a result of refinancing senior notes at a higher interest rate, partially offset by lower variable rate interest.”

Company outlook — Raised

“Schneider concluded, As we look ahead to the rest of fiscal 2026, we are increasing our full fiscal year financial guidance.”

Midpoint vs latest-quarter revenue+304.4%computed from stated figures

Primary outlook statements conflict; no label forced — evidence preserved.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin$1.37B

Capital allocation

Dividend$182.3M

During the first quarter of fiscal 2026 and through September 23, 2025, Cintas purchased shares of Cintas common stock under our share buyback programs, for a total purchase price of $347.4 million.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +304.4% computed from stated figures
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

First quarter of fiscal 2026 diluted earnings per share (EPS) was $1.20 compared to $1.10 in last year's first quarter, an increase of 9.1%

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “We are raising our annual revenue expectations from a range of $11.00 billion to $11.15 billion to a range of $11.06 billion to $11.18 billion and raising our diluted EPS guidance from a range of $4.71 to $4.85 to a range of $4.74 to $4.86.”

EPS: “Please note the following regarding diluted EPS guidance Fiscal year 2026 interest, net is expected to be approximately $97.0 million compared to $95.0 million in fiscal year 2025, primarily as a result of refinancing senior notes at a higher interest rate, partially offset by lower variable rate interest.”

Company outlook — Raised (“increasing”)
“Schneider concluded, As we look ahead to the rest of fiscal 2026, we are increasing our full fiscal year financial guidance.”

Revenue — Raised (“raising”)
“We are raising our annual revenue expectations from a range of $11.00 billion to $11.15 billion to a range of $11.06 billion to $11.18 billion and raising our diluted EPS guidance from a range of $4.71 to $4.85 to a range of $4.74 to $4.86.”

EPS — Lowered (“lower”)
“Please note the following regarding diluted EPS guidance Fiscal year 2026 interest, net is expected to be approximately $97.0 million compared to $95.0 million in fiscal year 2025, primarily as a result of refinancing senior notes at a higher interest rate, partially offset by lower variable rate interest.”

Primary outlook statements conflict; no label forced — evidence preserved.

Capital allocation

During the first quarter of fiscal 2026 and through September 23, 2025, Cintas purchased shares of Cintas common stock under our share buyback programs, for a total purchase price of $347.4 million.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

On September 15, 2025, Cintas paid an aggregate quarterly dividend of $182.3 million to shareholders, an increase of 15.4% from the amount paid last September.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Expected interest, net may change as a result of future share buybacks or acquisition activity.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Our diluted EPS guidance includes no future share buybacks or significant economic disruptions or downturn.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

The present value of lease payments is determined primarily using the incremental borrowing rate based on the information available at lease commencement date.

SEC original ↗Cintas — 10-Q Quarterly report10-QOct 7, 2026

On July 26, 2022, July 23, 2024 and October 28, 2025, Cintas announced that the Board of Directors (the Board) authorized share buyback programs, each for $ 1.0 billion.

SEC original ↗Cintas — 10-Q Quarterly report10-QOct 7, 2026

Strategy & priorities

Schneider, Cintas' President and Chief Executive Officer, stated, In the first quarter, we achieved strong revenue growth, along with healthy margin expansion, reflecting our disciplined execution, ongoing investment in technology and talent, and the unwavering commitment of our employee-partners.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

By staying focused on operational excellence and investing in our people and platforms, we continue to position Cintas for sustainable growth and long-term value creation.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Our ability to generate robust cash flow has enabled us to pursue balanced capital allocation - investing in our future while returning capital to shareholders.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

The CODM is responsible for setting the Company's strategic direction, managing overall operations and is the main point of communications between the Board and key operational personnel within the organization.

SEC original ↗Cintas — 10-Q Quarterly report10-QOct 7, 2026

The CODM evaluates each operating segment's performance primarily based on revenue and operating income, using this information to guide strategic decisions and allocate resources across the Company.

SEC original ↗Cintas — 10-Q Quarterly report10-QOct 7, 2026

Risks & headwinds

The Private Securities Litigation Reform Act of 1995 provides a safe harbor from civil litigation for forward-looking statements.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

These statements are subject to various risks, uncertainties, potentially inaccurate assumptions and other factors that could cause actual results to differ from those set forth in or implied by this Press Release.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

A further list and description of risks, uncertainties and other matters can be found in our Annual Report on Form 10-K for the year ended May 31, 2025 and in our reports on Forms 10-Q and 8-K.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

The risks and uncertainties described herein are not the only ones we may face.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Additional risks and uncertainties presently not known to us, or that we currently believe to be immaterial, may also harm our business.

SEC original ↗Cintas — Earnings release (8-K exhibit)EX-99Sep 24, 2025

Legal Proceedings 28 Item 2.

SEC original ↗Cintas — 10-Q Quarterly report10-QOct 7, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials
Documents

Filings

61 documents

Earnings releases

26 documents

Presentations

0 documents

No presentations for Cintas are held in this edition of the library.

Transcripts

0 documents

No transcripts for Cintas are held in this edition of the library.

Mentioned by

10 companies

Other tracked companies whose held documents mention Cintas by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.