CTAS
FY2026 Q4 · Calendar Q3 2026
Cintas Corporation
Cintas closed fiscal 2026 with fourth-quarter revenue of $2.91 billion (up 8.9% YoY), a record 23.3% operating margin (adjusted for UniFirst transaction costs), and 18% adjusted EPS growth, beating consensus on both the top and bottom lines. The market responded favorably: shares rose roughly 4.4% on the session versus a 0.4% benchmark move, with volume at 2.1x baseline, and continued to drift higher by ~12% in the weeks following the report. Management maintained FY27 guidance of $12.1-$12.25 billion in revenue and $5.36-$5.50 in adjusted EPS, signaling confidence despite quantifying a modest ~20 bps energy cost headwind. The pending UniFirst merger, now under a second FTC request with closing expected in H2 2026, remains the key strategic catalyst. With a bullish score of 78 (down from 85 in Q3), the picture is one of durable operational strength tempered by regulatory uncertainty…
EPS surprise+4.0%
Market move+4.4%
