UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended August 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-11399 Cintas Corporation (Exact name of registrant as specified in its charter) Washington 31-1188630 (State or Other Jurisdiction of Incorpor ...

Core Points - Minnesota state park received $2,500 in Cintas products and services [1] Group 1 - The award is part of Cintas' initiative to support local parks [1]

Core Insights - Cintas Corp. is set to report its Q2 2026 earnings on December 18, with analysts expecting an EPS of $1.20, an increase from $1.09 in the same period last year, and quarterly revenue projected at $2.74 billion, up from $2.56 billion year-over-year [1][3]. Financial Performance - In Q1 2026, Cintas reported an EPS of $1.20, meeting expectations, while revenues reached $2.71 billion, exceeding the consensus estimate of $2.69 billion [3][4]. - The stock price of Cintas has fluctuated between $180.80 and $229.24 over the past 52 weeks [2]. Dividend Information - Cintas has a dividend yield of 0.89%, having paid $1.80 per share in dividends over the last 12 months [2][5]. - To generate an income of $100 per month from Cintas dividends, an investment of approximately $134,831 is required, based on the current dividend yield [5][6].

Group 1 - Cintas' stock price action indicates it is a buy, with a recent price of $202.26 and a price target of $221.00, reflecting a potential upside of 11.46% [1][11] - The company has shown significant growth, with a revenue increase of 8.8% to $2.72 billion in Q1, driven by both acquisitions and organic growth [5][8] - Cintas is expected to maintain a 7% revenue compound annual growth rate (CAGR) through the middle of the next decade, with margin expansion anticipated each year [8] Group 2 - The company has a strong capital return strategy, with a reliable dividend yield of 0.89% and a history of annual growth at a high teen CAGR [9][10] - Cintas has repurchased nearly 35% of its shares since the buyback program began, which is expected to continue over the next 10 to 15 years [10] - Analysts have a Hold rating on Cintas, with a bullish sentiment reflected in increasing price targets and institutional buying activity, which exceeds five-to-one on a trailing 12-month basis [11][12] Group 3 - Economic conditions are expected to improve, with the Federal Open Market Committee (FOMC) projected to reduce rates by 75 basis points, which may positively impact Cintas' business [2][3] - The company is likely to benefit from increased domestic economic activity driven by anticipated policy changes, leading to higher client counts and employee numbers [3] - Despite a tepid guidance compared to analysts' forecasts, the long-term outlook remains positive, with expectations of sustained growth and margin strength [8]

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Core Insights - Cintas Corporation reported stronger-than-expected first-quarter sales and expanding margins, with earnings per share of $1.20 and quarterly sales of $2.718 billion, reflecting an 8.7% year-over-year increase [1] - The revenue growth was positively impacted by 0.9% due to acquisitions [1] Financial Guidance - The company raised its fiscal 2026 GAAP EPS guidance to a range of $4.74–$4.86 from $4.71–$4.85, slightly above the consensus estimate of $4.86 [2] - Cintas also increased its fiscal 2026 sales outlook to $11.06 billion–$11.18 billion from $11.00 billion–$11.15 billion, compared to the previous estimate of $11.113 billion [2] Stock Performance - Following the earnings announcement, Cintas shares gained 1.7%, reaching $203.34 [2] Analyst Ratings and Price Targets - JP Morgan analyst Andrew Steinerman maintained an Overweight rating but lowered the price target from $246 to $230 [5] - Wells Fargo analyst Jason Haas maintained an Equal-Weight rating and cut the price target from $221 to $218 [5] - RBC Capital analyst Ashish Sabadra maintained a Sector Perform rating and lowered the price target from $240 to $206 [5]

Company Overview - Cintas Corp. (NASDAQ: CTAS) is a leading provider of uniform rental services and workplace solutions, serving over one million businesses across North America [1] - The company operates in the business services industry, specifically in uniform rental, facility services, fire protection, and first aid & safety [1] Industry Position - Cintas occupies a niche that combines various essential services for businesses, indicating a diversified service offering within the industry [1]

Core Viewpoint - Cintas Corporation has demonstrated strong financial performance, with earnings and revenue exceeding estimates, indicating robust growth in the business services industry [2][3][6]. Financial Performance - Cintas reported earnings per share (EPS) of $1.20, surpassing the estimated $1.19, and showing an improvement from $1.10 EPS in the same quarter last year [2][6]. - The company achieved actual revenue of approximately $2.72 billion, exceeding the estimated $2.70 billion, representing an 8.7% increase compared to $2.50 billion in the same quarter last year [3][6]. Growth Drivers - Revenue growth was positively influenced by acquisitions, contributing 0.9% to the increase [3]. - Cintas has consistently outperformed consensus revenue estimates in the last four quarters, showcasing its robust growth across various segments [3]. Financial Metrics - Cintas has a price-to-earnings (P/E) ratio of approximately 44.63, indicating a high valuation by investors [4][6]. - The price-to-sales ratio stands at about 7.81, suggesting investors are paying $7.81 for every dollar of sales [4]. - The company maintains a moderate level of debt with a debt-to-equity ratio of 0.57 and a current ratio of approximately 2.09, indicating strong short-term liability coverage [5]. Valuation Insights - The enterprise value to sales ratio is around 8.04, reflecting the company's total valuation relative to its sales [4]. - The enterprise value to operating cash flow ratio is approximately 38.40, providing insight into the company's valuation in relation to its cash flow [5]. - The earnings yield is about 2.24%, offering a perspective on the return on investment [5].

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