Cintas Corporation (NASDAQ:CTAS) posted upbeat quarterly profit and raised its full-year forecast on Thursday.The company reported second-quarter earnings per share of $1.21, beating the analyst consensus estimate of $1.20. Quarterly sales of $2.80 billion (+9.3% year over year) beat the Street view of $2.766 billion.Cintas raised its fiscal 2026 GAAP EPS outlook to $4.81 to $4.88, up from $4.74 to $4.86, compared with the analyst consensus of $4.85. The company also lifted its fiscal 2026 sales forecast to ...

Cintas Corporation (NASDAQ:CTAS) posted upbeat quarterly profit and raised its full-year forecast on Thursday.The company reported second-quarter earnings per share of $1.21, beating the analyst consensus estimate of $1.20. Quarterly sales of $2.80 billion (+9.3% year over year) beat the Street view of $2.766 billion.Cintas raised its fiscal 2026 GAAP EPS outlook to $4.81 to $4.88, up from $4.74 to $4.86, compared with the analyst consensus of $4.85. The company also lifted its fiscal 2026 sales forecast to ...

U.S. stock markets commenced trading on Friday, December 19, 2025, with major indexes opening higher, signaling a positive end to what has been a volatile week. This uplift follows a robust performance on Thursday, driven by cooler-than-expected inflation data for November, which has reignited hopes for potential Federal Reserve rate cuts in the new year. Today's trading is also marked by "quadruple witching," an event that could introduce significant volatility as a record volume of options contracts expir ...

Core Insights - Cintas Corp. reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, driven by steady organic growth, margin expansion, and strong cash generation [1] Financial Performance - The company posted diluted earnings of $1.21 per share for the quarter ended November 30, an increase from $1.09 a year earlier and slightly above analyst expectations [2] - Revenue increased by 9.3% year over year to $2.80 billion from $2.56 billion, supported by 8.6% organic growth and an additional 0.7% contribution from acquisitions [2] - Gross profit rose by 10.6% to $1.41 billion, with gross margin expanding by 60 basis points to 50.4% [3] - Operating income climbed by 10.9% to $655.7 million, resulting in a record high operating margin of 23.4% [3] - Net income increased by 10.4% to $495.3 million, reflecting higher volumes across business segments and continued operating discipline [3] Strategic Outlook - CEO Todd Schneider highlighted that the quarter delivered record revenue and strong cash generation, emphasizing effective execution of the company's strategy and ongoing technology investments [4] - Cintas raised its fiscal 2026 guidance, now expecting earnings of $4.81 to $4.88 per share, compared to a prior range of $4.74 to $4.86, aligning with consensus forecasts [5] - Revenue projections were updated to range from $11.15 billion to $11.22 billion, up from the earlier outlook of $11.06 billion to $11.18 billion [5]

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a US-based C ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a US-based C ...

Key Points Sales and earnings per share rose by 9% and 11%, respectively, during the quarter. More importantly, management raised full-year 2026 guidance. Cintas' customer retention rates remain near all-time highs, despite the challenging macroeconomic environment. 10 stocks we like better than Cintas › Leading uniform rental and business essentials provider Cintas (NASDAQ: CTAS) saw its shares jump 4% higher as of 10 a.m. ET on Thursday. Cintas is a 92-bagger since 1994 and kept the good times ...

Cintas Corporation (NASDAQ:CTAS) stock rose Thursday after the company beat profit estimates, posted solid sales growth, and raised its full-year forecast.The company reported second-quarter earnings per share of $1.21, beating the analyst consensus estimate of $1.20.Quarterly sales of $2.80 billion (+9.3% year over year) beat the Street view of $2.766 billion.Also Read: ‘CarMax Needs Change’ – CEO Says After Falling Sales, Declining MarginsMetricsRevenue growth in the quarter was positively impacted by 0.7 ...

Financial Data and Key Metrics Changes - Total revenue for the second quarter grew by 9.3% to $2.8 billion, with an organic growth rate of 8.6% [4][6] - Operating income increased to $655.7 million, reflecting a 10.9% growth year-over-year [4][11] - Diluted EPS rose by 11% to $1.21 compared to the previous year [5][12] - Gross margin as a percentage of revenue was 50.4%, a 60 basis point increase from the prior year [4][11] Business Line Data and Key Metrics Changes - Organic growth by business segments: - Uniform Rental and Facility Services: 7.8% - First Aid and Safety Services: 14.1% - Fire Protection Services: 11.5% - Uniform Direct Sale: 2% [7][8] - Gross margin percentages by business: - Uniform Rental and Facility Services: 49.8% - First Aid and Safety Services: 57.7% - Fire Protection Services: 48.2% - Uniform Direct Sale: 41.9% [8] Market Data and Key Metrics Changes - The company continues to experience strong demand in key verticals such as healthcare, hospitality, education, and state and local governments, which are showing positive employment trends [24][25] - Retention rates are at all-time highs, indicating strong customer loyalty and satisfaction [7][43] Company Strategy and Development Direction - The company is focused on leveraging investments to sustain positive momentum and deliver exceptional customer service [15] - Strategic acquisitions are part of the growth strategy, with $85.6 million spent on acquisitions in the second quarter [12][65] - The company aims to grow in multiples of job growth and GDP, emphasizing its ability to thrive in various economic conditions [9][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current economic uncertainty but remains optimistic about the company's ability to grow due to its strong value proposition [70] - The company has raised its Fiscal 2026 financial guidance, expecting revenue between $11.15 billion and $11.22 billion, reflecting a growth rate of 7.8% to 8.5% [6][71] Other Important Information - Free cash flow for the second quarter was $425 million, an increase of 23.8% over the prior year [12] - The company has returned $1.24 billion in capital to shareholders through dividends and share buybacks in the first six months of Fiscal 2026 [12][13] Q&A Session Summary Question: Changes in employment levels across customer base - Management noted that while there are pressures in the labor market, their targeted verticals like healthcare and education are performing well, and they do not rely solely on job growth for their business [24][25] Question: Downturn playbook for maintaining growth - The company has multiple growth levers, including new business acquisition and cross-selling to existing customers, which provide flexibility during downturns [30][31] Question: Year-over-year add stops and acquisition impact - Current customer growth is stable and slightly positive, with acquisitions contributing about 70 basis points to growth in the second quarter [37][38] Question: Retention rates in uncertain economic times - High retention rates are attributed to strong execution and value provided to customers, supported by a robust company culture [42][43] Question: Sourcing costs and tariffs - The company is managing sourcing costs effectively and has not seen significant deviations from expected tariff impacts [51][52] Question: Competitive environment and pricing strategy - The company focuses on providing value rather than solely adjusting prices, maintaining a competitive edge through service quality [60][91] Question: Technology initiatives and their returns - Investments in technology, including AI, are ongoing, with expectations of future benefits in efficiency and service delivery [85][86] Question: Growth in verticals and dispensers - Healthcare is the largest vertical, representing about 8% of total revenue, with all targeted verticals growing faster than the overall company [105][106]