If you have watched Cintas' NASDAQ: CTAS share price rise over the last decade and perhaps were waiting for a post-stock-split plunge to buy in or buy more, your hopes have been fulfilled. The stock price began to correct in early December, which turned into a full-blown capital “C” Correction with the FQ2 2025 release. Down 20% after its release, the odds are high that Cintas stock price is near its bottom, and the time will come soon to buy it again.  Cintas TodayCTASCintas$182.79 -21.60 (-10.57%) 52-Wee ...

Cintas Corporation (NASDAQ: CTAS ) is a stock that we have traded at our service and have covered publicly a number of times. The stock recently underwent a stock split following its ongoing rise to attractLooking for our highest conviction ideas?Win with our playbook to advance your savings and retirement timeline by embracing a blended trading and investing approach at our one-stop shop.We activated our HOLIDAY deal so you can lock in our best price in years BEFORE prices rise January 1st. Join Seeking Al ...

Key TakeawaysCintas shares tumbled Thursday as the provider of uniforms and other business supplies reported a decline in direct sales of its uniforms and warned about pricing.Second-quarter revenue and profit topped analysts' estimates.Shares of Cintas sank to their lowest level since August. Cintas (CTAS) shares tumbled nearly 10% intraday Thursday as the provider of uniforms and other business supplies reported a decline in direct sales of its uniforms and warned about pricing. In a transcript of the com ...

Financial Data and Key Metrics - Total revenue for Q2 2025 grew 7.8% to $2.56 billion, an all-time high for quarterly revenue [6] - Organic growth rate adjusted for acquisitions and FX fluctuations was 7.1% [7] - Gross margin increased 11.8% YoY to 49.8%, just below the all-time high set in Q1 [8] - Operating income as a percentage of revenue reached a record 23.1%, up 18.4% YoY [8] - Diluted EPS grew 21.1% to $1.09 [9] - Free cash flow for the first six months increased 34.9% YoY [9] Business Line Performance - Uniform Rental and Facility Services grew 6.9% organically [17] - First Aid and Safety Services grew 12.3% organically [17] - Fire Protection Services grew 10% organically [17] - Uniform Direct Sales declined 9.2% [17] - Gross margin by business: Uniform Rental and Facility Services (49.1%), First Aid and Safety Services (57.3%), Fire Protection Services (49.9%), Uniform Direct Sales (41.2%) [18] Market Performance - Strong demand across all markets, particularly in healthcare, hospitality, education, and state/local government verticals [7][8] - The company continues to deepen its value proposition in these verticals, which are performing above normal operating levels of growth [86] Strategy and Industry Competition - The company is focused on operational excellence, leveraging technology investments, and optimizing routes and energy usage [9][11] - Strategic investments in customers and employee partners are key priorities, alongside returning capital to shareholders through dividends and share buybacks [10][12] - The company is actively pursuing M&A opportunities, particularly in route-based businesses, to expand its customer base and extract synergies [62][142] Management Commentary on Operating Environment and Future Outlook - Management is confident in the company's ability to deliver long-term value, citing strong momentum and a differentiated culture [14] - The company updated its annual revenue guidance to $10.255 billion to $10.32 billion, representing a growth rate of 6.9% to 7.5% [13] - Diluted EPS guidance was updated to $4.28 to $4.34, reflecting a growth rate of 12.9% to 14.5% [13] - Management noted that obtaining price increases has become more challenging, but the company is still achieving historical levels of price increases [41][66] Other Important Information - The company paid a quarterly cash dividend of $0.39 per share [12] - Net interest expense for fiscal 2025 is expected to be approximately $101 million, up from $95 million in fiscal 2024 due to higher variable rate debt [25] - The effective tax rate for fiscal 2025 is expected to be 20.2% [25] Q&A Summary Question: Why was the high-end of the organic growth guide lowered? - The high-end of the organic growth guide was lowered from 8.1% to 7.7%, but the implied growth rate for the back half of the year remains unchanged at 6.6% to 7.9% [28][33] - The adjustment reflects fine-tuning around the edges rather than a significant change in outlook [35] Question: What drove the strong incremental EBITDA margins in the quarter? - The strong incremental EBITDA margins of 60% were driven by robust revenue growth and operational efficiencies, with no one-off factors contributing [36][38] Question: How is pricing trending compared to historical levels? - Price increases have returned to historical levels of 0% to 2%, down from higher levels during peak inflation [41][152] Question: What is the impact of proposed tariffs on material costs? - The company is closely monitoring tariff proposals but is well-positioned with a dual-sourced supply chain and geographic diversity to mitigate potential impacts [45][46] Question: How is the Uniform Direct Sales business performing? - Uniform Direct Sales declined 9.2% in the quarter, reflecting the lumpy nature of this business, but it remains a strategic area for the company [17][90] Question: What are the key drivers of margin improvement? - Margin improvements are driven by operational efficiencies, including garment sharing, automated sorting, and SmartTruck routing optimization [98][101][102] Question: What is the outlook for M&A activity? - The company remains active in M&A, focusing on quality businesses with strong customer bases and employee partners, particularly in route-based businesses [62][142] Question: How is the myCintas portal contributing to margins? - The myCintas portal enhances customer experience and operational efficiency, contributing to margin improvements by reducing cash application and call center volumes [146][149]

Shares of professional uniform company Cintas (CTAS -9.47%) plunged 9.3% on Thursday as of 12 p.m. EDT.Cintas has been a long-term winner in the market and, prior to the past week, had been up some 50% on the year. However, the past week's inflation scare and last night's "disappointing" earnings report sent shares tumbling today.Cintas' valuation didn't leave room for errorAt first glance, one might be confused as to why investors had such a negative reaction to these numbers. Revenue was up 7.8% to $2.56 ...

Cintas (CTAS) reported $2.56 billion in revenue for the quarter ended November 2024, representing a year-over-year increase of 7.8%. EPS of $1.09 for the same period compares to $0.90 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.56 billion, representing a surprise of +0.05%. The company delivered an EPS surprise of +7.92%, with the consensus EPS estimate being $1.01.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

Cintas (CTAS) came out with quarterly earnings of $1.09 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.90 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.92%. A quarter ago, it was expected that this uniform rental company would post earnings of $1 per share when it actually produced earnings of $1.10, delivering a surprise of 10%.Over the last four quarters, the company h ...

Exhibit 99 FOR IMMEDIATE RELEASE December 19, 2024 Cintas Corporation Announces Fiscal 2025 Second Quarter Results CINCINNATI, December 19, 2024 -- Cintas Corporation (Nasdaq: CTAS) today reported results for its fiscal 2025 second quarter ended November 30, 2024. Revenue for the second quarter of fiscal 2025 was $2.56 billion compared to $2.38 billion in last year's second quarter, an increase of 7.8%. The organic revenue growth rate for the second quarter of fiscal 2025, which adjusts for the impacts of a ...

Core Insights - Analysts project Cintas (CTAS) will announce quarterly earnings of $1.01 per share, reflecting a 12.2% year-over-year increase [1] - Revenue is expected to reach $2.56 billion, marking a 7.7% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analysts' projections [1] Revenue Estimates - Total Revenue from Uniform Rental and Facility Services is estimated at $1.98 billion, suggesting a year-over-year change of +7.1% [4] - Revenue from All Other segments is projected to reach $280.89 million, indicating a year-over-year change of +7.9% [4] - Revenue from First Aid and Safety Services is expected to be $296.71 million, reflecting an 11.4% year-over-year increase [4] Income Estimates - Income before income taxes from Uniform Rental and Facility Services is likely to reach $438.55 million, up from $399.61 million in the same quarter last year [5] - Income before income taxes from First Aid and Safety Services is projected at $68.50 million, compared to $58.53 million a year ago [5] - Income before income taxes from All Other segments is estimated at $46.55 million, up from $41.54 million in the previous year [6] Market Performance - Cintas shares have experienced a -1.9% change in the past month, contrasting with a +1.2% move of the Zacks S&P 500 composite [7] - Cintas holds a Zacks Rank 2 (Buy), indicating expectations to outperform the overall market in the near future [7]

The Industrial Products group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Cintas (CTAS) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Cintas is one of 213 companies in the Industrial Products group. The Industrial Products group currently sits at #15 within the Zacks Se ...