Cintas (CTAS) came out with quarterly earnings of $1.21 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.68%. A quarter ago, it was expected that this uniform rental company would post earnings of $1.19 per share when it actually produced earnings of $1.2, delivering a surprise of +0.84%.Over the last four quarters, the com ...

Core Insights - Cintas Corporation has a market capitalization of $80.8 billion and provides a variety of business services, including uniform rental and facility services, to over one million companies across North America and Latin America [1] Financial Performance - Cintas is expected to announce its Q1 2026 results on September 24, with analysts predicting an EPS of $1.19, reflecting an 8.2% increase from $1.10 in the same quarter last year [2] - For fiscal 2026, analysts forecast an EPS of $4.83, which represents a 9.8% growth from $4.40 in fiscal 2025, and an anticipated increase to $5.35 in fiscal 2027, marking a 10.8% year-over-year growth [3] Stock Performance - Over the past 52 weeks, Cintas shares have declined by 1.7%, underperforming the S&P 500 Index's 16.4% gain and the Industrial Select Sector SPDR Fund's 14.5% return [4] - Following the Q4 2025 earnings report, Cintas shares rose by 3.7%, with Q4 earnings reported at $1.09 per share and revenue at $2.67 billion, driven by strong demand for its services [5] Analyst Ratings - The consensus rating for Cintas stock is "Moderate Buy," with 20 analysts covering the stock: seven recommend "Strong Buy," ten suggest "Hold," one advises "Moderate Sell," and two recommend "Strong Sell" [6] - The average analyst price target for Cintas is $224.88, indicating a potential upside of 12.1% from current levels [6]

Core Insights - Cintas Corporation (CTAS) is experiencing strong momentum across its segments, particularly in Uniform Rental and Facility Services, driven by new customer growth and increased product penetration [1] - The First Aid and Safety Services segment is benefiting from rising demand for AED Rentals, eyewash stations, and WaterBreak products, alongside strong customer retention and an improved sales mix [1] Segment Performance - The Uniform Rental and Facility Services segment is seeing growth from both new and existing customers, contributing to overall performance [8] - The First Aid segment's performance is bolstered by increasing demand for specific safety products [1][8] Acquisitions and Market Expansion - Cintas has enhanced its product portfolio through strategic acquisitions, including Paris Uniform Services and SITEX, totaling $232.9 million in fiscal 2025 [2][8] - These acquisitions have strengthened Cintas' market presence in key regions such as Pennsylvania, New York, Maryland, West Virginia, and the central Midwest [2] Shareholder Returns - In fiscal 2025, Cintas paid dividends of $611.6 million, reflecting a 15.2% year-over-year increase, and spent $934.8 million on share buybacks, up from $700 million the previous year [3][8] - The quarterly dividend was increased by 15.4% to $1.80 per share, marking 41 consecutive years of dividend increases [3] Financial Performance - Cintas' stock performance has shown a 1.6% gain over the past year, contrasting with a 1.4% decline in the industry [4] - However, the company faces challenges from rising costs, with a 6.9% year-over-year increase in the cost of sales to $1.34 billion and a 9.1% rise in selling and administrative expenses to $728.5 million in the fourth quarter of fiscal 2025 [6] International Exposure - Cintas has significant international operations, which expose it to political and economic disruptions that could impact profitability [7]