Cintas Posts Record $3.01 Billion Quarter, Raises Fiscal 2027 Guidance

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Summary · why it matters

Cintas Corporation reported record quarterly revenue of $3.01 billion, up 10.9%, with organic growth accelerating to 8.9%, adjusted EPS rising 15.8% to $1.39, and adjusted operating margin reaching 23.6%. The company raised its fiscal 2027 revenue guidance to $12.15 billion-$12.27 billion and adjusted EPS guidance to $5.45-$5.54. Truist raised its price target to $230 from $225 with a Buy rating, and UBS raised its target to $235 from $230, though the shares initially fell about 3%. First Aid and Safety posted organic growth of 14.2% while Uniform Rental and Facility Services grew 8%, and gross margin hit an all-time high of 51.5%, up 120 basis points. Cintas is targeting approximately $375 million of operating cost synergies from its $5.5 billion UniFirst acquisition, which it expects to close before the end of calendar 2026 and which is excluded from the fiscal 2027 guidance.

Impact on assets 7

Industrials▲ · 3 stocks
Cintas Corporation
CTAS
▲ PositiveCapitalrelevance

Cintas posted record $3.01B quarterly revenue, 15.8% adjusted EPS growth, and raised fiscal 2027 guidance.

Unifirst Corporation
UNF
± MixedCapitalrelevance

UniFirst is the target of Cintas's $5.5B acquisition expected to close before end of calendar 2026.

Financials▲ · 2 stocks
Truist Financial Corp
TFC
▲ PositiveCapitalrelevance

Truist raised its Cintas price target to $230 from $225 with a Buy rating.

UBS Group AG
UBSG
▲ PositiveCapitalrelevance

UBS raised its Cintas price target to $235 from $230.

Energy Transition & Power Demand▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks