Companies /Industrials

Cintas Corporation

NASDAQ: CTAS Specialty Business Services
$204.15
▼ $1.63 (−0.79%) today
Markets closed · 6:57pm ET

Q4 2025 Earnings

Reported Jul 17, 2025, 8:31am ET · SEC source
$1.09
Beat +2.03%
EPS · est. $1.07
$2.7B
Beat +1.57%
Revenue · est. $2.6B
−5.9%
Trailing market
CTAS vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+3%+6%Jul 17Jul 18report 8:31am ETearnings+0.5%+4.7%
0+3%+6%Jul 17Jul 18earnings+0.5%+4.7%
CTAS +4.7%S&P 500 +0.5%
0+3%+6%Jul 17Jul 18report 8:31am ETearnings+0.6%+4.7%
0+3%+6%Jul 17Jul 18earnings+0.6%+4.7%
CTAS +4.7%NASDAQ +0.6%
0+2%+4%+6%Jul 16Jul 25report 8:31am ETearnings+1.6%+5.3%
0+2%+4%+6%Jul 16Jul 25earnings+1.6%+5.3%
CTAS +5.3%S&P 500 +1.6%
0+2%+4%+6%Jul 16Jul 25report 8:31am ETearnings+1.2%+5.3%
0+2%+4%+6%Jul 16Jul 25earnings+1.2%+5.3%
CTAS +5.3%NASDAQ +1.2%
+3.69%
Day of report
+0.01%
Next session
+0.43%
One week
−3.44%
30 days

S&P 500 over the same 30 days: +2.43%.

Did CTAS Beat Earnings? Q4 2025 Results

Cintas closed out fiscal 2025 on a solid note, posting fourth-quarter earnings per share of $1.09 against a consensus estimate of $1.07, a beat of 1.87%, while revenue of $2.67 billion came in essentially in line with expectations and grew 8.0% year over year. The headline revenue figure understated the underlying momentum, as the quarter absorbed one fewer workday compared to the prior year period; on a same-workday basis, revenue growth accelerated to 9.6%, with organic growth of 9.0%. Margin expansion was a defining theme, with gross margin reaching an all-time high of 49.7% in the quarter and 50.0% for the full fiscal year, up from 48.8% in fiscal 2024. Full-year revenue reached $10.34 billion, a 7.7% increase, while net income climbed 15.3% to $1.81 billion. The strong results were accompanied by a 15% dividend increase, extending the company's 42-year streak of consecutive dividend growth. Looking ahead, Cintas guided fiscal 2026 revenue to a range of $11.00 billion to $11.15 billion, with diluted EPS projected between $4.71 and $4.85.

Key Takeaways
  • 9.0% organic revenue growth in Q4 on a same-workday basis
  • All-time high gross margin of 49.7% in Q4 and 50.0% for full year
  • All-time high operating margin of 22.8% for full year
  • Strong growth in First Aid and Safety Services segment at 16.8% YoY in Q4
  • Strategic investments and operational excellence driving margin expansion
  • One fewer workday negatively impacted Q4 reported revenue growth

“Our fourth quarter and full year results underscore the enduring strength of the Cintas value proposition. We achieved strong organic revenue growth and set all-time highs in gross margin and operating margin, driven by strategic investments in the business and the unwavering dedication of our employee-partners. By staying focused on operational excellence and making thoughtful investments, we continue to position Cintas for long-term success while returning capital to shareholders.”

Cintas CEO, on the earnings call

Forward Guidance & Outlook

For fiscal 2026, Cintas expects revenue in the range of $11.00 billion to $11.15 billion and diluted EPS in the range of $4.71 to $4.85. Guidance assumes the same number of workdays as fiscal 2025, constant foreign currency exchange rates, no future acquisitions, a 20.0% effective tax rate (same as FY2025), net interest of approximately $98.0 million, and no future share buybacks or significant economic disruptions or downturn.

CTAS YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$800.0M$1.6B$2.4B$2.5B$2.7BRevenue$1.2B$1.3BGross Profit$547.6M$597.5MOperating Income$414.3M$448.3MNet Income
$0$800.0M$1.6B$2.4BRevenueGross ProfitOperating IncomeNet Income

CTAS Revenue by Segment

Uniform Rental and Facility Services$2.0B+6.3%
First Aid and Safety Services$324.4M+16.8%
All Other$312.6M+10.8%

Figures from SEC filings and company reports. Not investment advice.