Cintas Reports Record Q4, Guides FY27 Revenue Above Consensus at $12.1B–$12.25B

summarizeSummary

Cintas posted record Q4 results with 8.9% revenue growth and guided fiscal 2027 revenue above consensus, while confirming the UniFirst acquisition is progressing toward a late-2026 close.

check_boxKey Events · Earnings and Guidance · CTAS

• Record Q4 Revenue and Margins

  Q4 revenue rose 8.9% to $2.91B, with organic growth of 8.4%. Gross margin hit an all-time high of 51.0%, up 130 bps YoY, driving operating income of $673M (+12.7%).

• Adjusted EPS Beats Expectations

  Q4 diluted EPS was $1.26, up 15.6% YoY; excluding $0.03 in UniFirst transaction costs, adjusted EPS was $1.29, an 18.3% increase. Full-year adjusted EPS reached $4.94, up 12.3%.

• FY27 Guidance Above Consensus

  Cintas guided FY27 revenue to $12.10B–$12.25B (7.4%–8.7% growth), above the $12.0B consensus, and adjusted EPS to $5.36–$5.50 (8.5%–11.3% growth).

• UniFirst Acquisition Progress

  UniFirst shareholders approved the $5.5B acquisition on June 11, 2026. The FTC issued a second request; closing is still expected in the second half of calendar 2026.

auto_awesomeAnalysis · CTAS · Manufacturing

Cintas delivered a strong fiscal fourth quarter with revenue up 8.9% to $2.91 billion and adjusted EPS of $1.29, beating expectations. The company issued fiscal 2027 revenue guidance of $12.1–$12.25 billion, above the $12.0 billion consensus, and adjusted EPS of $5.36–$5.50, signaling confidence in continued organic growth. The UniFirst acquisition remains on track for a second-half 2026 close, with shareholder approval secured and the FTC's second request in process. These results reinforce Cintas's operational momentum and the strategic rationale behind the $5.5 billion UniFirst deal, which is expected to create substantial shareholder value.