Cintas Corporation (CTAS) Earnings Call Transcripts

Cintas Corporation's Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal 2026, Cintas Corporation (CTAS:US) reported total revenue of $2.91 billion, reflecting an 8.9% year-over-year increase, and diluted EPS of $1.26, up 15.6% from the prior year. The company maintained its strong profitability with an operating margin of 23.2%. For fiscal 2027, management provided guidance for revenue between $12.1 billion and $12.25 billion, indicating growth of 7.4% to 8.7%, and adjusted EPS guidance of $5.36 to $5.50, representing growth of 8.5% to 11.3%. This guidance suggests continued confidence in Cintas's business model despite macroeconomic uncertainties.

Reported metrics

Guidance from management

For fiscal 2027, Cintas expects revenue between $12.1 billion and $12.25 billion, and adjusted diluted EPS between $5.36 and $5.50. This guidance reflects confidence in continued growth despite macroeconomic uncertainties.

What management said

Thank you, Scott. As we enter fiscal 2027, we remain encouraged by the momentum in our business. Our results demonstrate the power of our strategy and the critical value we provide in addressing customers' image, safety, cleanliness and compliance needs. We are focused on delivering exceptional service to our customers while continuing to invest in our company and our people to support sustainable growth and profitab...

Thanks, Todd, Jim and Scott. That concludes our prepared remarks. Now we are happy to answer questions from the analysts. Please ask just 1 question and a single follow-up if needed. Thank you.

What analysts pressed on

Analysts expressed concerns regarding macroeconomic uncertainties and their potential impact on customer budgets and purchasing behaviors. There were questions about how Cintas plans to navigate these challenges while maintaining growth.

Main topics on the call

• Strong Revenue Growth — Cintas achieved a total revenue of $2.91 billion in Q4 2026, an increase of 8.9% year-over-year. Management stated, "Our strong top line performance highlights the durability of our business model in all macro environmen...
• Earnings Per Share Growth — Diluted EPS for Q4 was $1.26, a 15.6% increase year-over-year, while adjusted diluted EPS was $1.29, up 18.3%. This exceeded the previous guidance range of $4.86 to $4.90 for the full year, with actual adjusted EPS at $4...
• Profitability Metrics — Cintas reported an operating margin of 23.2% for Q4, with adjusted operating income as a percentage of revenue at 23.6%. Management noted, "This represents an all-time high for our company."
• Fiscal 2027 Guidance — Management provided guidance for fiscal 2027 revenue in the range of $12.1 billion to $12.25 billion, implying growth of 7.4% to 8.7%. Adjusted diluted EPS is expected to be between $5.36 and $5.50, indicating growth of ...

Read the full Cintas Corporation transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Cintas Corporation earnings call transcripts on record, spanning March 19, 2020 to July 15, 2026. Based on this history, Cintas Corporation reports quarterly. The most recent call on file is dated July 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CTAS

Exchange

NasdaqGS

Country

US

Sector

Industrials

Industry

Commercial Services and Supplies

Calls on record

28

First call

March 19, 2020

Most recent

July 15, 2026

Reporting cadence

quarterly