TLDR
- Cintas reports 8.7% revenue growth, raises full-year guidance and EPS.
- Cintas’ Q1 beats expectations with strong growth and increased shareholder returns.
- Cintas boosts revenue forecast and EPS after a successful Q1 in fiscal 2026.
- Cintas posts 10.1% operating income growth and raises 2026 guidance.
- Cintas shares rise despite slight stock decline after strong Q1 results.
Cintas Corporation (CTAS)stock experienced a slight decline of 0.27% on September 24, 2025, closing at $200.04, and dropped marginally to $200.00 after hours.
Revenue Growth and Profitability Drive Q1 Performance
For the fiscal first quarter, Cintas reported revenue of $2.72 billion, a notable 8.7% increase from the previous year’s $2.50 billion. The growth was partly driven by a 0.9% positive impact from acquisitions. Organic revenue growth, excluding acquisitions and currency fluctuations, stood at 7.8%. Gross margin also improved, reaching $1.37 billion, a 9.1% increase from the prior year’s $1.25 billion.
Operating income rose 10.1%, amounting to $617.9 million, compared to $561.0 million in the same quarter last year. Operating income as a percentage of revenue increased to 22.7% from 22.4%. Net income for Q1 came in at $491.1 million, marking an 8.7% year-over-year rise. This strong performance reflects Cintas’ strategic investments in its operations, technology, and workforce.
Increased Guidance Reflects Optimism for Future Growth
Cintas’ CEO, Todd M. Schneider, expressed confidence in the company’s trajectory, highlighting the success of its ongoing investments. He noted that Cintas’ ability to drive growth and operational excellence positions the company well for sustainable long-term success. As a result of the strong first-quarter performance, Cintas raised its full-year revenue guidance range from $11.00 billion to $11.18 billion.
The company increased its diluted earnings per share (EPS) guidance from $4.71–$4.85 to $4.74–$4.86. The updated outlook demonstrates the company’s robust cash flow generation and commitment to delivering value to shareholders while continuing to invest in future growth opportunities.
Capital Allocation and Shareholder Returns Remain Strong
Cintas demonstrated a balanced approach to capital allocation. The company repurchased $347.4 million worth of its own shares under its buyback programs. Cintas paid $182.3 million in quarterly dividends, a 15.4% increase from the previous year. These moves highlight the company’s continued focus on returning value to shareholders.
Schneider emphasized that the company’s strong results reflect the strength of its value proposition, which resonates across various customer segments. By maintaining a focus on operational excellence and fostering a culture of service, Cintas aims to maintain its position as a leading player in its industry.
