CTAS Cintas Corporation

$CTAS Cintas reports Q1 adjusted EPS $1.39, consensus $1.36 Reports Q1 revenue $3.01B, consensus $2.98B. Todd M. Schneider, CEO, stated "We are pleased with our start to fiscal 2027. Our employee-partners delivered another strong quarter, producing record revenue and record operating margin. Organic revenue growth of 8.9% and a record gross margin reflect the value we continue to provide our customers and the impact of our ongoing investments in technology, capacity and talent. These results demonstrate the strength of our business model and our ability to help customers operate their facilities in a clean, safe and professional manner. We continue to engage with the U.S. Federal Trade Commission as it reviews our transaction with UniFirst. We remain excited about the substantial value we expect to create for shareholders and customers through the transaction, and we look forward to welcoming the UniFirst Team Partners to Cintas once the transaction is complete, which we expect to occur prior to the end of calendar 2026."

$CTAS Cintas raises FY27 adjusted EPS view $5.45-$5.54 from $5.36-$5.50 Consensus $5.49. CEO Todd Schneider concluded, "As we look forward to what lies ahead for fiscal 2027, we are raising our full fiscal year financial guidance. We are raising our annual revenue expectations from a range of $12.10 billion to $12.25 billion to a range of $12.15 billion to $12.27 billion, and we are raising our adjusted diluted EPS expectations from a range of $5.36 to $5.50 to a range of $5.45 to $5.54. The adjusted diluted EPS guide does not include the impact of non-recurring transaction expenses related to the UniFirst acquisition." Revenue consensus $12.22B.

Cramer’s week ahead: What to watch as Wall Street navigates a tough September $ctas $payx $gis Wednesday brings earnings from uniform rental provider Cintas and payroll company Paychex, which have significant exposure to small and medium-sized businesses. Cramer said both head into their reports with momentum because that portion of the economy remains strong and has historically been able to withstand the onset of a monetary tightening cycle. General Mills reports on Wednesday as well, but Cramer remains cautious on the packaged-food company. He pointed to higher input costs, the rise of GLP-1 weight-loss drugs and pressure on processed foods as challenges weighing on the business. “I can’t recommend it,” he said. https://www.cnbc.com/2026/09/18/jim-cramer-week-ahead-costco-okta.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension

the weird one today is a stock getting paid a day late. $CTAS beat on wednesday and raised, organic growth accelerated to 8.9%, fy27 incremental margin guide up to 32 to 34% from 30 to 32%. it closed down 3.4% anyway. nothing was wrong with the print, the nasdaq just fell 1.1% that session on rising yields. overnight five desks lifted targets, goldman to 239, ubs 235, truist 230, baird 222, and it's up about 3% today reclaiming the entire drop.

$CTAS Beat and raise this morning: revenue $3.01B (+10.9%) vs ~$2.98B expected, adj EPS $1.39 vs $1.35. Record gross margin at 51.5%, up from 50.3% a year ago. The quality detail: management says growth is volume-led, not price-led. Organic revenue +8.9%, and First Aid & Safety (+16.1%) is growing nearly twice as fast as core Uniform Rental (+9.7%). FY27 guide raised to $12.15-12.27B revenue and $5.45-5.54 adj EPS. Dividend bumped ~16%. The friction: at ~51x earnings the guide raise has to be more than modest, and there's $14.4M of UniFirst deal costs sitting in the quarter.

$CTAS — In July, Rozakis disclosed a 100 basis point annual headwind from Fire Protection's SAP, "scheduled for this upcoming fiscal year." This quarter: still in pilot, no go-live date, absent from guidance. Pricing language shifted: from "maybe slightly above historical, but immaterial" to "neutral in our growth algorithm" and "probably the least important of the four." UniFirst timing moved from "during the second half of calendar 2026" to "by the end of calendar 2026" — then in Q&A, Schneider used "confident" for timing where the prepared remarks used "optimistic." Guide was raised: incrementals to 32%–34%, EPS growth floor at 10.3%. Fire's margin hit 52.8% — above its own Q4 "all-time high" — and went unlabeled. #TheGapReport

$CTAS Q1 '27 Earnings Results & Recap • Reported GAAP EPS of $1.39 up 15.83% YoY • Reported revenue of $3.01B up 10.88% YoY • Cintas raised Fiscal 2027 revenue guidance to $12.15B to $12.27B and adjusted diluted EPS guidance to $5.45 to $5.54; revenue guidance excludes expected UniFirst acquisition impacts, while EPS guidance excludes non-recurring transaction costs.

Bernstein warned Wednesday that regulatory scrutiny is increasing around Cintas’ proposed acquisition of UniFirst, widening the gap between the two companies’ shares. Analyst Connor Cerniglia said the market-implied probability of regulatory approval has fallen to about 70%, from roughly 85% on Aug. 25. UniFirst shares have dropped 7% since then, while Cintas is down about 2%. The decline was driven by reports that the FTC issued “extensive” civil investigative demands to outside industry participants and by a separate 160-page Uniform Bright report that could give the FTC, Justice Department and state attorneys general additional arguments against the deal. Cintas still expects the transaction to close and plans to complete its response to the FTC’s second request between September and November. Bernstein maintains approval as its base case and expects the deal to close in early 2027, while noting that the market now implies about a 30% chance of failure. $CTAS $UNF

$CTAS great setup if we close like this. maybe a bit too close to earnings, but that could also have a positive effect