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8-K ·Filed Oct 6, 2026

CTAS

CINTAS CORP
NEUTRAL
Impact 4/10
Horizonweeks Processed20d 19h ago SEC0000950103-26-015293
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

The FTC timing agreement sets a hard deadline of December 11, 2026 for clearance or a potential challenge. Watch for FTC action before that date — a clearance would remove the primary regulatory overhang and likely drive the deal to close by year-end.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d
CTAS ▲ +5.80% at T+5d
NEUTRAL call +5.80% · α vs SPY +6.78% · entry $197.19 → $208.63
Next anchor: T+20d in 7d
Latest observation: T+12 +3.24% FF3 residual α
Entry = T+0 close
Oct 6, 2026
via day close
T+1d
+1.99%
call +1.99% · α +2.42%
$201.12
settled 20d ago
T+5d
+5.80%
call +5.80% · α +6.78%
$208.63
settled 14d ago
T+20d
Pending
in 7d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

Cintas and UniFirst certified substantial compliance with the FTC's Second Request on October 2, 2026, and entered into a timing agreement preventing deal consummation before December 11, 2026 unless the FTC closes its investigation earlier. The companies also completed their response to the Canadian Competition Bureau's Supplementary Information Request. Cintas still expects the merger to close by year-end 2026.

Key Facts

  • Cintas and UniFirst certified substantial compliance with the FTC Second Request on October 2, 2026
  • Cintas and UniFirst entered into a timing agreement with the FTC on October 2, 2026, agreeing not to close before December 11, 2026 unless the FTC gives earlier written clearance
  • Cintas and UniFirst certified completion of their response to the Canadian Competition Bureau's SIR on September 29, 2026
  • Cintas continues to expect the Mergers to close prior to the end of calendar year 2026

Financial Impact

No financial figures disclosed in this filing. The merger consideration and deal value were not restated.

Risk Factors

  • FTC could still challenge the merger or impose conditions before December 11, 2026
  • Canadian Competition Bureau review remains pending and could delay or block the transaction
  • If regulatory approvals are not obtained, the merger may not close by year-end or at all

Investment Themes

Consumer & Retail

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950103-26-015293
Document: 0000950103-26-015293-index-headers.html0000950103-26-015293
Document: 0000950103-26-015293-index.html0000950103-26-015293
Document: 0000950103-26-015293.txt0000950103-26-015293
9 reports for CTAS
Performance horizon
100% Hit rate @ T+1 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+20▲ +14.68%Sep 23, 2026
Filters
Rows
Reports for CTAS — sortable, filterable
TypeNow
Oct 22, 2026
4d ago
Institutional Cluster
BULLISH ★ 4/10
$224.10 $225.93▲ +0.82%▲ +0.11%$214.00 (−4.51%)
Oct 6, 2026
20d ago
8-K
NEUTRAL ★ 4/10
$197.19 $201.12▲ +1.99%▲ +2.42%$214.00 (+8.52%)
Sep 23, 2026
4w ago
8-K
BULLISH ★ 6/10
$191.97 $197.68▲ +2.97%▲ +3.06%$214.00 (+11.48%)
Jul 23, 2026
13w ago
Insider Cluster
NEUTRAL ★ 3/10
$205.91 $210.98▲ +2.46%▲ +2.44%$214.00 (+3.93%)
Jul 15, 2026
14w ago
8-K
BULLISH ★ 6/10
$192.37 $206.25▲ +7.22%▲ +7.76%$214.00 (+11.24%)
Jun 12, 2026
19w ago
8-K
NEUTRAL ★ 5/10
$176.28 $174.74▼ −0.87%▼ −2.64%$214.00 (+21.40%)
May 27, 2026
21w ago
425
NEUTRAL ★ 4/10
$169.86 $173.06▲ +1.88%▲ +1.33%$214.00 (+25.99%)
May 26, 2026
21w ago
425
NEUTRAL ★ 4/10
$169.86 $173.06▲ +1.88%▲ +1.33%$214.00 (+25.99%)
May 7, 2026
24w ago
EFFECT
NEUTRAL ★ 4/10
$170.04 $166.97▼ −1.81%▼ −2.64%$214.00 (+25.85%)
Showing 9 of 9

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Report published Oct 6, 2026