The raised guidance and strong organic growth confirm Cintas's pricing power and operational efficiency. The key catalyst ahead is the UniFirst acquisition closing — watch for FTC clearance updates. The stock should trade on execution against the new guidance range and progress on the merger.
Price Chart
Executive Summary
Cintas reported fiscal Q1 2027 results with revenue of $3.01B (+10.9% YoY) and GAAP diluted EPS of $1.36, beating the Street consensus of $1.35. The company raised its full-year fiscal 2027 guidance for both revenue and adjusted EPS, signaling continued operational momentum. The UniFirst acquisition remains under FTC review but is expected to close before year-end 2026.
Key Financial Metrics
Key Facts
- Revenue of $3.01B for Q1 FY2027, up 10.9% YoY from $2.72B
- GAAP diluted EPS of $1.36, up 13.3% YoY from $1.20
- Adjusted diluted EPS (ex-UniFirst costs) was $1.39, up 15.8% YoY
- Organic revenue growth of 8.9% (workday-adjusted)
- Gross margin expanded 120 bps to 51.5%
- Operating income rose 15.2% to $711.9M; operating margin 23.6%
- Free cash flow of $464.8M, up 48.7% YoY from $312.5M
- Raised FY2027 revenue guidance to $12.15B-$12.27B (from $12.10B-$12.25B)
- Raised FY2027 adjusted diluted EPS guidance to $5.45-$5.54 (from $5.36-$5.50)
- Paid $208.8M in dividends and repurchased $544.7M in stock YTD
- UniFirst acquisition under FTC second request; expected close by end of calendar 2026
Financial Impact
Revenue beat consensus by ~1.0% ($3.01B vs $2.98B); adjusted EPS of $1.39 beat Street estimate of $1.35 by ~3.0%. Full-year guidance raised by ~$50M on revenue and ~$0.07 on adjusted EPS midpoint.
Risk Factors
- UniFirst acquisition may face regulatory hurdles or delays beyond current expectations
- Macroeconomic slowdown could pressure customer demand and organic growth
- Integration costs and debt financing for UniFirst could weigh on near-term margins
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000723254-26-000044 |
| Document: ctas-20260923.htm | 0000723254-26-000044 |
| Document: 0000723254-26-000044-index-headers.html | 0000723254-26-000044 |
| Document: 0000723254-26-000044-index.html | 0000723254-26-000044 |
| Document: 0000723254-26-000044.txt | 0000723254-26-000044 |
| 8-K Data (Synthetic) | 0000723254-26-000044 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | Institutional Cluster | $224.10 $225.93 | ▲ +0.82% | ▲ +0.11% | $214.80 (−4.15%) |
Oct 6, 2026 21d ago | 8-K | $197.19 $201.12 | ▲ +1.99% | ▲ +2.42% | $214.80 (+8.93%) |
Sep 23, 2026 4w ago | 8-K | $191.97 $197.68 | ▲ +2.97% | ▲ +3.06% | $214.80 (+11.89%) |
Jul 23, 2026 13w ago | Insider Cluster | $205.91 $210.98 | ▲ +2.46% | ▲ +2.44% | $214.80 (+4.32%) |
Jul 15, 2026 14w ago | 8-K | $192.37 $206.25 | ▲ +7.22% | ▲ +7.76% | $214.80 (+11.66%) |
Jun 12, 2026 19w ago | 8-K | $176.28 $174.74 | ▼ −0.87% | ▼ −2.64% | $214.80 (+21.85%) |
May 27, 2026 21w ago | 425 | $169.86 $173.06 | ▲ +1.88% | ▲ +1.33% | $214.80 (+26.46%) |
May 26, 2026 22w ago | 425 | $169.86 $173.06 | ▲ +1.88% | ▲ +1.33% | $214.80 (+26.46%) |
May 7, 2026 24w ago | EFFECT | $170.04 $166.97 | ▼ −1.81% | ▼ −2.64% | $214.80 (+26.32%) |
US Market Status
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