$CTAS · CINTAS CORP
Cintas reported Q1 FY2027 results for the quarter ended August 31, 2026. Revenue reached $3.01B (+10.9% YoY), with organic growth of 8.9%. Gross margin hit a record 51.5% (+120 bps). Diluted EPS was $1.36; excluding $14.4M in UniFirst transaction expenses, adjusted diluted EPS was $1.39 (+15.8% YoY). The company raised full-year FY2027 guidance: revenue to $12.15B–$12.27B and adjusted diluted EPS to $5.45–$5.54.
- Revenue of $3.01B, up 10.9% YoY; organic revenue growth was 8.9%.
- Gross margin expanded 120 bps to 51.5%, a record; operating margin reached 23.6%.
- Diluted EPS of $1.36; adjusted diluted EPS of $1.39, up 15.8% YoY.
- Full-year revenue guidance raised to $12.15B–$12.27B; adjusted EPS raised to $5.45–$5.54.
- UniFirst acquisition expected to close before end of calendar 2026, per CEO; FTC review ongoing.
Extended-hours trading shows CTAS at $197.78, down 0.51% from the regular close of $198.80, suggesting mild profit-taking despite the guidance raise and record margins.
Cintas posted record margins and raised guidance while advancing the transformative UniFirst acquisition, a deal that would reshape the uniform services industry.
Cintas' 51.5% gross margin and 8.9% organic growth reinforce its position as the premium operator in uniform rental/facility services. The pending UniFirst acquisition would consolidate the #1 and #2 players, subject to antitrust clearance.
UniFirst deal risk: FTC review could impose conditions or block the transaction; integration costs and dilution from share issuance are flagged. Forward-looking statements also cite tariff exposure, supply chain constraints, and macroeconomic pressures.
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