Cintas Corporation Q4 2026 Results and FY2027 Outlook
Cintas Corporation (NASDAQ:CTAS) posted fourth‑quarter 2026 results that topped analyst forecasts. Adjusted earnings per share came in at $1.29, beating the consensus estimate of $1.24 by $0.05. Revenue reached $2.91 billion, exceeding the $2.87 billion estimate and representing an 8.9 % increase over the $2.67 billion recorded in the year‑ago quarter.
The company’s gross margin rose to 51.0 % of revenue, matching an all‑time high and improving from 49.7 % a year earlier. Operating income climbed 12.7 % to $673.0 million, which included $14.0 million of transaction expenses linked to the pending acquisition of UniFirst. Following the release, Cintas shares advanced approximately 6 %.
For fiscal 2027, Cintas projected adjusted diluted earnings per share of $5.36 to $5.50, with a midpoint of $5.43, marginally above the analyst consensus of $5.42. Revenue guidance was set at $12.10 billion to $12.25 billion, with a midpoint of $12.175 billion, surpassing the consensus estimate of $12.07 billion.
Todd M. Schneider, President and Chief Executive Officer, said the results “conclude an outstanding year” and highlighted an 8.3 % organic revenue growth rate, underscoring the company’s ability to deliver strong performance in a dynamic macro environment.
For the full fiscal year ended May 31 2026, revenue grew 8.9 % to $11.26 billion from $10.34 billion in fiscal 2025, while adjusted diluted EPS increased 12.3 % to $4.94 from $4.40. Operating cash flow totaled $2.28 billion, and the company returned $1.65 billion to shareholders through share buybacks and dividends. Cintas continues to await regulatory clearance for its acquisition of UniFirst, which is expected to close in the second half of calendar 2026.