A fixed rule set over this filing's XBRL figures and the number of high-severity risks found in it — no model judgement.
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AI Takeaway
In 2026-FY, Cintas Corporation delivered strong financial performance with total revenue increasing 8.9% to $11.3B and net income rising 10.4% to $2.00B, while entering into a definitive agreement to acquire UniFirst Corporation for $5.5B.
Cintas delivered strong 2026-FY results with revenue up 8.9% to $11.3B and EPS up 11.6% to $4.91, alongside its announced $5.5B acquisition of UniFirst.
Last 4 quarters: 1 beat, 3 misses
Reported EPS of $1.30 versus the $1.26 analyst consensus — a +2.9% beat for Jun 2026.
Total revenue for 2026-FY reached $11.3B, representing an 8.9% increase compared to fiscal 2025. Revenue grew organically by 8.3%, supported by consistent quarterly growth across all four quarters (7.8%, 8.6%, 8.2%, and 8.4%).
Source: [10-K] [Item 7 MD&A], p.25
On March 10, 2026, Cintas entered into a Merger Agreement to acquire UniFirst Corporation for approximately $5.5B ($155.00 in cash and 0.7720 Cintas shares per UniFirst share). In 2026-FY, Cintas recorded $16.1M in transaction expenses related to legal, advisory, and financing fees.
Source: [10-K] [Item 7 MD&A], p.24-25
Uniform Rental and Facility Services revenue grew 8.1% to $8,621.6M with an operating margin of 24.1%. First Aid and Safety Services revenue expanded 14.3% to $1,401.2M with operating margin improving to 25.4% due to sales mix and operating leverage.
Source: [10-K] [Item 7 MD&A], p.25-26
Operating cash flow increased 5.1% YoY to $2,276.3M. Cintas reinvested $395.1M in capital expenditures, repurchased $952.1M of common stock, paid $701.5M in dividends, and maintained access to a $2.0B revolving credit facility.
Source: [10-K] [Item 7 MD&A], p.27-29
The proposed $5.5B acquisition of UniFirst is subject to regulatory approvals under the HSR Act and closing conditions. Failure to close could trigger a $350.0M termination fee, while integration challenges could prevent Cintas from realizing expected cost synergies and operational efficiencies.
Source: [10-K] [Item 1A], p.10-11
Cintas relies on key enterprise software (including SAP) and cloud providers to manage route operations and customer data. Cyberattacks, unauthorized data access, or system outages could cause service delays, reputational damage, financial liabilities, and regulatory penalties.
Source: [10-K] [Item 1A], p.11-12
Rising energy, fuel, healthcare, labor, and material costs (textiles/fabrics) could negatively affect operating margins. Additionally, tariffs or international trade disruptions could increase sourcing costs for goods and equipment.
Source: [10-K] [Item 1A], p.9, 11
Unqualified
Source: [10-K] [Report of Independent Registered Public Accounting Firm], p.36
This analysis does not extract a guidance section. Companies issue revenue and EPS outlook in the 8-K press release and on the earnings call rather than in the 10-K itself — though the filing's management discussion can contain forward-looking statements, which appear in the highlights above where they were material.
Cintas (CTAS) is next expected to report on , when the following quarter's results and any updated outlook will be available.
Cintas generated $11.3 billion in revenue (up 8.9% YoY) and $2,000.0 million in net income (up 10.4% YoY) in 2026-FY. Diluted EPS grew 11.6% to $4.91, while operating cash flow reached $2,276.3 million.
Yes, Cintas announced a definitive agreement on March 10, 2026, to acquire UniFirst Corporation for approximately $5.5 billion. The transaction involves cash and stock considerations ($155.00 cash plus 0.7720 Cintas shares per UniFirst share).
Uniform Rental and Facility Services revenue rose 8.1% to $8,621.6 million with a 24.1% operating margin. First Aid and Safety Services revenue jumped 14.3% to $1,401.2 million with an operating margin of 25.4%.
Key risks include potential regulatory delays or failure to close the UniFirst acquisition (subject to a $350.0 million termination fee), cybersecurity threats to IT systems like SAP, and inflationary pressures on labor, energy, and material costs.
Cintas (CTAS) is next expected to report earnings on Sep 22, 2026. The date comes from the analyst earnings calendar and can shift until the company confirms it.
Cintas (CTAS) delivered solid Q3 FY2026 results with revenue of $2.84B (+8.9% YoY) and net income of $502.5M (+8.4% YoY), driven by broad-based organic growth and expanding gross margins, though SG&A cost growth of 11.1% slightly pressured operating margins.
Cintas (CTAS) delivered strong Q2 FY2026 results with revenue of $2.80B (+9.3% YoY) and net income of $495.3M (+10.4% YoY), driven by broad-based organic growth and disciplined margin expansion.
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