Cintas (NASDAQ:CTAS) Updates FY 2026 Earnings Guidance

Cintas (NASDAQ:CTAS) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.810-4.880 for the period, compared to the consensus EPS estimate of 4.830. The company issued revenue guidance of $11.2 billion-$11.2 billion, compared to the consensus revenue estimate of $11.1 billion.

Cintas Stock Performance

NASDAQ CTAS opened at $187.57 on Friday. The company has a quick ratio of 1.94, a current ratio of 1.71 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $75.38 billion, a P/E ratio of 42.53, a P/E/G ratio of 3.28 and a beta of 0.96. The firm has a 50-day moving average price of $186.39 and a two-hundred day moving average price of $204.56. Cintas has a 12-month low of $180.39 and a 12-month high of $229.24.

Cintas (NASDAQ:CTAS) last posted its quarterly earnings data on Thursday, December 18th. The business services provider reported $1.21 EPS for the quarter, topping analysts’ consensus estimates of $1.20 by $0.01. The firm had revenue of $2.80 billion for the quarter, compared to analyst estimates of $2.77 billion. Cintas had a return on equity of 41.07% and a net margin of 17.58%.The company’s revenue was up 9.3% on a year-over-year basis. During the same quarter last year, the company earned $1.09 EPS. Cintas has set its FY 2026 guidance at 4.810-4.880 EPS. Analysts anticipate that Cintas will post 4.31 earnings per share for the current year.

Cintas Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Friday, November 14th were given a dividend of $0.45 per share. The ex-dividend date was Friday, November 14th. This represents a $1.80 annualized dividend and a dividend yield of 1.0%. Cintas’s dividend payout ratio (DPR) is currently 40.82%.

Cintas declared that its Board of Directors has initiated a share repurchase plan on Tuesday, October 28th that permits the company to repurchase $1.00 billion in outstanding shares. This repurchase authorization permits the business services provider to repurchase up to 1.3% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

CTAS has been the topic of a number of research analyst reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $206.00 target price on shares of Cintas in a report on Friday. Redburn Partners set a $184.00 target price on Cintas in a research report on Tuesday, November 11th. Wells Fargo & Company set a $205.00 price target on shares of Cintas and gave the company an “equal weight” rating in a research note on Friday. JPMorgan Chase & Co. lowered their price objective on shares of Cintas from $246.00 to $230.00 and set an “overweight” rating for the company in a research report on Thursday, September 25th. Finally, Rothschild Redb raised shares of Cintas from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $211.64.

Key Stores Impacting Cintas

Here are the key news stories impacting Cintas this week:

• Positive Sentiment: Q2 results beat consensus and management raised FY‑2026 EPS and revenue guidance (revenue $2.80B, EPS ~$1.21; FY26 EPS guide 4.810–4.880), supporting forward growth expectations. Cintas Corporation Announces Fiscal 2026 Second Quarter Results
• Positive Sentiment: Analysts and management point to stronger retention driven by Cintas’ digital push — a structural improvement that supports recurring revenue and customer lifetime value. Cintas’ Digital Push Is Paying Off With Higher Retention, Analyst Says
• Positive Sentiment: Certain firms raised price targets after the print (e.g., Wells Fargo and Robert W. Baird increased targets), signaling continued analyst confidence in medium‑term upside. Cintas price target raised to $205 from $185 at Wells Fargo
• Neutral Sentiment: Conference‑call highlights and transcripts show management emphasizing record revenue and operating‑margin progress, but also note near‑term cost pressures — useful detail for modeling margin trajectory. Cintas Corp (CTAS) Q2 2026 Earnings Call Highlights
• Negative Sentiment: Despite the beat and the guide lift, shares slipped — likely due to a modest beat (only a penny on EPS), profit‑taking after recent gains, and investor sensitivity to valuation (CTAS trades at a high P/E). Cintas’ Digital Push Is Paying Off With Higher Retention, Analyst Says
• Negative Sentiment: Several analysts flagged the stock as fully valued or kept market‑perform/hold ratings (Bernstein maintained Hold; Morgan Stanley trimmed its target), which may cap upside near term. Reports also point to higher operating costs that could pressure margins if persistent. Cintas: Solid Operational Execution but Fully Valued, Supporting a Market-Perform (Hold) Rating

Institutional Trading of Cintas

A number of institutional investors and hedge funds have recently bought and sold shares of CTAS. Amundi lifted its holdings in Cintas by 39.0% during the 3rd quarter. Amundi now owns 2,223,411 shares of the business services provider’s stock worth $442,548,000 after buying an additional 623,770 shares during the period. Arrowstreet Capital Limited Partnership raised its position in shares of Cintas by 1.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,289,939 shares of the business services provider’s stock worth $264,773,000 after acquiring an additional 13,115 shares during the last quarter. Voloridge Investment Management LLC raised its position in shares of Cintas by 275.2% during the third quarter. Voloridge Investment Management LLC now owns 1,123,237 shares of the business services provider’s stock worth $230,556,000 after acquiring an additional 823,885 shares during the last quarter. Two Sigma Investments LP boosted its holdings in Cintas by 5,641.3% in the third quarter. Two Sigma Investments LP now owns 1,016,671 shares of the business services provider’s stock valued at $208,682,000 after acquiring an additional 998,963 shares during the last quarter. Finally, Caisse de depot et placement du Quebec increased its position in Cintas by 22.8% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 984,183 shares of the business services provider’s stock valued at $202,013,000 after purchasing an additional 182,923 shares during the period. 63.46% of the stock is currently owned by institutional investors and hedge funds.

Cintas Company Profile

Cintas Corporation (NASDAQ: CTAS) is a provider of business services and products focused on workplace appearance, safety and facility maintenance. The company is best known for its uniform rental and corporate apparel programs, which include rental, leasing and direct-purchase options, laundering and garment repair. Cintas markets its services to a wide range of end-users, including manufacturing, food service, healthcare, hospitality, retail and government customers.

Beyond uniforms, Cintas offers a suite of facility services and products designed to help organizations maintain clean, safe and compliant workplaces.