Overview

• Cintas reported Q1 revenue of $2.718 billion, up about 8.7% year over year, with EPS matching estimates and margins expanding above 50%.
• The company raised its fiscal 2026 GAAP EPS outlook to $4.74–$4.86 and increased its sales forecast to $11.06–$11.18 billion.
• Management cited robust cash flow supporting balanced capital allocation, including a higher dividend and accelerated buybacks.
• Shares rose 1.7% to $203.34 on Thursday following the earnings release and guidance update.
• JPMorgan, Wells Fargo, and RBC maintained their ratings but cut price targets to $230, $218, and $206 respectively after the report.