Overview

• First-quarter sales reached $2.718 billion, up 8.7% year over year and above the $2.698 billion consensus, while EPS of $1.20 matched estimates.
• Gross profit rose to $1.37 billion with a 50.3% margin, up 20 basis points, and operating income grew to $617.9 million with a 22.7% margin, up 30 basis points.
• Cintas lifted its fiscal 2026 GAAP EPS guidance to $4.74–$4.86 and increased its sales outlook to $11.06–$11.18 billion.
• The company repurchased $347.4 million of stock during the quarter and through Sept. 23 and ended the period with $138.14 million in cash and equivalents.
• Acquisitions added roughly 0.9% to quarterly revenue growth, and shares recently traded at $200.47, down 0.07%.