Cintas Earnings Webcast
Cintas Corporation Schedules Live Webcast for Fiscal Year 2026 Q4 and Full Year Financial Results
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Cintas Corporation will report its fourth quarter and full fiscal year 2026 results on July 15, 2026, followed by a live investor webcast at 10:00 a.m. ET, according to Business Wire. The announcement comes at a pivotal moment for the uniform rental giant, which is navigating a $5.5 billion takeover of rival UniFirst while sitting on full-year revenue guidance of $11.21 billion to $11.24 billion.
Shares of Cintas (CTAS) have slipped 9.1% year-to-date, bringing its market cap to roughly $67.5 billion, according to Barchart. Investors will be watching closely for any update on the UniFirst deal — and whether CEO Todd Schneider raises guidance for a fourth consecutive time this fiscal year.
UniFirst Merger Hangs Over the Earnings Call
Cintas struck a deal to buy UniFirst on March 10, 2026, for $155.00 in cash plus 0.7720 shares of CTAS per UniFirst share — a transaction worth about $5.5 billion. UniFirst shareholders made their feelings clear: over 99% voted in favor of the deal on June 12, according to GlobeNewswire. UniFirst Chairman Joseph Nowicki said the combined company would be "well positioned to deliver meaningful benefits for all of our stakeholders."
But the deal still faces a significant hurdle. On June 11, the Federal Trade Commission issued a "Second Request" — a formal demand for more documents that signals a deep antitrust probe, according to SEC EDGAR. Historically, Second Requests often lead to required divestitures. Some analysts fear Cintas and UniFirst together could hold nearly 50% of the North American uniform rental market, a level that regulators may not accept without conditions.
Strong Momentum Heading Into the Final Quarter
Cintas entered the fourth quarter on solid footing. In Q3 FY2026, the company posted $2.84 billion in revenue, beating analyst estimates, and raised its full-year outlook for the third time, according to Cintas Investor Relations. CEO Todd Schneider said the results "continue to showcase the strength and resilience of Cintas' value proposition" and called it "another successful quarter with record revenues."
Organic revenue growth hit 8.2% in Q3, well above the broader industrial sector. For the full year, Cintas guides for adjusted diluted earnings per share of $4.86 to $4.90 — roughly 11% growth year-over-year. If hit, it would mark yet another record for a company that has delivered a 10-year total return of approximately 780%.
Tariffs Hurt Rivals, But Cintas Gains Ground
The trade war has reshuffled the competitive landscape. The Trump administration imposed a 20% tariff on Chinese imports and a 25% tariff on Mexican imports in early 2025, according to ProcurementIQ. Rival Vestis, which makes about 60% of its uniforms in Mexico, has been hit hard by the resulting cost surge.
Cintas, with a more U.S.-focused supply chain, has turned those tariffs into a competitive edge. Analysts at Simply Wall St argue the company's recurring revenue model and AI-driven route optimization make it a defensive play in a volatile trade environment. Still, with over 11,000 delivery routes, rising wages and healthcare costs remain real risks to the margins investors have grown to expect.
New CFO, Valuation Concerns, and What to Watch July 15
July 15 will also be a spotlight moment for Scott Garula, who became Executive VP and CFO on June 1, 2025, succeeding the long-tenured J. Michael Hansen. This will be Garula's first full-year earnings cycle in the role. He has said his focus is on "maximizing flexibility to invest in our business and return capital."
Not everyone is bullish heading into the report. GuruFocus analysis puts Cintas's intrinsic value at around $126 per share using a discounted cash flow model, compared to a recent trading price near $170 — a potential overvaluation of roughly 35%. Of 19 analysts tracked by Barchart, 8 rate the stock a "Strong Buy" and 10 say "Hold." The July 15 call, starting at 10:00 a.m. ET, is expected to address FY2027 guidance, merger synergy projections of $375 million annually, and any new word from the FTC.
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