Cintas (NASDAQ:CTAS) announced its fiscal 2025 fourth-quarter results on Thursday, July 17, with revenue up 8% year over year to $2.67 billion and diluted EPS up 9% to $1.09, with record full-year revenue of $10.34 billion and EPS growth of 16.1%. The company projects fiscal 2026 revenue of $11 billion–$11.15 billion (6.4%–7.8% growth) and EPS of $4.71–$4.85 (7%–10.2% growth), while highlighting robust recurring business performance, disciplined capital allocation, and technology-driven productivity initiatives.
The following insights examine differentiated growth, margin drivers, and capital deployment shaping long-term value creation.
Gross margin for the Uniform Rental and Facility Services segment increased by 40 basis points to 49%, while First Aid and Safety Services delivered a 140 basis point margin increase to 56.8%. Productivity improvements stem from continued adoption of SAP enterprise systems, auto sortation in plants, and the SmartTruck platform, which together enable both cost efficiencies and improved service delivery.