DailyIQ
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Sector:IndustrialsAll sectors
Last updated 3 minutes ago

CTAS·Cintas Corporation

$.
+. (+.%)
After Hours
High
$180.34
Open
$177.96
Market Cap
71.37B
52W High
$226.75
Low
$177.54
P. Close
$179.64
P/E
36.84
52W Low
$161.16
Fwd P/E
33.06
DailyIQ Est.
$211.50
Technical Score (1D)
64
BUY
News Sentiment
70
BULLISH
CTAS will receive a portion of its shares as part of Cintas’ acquisition of UniFirst, a deal valued at $310 per UniFirst share that expands CTAS’s exposure to Cintas’ business. The infusion of UniFirst shares into CTAS’s balance sheet increases the company’s asset base and could improve its earnings per share if the acquisition is accretive. Over the next 1–10 trading days, traders must monitor the final closing timeline and any regulatory approvals that could delay the transaction, as delays could dampen investor enthusiasm. The timing of the deal also coincides with Cintas’ recent recognition as one of TIME’s America’s Best Companies 2026, underscoring the firm’s strong brand and sustainable growth narrative. This accolade may reinforce investor confidence in Cintas’ management and operational resilience, potentially supporting the valuation of the shares being transferred to CTAS. The combination of a high‑profile award and a sizable share transfer could create a positive sentiment bias that may lift CTAS’s share price in the short term. However, the exact terms of the deal, including any earn‑outs or contingent payments, remain undisclosed, creating uncertainty about the net benefit to CTAS. Traders should watch for the official filing of the merger agreement and any statements from Cintas’ CEO regarding the strategic rationale behind the UniFirst acquisition. Additionally, monitoring any regulatory filings from the FTC or SEC that could flag antitrust concerns will be crucial, as such scrutiny could postpone the completion of the deal. Finally, keep an eye on Cintas’ earnings releases in the coming weeks to assess whether the acquisition materially boosts revenue and profitability, which will be a key indicator of the deal’s success for CTAS.
Earnings Summary
CTAS operates as a leading provider of corporate identity solutions and related services across North and Latin America, delivering uniform rentals, facility supplies, and safety products through a broad distribution network that supports diverse customers from small businesses to large corporations. In the most recent quarters, the company posted Q1 2025 earnings of $1.13 per share, beating the $1.05529 estimate, and $2.609 billion in revenue; Q2 2025 EPS of $1.09 slightly missed the $1.06928 forecast while revenue rose to $2.667 billion; Q3 2025 EPS of $1.20 surpassed the $1.19632 estimate and revenue climbed to $2.718 billion; Q4 2025 EPS of $1.21 exceeded the $1.19453 estimate with $2.799 billion in sales. The company’s Q2 2026 EPS of $1.21 fell short of the $1.23232 estimate, yet revenue matched the $2.799 billion forecast, and Q3 2026 EPS of $1.24 beat the $1.23925 estimate while revenue reached $2.841 billion. Across the last six quarters, CTAS has delivered earnings beats in five instances, with revenue growing in every quarter and EPS generally rising, except for the Q2 2026 miss. Historically, the firm has maintained a strong recurring revenue model, reflected in a 8.9 % compound annual growth rate from $4.8 billion in FY2016 to $10.3 billion in FY2025, and a consistent EPS streak that underscores operational resilience. Recent news highlights a forthcoming fiscal‑year‑2026 fourth‑quarter and full‑year results announcement, a partnership with BuyQ that could expand contract volume in the education sector, and analyst commentary noting both a sell rating from B of A Securities and a buy stance from UBS, illustrating market ambivalence amid macroeconomic sensitivity. Investors should watch for the July 15 earnings call for guidance on cost management, margin expansion, and contract renewal rates, as well as any updates on the BuyQ partnership and potential labor cost implications, to assess whether the company can sustain its earnings momentum in a slowing economy.

EPS

EstBeatMiss
$1.04$1.10$1.16$1.21$1.27Q2'25Q3'25Q4'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$1.24 - -
Q3'26$1.24$1.24+0.1%
Q2'26$1.23$1.21-1.8%
Q4'25$1.19$1.21+1.3%
Q3'25$1.20$1.20+0.3%
Q2'25$1.07$1.09+1.9%

Revenue

EstBeatMiss
$2.6B$2.7B$2.8B$2.9B$3.0BQ2'25Q3'25Q4'25Q2'26Q3'26Q4'26
QtrEstActual+/−
Q4'26$2.9B - -
Q3'26$2.8B$2.8B+0.7%
Q2'26$2.8B$2.8B-0.6%
Q4'25 - $2.8B -
Q3'25 - $2.7B -
Q2'25 - $2.7B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CTAS Stock Snapshot

CTAS is currently trading at $179.64, giving Cintas Corporation a market cap of 71.37B and a P/E ratio of 36.8. Today's range spans $177.54–$180.34, with shares opening at $177.96 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 64/100 (HOLD) with a news sentiment reading of 70/100.

Over the past year CTAS has traded between $161.16 and $226.75 - the current price is +11.5% off the 52-week low and -20.8% from the high. 28 analysts cover the stock with a Hold consensus and a mean 12-month target of $208.69 (range $160.00–$245.00), implying upside of +16.2%.

The setup for Cintas Corporation (CTAS) is neither bullish nor bearish - it's patient. Score: 64/100 (HOLD). Sentiment: bullish (70/100). Price: $179.64 (in the lower half of its 52-week range in $161.16–$226.75). The current P/E ratio stands at 36.8. A large-cap with 71.37B in Industrials market cap in a neutral technical phase is exactly where position-sizing decisions get made before the next trend emerges.

Portfolio construction in Industrials often uses large-cap names like CTAS as tactical swing positions during neutral phases: cheap enough to overweight, liquid enough to exit quickly, and large enough to provide meaningful sector beta. The current 64/100 (HOLD) at $179.64 (in the lower half of its 52-week range) and bullish sentiment (70/100) frame the position as a catalyst play within the $161.16–$226.75 annual range rather than a directional bet.