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canonical_url: https://www.stockexpertai.com/earnings/ctas
last_updated: 2026-05-05T20:16:30.483Z
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# Cintas Corporation (CTAS) Q4 FY2026 Earnings Preview

> This content was automatically generated with FMP live data + Q2 FY2026 earnings call transcript. Generated: 2026-05-05T20:16:30.071Z. Educational tool, not investment advice.

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## Quick Summary

| Field | Value | Source |
|---|---|---|
| Price | $169.25 (▲ 1.41%) | fmp:quote |
| Market Cap | $67.7B | fmp:profile |
| 52w range | $165.46 – $229.24 | fmp:quote |
| Earnings | Thu 16 Jul | fmp:earnings-history |
| EPS estimate | $1.24 (+14% YoY) | fmp:earnings-estimate |
| Revenue estimate | $2.9B | fmp:earnings-estimate |
| Beat streak | 0/4 | fmp:earnings-history |
| Rating | B+ (overall 3/5) | fmp:ratings |
| Analyst median target | $228 (+34.7% upside) | fmp:price-target-consensus |
| MoonshotScore | 44/100 | derived |
| Council | 4/6 bullish | derived |
| Munger verdict | Undervalued | derived |

## Cintas Corporation — Q4 FY2026 Expectations

Q4 consensus: revenue <strong data-source="fmp:earnings-estimate" data-field="estimates.next.revenueAvgLabel">$2.9B</strong><sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.revenueAvg" title="FMP est">[FMP est]</sup>, EPS <strong data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">$1.24</strong><sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg" title="FMP est">[FMP est]</sup>. 0 consecutive quarters of beat<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.beatStreakCount" title="FMP earnings">[FMP earnings]</sup>.

## Quick Take

**Score:** B+ · **Stance:** BUY · **Council:** 4/6 · **Moonshot:** 44

= MoonshotScore <strong>44</strong><sup class="cite" data-source="derived" data-field="moonshot.score" title="9-pillar formula">[9-pillar formula]</sup> + Council <strong>4/6</strong><sup class="cite" data-source="derived" data-field="council.bullishCount" title="6-lens rule">[6-lens rule]</sup>. Form 4: 0 transactions<sup class="cite" data-source="fmp:insider-trading" data-field="insider.txCount" title="FMP Form 4">[FMP Form 4]</sup>.

## Watchlist (3 metrics)

### 1. Fy26 Revenue Guidance

Cintas is raising its fiscal 2026 revenue guidance to a range of $11.15 billion to $11.22 billion.

> "We expect our revenue to be in the range of $11.15 billion to $11.22 billion, a total growth rate of 7.8% to 8.5%."
> — Todd Schneider, President and Chief Executive Officer, Expectation / Guide · Q2 FY2026

### 2. Fy26 Eps Guidance

Cintas is raising its fiscal 2026 diluted EPS guidance to a range of $4.81 to $4.88.

> "We expect diluted EPS to be in the range of $4.81 to $4.88, a growth rate of 9.3% to 10.9%."
> — Todd Schneider, President and Chief Executive Officer, Expectation / Guide · Q2 FY2026

### 3. Share Repurchase Program

Cintas repurchased $622.5 million of Cintas shares in the second quarter, marking the third-largest share repurchase in a quarter.

> "Also during the second quarter and as of December 17, we were active in the buyback program with repurchases of $622.5 million of Cintas shares. That is the third largest share repurchase we've made in a quarter."
> — Scott Garula, Executive Vice President and Chief Financial Officer, Investor Focus · Q2 FY2026


## MoonshotScore Pillars

| Pillar | Score | Level | Evidence |
|---|---|---|---|
| Revenue Growth | 3.0 | weak | Q3 vs Q4: moderate growth (+6.5%) |
| Gross Margin | 5.0 | medium | Q3: high margin (51.0%) |
| Operating Leverage | 2.0 | weak | op margin healthy (23.2%) |
| Cash Runway | 10.0 | strong | FCF very strong ($0.5B, 5.8× CapEx) |
| R&D Intensity | 3.0 | weak | low R&D investment (0.3%, weak innovation) |
| Price Momentum | 4.0 | medium | RSI 37.5 weak momentum, 50d below |
| News Sentiment | 4.0 | medium | mixed (43% buy) |

**Formula:** sum(pillar.score) / (count * 10) * 100. Each pillar deterministic from FMP. Source maps in pillar.formula.

## Council (7-Lens)

| Name | Stance | Context |
|---|---|---|
| Ray Dalio | bull | macro · target upside +34.7% |
| Ken Griffin | bear | flow · 50d MA below |
| Jim Simons | neutral | quant · RSI 37 |
| Klarman | bull | value · target upside +34.7% |
| Buffett | bull | quality · ROE score 5/5 |
| Munger | bull | valuation · target upside +34.7% |

**Formula:** Each lens uses deterministic rule on bundle data. Logged in member.contextTr.

## Munger Lens

- **Verdict:** Undervalued
- **Financial Health:** Moderate
- **Margin of Safety:** Strong
- **Interest Coverage:** Adequate
- **ROIC vs WACC:** Healthy

**Formula:** verdict=upside>25?Undervalued:>0?Fairly Valued:Overvalued. Each lens deterministic from FMP ratings + priceTarget.

## Technical Levels

- **RSI(14):** 37.5 — momentum zayıf — oversold yakınında değil ama alıcı baskısı az
- **50d MA:** $182 — hisse %7.1 altında — kısa vadeli direnç
- **200d MA:** $194 — hisse %12.7 altında — uzun vadeli baskı
- **Volume (10d):** -14%

## Past Performance (4 Quarters)

| Quarter | EPS Actual | EPS Estimate | Result | Reaction |
|---|---|---|---|---|
| Q4 FY25 | $1.09 | $1.07 | BEAT | +0.0% |
| Q1 FY26 | $1.20 | $1.19 | BEAT | +1.0% |
| Q2 FY26 | $1.21 | $1.20 | BEAT | -1.2% |
| Q3 FY26 | $1.24 | $1.24 | +0.0% EPS | -4.5% |

Q2 (December 18, 2025): EPS $1.24 vs $1.24 est<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.history.0" title="FMP">[FMP]</sup>, +0.0% beat. D+1 movement: -4.5%<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.timeline.3.reactionLabel" title="FMP D+1">[FMP D+1]</sup>. Decline despite beat — market reacted to guidance, not numbers.

## 3 Scenarios

### Scenario A · Beat
**Q4 EPS > $1.24 + CapEx discipline**

Threshold: EPS > $1.24<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est]</sup>.

Target: Break above median target $228<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.median">[FMP target]</sup>; high target $250<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.high">[FMP]</sup> upper bound.

### Scenario B · In-Line
**EPS ≈ $1.24 + CapEx < $90.9M**

Threshold: EPS ≈ $1.24<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est]</sup>, Q4 CapEx < $90.9M<sup class="cite" data-source="fmp:cashflow" data-field="cashflow.qPrev.capexLabel">[FMP]</sup>.

Target: Consolidation in the band between current $169<sup class="cite" data-source="fmp:quote" data-field="quote.price">[FMP]</sup> and median $228<sup class="cite" data-source="fmp:price-target-consensus" data-field="priceTarget.median">[FMP]</sup>.

### Scenario C · Miss
**EPS < $1.20 or CapEx ≥ $90.9M**

Threshold: EPS < $1.20<sup class="cite" data-source="fmp:earnings-estimate" data-field="estimates.next.epsAvg">[FMP est×0.97]</sup>.

Target: Current $169 below SMA200 $194<sup class="cite" data-source="fmp:technical" data-field="technical.sma200">[FMP]</sup>, if rejection continues, $165<sup class="cite" data-source="derived" data-field="technical.sma200" data-formula="round(sma200*0.85)">[derived]</sup> support activates.

## Risk Notes

### Primary segment below threshold
Q2: EPS $1.24 vs $1.24 beat<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.history.0" title="FMP">[FMP]</sup>, stock -4.5% D+1<sup class="cite" data-source="fmp:earnings-history" data-field="earnings.timeline.3.reactionLabel" title="FMP">[FMP]</sup>.

### Backlog concentration
No RPO/backlog concentration disclosed in Q2 earnings call.

### Insider trading
Form 4 data is marked in the table — this page does not generate assumptions for this stock.

| Executive | Action | Amount | Date |
|---|---|---|---|


**Net:** — (0 transactions · 0 sells · 0 buys) · Q3 FY26

### CapEx shock
Q2 CapEx $90.9M<sup class="cite" data-source="fmp:cashflow" data-field="cashflow.qPrev.capexLabel" title="FMP cashflow">[FMP cashflow]</sup>. Q2 op margin 23.2%<sup class="cite" data-source="fmp:income" data-field="income.quarters.0.operatingMargin" title="FMP op margin">[FMP op margin]</sup> — this level in Q4 is sensitive to CapEx revision risk.

## Wall Street Consensus

- **Median target:** $228 (+34.7% upside vs current $169)
- **High / Low:** $250 / $184
- **Buy / Hold / Sell:** 9 / 10 / 2
- **Analyst count:** 2 (last quarter), 59 all-time

## Additional Transcript Insights

### 1. fy26_revenue_guidance

**Claim:** Cintas is raising its fiscal 2026 revenue guidance to a range of $11.15 billion to $11.22 billion.

**Evidence (transcript):** "We expect our revenue to be in the range of $11.15 billion to $11.22 billion, a total growth rate of 7.8% to 8.5%."

**Numbers:** $11.15 billion, $11.22 billion, 7.8%, 8.5%

### 2. fy26_eps_guidance

**Claim:** Cintas is raising its fiscal 2026 diluted EPS guidance to a range of $4.81 to $4.88.

**Evidence (transcript):** "We expect diluted EPS to be in the range of $4.81 to $4.88, a growth rate of 9.3% to 10.9%."

**Numbers:** $4.81, $4.88, 9.3%, 10.9%

### 3. share_repurchase_program

**Claim:** Cintas repurchased $622.5 million of Cintas shares in the second quarter, marking the third-largest share repurchase in a quarter.

**Evidence (transcript):** "Also during the second quarter and as of December 17, we were active in the buyback program with repurchases of $622.5 million of Cintas shares. That is the third largest share repurchase we've made in a quarter."

**Numbers:** $622.5 million


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*Data source: FMP (live query, 2026-05-05), Q2 FY2026 earnings call transcript (Translated to EN with Gemini 2.0 Flash). Educational tool, not investment advice.*