Cintas (CTAS)


Market Price (8/25/2026): $208.25 | Market Cap: $83.3 BilInvestor Relations Sector: Industrials | Industry: Diversified Support Services

Cintas (CTAS)


Market Price (8/25/2026): $208.25
Market Cap: $83.3 Bil
Sector: Industrials
Industry: Diversified Support Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 2.3 Bil
2 Stock buyback support
Stock Buyback 3Y Total is 2.6 Bil
3 Low stock price volatility
Vol 12M is 23%
4 Megatrend and thematic drivers
Megatrends include Sustainable Consumption, Sustainable Resource Management, Sustainable Infrastructure, Sustainable & Green Buildings, Show more.
5 Trading close to highs
Dist 52W High is -4.0%
6 Weak multi-year price returns
2Y Excs Rtn is -27%
7 Key risks
CTAS key risks include [1] reduced service demand resulting from economic downturns, Show more.

CTAS in ETFs

Weight = CTAS's share of each fund

SPY0.10%
VOO0.11%
IVV0.11%
VTI0.10%
ITOT0.09%
QQQ0.34%
QQQM0.36%
IWB0.10%
+36 more covered ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 8/1/2026

Cintas (CTAS) stock has gained about 20% since 4/30/2026 because of the following key factors:

1. Exceptional Fiscal Q4 2026 Earnings Beat.

Cintas reported adjusted diluted earnings per share (EPS) of $1.29 for its fiscal Q4 2026, which ended May 31, 2026, surpassing the consensus estimate of $1.24 by $0.05. Additionally, quarterly revenue increased by 8.9% year-over-year to $2.91 billion, exceeding analyst expectations of $2.87 billion. This strong performance significantly contributed to the stock's upward trend.

2. Robust Organic Revenue Growth and Record Gross Margins.

The company demonstrated strong operational efficiency in fiscal Q4 2026, achieving an 8.4% organic revenue growth rate. Furthermore, Cintas recorded an all-time high quarterly gross margin of 51.0%, an increase of 130 basis points compared to the prior year's fourth quarter. This expansion in profitability and sustained organic growth underscored the company's strong underlying business fundamentals.

Show more
Updated on 8/1/2026

Cintas (CTAS) stock has gained about 20% since 4/30/2026 because of the following key factors:

1. Exceptional Fiscal Q4 2026 Earnings Beat.

Cintas reported adjusted diluted earnings per share (EPS) of $1.29 for its fiscal Q4 2026, which ended May 31, 2026, surpassing the consensus estimate of $1.24 by $0.05. Additionally, quarterly revenue increased by 8.9% year-over-year to $2.91 billion, exceeding analyst expectations of $2.87 billion. This strong performance significantly contributed to the stock's upward trend.

2. Robust Organic Revenue Growth and Record Gross Margins.

The company demonstrated strong operational efficiency in fiscal Q4 2026, achieving an 8.4% organic revenue growth rate. Furthermore, Cintas recorded an all-time high quarterly gross margin of 51.0%, an increase of 130 basis points compared to the prior year's fourth quarter. This expansion in profitability and sustained organic growth underscored the company's strong underlying business fundamentals.

3. Optimistic Fiscal Year 2027 Guidance.

Cintas provided an encouraging outlook for fiscal year 2027, projecting revenue between $12.10 billion and $12.25 billion, which surpassed the analyst consensus of $12.08 billion. The company also forecast adjusted diluted EPS in the range of $5.36 to $5.50. This positive guidance for the upcoming fiscal year, starting June 1, 2026, signaled continued growth and profitability, boosting investor confidence.

4. Favorable Analyst Upgrades and Price Target Revisions.

Following the strong fiscal Q4 2026 results and positive guidance, multiple investment firms upgraded Cintas's stock rating and increased their price targets. Notably, Bank of America upgraded CTAS from a "Neutral" to a "Buy" rating and raised its price target from $200.00 to $230.00. Argus also upgraded the stock to a "strong-buy" rating. These actions reflected increased institutional confidence in Cintas's future performance.

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Stock Movement Drivers

Fundamental Drivers

The 19.3% change in CTAS stock from 4/30/2026 to 8/24/2026 was primarily driven by a 15.6% change in the company's P/E Multiple.
(LTM values as of)43020268242026Change
Stock Price ($)173.78207.4019.3%
Change Contribution By: 
Total Revenues ($ Mil)11,02711,2652.2%
Net Income Margin (%)17.6%17.8%1.1%
P/E Multiple35.941.515.6%
Shares Outstanding (Mil)4004000.0%
Cumulative Contribution19.3%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 8/24/2026
ReturnCorrelation
CTAS19.3% 
Market (SPY)6.2%-19.8%
Sector (XLI)2.5%-6.8%

Fundamental Drivers

The 9.2% change in CTAS stock from 1/31/2026 to 8/24/2026 was primarily driven by a 4.4% change in the company's Total Revenues ($ Mil).
(LTM values as of)13120268242026Change
Stock Price ($)189.94207.409.2%
Change Contribution By: 
Total Revenues ($ Mil)10,79511,2654.4%
Net Income Margin (%)17.6%17.8%1.0%
P/E Multiple40.241.53.3%
Shares Outstanding (Mil)4014000.3%
Cumulative Contribution9.2%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 8/24/2026
ReturnCorrelation
CTAS9.2% 
Market (SPY)10.6%4.1%
Sector (XLI)8.5%12.2%

Fundamental Drivers

The -5.7% change in CTAS stock from 7/31/2025 to 8/24/2026 was primarily driven by a -15.2% change in the company's P/E Multiple.
(LTM values as of)73120258242026Change
Stock Price ($)219.89207.40-5.7%
Change Contribution By: 
Total Revenues ($ Mil)10,34011,2658.9%
Net Income Margin (%)17.5%17.8%1.3%
P/E Multiple48.941.5-15.2%
Shares Outstanding (Mil)4034000.8%
Cumulative Contribution-5.7%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2025 to 8/24/2026
ReturnCorrelation
CTAS-5.7% 
Market (SPY)21.8%10.9%
Sector (XLI)19.0%19.4%

Fundamental Drivers

The 70.1% change in CTAS stock from 7/31/2023 to 8/24/2026 was primarily driven by a 27.8% change in the company's Total Revenues ($ Mil).
(LTM values as of)73120238242026Change
Stock Price ($)121.91207.4070.1%
Change Contribution By: 
Total Revenues ($ Mil)8,81611,26527.8%
Net Income Margin (%)15.3%17.8%16.1%
P/E Multiple36.841.512.7%
Shares Outstanding (Mil)4074001.8%
Cumulative Contribution70.1%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2023 to 8/24/2026
ReturnCorrelation
CTAS70.1% 
Market (SPY)72.7%40.4%
Sector (XLI)68.9%44.4%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
CTAS Return27%3%35%22%4%9%143%
Peers Return4%-5%11%7%-9%45%55%
S&P 500 Return27%-19%24%23%16%12%104%

Monthly Win Rates [3]
CTAS Win Rate75%42%67%75%50%50% 
Peers Win Rate50%48%58%58%45%62% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
CTAS Max Drawdown-10%-21%-9%-19%-20%-20% 
Peers Max Drawdown-22%-31%-22%-22%-35%-16% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: ARMK, UNF, VSTS, ABM, ECL. See CTAS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/24/2026 (YTD)

How Low Can It Go

EventCTASS&P 500
2022 Inflation Shock & Fed Tightening
  % Loss-17.7%-24.5%
  % Gain to Breakeven21.5%32.4%
  Time to Breakeven42 days427 days
2020 COVID-19 Crash
  % Loss-48.4%-33.7%
  % Gain to Breakeven93.7%50.9%
  Time to Breakeven128 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-19.5%-19.2%
  % Gain to Breakeven24.2%23.8%
  Time to Breakeven46 days105 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-10.6%-3.7%
  % Gain to Breakeven11.8%3.9%
  Time to Breakeven20 days6 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-21.8%-17.9%
  % Gain to Breakeven27.9%21.8%
  Time to Breakeven79 days123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
  % Loss-16.7%-15.4%
  % Gain to Breakeven20.0%18.2%
  Time to Breakeven153 days125 days

Compare to ARMK, UNF, VSTS, ABM, ECL

In The Past

Cintas's stock fell -8.7% during the 2025 US Tariff Shock. Such a loss loss requires a 9.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventCTASS&P 500
2020 COVID-19 Crash
  % Loss-48.4%-33.7%
  % Gain to Breakeven93.7%50.9%
  Time to Breakeven128 days140 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-21.8%-17.9%
  % Gain to Breakeven27.9%21.8%
  Time to Breakeven79 days123 days
2008-2009 Global Financial Crisis
  % Loss-45.2%-53.4%
  % Gain to Breakeven82.4%114.4%
  Time to Breakeven794 days1085 days

Compare to ARMK, UNF, VSTS, ABM, ECL

In The Past

Cintas's stock fell -8.7% during the 2025 US Tariff Shock. Such a loss loss requires a 9.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Cintas (CTAS)

Cintas Corporation (CTAS) is a prominent provider of corporate identity uniforms and a comprehensive suite of related business services, primarily serving markets across the United States, Canada, and Latin America. The company plays a crucial role in helping businesses maintain a professional appearance, enhance workplace safety, and ensure operational cleanliness and efficiency.

The core of Cintas's offerings is its Uniform Rental and Facility Services segment, which includes the rental and servicing of various garments, such as flame-resistant clothing, along with the provision of mats, mops, and shop towels. This segment also encompasses restroom cleaning services and supplies, and the direct sale of uniforms. Additionally, Cintas extends its services to include vital First Aid and Safety Services, and supplies fire protection products and services, offering a holistic approach to workplace needs.

Cintas serves a broad spectrum of clients, ranging from small service and manufacturing companies to major corporations across various industries. The company delivers its diverse products and services through an extensive distribution network, local delivery routes, and dedicated local representatives, ensuring accessible and consistent support for businesses aiming to optimize their brand image, safety protocols, and facility management.

AI Analysis | Feedback

  • Cintas is like Waste Management (WM) for business uniforms, facility supplies, and safety services.
  • Cintas is like Hertz (HTZ) for professional uniforms, providing them clean and ready-to-use on a recurring basis.
  • Cintas is like ADP (ADP) for your business's physical upkeep, managing uniforms, restroom supplies, and safety checks.

AI Analysis | Feedback

  • Uniform Rental and Sales: Cintas rents and sells corporate identity uniforms and other garments, including flame-resistant clothing.
  • Facility Services: This category includes renting mats, mops, and shop towels, as well as providing restroom cleaning services and supplies.
  • First Aid and Safety Services: Cintas offers various first aid and safety solutions to businesses.
  • Fire Protection Products and Services: The company provides products and services designed for fire protection.

AI Analysis | Feedback

Cintas Corporation (CTAS) primarily sells its products and services to other businesses (B2B).

Cintas serves a highly diverse and broad customer base, ranging from small service and manufacturing companies to major corporations across various industries. The company does not publicly disclose specific names of its "major customers," as no single customer or group of customers accounts for a significant portion of its revenues. Therefore, it is not possible to list specific customer company names and their symbols.

Instead, Cintas's customer base consists of businesses that require corporate identity uniforms, facility services, first aid and safety services, and fire protection products and services. These typically include companies in sectors such as:

  • Manufacturing
  • Healthcare (e.g., hospitals, clinics)
  • Hospitality (e.g., restaurants, hotels)
  • Retail
  • Automotive services
  • Education
  • Government and public institutions
  • Other service industries

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Todd M. Schneider
President & Chief Executive Officer

Todd M. Schneider joined Cintas in 1989 and has held various management roles within the company, including Vice President of Sales for the Midwest/South Central Region Rental Division and President and Chief Operating Officer of the former Document Management Division. He served as Senior Vice President of Sales for the Rental Division until June 2013, when he was appointed President & Chief Operating Officer of the Rental Division. In July 2018, Mr. Schneider was named Executive Vice President and Chief Operating Officer, overseeing marketing and operations. He was appointed President and Chief Executive Officer and became a member of the Board of Directors in June 2021. Mr. Schneider is a graduate of Miami University.

Scott A. Garula
Executive Vice President & Chief Financial Officer

Scott A. Garula was appointed Executive Vice President and Chief Financial Officer, effective June 1, 2025. He began his career with Cintas in 1996 as an accountant. Throughout his tenure, he has held diverse leadership positions, including President of First Aid & Safety and Fire Protection, and Senior Vice President of the Rental Division's Southern Territory. Prior to his current role, he served as President of Cintas' Rental Division.

James N. Rozakis
Executive Vice President & Chief Operating Officer

James N. Rozakis serves as Executive Vice President and Chief Operating Officer for Cintas Corporation.

Scott D. Farmer
Executive Chairman

Scott D. Farmer joined Cintas in 1981. He held positions such as Vice President – National Account Division, Vice President – Marketing and Merchandising, Rental Division Group Vice President, and Chief Operating Officer. He was elected to the Board in 1994 and became Chief Executive Officer in July 2003. In September 2016, Mr. Farmer was appointed Chairman of the Board. He retired as CEO in June 2021 but continues to serve Cintas as Executive Chairman. Under his leadership as CEO, Cintas' total company revenue increased from $2.69 billion in 2003 to over $7 billion. Scott Farmer is a member of the Farmer family, whose patriarch, Richard (Doc) Farmer, founded the company.

D. Brock Denton
Senior Vice President, Secretary & General Counsel

D. Brock Denton holds the position of Senior Vice President, Secretary & General Counsel at Cintas Corporation.

AI Analysis | Feedback

The key risks to Cintas Corporation (CTAS) primarily revolve around its proposed acquisition of UniFirst and broader market dynamics.

  1. Antitrust Litigation and Regulatory Hurdles: The planned acquisition of UniFirst by Cintas, which would combine the largest and third-largest players in the North American industrial services market, poses significant antitrust concerns. The Federal Trade Commission (FTC) and the Department of Justice (DOJ) are expected to scrutinize the deal closely due to potential market concentration. This could lead to the acquisition being blocked or requiring substantial divestitures of local routes or branches, impacting the anticipated synergies and financial benefits for Cintas.

  2. Integration Risks Associated with Acquisitions: Merging two large companies like Cintas and UniFirst involves considerable integration risks. Combining distinct corporate cultures, operational processes, and technology systems (such as different ERP systems) is a complex undertaking. There is a risk that the projected synergies, estimated at $375 million in annual operating cost synergies, may not be fully realized or could take longer than expected to achieve, thereby affecting profitability. Additionally, workforce reductions or changes during integration could impact employee morale and service quality.

  3. Macroeconomic Headwinds and Intense Competition: Cintas's business performance is highly sensitive to overall economic conditions and, in particular, the employment levels of its customers. A significant economic downturn, characterized by rising unemployment or recessionary conditions, could lead to reduced demand for its uniform rental and facility services. Furthermore, the industrial services market is competitive, with major rivals like Aramark and numerous smaller regional players. This intense competition can exert pressure on pricing and potentially lead to an erosion of Cintas's market share if the company fails to continuously innovate and maintain its operational excellence. Rising operating costs, including labor inflation and fluctuating commodity prices for materials like cotton and synthetic fibers used in uniforms, also pose an ongoing challenge.

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Addressable Market Sizes for Cintas (CTAS) Main Products and Services

  • Uniform Rental and Facility Services:
    • The global uniform rental market was valued at approximately $22.7 billion in 2024 and is projected to reach an estimated value of $38.7 billion by 2033, growing at a compound annual growth rate (CAGR) of 6.1% from 2025 to 2033. North America alone accounted for approximately $8.4 billion of this market in 2024.
    • Separately, the North America industrial workwear market was valued at approximately $3.42 billion in 2022 and is expected to reach approximately $4.69 billion by 2028. The broader North America uniform and workwear market was estimated at $26.70 billion in 2025.
    • For facility services, the United States commercial cleaning services market was estimated at $60.0 billion in 2024. Other sources indicate the U.S. commercial cleaning industry is valued at more than $90 billion.
    • The United States contract cleaning services market reached $90.37 billion in 2024 and is estimated to grow to $163.74 billion by 2033.
    • The United States facility management market was valued at approximately $315.78 billion in 2024 and is expected to reach $442.89 billion by 2030.
  • First Aid and Safety Services:
    • The U.S. first aid market demonstrated steady growth, with values increasing from $1.59 billion in 2023 to $2.33 billion by 2032.
    • The global first aid market was valued at $4.77 billion in 2024 and is projected to reach $6.18 billion by 2030. North America held the largest share of this market, accounting for 47.0% in 2024.
    • The U.S. workplace safety market generated a revenue of approximately $4.92 billion in 2024 and is expected to reach approximately $10.46 billion by 2030.
    • The market size for Safety Equipment & Supplies Distributors in the U.S. was $24.3 billion in 2024.
    • The global safety as a service market was estimated at approximately $11.25 billion in 2025 and is expected to reach approximately $20.38 billion by 2033. North America dominated this market with a 36.3% share in 2025.
  • Fire Protection Products and Services:
    • The North America fire protection systems market was valued at $27.87 billion in 2022 and is anticipated to grow to $37.36 billion by 2030. In 2023, this market reached $28.87 billion.
    • The U.S. fire protection system market was estimated at $25.94 billion in 2024 and is projected to reach $32.26 billion by 2030.
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AI Analysis | Feedback

Cintas Corporation (CTAS) is expected to drive future revenue growth over the next 2-3 years through several key initiatives and ongoing strengths:
  1. Strategic Acquisitions, including UniFirst: A significant driver of future revenue growth is Cintas' definitive agreement to acquire its rival, UniFirst Corporation, for approximately $5.5 billion. This "mega-merger" is anticipated to expand service capabilities and operational scale by integrating route networks, processing facilities, supply chains, and technology platforms. The combined entity is projected to serve about 1.5 million business customers across North America. This acquisition is expected to lead to substantial operating cost synergies and an expanded market reach, contributing to increased revenue.
  2. Sustained Organic Growth and High Customer Retention: Cintas has demonstrated robust organic revenue growth, with an 8.6% organic growth rate in the second quarter of fiscal year 2026. This consistent performance is underpinned by record-high customer retention rates, which provide a stable base of recurring revenue and signify strong demand for its products and services.
  3. Expansion into Key Verticals and Product/Service Innovation: The company is strategically expanding its presence in critical verticals such as healthcare, education, hospitality, and state and local government, which are growing faster than the company's average. Cintas is also investing in innovative product and service offerings, exemplified by its "SmartRestroom" technology utilizing IoT sensors and a partnership with Microban® for antimicrobial solutions in public restrooms, enhancing its value proposition. The First Aid and Safety segment is also expanding with comprehensive safety training and AED management.
  4. Increased Product Penetration and Cross-selling Opportunities: Growth in Cintas's business segments is also fueled by increased product penetration within its existing customer base. The company actively pursues cross-selling opportunities, for instance, by expanding facility services relationships into uniform rentals and culinary department solutions, thereby maximizing revenue from each customer.

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Share Repurchases

  • Cintas authorized an additional $1.0 billion share buyback program in October 2025, complementing an existing program with $700 million remaining, resulting in a total authorized repurchase capacity of $1.7 billion.
  • In fiscal year 2025, Cintas repurchased approximately $935 million of its shares.
  • Cintas purchased $1.0 billion worth of common stock in fiscal year 2024.

Outbound Investments

  • Cintas entered into a definitive agreement in March 2026 to acquire UniFirst Corporation for approximately $5.5 billion in a cash and stock transaction.
  • In fiscal year 2025, Cintas acquired businesses totaling $232.9 million, marking its most significant year for mergers and acquisitions in nearly two decades, with these investments spanning all three route-based segments.
  • Cintas acquired businesses for $186.8 million in fiscal year 2024, including Paris Uniform Services in March 2024 and SITEX in February 2024, to enhance its market presence and service offerings.

Capital Expenditures

  • Capital expenditures for Cintas amounted to $409.5 million in fiscal year 2024, which was 4.3% of its revenue.
  • In fiscal year 2025, capital expenditures totaled $408.9 million, representing 4.0% of the company's revenue.
  • The company's capital expenditures primarily focus on strategic investments in technology, such as the SAP system and SmartTruck platform, along with infrastructure improvements to increase capacity and ongoing environmental compliance for water treatment and waste removal.

Better Bets vs. Cintas (CTAS)

Peer Outperformance in Diversified Support Services

CTAS has outperformed 82% of its 33 Diversified Support Services peers over 5Y. Among the peers that beat it is CXW. Diversified Support Services ranks 10th of 23 industries in Industrials by median 5Y return.
Share of Diversified Support Services constituents that CTAS has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
45%
of 38 industry peers · -2.8% return
3Y
74%
of 34 industry peers · 71.7% return
5Y
82%
of 33 industry peers · 121.7% return
Diversified Support Services peers with revenue growth within 4pp of CTAS's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
Ticker Name Rev Growth 3Y Avg P/E 1Y3Y5Y 5Y Gap
CTAS Cintas 8.5% 41.5x -2.8%71.7%121.7%
CXW CoreCivic 10.6% 26.2x 62.8%233.1%254.7% +133pp
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Industrials sector, ranked by 5Y. Diversified Support Services is CTAS's own industry. Use this to see which corners of the sector have carried the returns.
Industry Names 1Y med3Y med5Y med Top 3 by 5Y
Construction & Engineering 31 18.6%119.5%200.2% CDNL 3072% · FIX 2084% · STRL 2083%
Marine Transportation 4 55.4%58.5%147.6% MATX 207% · KEX 152% · SFL 143%
Construction Machinery & Heavy Transportation Equipment 13 11.7%64.9%118.6% CAT 312% · ALSN 277% · WAB 250%
Aerospace & Defense 55 7.7%62.2%79.9% ATI 1067% · FTAI 893% · DFNS 883%
Passenger Ground Transportation 3 -5.5%73.0%69.4% UBER 91% · CAR 69% · LYFT -64%
Industrial Machinery & Supplies & Components 71 10.0%54.7%54.5% CRS 1403% · PSIX 808% · GHM 697%
Rail Transportation 7 36.1%73.7%50.1% FSTR 112% · CSX 65% · UNP 57%
Cargo Ground Transportation 16 33.6%11.6%44.3% XPO 256% · R 249% · CVLG 219%
Trading Companies & Distributors 18 1.2%36.5%33.9% DXPE 521% · AIT 300% · URI 221%
Diversified Support Services ← 34 8.3%34.2%33.0% LIME 4698% · WLFC 362% · TH 356%
Electrical Components & Equipment 41 23.2%48.8%24.4% POWL 2312% · BE 859% · VRT 826%
Building Products 33 -10.1%14.7%24.0% LMB 421% · GFF 413% · PPIH 278%
Industrial Conglomerates 17 15.4%24.7%5.1% RCMT 741% · CSW 151% · TTI 136%
Environmental & Facilities Services 28 -8.1%17.8%3.3% CECO 854% · ADUR 623% · GEO 318%
Office Services & Supplies 10 13.0%23.5%3.2% TILE 180% · PBI 165% · EBF 58%
Research & Consulting Services 13 -7.6%-18.4%-1.9% HURN 224% · CRAI 95% · GRNQ 26%
Agricultural & Farm Machinery 17 -3.2%-3.1%-16.4% BLBD 185% · DE 84% · GENC 66%
Data Processing & Outsourced Services 6 -29.8%-8.9%-24.1% EXLS 57% · BR 18% · G -22%
Passenger Airlines 11 5.4%-2.7%-27.9% LTM 2383% · UAL 139% · SKYW 112%
Human Resource & Employment Services 21 8.7%-19.1%-34.5% BBSI 89% · ADP 52% · KFY 34%
Air Freight & Logistics 12 -13.9%-23.2%-39.0% CHRW 78% · FDX 70% · EXPD 60%
Security & Alarm Services 10 -37.3%-15.9%-41.9% CIX 114% · MG 97% · BCO 53%
Airport Services 3 -70.1%-69.9%-57.0% JOBY -35% · ASLE -57% · UP -100%
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

CTASARMKUNFVSTSABMECLMedian
NameCintas Aramark UniFirst Vestis ABM Indu.Ecolab  
Mkt Price207.4059.28291.7512.7546.86286.98133.34
Mkt Cap83.015.65.31.72.880.610.5
Rev LTM11,26519,8452,4932,6969,05316,84210,159
Op Inc LTM2,622871144983343,046602
FCF LTM1,881433881363341,874383
FCF 3Y Avg1,7663111122022181,841264
CFO LTM2,2769112401924363,057674
CFO 3Y Avg2,1707702682702932,861531

Growth & Margins

CTASARMKUNFVSTSABMECLMedian
NameCintas Aramark UniFirst Vestis ABM Indu.Ecolab  
Rev Chg LTM8.9%11.0%1.4%-0.4%6.5%7.1%6.8%
Rev Chg 3Y Avg8.5%13.7%4.6%-1.1%4.4%4.5%4.6%
Rev Chg Q8.9%9.3%3.9%-1.8%8.4%9.7%8.7%
QoQ Delta Rev Chg LTM2.2%2.2%1.0%-0.4%2.0%2.4%2.1%
Op Inc Chg LTM11.1%9.8%-23.8%28.3%54.0%12.1%11.6%
Op Inc Chg 3Y Avg13.3%33.6%5.6%-11.0%9.6%17.8%11.5%
Op Mgn LTM23.3%4.4%5.8%3.6%3.7%18.1%5.1%
Op Mgn 3Y Avg22.5%4.3%6.8%4.3%3.7%17.0%5.6%
QoQ Delta Op Mgn LTM0.3%0.1%-1.1%0.5%0.0%-0.0%0.0%
CFO/Rev LTM20.2%4.6%9.6%7.1%4.8%18.1%8.4%
CFO/Rev 3Y Avg20.9%4.2%11.0%9.8%3.4%17.8%10.4%
FCF/Rev LTM16.7%2.2%3.5%5.1%3.7%11.1%4.4%
FCF/Rev 3Y Avg17.0%1.7%4.6%7.4%2.5%11.5%6.0%

Valuation

CTASARMKUNFVSTSABMECLMedian
NameCintas Aramark UniFirst Vestis ABM Indu.Ecolab  
Mkt Cap83.015.65.31.72.880.610.5
P/S7.40.82.10.60.34.81.5
P/Op Inc31.717.936.717.18.326.422.2
P/EBIT31.817.936.719.88.727.323.5
P/E41.540.845.6-317.917.438.139.4
P/CFO36.517.222.08.86.326.419.6
Total Yield3.3%3.2%2.7%-0.3%8.2%3.6%3.2%
Dividend Yield0.8%0.8%0.5%0.0%2.4%1.0%0.8%
FCF Yield 3Y Avg2.4%2.6%3.1%18.2%7.6%2.5%2.8%
D/E0.00.40.00.80.70.20.3
Net D/E0.00.4-0.00.80.70.10.2

Returns

CTASARMKUNFVSTSABMECLMedian
NameCintas Aramark UniFirst Vestis ABM Indu.Ecolab  
1M Rtn1.0%3.9%-0.9%-18.2%-1.8%6.8%0.1%
3M Rtn20.2%15.9%10.0%8.6%17.4%13.6%14.7%
6M Rtn5.1%46.7%25.0%68.2%7.7%-5.6%16.3%
12M Rtn-2.8%49.6%64.0%166.7%-3.1%2.2%25.9%
3Y Rtn71.7%127.4%71.4%-24.0%9.5%64.1%67.7%
1M Excs Rtn-2.3%0.6%-4.1%-21.4%-5.1%3.5%-3.2%
3M Excs Rtn17.8%13.5%7.6%6.2%15.0%11.2%12.3%
6M Excs Rtn-6.8%34.8%13.1%56.3%-4.2%-17.5%4.4%
12M Excs Rtn-23.2%31.8%48.0%151.7%-19.6%-17.7%7.1%
3Y Excs Rtn0.9%57.2%-1.8%-99.1%-64.1%-11.5%-6.7%

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Uniform Rental and Facility Services7,9767,4656,8976,2275,690
First Aid and Safety Services1,2181,067951832784
All Other1,1461,064967795642
Corporate000  
Total10,3409,5978,8167,8547,116


Operating Income by Segment
$ Mil20252024202320162002
Uniform Rental and Facility Services1,8731,6601,479673 
First Aid and Safety Services29523918150 
All Other19217014359 
Corporate0000 
Other Services    28
Rentals    350
Total2,3602,0691,803782378


Assets by Segment
$ Mil20252024202320222021
Uniform Rental and Facility Services7,9947,5037,1766,9806,743
First Aid and Safety Services810730703664638
All Other757594543413362
Corporate26434212490494
Total9,8259,1698,5468,1478,237


Price Behavior

Price Behavior
Market Price$207.40 
Market Cap ($ Bil)83.0 
First Trading Date03/26/1990 
Distance from 52W High-4.0% 
   50 Days200 Days
DMA Price$191.37$185.14
DMA Trendindeterminateup
Distance from DMA8.4%12.0%
 3M1YR
Volatility31.0%23.2%
Downside Capture-111.111.88
Upside Capture-12.98-1.85
Correlation (SPY)-19.6%9.7%
CTAS Betas & Captures as of 7/31/2026

 1M2M3M6M1Y3Y
Beta-1.41-0.48-0.470.100.220.60
Up Beta-4.45-1.60-1.10-0.050.130.66
Down Beta0.601.080.781.310.700.59
Up Capture27%-14%-24%-8%1%30%
Bmk +ve Days11223567138427
Stock +ve Days14263669123408
Down Capture-292%-150%-147%-42%17%77%
Bmk -ve Days11212859114326
Stock -ve Days8172757129345

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CTAS
CTAS-3.1%23.2%-0.20-
Sector ETF (XLI)20.1%17.1%0.9018.6%
Equity (SPY)21.2%12.9%1.239.4%
Gold (GLD)39.0%28.8%1.14-0.4%
Commodities (DBC)40.9%20.2%1.58-13.1%
Real Estate (VNQ)13.9%13.8%0.7045.4%
Bitcoin (BTCUSD)-30.4%44.2%-0.69-6.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CTAS
CTAS17.2%23.0%0.64-
Sector ETF (XLI)12.8%17.6%0.5658.0%
Equity (SPY)12.8%17.2%0.5758.1%
Gold (GLD)20.6%18.6%0.906.4%
Commodities (DBC)10.2%19.6%0.415.1%
Real Estate (VNQ)2.4%18.9%0.0256.0%
Bitcoin (BTCUSD)11.2%52.8%0.4018.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with CTAS
CTAS24.0%26.8%0.83-
Sector ETF (XLI)13.7%20.0%0.6067.6%
Equity (SPY)15.1%17.9%0.7267.0%
Gold (GLD)12.9%16.3%0.653.3%
Commodities (DBC)7.8%18.1%0.3518.2%
Real Estate (VNQ)5.0%20.7%0.2061.4%
Bitcoin (BTCUSD)63.1%66.2%1.0314.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date7312026
Short Interest: Shares Quantity11.4 Mil
Short Interest: % Change Since 7152026-6.6%
Average Daily Volume2.7 Mil
Days-to-Cover Short Interest4.1 days
Basic Shares Quantity400.2 Mil
Short % of Basic Shares2.8%

Earnings Returns History

Updated 8/17/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/15/20264.4%8.7%10.4%
3/25/2026-0.7%-5.0%-0.3%
12/18/20251.3%2.0%3.4%
9/24/2025-0.3%2.3%-3.5%
7/17/20253.7%3.4%3.4%
3/26/20255.8%7.4%8.4%
12/19/2024-10.6%-9.4%-2.6%
9/25/20241.2%-0.5%2.4%
...
SUMMARY STATS   
# Positive161917
# Negative857
Median Positive3.3%3.4%4.5%
Median Negative-2.0%-4.3%-2.6%
Max Positive8.2%8.7%13.8%
Max Negative-10.6%-9.4%-13.1%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
7/15/20264.4%8.7%10.4%
3/25/2026-0.7%-5.0%-0.3%
12/18/20251.3%2.0%3.4%
9/24/2025-0.3%2.3%-3.5%
7/17/20253.7%3.4%3.4%
3/26/20255.8%7.4%8.4%
12/19/2024-10.6%-9.4%-2.6%
9/25/20241.2%-0.5%2.4%
7/18/20245.4%4.8%6.9%
3/27/20248.2%7.2%5.0%
12/21/20236.6%8.6%9.0%
9/26/2023-5.3%-4.1%0.1%
7/13/20230.3%2.2%-0.6%
3/29/20234.9%2.5%1.6%
12/21/20224.6%1.6%-1.4%
9/28/20222.9%7.2%7.4%
7/14/20222.5%3.8%13.8%
3/23/20222.3%7.6%1.7%
12/22/2021-1.8%1.9%-13.1%
9/29/20210.8%1.5%9.6%
7/15/2021-2.6%3.5%2.8%
3/17/2021-1.4%-4.3%1.1%
12/22/20200.5%0.4%-6.3%
9/23/2020-2.3%1.9%4.5%
SUMMARY STATS   
# Positive161917
# Negative857
Median Positive3.3%3.4%4.5%
Median Negative-2.0%-4.3%-2.6%
Max Positive8.2%8.7%13.8%
Max Negative-10.6%-9.4%-13.1%

SEC Filings

Expand for More
Report DateFiling DateFiling
05/31/202607/29/202610-K
02/28/202604/07/202610-Q
11/30/202501/07/202610-Q
08/31/202510/08/202510-Q
05/31/202507/28/202510-K
02/28/202504/03/202510-Q
11/30/202401/08/202510-Q
08/31/202410/04/202410-Q
05/31/202407/25/202410-K
02/29/202404/05/202410-Q
11/30/202301/08/202410-Q
08/31/202310/05/202310-Q
05/31/202307/27/202310-K
02/28/202304/06/202310-Q
11/30/202201/06/202310-Q
08/31/202210/06/202210-Q
Collapse to Preview
Report DateFiling DateFiling
05/31/202607/29/202610-K
02/28/202604/07/202610-Q
11/30/202501/07/202610-Q
08/31/202510/08/202510-Q
05/31/202507/28/202510-K
02/28/202504/03/202510-Q
11/30/202401/08/202510-Q
08/31/202410/04/202410-Q
05/31/202407/25/202410-K
02/29/202404/05/202410-Q
11/30/202301/08/202410-Q
08/31/202310/05/202310-Q
05/31/202307/27/202310-K
02/28/202304/06/202310-Q
11/30/202201/06/202310-Q
08/31/202210/06/202210-Q
05/31/202207/27/202210-K
02/28/202204/07/202210-Q
11/30/202101/06/202210-Q
08/31/202110/07/202110-Q
05/31/202107/28/202110-K
02/28/202104/06/202110-Q
11/30/202001/08/202110-Q
08/31/202010/09/202010-Q
05/31/202007/29/202010-K
02/29/202003/31/202010-Q
11/30/201901/09/202010-Q
08/31/201910/08/201910-Q

Recent Forward Guidance

Updated 7/16/2026

Latest: Q4 2026 Earnings Reported 7/15/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2027 Revenue12.10 Bil12.18 Bil12.25 Bil8.5% Higher NewActual: 11.22 Bil for 2026
2027 Adjusted EPS5.365.435.511.3% Higher NewActual: 4.88 for 2026
2027 Interest Expense, net 105.00 Mil 4.0% Higher NewActual: 101.00 Mil for 2026
2027 Effective Tax Rate 20.2%  0.2%Higher NewActual: 20.0% for 2026

Prior: Q3 2026 Earnings Reported 3/25/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue11.21 Bil11.22 Bil11.24 Bil0.4% RaisedGuidance: 11.19 Bil for 2026
2026 Adjusted Diluted EPS4.864.884.90.7% RaisedGuidance: 4.84 for 2026
2026 Interest, net 101.00 Mil -2.9% LoweredGuidance: 104.00 Mil for 2026
2026 Effective tax rate 20.0%  0.0%AffirmedGuidance: 20.0% for 2026

Q2 2026 Earnings Reported 12/18/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue11.15 Bil11.19 Bil11.22 Bil0.6% RaisedGuidance: 11.12 Bil for 2026
2026 EPS4.814.844.880.9% RaisedGuidance: 4.8 for 2026
2026 Interest, net 104.00 Mil 7.2% RaisedGuidance: 97.00 Mil for 2026
2026 Effective Tax Rate 20.0%  0AffirmedGuidance: 20.0% for 2026

Q1 2026 Earnings Reported 9/24/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue11.06 Bil11.12 Bil11.18 Bil  RaisedGuidance: 11.07 Bil for 2026
2026 Diluted EPS4.744.84.86  RaisedGuidance: 4.78 for 2026
2026 Interest, net 97.00 Mil -1.0% LoweredGuidance: 98.00 Mil for 2026
2026 Effective tax rate 20.0%  0.0%AffirmedGuidance: 20.0% for 2026

Insider Activity

Updated 8/12/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Tysoe, Ronald WDirectSell7232026199.904,363872,1644,487,355Form
2Barstad, Melanie WDirectSell7202026202.949,1421,855,2775,396,580Form
3Tysoe, Ronald WDirectSell4222026178.874,666834,6074,015,274Form
4Tysoe, Ronald W DirectSell8012025223.475,0841,136,1214,904,049Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Tysoe, Ronald WDirectSell7232026199.904,363872,1644,487,355Form
2Barstad, Melanie WDirectSell7202026202.949,1421,855,2775,396,580Form
3Tysoe, Ronald WDirectSell4222026178.874,666834,6074,015,274Form
4Tysoe, Ronald W DirectSell8012025223.475,0841,136,1214,904,049Form

Investor Activity (13F)

Updated Aug 25, 2026
13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Reik & Co., LLC$40.6 Mil11.2%77Hold13F
Unio Capital LLC$35.1 Mil7.5%21Hold13F
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$38.9 Mil5.8%28ADD +434.6%13F
Caledonia Investments PLC$37.5 Mil4.4%15ADD +25.4%13F
Hudson Way Capital Management LLC$44.1 Mil4.2%16New13F
HFR Wealth Management, LLC$16.5 Mil4.0%49Hold13F
Bristol Gate Capital Partners Inc.$59.5 Mil3.8%31TRIM -6.0%13F
Randolph Co Inc$29.2 Mil2.8%43Hold13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Hudson Way Capital Management LLC$44.1 Mil4.2%16New13F
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$38.9 Mil5.8%28ADD +434.6%13F
Caledonia Investments PLC$37.5 Mil4.4%15ADD +25.4%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Bristol Gate Capital Partners Inc.$59.5 Mil3.8%31TRIM -6.0%13F
Active ManagerValue% of PortfolioTotal PositionsQoQFiling
Bristol Gate Capital Partners Inc.$59.5 Mil3.8%31TRIM -6.0%13F
Hudson Way Capital Management LLC$44.1 Mil4.2%16New13F
Reik & Co., LLC$40.6 Mil11.2%77Hold13F
Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$38.9 Mil5.8%28ADD +434.6%13F
Caledonia Investments PLC$37.5 Mil4.4%15ADD +25.4%13F
Unio Capital LLC$35.1 Mil7.5%21Hold13F
Randolph Co Inc$29.2 Mil2.8%43Hold13F
HFR Wealth Management, LLC$16.5 Mil4.0%49Hold13F
Core Cache Last Updated: 8/24/2026