Cintas (CTAS)
Market Price (5/10/2026): $167.06 | Market Cap: $66.8 BilSector: Industrials | Industry: Diversified Support Services
Cintas (CTAS)
Market Price (5/10/2026): $167.06Market Cap: $66.8 BilSector: IndustrialsIndustry: Diversified Support Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23% Attractive cash flow generationCFO/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 16%, CFO LTM is 2.2 Bil Stock buyback supportStock Buyback 3Y Total is 2.6 Bil Low stock price volatilityVol 12M is 19% Megatrend and thematic driversMegatrends include Sustainable Consumption, Sustainable Resource Management, Sustainable Infrastructure, Sustainable & Green Buildings, Show more. | Weak multi-year price returns2Y Excs Rtn is -44%, 3Y Excs Rtn is -31% | Key risksCTAS key risks include [1] reduced service demand resulting from economic downturns, Show more. |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 23% |
| Attractive cash flow generationCFO/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 16%, CFO LTM is 2.2 Bil |
| Stock buyback supportStock Buyback 3Y Total is 2.6 Bil |
| Low stock price volatilityVol 12M is 19% |
| Megatrend and thematic driversMegatrends include Sustainable Consumption, Sustainable Resource Management, Sustainable Infrastructure, Sustainable & Green Buildings, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -44%, 3Y Excs Rtn is -31% |
| Key risksCTAS key risks include [1] reduced service demand resulting from economic downturns, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Post-Earnings Sell-Off Despite Strong Q3 FY2026 Results. Cintas reported strong third-quarter fiscal year 2026 results on March 25, 2026, with revenue of $2.84 billion, an increase of 8.9% year-over-year, beating analyst estimates, and diluted earnings per share (EPS) of $1.24, which met updated consensus. The company also achieved a record gross margin of 51.0% and raised its full-year FY2026 revenue and adjusted EPS guidance. Despite these positive indicators, the stock experienced a significant negative reaction, with its price declining by 5.21% on the day the earnings were released. The stock continued its downward trend, reaching a 52-week low of $165.60 by March 27, 2026.
2. Multiple Analyst Downgrades and Price Target Reductions. During the specified period, several financial analysts revised their ratings and price targets for Cintas, contributing to negative sentiment. Notably, Citigroup downgraded Cintas from a previous rating to a "sell" and significantly lowered its price target from $181.00 to $160.00 on March 31, 2026. Stifel Nicolaus also reduced its price target from $222.00 to $190.00 on March 26, 2026, while maintaining a "hold" rating. These downgrades and reduced expectations from prominent firms exerted downward pressure on the stock.
Show more
Stock Movement Drivers
Fundamental Drivers
The -12.6% change in CTAS stock from 1/31/2026 to 5/9/2026 was primarily driven by a -14.6% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5092026 | Change |
|---|---|---|---|
| Stock Price ($) | 190.95 | 166.97 | -12.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,795 | 11,027 | 2.2% |
| Net Income Margin (%) | 17.6% | 17.6% | -0.1% |
| P/E Multiple | 40.4 | 34.5 | -14.6% |
| Shares Outstanding (Mil) | 401 | 400 | 0.4% |
| Cumulative Contribution | -12.6% |
Market Drivers
1/31/2026 to 5/9/2026| Return | Correlation | |
|---|---|---|
| CTAS | -12.6% | |
| Market (SPY) | 3.6% | 40.0% |
| Sector (XLI) | 5.0% | 43.5% |
Fundamental Drivers
The -8.5% change in CTAS stock from 10/31/2025 to 5/9/2026 was primarily driven by a -13.2% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5092026 | Change |
|---|---|---|---|
| Stock Price ($) | 182.41 | 166.97 | -8.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,557 | 11,027 | 4.5% |
| Net Income Margin (%) | 17.5% | 17.6% | 0.2% |
| P/E Multiple | 39.7 | 34.5 | -13.2% |
| Shares Outstanding (Mil) | 403 | 400 | 0.8% |
| Cumulative Contribution | -8.5% |
Market Drivers
10/31/2025 to 5/9/2026| Return | Correlation | |
|---|---|---|
| CTAS | -8.5% | |
| Market (SPY) | 5.5% | 31.5% |
| Sector (XLI) | 12.4% | 39.6% |
Fundamental Drivers
The -20.4% change in CTAS stock from 4/30/2025 to 5/9/2026 was primarily driven by a -27.6% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5092026 | Change |
|---|---|---|---|
| Stock Price ($) | 209.88 | 166.97 | -20.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 10,143 | 11,027 | 8.7% |
| Net Income Margin (%) | 17.5% | 17.6% | 0.2% |
| P/E Multiple | 47.7 | 34.5 | -27.6% |
| Shares Outstanding (Mil) | 404 | 400 | 0.9% |
| Cumulative Contribution | -20.4% |
Market Drivers
4/30/2025 to 5/9/2026| Return | Correlation | |
|---|---|---|
| CTAS | -20.4% | |
| Market (SPY) | 30.4% | 33.5% |
| Sector (XLI) | 33.8% | 42.0% |
Fundamental Drivers
The 50.4% change in CTAS stock from 4/30/2023 to 5/9/2026 was primarily driven by a 28.1% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 4302023 | 5092026 | Change |
|---|---|---|---|
| Stock Price ($) | 111.00 | 166.97 | 50.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 8,606 | 11,027 | 28.1% |
| Net Income Margin (%) | 15.1% | 17.6% | 16.6% |
| P/E Multiple | 34.8 | 34.5 | -1.0% |
| Shares Outstanding (Mil) | 407 | 400 | 1.7% |
| Cumulative Contribution | 50.4% |
Market Drivers
4/30/2023 to 5/9/2026| Return | Correlation | |
|---|---|---|
| CTAS | 50.4% | |
| Market (SPY) | 78.7% | 49.4% |
| Sector (XLI) | 81.1% | 52.9% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CTAS Return | 27% | 3% | 35% | 22% | 4% | -9% | 102% |
| Peers Return | 4% | -5% | 11% | 7% | -9% | 18% | 27% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 7% | 95% |
Monthly Win Rates [3] | |||||||
| CTAS Win Rate | 75% | 42% | 67% | 75% | 50% | 60% | |
| Peers Win Rate | 50% | 48% | 58% | 58% | 45% | 56% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| CTAS Max Drawdown | -10% | -21% | -5% | -4% | -0% | -12% | |
| Peers Max Drawdown | -9% | -24% | -14% | -17% | -25% | -4% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[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 5/8/2026 (YTD)
How Low Can It Go
| Event | CTAS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -17.7% | -24.5% |
| % Gain to Breakeven | 21.5% | 32.4% |
| Time to Breakeven | 42 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -48.4% | -33.7% |
| % Gain to Breakeven | 93.7% | 50.9% |
| Time to Breakeven | 128 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -19.5% | -19.2% |
| % Gain to Breakeven | 24.2% | 23.7% |
| Time to Breakeven | 46 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -10.6% | -3.7% |
| % Gain to Breakeven | 11.8% | 3.9% |
| Time to Breakeven | 20 days | 6 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -21.8% | -17.9% |
| % Gain to Breakeven | 27.9% | 21.8% |
| Time to Breakeven | 79 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -16.7% | -15.4% |
| % Gain to Breakeven | 20.0% | 18.2% |
| Time to Breakeven | 153 days | 125 days |
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.
| Event | CTAS | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -48.4% | -33.7% |
| % Gain to Breakeven | 93.7% | 50.9% |
| Time to Breakeven | 128 days | 140 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -21.8% | -17.9% |
| % Gain to Breakeven | 27.9% | 21.8% |
| Time to Breakeven | 79 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -45.2% | -53.4% |
| % Gain to Breakeven | 82.4% | 114.4% |
| Time to Breakeven | 794 days | 1085 days |
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)
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
AI Analysis | Feedback
nullAI Analysis | Feedback
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.
-
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.
-
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.
-
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.
AI Analysis | Feedback
nullAI Analysis | Feedback
```htmlAddressable 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.
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:- 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.
- 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.
- 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.
- 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.
AI Analysis | Feedback
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.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Cintas Earnings Notes | 12/27/2025 | |
| How Low Can Cintas Stock Really Go? | 10/17/2025 | |
| Cintas vs Microsoft: Which Is A Better Investment? | 08/18/2025 | |
| Cintas vs TransDigm: Which Is A Better Investment? | 08/18/2025 | |
| Now Is Not The Time To Buy Cintas Stock | 08/15/2025 | |
| How Does Cintas Stock Stack Up Against Its Peers? | 08/13/2025 | |
| Better Bet Than CTAS Stock: Pay Less Than Cintas To Get More From MSFT, GOOGL | 08/12/2025 | |
| Better Bet Than CTAS Stock: Pay Less Than Cintas To Get More From TT, TDG | 08/12/2025 | |
| ARTICLES | ||
| How Will Cintas Stock React To Its Upcoming Earnings? | 12/17/2025 | |
| How Will Cintas’ Stock React To Its Upcoming Earnings? | 09/18/2025 | |
| Wait for a dip to buy Cintas stock | 08/15/2025 | |
| Cintas Corporation Stock Poised For Rise In The Coming Month? | 10/12/2021 | |
| Is Cintas Stock Poised To Rise? | 01/21/2021 |
Trade Ideas
Select ideas related to CTAS.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | GEO | GEO | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 0.0% | 0.0% | 0.0% |
| 04302026 | RUN | Sunrun | Special | Short Squeeze PotentialShort Squeeze PotentialHas potential for a short squeeze. High short interest, rising short interest and high debt. | 0.0% | 0.0% | 0.0% |
| 04172026 | RSG | Republic Services | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.8% | 0.8% | -1.1% |
| 04102026 | VRSK | Verisk Analytics | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 12.3% | 12.3% | 0.0% |
| 04102026 | UHAL | U-Haul | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.3% | 0.3% | -1.0% |
| 02292020 | CTAS | Cintas | Quality | Q | Momentum | UpsideQuality Stocks with Momentum and UpsideBuying quality stocks with strong momentum but still having room to run | 25.2% | 23.1% | -41.1% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 106.03 |
| Mkt Cap | 8.2 |
| Rev LTM | 9,951 |
| Op Inc LTM | 559 |
| FCF LTM | 281 |
| FCF 3Y Avg | 218 |
| CFO LTM | 564 |
| CFO 3Y Avg | 472 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.2% |
| Rev Chg 3Y Avg | 5.4% |
| Rev Chg Q | 6.1% |
| QoQ Delta Rev Chg LTM | 1.5% |
| Op Inc Chg LTM | 7.1% |
| Op Inc Chg 3Y Avg | 13.4% |
| Op Mgn LTM | 5.5% |
| Op Mgn 3Y Avg | 6.0% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 7.5% |
| CFO/Rev 3Y Avg | 10.7% |
| FCF/Rev LTM | 3.7% |
| FCF/Rev 3Y Avg | 6.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 8.2 |
| P/S | 1.2 |
| P/Op Inc | 24.1 |
| P/EBIT | 25.5 |
| P/E | 33.9 |
| P/CFO | 17.0 |
| Total Yield | 3.8% |
| Dividend Yield | 1.0% |
| FCF Yield 3Y Avg | 2.9% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 0.0% |
| 3M Rtn | 2.3% |
| 6M Rtn | 9.9% |
| 12M Rtn | 10.3% |
| 3Y Rtn | 47.5% |
| 1M Excs Rtn | -8.4% |
| 3M Excs Rtn | -4.5% |
| 6M Excs Rtn | 0.7% |
| 12M Excs Rtn | -21.3% |
| 3Y Excs Rtn | -30.4% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Uniform Rental and Facility Services | 7,465 | 6,897 | 6,227 | 5,690 | 5,643 |
| First Aid and Safety Services | 1,067 | 951 | 832 | 784 | 709 |
| All Other | 1,064 | 967 | 795 | 642 | 733 |
| Corporate | 0 | 0 | |||
| Total | 9,597 | 8,816 | 7,854 | 7,116 | 7,085 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Uniform Rental and Facility Services | 1,660 | 1,479 | |||
| First Aid and Safety Services | 239 | 181 | |||
| All Other | 170 | 143 | |||
| Corporate | 0 | 0 | |||
| Total | 2,069 | 1,803 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Uniform Rental and Facility Services | 7,503 | 7,176 | 6,980 | 6,743 | 6,532 |
| First Aid and Safety Services | 730 | 703 | 664 | 638 | 611 |
| All Other | 594 | 543 | 413 | 362 | 382 |
| Corporate | 342 | 124 | 90 | 494 | 145 |
| Total | 9,169 | 8,546 | 8,147 | 8,237 | 7,670 |
Price Behavior
| Market Price | $166.97 | |
| Market Cap ($ Bil) | 66.8 | |
| First Trading Date | 03/26/1990 | |
| Distance from 52W High | -26.2% | |
| 50 Days | 200 Days | |
| DMA Price | $180.51 | $192.53 |
| DMA Trend | down | down |
| Distance from DMA | -7.5% | -13.3% |
| 3M | 1YR | |
| Volatility | 23.1% | 18.9% |
| Downside Capture | 0.47 | 0.37 |
| Upside Capture | 1.86 | 21.18 |
| Correlation (SPY) | 41.2% | 33.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.40 | 0.72 | 0.57 | 0.44 | 0.50 | 0.68 |
| Up Beta | 0.58 | 0.54 | 0.54 | 0.36 | 0.54 | 0.74 |
| Down Beta | 2.18 | 1.89 | 1.95 | 0.98 | 0.70 | 0.59 |
| Up Capture | 18% | 2% | 4% | 17% | 16% | 41% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 13 | 20 | 34 | 63 | 122 | 413 |
| Down Capture | -38% | 107% | 46% | 41% | 69% | 87% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 9 | 23 | 30 | 62 | 130 | 340 |
[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 | -21.8% | 18.9% | -1.43 | - |
| Sector ETF (XLI) | 31.0% | 15.6% | 1.53 | 42.3% |
| Equity (SPY) | 29.0% | 12.5% | 1.83 | 34.0% |
| Gold (GLD) | 39.8% | 27.0% | 1.22 | 2.7% |
| Commodities (DBC) | 50.6% | 18.0% | 2.21 | -16.0% |
| Real Estate (VNQ) | 13.0% | 13.5% | 0.66 | 43.4% |
| Bitcoin (BTCUSD) | -17.4% | 42.1% | -0.34 | -2.5% |
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 | |
|---|---|---|---|---|
| CTAS | 14.8% | 22.4% | 0.57 | - |
| Sector ETF (XLI) | 12.7% | 17.4% | 0.57 | 63.4% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 63.5% |
| Gold (GLD) | 20.9% | 17.9% | 0.95 | 7.9% |
| Commodities (DBC) | 13.8% | 19.1% | 0.59 | 7.0% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.08 | 56.6% |
| Bitcoin (BTCUSD) | 7.0% | 56.0% | 0.34 | 21.1% |
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 | |
|---|---|---|---|---|
| CTAS | 23.5% | 26.5% | 0.82 | - |
| Sector ETF (XLI) | 13.9% | 20.0% | 0.61 | 69.5% |
| Equity (SPY) | 15.1% | 17.9% | 0.72 | 69.0% |
| Gold (GLD) | 13.4% | 15.9% | 0.69 | 3.1% |
| Commodities (DBC) | 9.3% | 17.8% | 0.44 | 19.3% |
| Real Estate (VNQ) | 5.8% | 20.7% | 0.24 | 61.3% |
| Bitcoin (BTCUSD) | 67.8% | 66.9% | 1.07 | 15.2% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 3/25/2026 | -0.7% | -5.0% | -0.3% |
| 12/18/2025 | 1.3% | 2.0% | 3.4% |
| 7/17/2025 | 3.7% | 3.4% | 3.4% |
| 3/26/2025 | 5.8% | 7.4% | 8.4% |
| 12/19/2024 | -10.6% | -9.4% | -2.6% |
| 7/18/2024 | 5.4% | 4.8% | 6.9% |
| 3/27/2024 | 8.2% | 7.2% | 5.0% |
| 12/21/2023 | 6.6% | 8.6% | 9.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 15 | 17 | 15 |
| # Negative | 6 | 4 | 6 |
| Median Positive | 3.7% | 3.5% | 5.0% |
| Median Negative | -2.2% | -4.7% | -2.0% |
| Max Positive | 8.2% | 8.6% | 13.8% |
| Max Negative | -10.6% | -9.4% | -13.1% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 02/28/2026 | 04/07/2026 | 10-Q |
| 11/30/2025 | 01/07/2026 | 10-Q |
| 08/31/2025 | 10/08/2025 | 10-Q |
| 05/31/2025 | 07/28/2025 | 10-K |
| 02/28/2025 | 04/03/2025 | 10-Q |
| 11/30/2024 | 01/08/2025 | 10-Q |
| 08/31/2024 | 10/04/2024 | 10-Q |
| 05/31/2024 | 07/25/2024 | 10-K |
| 02/29/2024 | 04/05/2024 | 10-Q |
| 11/30/2023 | 01/08/2024 | 10-Q |
| 08/31/2023 | 10/05/2023 | 10-Q |
| 05/31/2023 | 07/27/2023 | 10-K |
| 02/28/2023 | 04/06/2023 | 10-Q |
| 11/30/2022 | 01/06/2023 | 10-Q |
| 08/31/2022 | 10/06/2022 | 10-Q |
| 05/31/2022 | 07/27/2022 | 10-K |
Recent Forward Guidance [BETA]
Latest: Q3 2026 Earnings Reported 3/25/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 11.21 Bil | 11.22 Bil | 11.24 Bil | 0.4% | Raised | Guidance: 11.19 Bil for 2026 | |
| 2026 Adjusted Diluted EPS | 4.86 | 4.88 | 4.9 | 0.7% | Raised | Guidance: 4.84 for 2026 | |
| 2026 Interest, net | 101.00 Mil | -2.9% | Lowered | Guidance: 104.00 Mil for 2026 | |||
| 2026 Effective tax rate | 20.0% | 0 | 0 | Affirmed | Guidance: 20.0% for 2026 | ||
Prior: Q2 2026 Earnings Reported 12/18/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | 11.15 Bil | 11.19 Bil | 11.22 Bil | 0.6% | Raised | Guidance: 11.12 Bil for 2026 | |
| 2026 EPS | 4.81 | 4.84 | 4.88 | 0.9% | Raised | Guidance: 4.8 for 2026 | |
| 2026 Interest, net | 104.00 Mil | 7.2% | Raised | Guidance: 97.00 Mil for 2026 | |||
| 2026 Effective Tax Rate | 20.0% | 0 | Affirmed | Guidance: 20.0% for 2026 | |||
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tysoe, Ronald W | Direct | Sell | 4222026 | 178.87 | 4,666 | 834,607 | 4,015,274 | Form | |
| 2 | Tysoe, Ronald W | Direct | Sell | 8012025 | 223.47 | 5,084 | 1,136,121 | 4,904,049 | Form | |
| 3 | Schneider, Todd M | CEO and Director | Direct | Sell | 7292025 | 220.90 | 17,301 | 3,821,791 | 137,557,081 | Form |
| 4 | Mucci, Martin | Direct | Buy | 7232025 | 222.55 | 1,200 | 267,060 | 583,304 | Form | |
| 5 | Tysoe, Ronald W | Direct | Sell | 4162025 | 208.96 | 8,521 | 1,780,548 | 5,647,980 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
Prefer one of these to Trefis? Tell us why.