Q2 26 EPS
$1.21
BEAT +1.30%
Est. $1.19
Q2 26 Revenue
$2.80B
BEAT +1.20%
Est. $2.77B
vs S&P Since Q2 26
-16.6%
TRAILING MARKET
CTAS -10.7% vs S&P +5.9%
Market Reaction
Did CTAS Beat Earnings? Q2 2026 Results
Cintas delivered a record-setting fiscal second quarter of 2026, posting revenue of $2.80 billion, up 9.3% year-over-year, and diluted EPS of $1.21, beating the $1.19 consensus estimate by 1.30%, as the company's three business segments each contribu… Read more Cintas delivered a record-setting fiscal second quarter of 2026, posting revenue of $2.80 billion, up 9.3% year-over-year, and diluted EPS of $1.21, beating the $1.19 consensus estimate by 1.30%, as the company's three business segments each contributed meaningfully to the quarter's momentum. The headline driver was a new company record for operating margin, which expanded to 23.4% as gross margin widened 60 basis points to 50.4%, reflecting disciplined execution across its route-based businesses. First Aid and Safety Services stood out among the segments, growing revenue 14.3% to $342.24 million, while the core Uniform Rental and Facility Services segment generated $2.16 billion, up 8.3%. The strong quarter comes as Cintas remains active on the acquisition front, with its $5.2 billion all-cash bid for UniFirst drawing significant industry attention. Management raised full-year fiscal 2026 revenue guidance to $11.15 billion to $11.22 billion and lifted diluted EPS guidance to $4.81 to $4.88, signaling continued confidence in the company's growth trajectory heading into the second half.
Key Takeaways
- • Record revenue driven by attractive growth across all business segments
- • All-time high operating margin of 23.4%
- • Organic revenue growth rate of 8.6%
- • Acquisitions contributed 0.7% to revenue growth
- • Gross margin expansion of 60 basis points to 50.4%
- • Disciplined execution of strategy and on-going technology investments
CTAS YoY Financials
Q2 2026 vs Q2 2025, source: SEC Filings
CTAS Revenue by Segment
With YoY comparisons, source: SEC Filings
“We delivered another strong quarter, with record revenue driven by attractive growth across all our business segments, an all-time high operating margin and robust cash generation. These results reflect the disciplined execution of our strategy, the benefits of our on-going technology investments and the exceptional commitment of our employee-partners to serving our customers.”
— Todd M. Schneider, Q2 2026 Earnings Press Release
CTAS Earnings Trends
CTAS vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CTAS EPS Trend
Earnings per share: estimate vs actual
CTAS Revenue Trend
Quarterly revenue: estimate vs actual
CTAS Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q4 26 | — | — | — | — | — |
| Q3 26 | — | $1.24 | — | $2.84B | +0.75% |
| Q2 26 BEAT | $1.19 | $1.21 | +1.30% | $2.80B | +1.20% |
| Q1 26 BEAT | $1.20 | $1.20 | +0.31% | $2.72B | +0.70% |
| Q4 25 BEAT FY | $1.07 | $1.09 | +1.87% | $2.67B | -0.07% |
| FY Full Year | $4.42 | $4.40 | -0.42% | $10.34B | -0.02% |
| Q3 25 BEAT | $1.06 | $1.13 | +7.08% | $2.61B | +0.44% |