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CTCTAS

Cintas Corporation

$CTAS·$77B·Specialty Business Services·Industrials
$201.12+2.0%YTD+7.2%1Y+1.2%
Price updated 4h ago·X counts updated 4d ago
CTCTAS
$CTASCintas Corporation
$201.12+1.99%42 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CTAS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

42X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CTAS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-30

Cintas is being celebrated as the poster child for boring-business compounders, up 27,816% over time and now roughly 19% above the disclosed Trump June-18 purchase near $5M. Posters cite the FTC deepening its UniFirst merger investigation via expansive CIDs as a live regulatory watch item but do not frame it as a directional bear case. The narrative is straightforward accumulation of a durable compounder.

Read what X is saying about $CTAS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CTAS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

The quintessential boring compounder digesting after years of outperformance — 41x TTM with FTC watching the UniFirst merger.

Cintas is the poster child for boring-business compounders — uniforms, first aid, fire protection, and facility services for US businesses. The stock has digested after years of outperformance, now cooling slightly as the FTC deepens its UniFirst merger investigation.

  • The business is still growing like clockwork: fiscal Q1 2027 revenue of $2.91B at +8.9% YoY, with consistent 2-5% EPS beats and 23% operating margins — the compounding is both predictable and persistent, with FY27 consensus EPS of $5.54.
  • 41x trailing earnings is the premium multiple a quality compounder earns: FY28 forward P/E drops to ~31x on consensus $6.17 EPS, which the market historically pays for mid-single-digit organic growth plus accretive bolt-on M&A.
  • The UniFirst merger is the live regulatory watch item: the FTC deepened its investigation via expansive CIDs — not a kill shot but a reminder that the deal timeline could extend materially, which temporarily caps the stock.

A Dec 17 fiscal Q2 earnings print with the UniFirst integration timeline firming plus a guide-raise extends the compounder story; FTC blocking the deal or an unusual slowdown in organic growth and the premium compresses.

Agrees with X sentimentX correctly frames CTAS as the compounder archetype (27,816% all-time return) with the Trump June-18 purchase near $5M as a bullish tell — the mechanics (consistent beats, 23% op margins) back the view. The crowd correctly identifies the FTC-UniFirst watch item without framing it as a directional bear case.

What to watch: Dec 17 fiscal Q2 2027 earnings — organic growth above 8%, operating margin trend, and any update on the UniFirst merger timeline. FTC closing the UniFirst investigation extends the move; a merger block or an organic-growth slowdown compresses the 41x premium.

On the calendar: 2026-12-17 — fiscal Q2 2027 earnings

Read the AI verdict on $CTAS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Cintas supplies uniforms, workwear, restroom supplies, first aid kits, and fire safety services to over one million U.S. businesses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Specialty Business Services sits in its cycle right now — and what that implies for $CTAS.

Specialty Business Services · Industrials

No material change from last week — non-cyclical outsourcing demand underpins steady compounding across facility management, pest control, and vehicle auctions.

What this means for $CTAS

Neutral — Cintas supplies uniforms, workwear, restroom supplies, first aid kits, and fire safety services to over one million U.S. businesses.

Industry benchmark

7-name peer basket
+24.6%YTD
+7.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
41.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
23.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
41.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
50.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 23, 2026$1.39$1.35+3.0%
Q2 2026Jul 15, 2026$1.29$1.24+4.0%
Q4 2025Mar 25, 2026$1.24$1.240.0%
Q3 2025Dec 18, 2025$1.21$1.20+0.8%
Next earningsThu, Dec 17·consensus EPS $1.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.9B+8.9%51.0%23.2%$1.27$613.1M
Q3 FY26$2.8B+8.9%51.0%23.2%$1.26$530.6M
Q2 FY26$2.8B+9.3%50.4%23.4%$1.23$425.0M
Q1 FY26$2.7B+8.7%50.3%22.7%$1.21$312.5M

Forward consensus

6-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.2B$11.2B – $11.3B$4.90$4.89 – $4.9316
FY27$12.2B$12.2B – $12.3B$5.54$5.48 – $5.5915
FY28$13.2B$13.0B – $13.3B$6.18$6.06 – $6.2815
FY29$14.1B$13.8B – $14.5B$6.90$6.56 – $7.0810
FY30$15.1B$15.0B – $15.3B$7.67$7.56 – $7.775
FY31$16.2B$16.0B – $16.3B$9.03$8.90 – $9.154

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.69%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 342.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 22Ronald W TysoeDirector4.4K sh$872KSellJul 16Melanie W. BarstadDirector9.1K sh$1.9MSellApr 20Ronald W TysoeDirector4.7K sh$835K
+ 32 other (19 awards · 10 inkinds · 3 exempts) in window

See when $CTAS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 278-K — Item 5.02: Officer or director change
AI summary

Cintas Corporation (CTAS) disclosed that director Melanie Barstad will not stand for re-election at the company's 2026 Annual Meeting of Shareholders. Barstad's decision is voluntary — the filing explicitly notes there is no disagreement with the company on matters of operations, policies, or practices. Her departure will result in a reduction in board size upon the meeting date. No replacement director appointment was announced in this filing.

8-KOfficer or director changeAug 38-K — Item 5.02: Officer or director change
AI summary

Cintas Corporation (CTAS, Cincinnati OH), the nation's largest provider of corporate uniforms and workplace supplies and services, filed a current report on August 3, 2026 disclosing a change in executive officers or directors (Item 5.02) with exhibits. The specific details of the leadership change are not visible in the excerpt. Cintas is a highly stable large-cap, so leadership transitions are administrative in nature.

+ 20 other (2 routine 8-Ks · 2 earnings 8-Ks · 2 proxys · 2 425s) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

4 Unglamorous Businesses That Keep Compounding While Nobody Watches247wallst.com·2d agoHead-To-Head Contrast: Element Fleet Management (OTCMKTS:ELEEF) vs. Cintas (NASDAQ:CTAS)defenseworld.net·9d agoThese 4 Dividend Stocks Turn Customer Loyalty Into Growing Income247wallst.com·12d agoCintas Raises Guidance as a Major Catalyst Moves Closermarketbeat.com·14d ago10 Dividend Growth Stocks: September 2026seekingalpha.com·14d ago

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Voices on X · last 7 days

No standout posts about $CTAS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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