TickerTalks
Browse all tickers →
TickerTalks›$CTAS
CTCTAS

Cintas Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 9% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (30 mentions/wk)
$CTAS·$79B·Specialty Business Services·Industrials
$199.85+1.1%YTD+5.4%1Y-1.2%
Price updated 7m ago·X counts updated 11d ago
CTCTAS
$CTASCintas Corporation
$199.85+1.10%30 posts
AI analysisFundamentalsVoices on X
Loading…

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.

30X posts · last 7 days
Sep 7Sep 14
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
Free, forever. No credit card.

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 numbersWinding up for a moveAI verdict · as of 2026-09-25

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cintas is +5% YTD after Q1 FY27 beat by 3% — the boring-compounder franchise is intact even with the FTC UniFirst merger investigation deepening.

Cintas is the largest US uniform-rental and workplace-supplies provider, with the leading position across uniform rental, first aid & safety, and specialty services — the definitional boring-business compounder with mid-single-digit organic growth and steady margin expansion.

  • Q1 FY2027 (Sept 23 print) revenue of $3.01B was +9% YoY at 51% gross margin and 23% operating margin, with EPS of $1.39 vs $1.35 est (+3%) — the last four quarterly prints have beat by 0-4%.
  • FTC deepened its UniFirst merger investigation via expansive Civil Investigative Demands (CIDs), a live regulatory watch item that could delay or unwind the transaction, though the market is not currently pricing a rejection.
  • Director Melanie Barstad Aug 27 announced she won't stand for re-election (routine, board size reduces upon meeting), and Aug 3 disclosed another leadership change — normal governance turnover.

Next earnings Dec 17 (Street $1.35 EPS). Analysts model FY2027 EPS $4.90 rising to $5.50 in FY2027 and $6.13 in FY2028. What matters: organic growth trajectory (industry has been running mid-single-digit), UniFirst FTC investigation outcome, and any updated integration timeline. Stock at 63% of 52-week range and slightly above 200-day.

Agrees with X sentimentX sentiment is bullish on the boring-compounder framing (+27,816% over time, above Trump June 18 purchase level) with FTC UniFirst investigation flagged as a live watch item. Sentiment aligns well with the fundamental picture.

What to watch: Q2 FY2027 earnings Dec 17 ($1.35 EPS estimate). Organic revenue growth trend, FTC UniFirst investigation outcome, integration timeline updates, and any pricing commentary heading into FY27.

On the calendar: 2026-12-17 — Q2 FY2027 earnings

ftc merger investigation unifirst

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
Free, forever. No credit card.

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; ABM Q3 beat and Copart Q4 results confirm sector resilience, while Cintas trades at a premium valuation reflecting the recurring-revenue flywheel.

What this means for $CTAS

Direct beneficiary — uniform rental and facility services compounding at high single digits on non-discretionary demand; Dividend King status reflects 40+ years of consecutive dividend growth and predictable free cash flow generation.

Industry benchmark

7-name peer basket
+23.5%YTD
+4.7%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 $1.35

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

5-year forecast · up to 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.2B$11.2B – $11.3B$4.90$4.89 – $4.9316
FY27$12.2B$12.1B – $12.3B$5.50$5.44 – $5.5815
FY28$13.1B$13.0B – $13.2B$6.13$5.99 – $6.3214
FY29$14.0B$13.7B – $14.3B$6.82$6.37 – $7.098
FY30$15.1B$14.9B – $15.2B$7.51$7.40 – $7.614

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.1.7×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.63%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.-2.3%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.+5.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 33 other (19 awards · 10 inkinds · 4 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
Free, forever. No credit card.

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.

8-KAgreement terminatedMar 318-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
+ 19 other (2 earnings 8-Ks · 2 proxys · 2 425s · 1 ARS) in window

Recent news

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

Is Cintas a Buy After Its Latest Earnings Report?fool.com·1d agoCTAS Q1 Earnings & Revenues Beat Estimates on Margin Gainszacks.com·1d agoWaste Management Returned 290% in a Decade. These 4 Stocks Share Its Boring Advantage247wallst.com·1d agoCintas Q1 Earnings Call Highlightsdefenseworld.net·2d agoCintas Corporation (CTAS) Q1 2027 Earnings Call Transcriptseekingalpha.com·2d ago

More in Specialty Business Services

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$CPRT$ABM$ROL$SPIR$ANPA$PAYS$TISI
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.

PrivacyTermsSupport