Cintas (CTAS) AI Stock Analysis

Company Guidance

Cintas raised fiscal 2027 revenue guidance from a range of $12.10 billion to $12.25 billion to a range of $12.15 billion to $12.27 billion, a total growth rate of 7.9% to 8.9%, and raised fiscal 2027 adjusted diluted EPS from a range of $5.36 to $5.50 to a range of $5.45 to $5.54, a growth rate of 10.3% to 12.1%; the guide implies incremental margins of 32% to 34%, operating margin expansion at double-digit rates throughout, and double-digit EPS growth throughout the range. Fiscal 2027 has one more workday than fiscal 2026, with the second quarter having the same number of workdays year-over-year, the third quarter having one less workday, and the fourth quarter having one more workday; the extra workday is expected to affect annual revenue by 40 to 50 basis points, operating margin by 10 to 15 basis points and incrementals by 100 to 125 basis points. The guidance assumes no future acquisitions, a constant foreign currency exchange rate, fiscal 2027 net interest expense of approximately $103 million, a fiscal 2027 effective tax rate of 20.4% compared to 20.2% in fiscal 2026, and excludes future share buybacks, significant economic disruptions or downturns and nonrecurring transaction costs related to the UniFirst acquisition.