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CTAS 8-K filings, explained
Every material Form 8-K Cintas has filed with the SEC since September 25, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cintas reported first-quarter fiscal 2027 revenue of $3.01 billion, up 10.9%, and diluted EPS of $1.36, up 13.3% from a year earlier. The company raised its full-year revenue and adjusted EPS guidance, though the results include $14.4 million of transaction expenses tied to the proposed UniFirst acquisition, which is still under review by the U.S. Federal Trade Commission.
First-quarter revenue of $3.01 billion, up 10.9%; organic revenue growth of 8.9%
Diluted EPS of $1.36 vs. $1.20 a year earlier; adjusted diluted EPS of $1.39, up 15.8%
Fiscal 2027 revenue guidance raised to $12.15 billion to $12.27 billion; adjusted diluted EPS guidance raised to $5.45 to $5.54
UniFirst transaction expenses of $14.4 million; closing expected before the end of calendar 2026
Cintas director Melanie W. Barstad told the company on August 26, 2026 that she will not seek re-election at the 2026 annual shareholder meeting. She will remain on the board until that meeting, and the filing states her decision did not stem from any disagreement with the company over its operations, policies or procedures.
Melanie W. Barstad notified Cintas on August 26, 2026 of her decision not to stand for re-election
She will continue as a director until the 2026 annual meeting of shareholders
The filing states the decision was not due to any disagreement with the company
Cintas separated the President and CEO roles. Chief Operating Officer Jim Rozakis became President and COO effective August 1, 2026, while Todd Schneider remains Chief Executive Officer and no longer holds the President title. The filing also discloses Rozakis's initial pay package, which includes a $900,000 base salary and a $4,000,000 target long-term incentive opportunity.
Jim Rozakis appointed President and COO, effective August 1, 2026; decision announced in filing dated July 28, 2026
Todd Schneider remains Chief Executive Officer and no longer holds the title of President
Cintas reported fiscal 2026 fourth-quarter results for the quarter ended May 31, 2026, with revenue up 8.9%, diluted EPS up 15.6% to $1.26, and adjusted diluted EPS up 18.3% to $1.29. For fiscal 2027 it guided to revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, excluding the proposed UniFirst acquisition.
Q4 fiscal 2026 revenue was $2.91 billion, up 8.9%; organic revenue growth was 8.4%
Q4 gross margin was 51.0% of revenue, equal to the all-time high; diluted EPS was $1.26 and adjusted diluted EPS was $1.29
Fiscal 2027 guidance: revenue of $12.10 billion to $12.25 billion and adjusted diluted EPS of $5.36 to $5.50, excluding UniFirst deal impacts
UniFirst acquisition: shareholders approved on June 11, 2026, and the FTC issued a second request; Cintas still expects closing in the second half of calendar 2026
Cintas Corporation No. 2, a wholly-owned subsidiary of Cintas, entered into a $2.0 billion revolving credit facility on March 27, 2026, maturing March 27, 2031. On the same date it terminated and repaid its existing credit agreement dated March 23, 2022. The filing describes the new facility as a refinancing of existing borrowing capacity, and it does not state any change in the company's operating results.
$2.0 billion revolving credit facility dated March 27, 2026, with KeyBank National Association as administrative agent
Facility matures March 27, 2031, with a letter of credit sub-facility of up to $300.0 million and a swing line sub-facility of up to $150.0 million
Leverage covenant requires consolidated indebtedness to consolidated EBITDA of no more than 3.50 to 1.00, rising to 4.00 to 1.00 for four quarters after certain material acquisitions
Existing Third Amended and Restated Credit Agreement dated March 23, 2022 was terminated and repaid on March 27, 2026
Cintas reported fiscal 2026 third-quarter revenue of $2.84 billion, up 8.9%, and diluted earnings per share of $1.24, up 9.7%, for the quarter ended February 28, 2026. The company raised its full-year revenue outlook to $11.21 billion to $11.24 billion and its adjusted diluted EPS outlook to $4.86 to $4.90, and said it agreed on March 10, 2026 to acquire UniFirst Corporation. For shareholders, the higher guidance is the key change, while the pending UniFirst deal brings expected transaction costs of $0.03 to $0.04 per share in fiscal 2026.
Third-quarter revenue was $2.84 billion, up 8.9%, with organic revenue growth of 8.2%.
Net income was $502.5 million, up 8.4%; diluted EPS was $1.24 versus $1.13 a year earlier.
Operating income rose 8.2% to $659.9 million, but operating margin slipped to 23.2% from 23.4%; gross margin hit an all-time high of 51.0%.
Fiscal 2026 guidance: revenue of $11.21 billion to $11.24 billion and adjusted diluted EPS of $4.86 to $4.90, excluding UniFirst transaction costs.
On March 10, 2026, Cintas entered a merger agreement to acquire UniFirst at an implied enterprise value of about $5.5 billion. UniFirst shareholders would receive $155 in cash and 0.7720 Cintas shares per share, a combined $310 based on Cintas's March 9, 2026 closing price of $200.77, and the deal is expected to close in the second half of calendar 2026. The deal adds new cash and share obligations for Cintas shareholders, while Cintas also reported preliminary fiscal third-quarter 2026 revenue growth of 8.9%.
Consideration: $155 in cash and 0.7720 Cintas shares per UniFirst share, a combined $310 based on Cintas's $200.77 close on March 9, 2026
Termination fees: $213.3 million payable by UniFirst to Cintas and $350 million payable by Cintas to UniFirst in specified circumstances
Cintas expects approximately $375 million of operating cost synergies within four years and EPS accretion by the end of the second full year after closing
Cintas preliminary fiscal Q3 2026 revenue was $2.84 billion, up 8.9% from $2.61 billion; full results are due March 25, 2026
Cintas reported fiscal 2026 second-quarter revenue of $2.80 billion, up 9.3% from a year earlier, and diluted EPS of $1.21, up 11.0%. The company raised its full fiscal 2026 revenue guidance to $11.15 billion to $11.22 billion and its diluted EPS guidance to $4.81 to $4.88. For shareholders, the quarter's growth and higher outlook are the key takeaways, and the company has returned $1.24 billion through buybacks and dividends in the first six months of the fiscal year.
Q2 revenue $2.80 billion, up 9.3%; organic revenue growth 8.6%
Q2 diluted EPS $1.21 vs. $1.09 a year earlier, up 11.0%
FY2026 revenue guidance raised from $11.06 billion-$11.18 billion to $11.15 billion-$11.22 billion
FY2026 diluted EPS guidance raised from $4.74-$4.86 to $4.81-$4.88
Cintas reported fiscal 2026 first-quarter results for the quarter ended August 31, 2025, with revenue up 8.7% and diluted EPS up 9.1% to $1.20. The company also raised its full-year fiscal 2026 revenue and diluted EPS guidance, which points to higher expected profit for shareholders.
Revenue was $2.72 billion, up 8.7% from $2.50 billion a year earlier; organic revenue growth was 7.8%.
Net income was $491.1 million, up 8.7%, and diluted EPS was $1.20 versus $1.10.
Fiscal 2026 revenue guidance was raised to $11.06 billion to $11.18 billion from $11.00 billion to $11.15 billion.
Fiscal 2026 diluted EPS guidance was raised to $4.74 to $4.86 from $4.71 to $4.85; buybacks totaled $347.4 million through September 23, 2025.
Cintas reported fiscal 2025 fourth-quarter results for the quarter ended May 31, 2025, with revenue up 8.0% and diluted EPS up 9.0%. The company also issued fiscal 2026 guidance calling for revenue of $11.00 billion to $11.15 billion and diluted EPS of $4.71 to $4.85, compared with full-year fiscal 2025 diluted EPS of $4.40.
Q4 fiscal 2025 revenue was $2.67 billion, up 8.0%; organic revenue growth was 9.0%, and one fewer workday weighed on reported growth
Q4 fiscal 2025 net income was $448.3 million and diluted EPS was $1.09, compared with $1.00 a year earlier
Fiscal 2026 guidance: revenue of $11.00 billion to $11.15 billion and diluted EPS of $4.71 to $4.85; guidance excludes future acquisitions and buybacks
Fiscal 2025 full-year diluted EPS was $4.40, up 16.1%, and cash dividends paid were $611.6 million, up 15.2%
Cintas said Chief Financial Officer Mike Hansen will retire from the CFO role and become Assistant to the CEO effective May 31, 2025. Scott Garula, President of the Rental Division, was appointed to succeed him as Executive Vice President and CFO effective June 1, 2025, a planned transition the company describes as following a succession process.
Mike Hansen retires as Executive Vice President and CFO; he notified the company on March 31, 2025, and moves to Assistant to the CEO effective May 31, 2025
Scott Garula, 54, was appointed on April 1, 2025 as Executive Vice President and CFO effective June 1, 2025; he joined Cintas in 1996 and was President and COO of the Rental Division from June 2023
Garula's initial annual pay: $650,000 base salary, 90% of base salary target annual incentive, and $1,500,000 target long-term incentive
One-time promotion awards under the 2016 Equity Plan: restricted stock with $250,000 and non-qualified stock options with $75,000 grant date fair value
Cintas reported fiscal 2025 third-quarter revenue of $2.61 billion, up 8.4%, and diluted EPS of $1.13, up 17.7% from $0.96 a year earlier. The company raised its fiscal 2025 diluted EPS guidance to $4.36 to $4.40 from $4.28 to $4.34, while narrowing its revenue guidance to $10.280 billion to $10.305 billion.
Q3 net income was $463.5 million, up 16.6%, and gross margin was 50.6% of revenue versus 49.4% a year earlier.
Q3 operating income included a $15.0 million gain on the sale of property and equipment; the prior-year quarter included a $15.0 million class action settlement charge.
Fiscal 2025 diluted EPS guidance rose to $4.36 to $4.40 from $4.28 to $4.34.
Fiscal 2025 revenue guidance is $10.280 billion to $10.305 billion, versus the prior $10.255 billion to $10.320 billion; the top end was lowered by $15.0 million due to currency effects.
Cintas reported fiscal 2025 second-quarter revenue of $2.56 billion, up 7.8%, and diluted EPS of $1.09, up 21.1% from $0.90. The company raised its fiscal 2025 diluted EPS guidance to $4.28 to $4.34 from $4.17 to $4.25 and narrowed its revenue guidance to $10.255 billion to $10.320 billion, which lifts the low end of its earlier range.
Revenue was $2.56 billion, up 7.8%, with organic revenue growth of 7.1%.
Gross margin rose to 49.8% from 48.0%, and operating income increased 18.4% to $591.4 million.
Diluted EPS was $1.09 versus $0.90, and results reflect the four-for-one stock split on September 11, 2024.
Fiscal 2025 diluted EPS guidance was raised to $4.28 to $4.34; revenue guidance is now $10.255 billion to $10.320 billion.
At its October 29, 2024 annual meeting, Cintas shareholders approved the Amended 2016 Equity and Incentive Compensation Plan, which extends the plan's expiration from October 18, 2026 to October 29, 2034 without increasing the authorized share count. Shareholders also re-elected the nine nominated directors, approved an advisory vote on executive pay, ratified Ernst & Young LLP for fiscal 2025, and rejected three shareholder proposals.
Equity plan approved with 270,070,947 votes for and 77,938,458 against; plan expiration extended to October 29, 2034
Advisory vote on named executive officer compensation approved with 332,677,959 votes for and 15,339,680 against
Ernst & Young LLP ratified as independent registered public accounting firm for fiscal 2025 with 343,910,752 votes for
Three shareholder proposals on diversity metrics, climate risk and political disclosure were not approved
Cintas reported fiscal 2025 first-quarter results for the quarter ended August 31, 2024, with revenue of $2.50 billion, up 6.8%, and diluted EPS of $1.10, up 18.3% from $0.93. The company raised its full-year fiscal 2025 revenue and diluted EPS guidance, which gives shareholders a higher outlook for the year.
Revenue was $2.50 billion, up 6.8% from $2.34 billion; organic revenue growth was 8.0%.
Net income was $452.0 million, up 17.4%, and diluted EPS was $1.10 compared with $0.93.
Diluted EPS guidance for fiscal 2025 was raised to $4.17 to $4.25 from $4.06 to $4.19.
Revenue guidance was raised to $10.22 billion to $10.32 billion from $10.16 billion to $10.31 billion.
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