Cintas Corporation's Net Income Increases 8.2% in Q4 2025
For its fourth quarter of fiscal year 2025, Cintas Corporation reported revenue of $2.67 billion, marking an 8.0% increase compared to $2.47 billion in the same period last year. Net income rose to $448.3 million, an 8.2% increase from $414.3 million in the prior year's fourth quarter. Diluted earnings per share (EPS) for the quarter were $1.09, up 9.0% from $1.00 in the corresponding quarter of fiscal 2024. The company's revenue of $2.67 billion surpassed the analyst estimate of $2.63 billion, while its EPS of $1.09 also exceeded the analyst estimate of $1.07.
Performance Drivers
The company's performance was significantly influenced by strong organic revenue growth. On a same-workday basis, revenue for the fourth quarter of fiscal 2025 increased by 9.6%, and the organic revenue growth rate, which adjusts for acquisitions, foreign currency fluctuations, and workday differences, was 9.0%. Gross margin for the fourth quarter of fiscal 2025 improved to $1.33 billion, up 9.1%, resulting in a gross margin as a percentage of revenue of 49.7%, an increase of 50 basis points from the prior year.
Management Commentary
Todd M. Schneider, Cintas' President and Chief Executive Officer, highlighted the enduring strength of the company's value proposition, noting that the results set all-time highs in gross margin and operating margin. He attributed this success to strategic investments and the dedication of employee-partners. Schneider emphasized that the company's focus on operational excellence and thoughtful investments continues to position Cintas for long-term success while returning capital to shareholders.
Fiscal Year 2026 Outlook
Looking ahead to fiscal year 2026, Cintas expects revenue to be in the range of $11.00 billion to $11.15 billion. Diluted EPS for fiscal 2026 is projected to be between $4.71 and $4.85. The guidance assumes no future acquisitions, a constant foreign currency exchange rate, and no future share buybacks or significant economic disruptions.