Cintas Corp. (NASDAQ: CTAS) reported second-quarter results that exceeded analyst expectations and raised its full-year outlook, supported by steady organic growth, margin expansion, and strong cash generation.
The uniform rental and business services provider posted diluted earnings of $1.21 per share for the quarter ended November 30, up from $1.09 a year earlier and slightly above analyst expectations. Revenue increased 9.3% year over year to $2.80 billion from $2.56 billion, driven by 8.6% organic growth and an additional 0.7% contribution from acquisitions.
Profitability improved during the quarter, with gross profit rising 10.6% to $1.41 billion and gross margin expanding by 60 basis points to 50.4%. Operating income climbed 10.9% to $655.7 million, pushing the operating margin to a record high of 23.4%.
Net income increased 10.4% to $495.3 million, reflecting higher volumes across business segments and continued operating discipline.
Chief Executive Officer Todd Schneider said the quarter delivered record revenue and strong cash generation, underscoring effective execution of the company’s strategy and ongoing technology investments.
Cintas raised its fiscal 2026 guidance, now expecting earnings of $4.81 to $4.88 per share, compared with a prior range of $4.74 to $4.86 and broadly in line with consensus forecasts. Revenue was projected to range from $11.15 billion to $11.22 billion, up from the earlier outlook of $11.06 billion to $11.18 billion.
