Q4 2025 Cintas Corp Earnings Call Transcript
Key Points
- Cintas Corp (CTAS) reported strong fourth-quarter revenue growth of 8%, reaching $2.67 billion, with an organic growth rate of 9%.
- The company achieved record full-year revenue of $10.34 billion, marking a 7.7% increase, with organic growth at 8%.
- Operating margins for the full year reached an all-time high of 22.8%, up from 21.6% the previous year.
- Cintas Corp (CTAS) maintained high retention rates and historical pricing levels, contributing to stable revenue streams.
- The company was named to the Fortune 500 for the ninth consecutive year, highlighting its continued success and reputation.
- Incremental margins decreased to around 25% this quarter, down from previous levels of 40% to 50%.
- The company faces uncertainties in the macroeconomic environment, including tariffs, trade taxes, and interest rates.
- The uniform direct sale business experienced a bumpy year, despite a strong close in the fourth quarter.
- Cintas Corp (CTAS) anticipates continued investment in SAP for its fire business, which is not an inexpensive effort.
- The company does not expect the spike in training revenue in the first aid business to continue at the same levels.
Good day, everyone, and welcome to the Cintas Corporation announces fiscal 2025 fourth quarter and full-year results conference call. Today's call is being recorded. At this time, I would like to turn the call over to Mr. Jared Mattingley, Vice President, Treasurer, and Investor Relations. Please go ahead, sir.
Thank you, Ross. Thank you for joining us. With me are Todd Schneider, President and Chief Executive Officer; Jim Rozakis, Executive Vice President and Chief Operating Officer; and Scott Garula, Executive Vice President and Chief Financial Officer. We will discuss our fiscal 2025 fourth quarter and full-year results. After our commentary, we will open the call to questions from analysts.
The Private Securities Litigation Reform Act of 1995 provides a Safe Harbor from civil litigation for forward-looking statements. This conference call contains forward-looking statements that reflect the company's current views as to future events and financial performance. These
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