Update shared on26 Sep 2025
Fair value Decreased 1.58%Analysts lowered Cintas’ price target slightly to $217.44, citing near-term macroeconomic headwinds despite continued strong execution, robust growth opportunities in Fire Protection and First Aid, and resilient revenue performance.
Analyst Commentary
- Bullish analysts cite Cintas' consistent and resilient execution across varying macroeconomic conditions and a strong track record of compounding growth.
- Several analysts highlight significant long-term growth opportunities in the Fire Protection and First Aid segments, underpinned by management's ambitious double-digit organic growth targets.
- Raised price targets reflect increasing conviction in Cintas’ ability to expand margins, particularly within high-growth business segments like First Aid.
- Some analysts note that recent guidance and revenue growth outperformed forecasts, demonstrating operational strength despite modest EPS expectations.
- Bearish analysts point to near-term macroeconomic and investment-related headwinds as reasons for caution, resulting in price target reductions and Cintas’ removal from select conviction lists.
What's in the News
- Cintas completed multiple share repurchase tranches under buyback programs, acquiring 1,603,032 shares for a total of $347.4 million from March 1 to September 23, 2025.
- Fiscal 2026 revenue guidance was raised to $11.06–$11.18 billion, and diluted EPS guidance increased to $4.74–$4.86.
- The Board approved a 15.4% increase in the quarterly dividend to $0.45 per share, extending a 42-year streak of annual dividend hikes.
- The company was dropped from several Russell value-oriented indices, including the Russell 1000 Value and Russell Top 200 Value Index.
Valuation Changes
Summary of Valuation Changes for Cintas
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $220.94 to $217.44.
- The Future P/E for Cintas has fallen slightly from 45.06x to 43.70x.
- The Consensus Revenue Growth forecasts for Cintas remained effectively unchanged, moving only marginally from 7.2% per annum to 7.3% per annum.
Disclaimer
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