| CTAS |
Report |
Adjusted diluted EPS (FQ4'26) |
BEAT |
pred ~$1.24 vs. cons $1.22 |
MEDIUM |
| CTAS |
Report |
Total revenue (FQ4'26) |
IN-LINE |
pred ~$2.88B vs. cons $2.87B |
MEDIUM |
| CTAS |
Report |
Organic revenue growth (FQ4'26) |
IN-LINE |
pred ~7.6% vs. cons ~7.7% |
LOW |
| CTAS |
Guide |
Initial FY2027 revenue guide (standalone, ex-UniFirst) |
LOWER |
guide ~$12.05B vs. cons $12.20B (FY2027) |
MEDIUM |
| CTAS |
Guide |
Initial FY2027 adjusted EPS guide |
LOWER |
guide ~$5.35 vs. cons $5.42 (FY2027) |
MEDIUM |
| CTAS |
Guide |
UniFirst deal timeline / integration commentary |
UNKNOWN |
guide close 2H CY26 vs. cons 2H CY26 (FY2027); ~$375M synergies, minimal color |
MEDIUM |
| CTAS |
Guide |
FY27 Fire segment ERP/SAP margin headwind |
LOWER |
guide ~100 bps drag vs. cons ~50-100 bps (FY2027 Fire segment) |
LOW |
| CTAS |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.8% |
— |
LOW |
| CTAS |
Return |
5-day cumulative residual |
-2.5% (FADE) |
Q4 likely a modest beat on EPS/margins, but the print is a guidance-and-deal event: initial FY27 guide comes in standalone (ex-UniFirst) and conservative per Cintas's pattern, landing below a street that partly embeds the deal, plus a ~100bps Fire ERP margin drag and paused buyback. After an ~9% run into the print (stock up from ~$169 late June to ~$184), expectations are elevated, so a conservative FY27 frame caps the reaction. Out-period math (implicit forward cuts on the below-street guide) pulls estimates down even after the beat, so early softness drifts further negative before stabilizing. |
LOW |