Chief Executive Officer, President & Director, Cintas
Search every verified Todd Schneider interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Todd Schneider, president and chief executive officer of Cintas, discussed the company's fiscal 2026 fourth quarter results on a July 15, 2026 earnings call. He reported that total revenue increased 8.9% to $2.91 billion, with organic revenue growth of 8.4%. Schneider stated that the company expects fiscal 2027 revenue in the range of $12.1 billion to $12.25 billion, representing total growth of 7.4% to 8.7%, and adjusted diluted earnings per share between $5.36 and $5.50, representing growth of 8.5% to 11.3%. He attributed the company's performance to its culture, which he described as "our greatest competitive advantage," and noted that the company's "total addressable market is so massive that it allows for opportunities in various economic cycles." Schneider also highlighted growth in end markets such as healthcare, education, and hospitality, while noting that white-collar job weakness was less relevant to the company's uniform rental business.
“more detail, we expect fiscal 2027 revenue in the range of 12.1 billion to 12.25 billion, implying total growth of 7.4% to 8.7%. We expect fiscal 2027 adjusted diluted EPS between $5.36 and $5.50, which represents 8.5% to 11.3% growth.”
“the last thing I would add is that um you know when we look at uh the future that total addressable market is so massive uh that it allows for opportunities for us um in various economic cycles.”
“We delivered robust topline growth and strong profitability. In the fourth quarter, total revenue increased 8.9% to $2.91 billion. Our organic revenue growth rate, which adjusts for the impacts of acquisitions in foreign currency exchange rate fluctuations, was 8.4%.”
“Our culture is our greatest competitive advantage. Our employee partners pride themselves on delivering the highest quality products and services to help our customers manage their businesses better. Our drive for continuous improvement is a key component of our culture. We remain positioned to achieve long-term growth...”
“We are raising our fiscal 2026 financial guidance. We expect our revenue to be in the range of $11.21 billion to $11.24 billion, a total growth rate of 8.4% to 8.7%. We expect adjusted diluted EPS to be in the range of $4.86 to $4.90, a growth rate of 10.5% to 11.4%.”
“We remain excited about this opportunity and the long-term value creation for Cintas and its shareholders, our employee partners, and the team partners of Unif to our collective customers. When we announced the transaction two weeks ago, we indicated that the merger was subject to approval by Unif shareholders, regulat...”
“Our disciplined approach to capital allocation has positioned us well to finance the recently announced agreement with Unif. With leverage expected to be about 1.5 times debt to EBITDA at closing, we maintain flexibility for deploying capital across each of our priorities.”
“We do not have a fuel surcharge. Historically, that is not how we handle it. As Scott correctly pointed out, if you think about the fuel at the pump, it accounts for about 100 basis points of our total as a percent of sales. So it's not a our largest cost. And we also take the approach that we think long term about thi...”
“We're investing for the future because we think the future looks really bright and we have to position ourselves to be able to compete in those areas. We look at the opportunity out there in the white space of converting over no-programmers and we want to go after that. There's 16 to 20 million businesses in the US and...”
“Cintas has terminated discussions with UniFirst regarding Cintas's proposal to acquire UniFirst for $275 per share in cash. Despite Cintas's considerable efforts, we were unable to have substantive engagement with UniFirst regarding key transaction terms. While we continue to believe in the merits of the transaction, w...”
“We are updating our annual revenue expectations from a range of $10.255 billion to $10.32 billion to a range of $10.28 billion to $10.305 billion. We are also raising our annual diluted EPS expectations from a range of $4.28 to $4.34 to a range of $4.36 to $4.40, implying a growth rate of 15% to 16.1%.”
“Our fiscal 25 effective tax rate is expected to be 20.2%. Please note that this implies a fourth quarter effective tax rate of 23% compared to an effective tax rate in last year's fourth quarter of 21.4%.”
“Fiscal 2025 revenue was a record 10.34 billion, an increase of 7.7%. Organic growth was 8% for the year. Our topline growth continues to underscore the strength of Cintas's value proposition. Operating margins for the full year were 22.8%, an increase of 14.1% and an all-time high compared to our prior year operating m...”
“We expect our revenue to be in the range of 11 billion to 11.15 billion, a total growth rate of 6.4% to 7.8%. We expect diluted EPS to be in the range of $4.71 to $4.85, a growth rate of 7% to 10.2%. Our fourth quarter and full year 2025 results and 2026 outlook underscore the strength of our business model and our abi...”
“We don't just run our business in a manner where if a tariff is going to raise a cost then we just got to eat that and pass it along to our customer. It's not how we run our business and it's not how we've run it in the past and it's not how we're going to run it in the future. We think it gives us an opportunity to sh...”
... me uh are Todd Schneider president and chief executive officer Jim Rosakis executive vice president and chief operating officer ...
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