CTAS at a glance
Cintas (CTAS, SEC CIK 723254) filed its latest 10-K annual report on July 29, 2026, a 10-Q quarterly report on April 7, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended May 31, 2026 (FY2026), Cintas (CTAS) reported revenue of $11.3 billion (up 8.9% from FY2025) and net income of $2.0 billion. Diluted EPS was $4.91.
- As of June 30, 2026, 49 institutional investment managers tracked by SignalX reported holding Cintas (CTAS) shares worth $24.0 billion in 13F-HR filings.
- In the last 90 days, CTAS insiders reported 0 open-market purchases ($0) and 2 open-market sales ($2.7M) on Form 4, a net sale of $2.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $11.3B
- +8.9% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$2.7M
- 13F holders
- 49 funds
- $24.0B · +3 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended May 31, 2026
Business Overview
- Core business: Provision of uniform rental, facility services, first aid, safety products, and related services to over one million businesses primarily in North America
- New emphasis: Pending $5.5 billion acquisition of UniFirst, expanding footprint in uniform/workwear and facility service products
- Strategic shift: Enhanced scale and market position via merger anticipated to close in H2 2026
- Notable metric: Fiscal 2026 revenue $11.3B, up 9% from $10.3B in 2025, with 484 operational facilities and ~12,500 local delivery routes
- Unique fact: UniFirst shareholders approved the merger, combining two leading competitors in uniform and safety service markets
Risk Factors
- Regulatory/legal risk: Hart-Scott-Rodino Antitrust Improvements Act, pending regulatory approval for $5.5B UniFirst acquisition announced Mar 10, 2026
- Geopolitical/macroeconomic threat: Foreign currency exposures <10% of revenue and operating income, with modest impact on consolidated results
- Operational/supply chain risk: Rising cost of material and labor in Uniform Rental segment increased cost of sales by 6.7% year-over-year
- Competitive/market disruption risk: UniFirst merger could shift competitive dynamics with overlap in uniform, facility, first aid markets; integration risks noted
- Financial/structural risk: $2.4B senior notes maturing 2027; $2B revolving credit facility with covenants requiring maintenance of debt to EBITDA ratio
Management Discussion & Analysis
- Revenue $11.3B, up 8.9% YoY; Uniform Rental $8.62B (+8.1%), Other segments $2.64B (+11.8%)
- Operating margin 23.1% vs 22.8%; Uniform Rental margin 24.1% vs 23.5%, First Aid margin 25.4% vs 24.2%
- Best performing: First Aid and Safety segment operating income +19.9% to $353.4M; Worst: All Other segment margin down to 15.3% from 16.7%
- Operating cash flow $2.28B (+5.1%); CapEx $395M; Share repurchases $952M; Dividends paid $701.5M (+15%)
- UniFirst acquisition pending ($5.5B deal); management expects sufficient liquidity, notes inflation mitigated by pricing and efficiencies
AI summary of the CTAS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Feb 28, 2026
Management Discussion & Analysis
- Revenue $2,841.4M, up 8.9% YoY from $2,609.2M
- Operating margin 23.2% vs 23.4% YoY; adjusted margin improved 0.4%
- First Aid and Safety Services best performer: revenue $346.8M, up 14.9%; operating margin 25.2% vs 23.7%
- Operating cash flow $1,567.2M vs $1,525.6M; cash balance $183.2M vs $243.4M
- Share repurchases $933.2M; management expects sufficient liquidity for at least 12 months
AI summary of the CTAS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Cintas reported fiscal-quarter results for the quarter ended August 31, 2026
- Press release furnished as Exhibit 99 contains the financial figures and management commentary
Item EX-99.1: Item EX-99.1
- Fiscal Q1 revenue $3.01B, up 10.9%; organic growth 8.9% after workday, acquisition and currency adjustments
- Gross margin expanded 120 basis points to 51.5%; operating margin reached 23.6% despite $14.4M UniFirst transaction costs
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Melanie W. Barstad will leave Cintas’s board after the 2026 annual meeting
- Departure not related to disagreements over operations, policies or procedures
AI summaries of CTAS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CTAS
Don't miss the next CTAS filing
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- Fund moves. Which tracked funds opened, added or cut CTAS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Barstad Melanie W. | A | Sep 15, 2026 | 12.37 | $198.95 |
| CARNAHAN KAREN L | A | Sep 15, 2026 | 17.82 | $198.95 |
| TYSOE RONALD W | A | Sep 15, 2026 | 101.52 | $198.95 |
| Coletti Robert E. | A | Sep 15, 2026 | 29.71 | $198.95 |
| Garula Scott | A | Aug 10, 2026 | 10,695 | $202.71 |
| Rozakis Jim | F | Aug 10, 2026 | 4,041 | $202.71 |
| Garula Scott | F | Aug 10, 2026 | 2,958 | $202.71 |
| Denton David Brock | A | Aug 10, 2026 | 370 | $202.71 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $10.3B | $11.3B |
| Gross Profit | - | $5.2B | $5.7B |
| Operating Income | - | $2.4B | $2.6B |
| Net Income | - | $1.8B | $2.0B |
| Gross Margin | - | 50.0% | 50.7% |
| Op. Margin | - | 22.8% | 23.1% |
| Net Margin | - | 17.5% | 17.8% |
| Balance Sheet | |||
| Total Assets | $9.2B | $9.8B | $10.5B |
| Equity | - | $4.7B | $5.1B |
| ROE | - | 38.7% | 38.9% |
| Per Share | |||
| EPS | - | $4.40 | $4.91 |
| Cash Flow | |||
| Operating CF | - | $2.2B | $2.3B |
| CapEx | $409.5M | $408.9M | $395.1M |
Source: XBRL data in Cintas (CTAS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CTAS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 49 | $24.02B |
| Q1 2026 | 46 | $23.33B |
| Q4 2025 | 46 | $25.44B |
| Q3 2025 | 50 | $27.41B |
| Q2 2025 | 47 | $29.19B |
| Q1 2025 | 45 | $20.30B |
| Q4 2024 | 39 | $15.84B |
| Q3 2024 | 34 | $8.24B |
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- FMR LLC (Fidelity)−607.5K (-9%)
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- AQR Capital Management−248.7K (-42%)
- JPMorgan Chase & Co−173.8K (-10%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 356 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CTAS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 4 | Jul 30, 2026 | - | - | - |
| 10-K | Jul 29, 2026 | May 31, 2026 | Analysis | |
| 4 | Jul 23, 2026 | - | - | - |
| 4 | Jul 20, 2026 | - | - | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
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CTAS SEC filings: frequently asked questions
Are CTAS insiders buying or selling?
In the last 90 days, Cintas (CTAS) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $2.7 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CTAS stock?
As of June 30, 2026, the largest Cintas (CTAS) holders among the 13F filers tracked by SignalX were BlackRock ($4.5 billion), Vanguard Capital Management LLC ($3.8 billion), State Street Corp ($2.7 billion), Invesco Ltd ($2.3 billion), Vanguard Portfolio Management LLC ($2.3 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CTAS's revenue in fiscal year 2026?
For the fiscal year ended May 31, 2026 (FY2026), Cintas (CTAS) reported revenue of $11.3 billion (up 8.9% from FY2025) and net income of $2.0 billion. Diluted EPS was $4.91. The figures come from the XBRL data in the 10-K.
What are the main risks in CTAS's latest 10-K?
In the 10-K filed July 29, 2026, Cintas (CTAS) flagged: Regulatory/legal risk: Hart-Scott-Rodino Antitrust Improvements Act, pending regulatory approval for $5.5B UniFirst acquisition announced Mar 10, 2026. Geopolitical/macroeconomic threat: Foreign currency exposures <10% of revenue and operating income, with modest impact on consolidated results. (AI summary of the Risk Factors section.)
What did CTAS report in its latest 8-K?
Cintas (CTAS) filed an 8-K on September 23, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Cintas reported fiscal-quarter results for the quarter ended August 31, 2026.
What are the latest CTAS SEC filings?
Cintas (CTAS) filed its latest 10-K annual report on July 29, 2026, a 10-Q quarterly report on April 7, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on September 17, 2026.
What is CTAS's SEC CIK number?
Cintas (CTAS)'s SEC Central Index Key (CIK) is 723254. EDGAR lists every CTAS filing under that number.
Ask anything about CTAS
The research agent reads CTAS's filings, financials, insider trades and 13F holders, then answers with sources.