•
Aug 31, 2023

Cintas Q1 2024 Earnings Report

Cintas' first quarter of fiscal year 2024 showed revenue growth and increased profitability.

Key Takeaways

Cintas Corporation reported an 8.1% increase in revenue for the first quarter of fiscal 2024, reaching $2.34 billion. Operating income increased by 13.7% to $500.6 million, and diluted earnings per share (EPS) rose to $3.70 compared to $3.39 in the previous year. The company is raising its full fiscal year financial guidance.

Revenue for the first quarter of fiscal 2024 was $2.34 billion, an 8.1% increase compared to the previous year.

Operating income increased by 13.7% to $500.6 million, representing 21.4% of revenue.

Diluted earnings per share (EPS) for the first quarter of fiscal 2024 was $3.70, up from $3.39 in the previous year.

Cintas is raising its annual revenue expectations to a range of $9.40 billion to $9.52 billion and diluted EPS to a range of $14.00 to $14.45.

Total Revenue
$2.34B
Previous year: $2.17B
+8.1%
EPS
$0.93
Previous year: $0.85
+9.4%
Gross Profit
$1.14B
Previous year: $1.03B
+11.0%
Cash and Equivalents
$88.1M
Previous year: $74.6M
+18.2%
Free Cash Flow
$230M
Previous year: $228M
+0.9%
Total Assets
$8.72B
Previous year: $8.26B
+5.6%

Cintas

Cintas

Cintas Revenue by Segment

Forward Guidance

Cintas is increasing its full fiscal year financial guidance. The company is raising its annual revenue expectations from a range of $9.35 billion to $9.50 billion to a range of $9.40 billion to $9.52 billion and its diluted EPS from a range of $13.85 to $14.35 to a range of $14.00 to $14.45.

Positive Outlook

  • Fiscal year 2024 interest expense is expected to be approximately $98.0 million compared to $109.5 million in fiscal year 2023, predominately as a result of lower variable rate debt.
  • Guidance includes the impact of having one more workday in fiscal year 2024 compared to fiscal year 2023.

Challenges Ahead

  • Fiscal year 2024 effective tax rate is expected to be 21.3% compared to a rate of 20.4% in fiscal year 2023.
  • The higher effective tax rate negatively impacts fiscal 2024 diluted EPS guidance by approximately $0.16 and diluted EPS growth by approximately 120 basis points.
  • Fiscal year 2024 interest expense may change as a result of future share buybacks or acquisition activity.
  • Our diluted EPS guidance includes no future share buybacks.

Revenue & Expenses

Visualization of income flow from segment revenue to net income