May 31, 2022

Cintas Q4 2022 Earnings Report

Cintas' Q4 2022 earnings increased, driven by a strong rise in revenue and effective cost management.

Key Takeaways

Cintas Corporation reported a strong fourth quarter for fiscal year 2022, with revenue reaching $2.07 billion, a 13.0% increase compared to the previous year. Diluted earnings per share (EPS) rose by 13.8% to $2.81. The company's performance was driven by businesses outsourcing to Cintas to help them get Ready for the Workday®.

Revenue for Q4 2022 reached $2.07 billion, a 13.0% increase year-over-year.

Organic revenue growth rate was 12.7% for Q4 2022.

Diluted earnings per share (EPS) for Q4 2022 increased by 13.8% to $2.81.

Free cash flow for Q4 2022 increased 15.2% to $475.7 million.

Total Revenue
$2.08B
Previous year: $1.84B
+13.0%
EPS
$0.7
Previous year: $0.62
+12.9%
Gross Profit
$946M
Previous year: $859M
+10.1%
Cash and Equivalents
$90.5M
Previous year: $494M
-81.7%
Free Cash Flow
$476M
Previous year: $1.22B
-60.9%
Total Assets
$8.15B
Previous year: $8.24B
-1.1%

Cintas

Cintas

Cintas Revenue by Segment

Forward Guidance

For fiscal year 2023, Cintas expects revenue to be in the range of $8.47 billion to $8.58 billion and diluted EPS to be in the range of $11.90 to $12.30.

Positive Outlook

  • Revenue is expected to be in the range of $8.47 billion to $8.58 billion.
  • Operating income is expected to be in the range of $1.68 billion to $1.73 billion.
  • Diluted EPS is expected to be in the range of $11.90 to $12.30.
  • Guidance assumes a stable economy.
  • Guidance includes share buybacks through July 13, 2022.

Challenges Ahead

  • Fiscal year 2023 interest expense is expected to be approximately $110.0 million, compared to $88.8 million in fiscal year 2022, due in part to higher interest rates.
  • Fiscal year 2023 effective tax rate is expected to be approximately 20.0% compared to a rate of 17.9% in fiscal 2022.
  • The expected higher effective tax rate will negatively impact fiscal 2023 diluted EPS by approximately $0.32 and diluted EPS growth by approximately 290 basis points.
  • Guidance excludes COVID-19 pandemic-related setbacks or economic downturns.
  • Guidance does not include the impact of any future share buybacks.

Revenue & Expenses

Visualization of income flow from segment revenue to net income