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Why Cintas Corporation (CTAS) Could Be Poised To Beat Earnings

Published 07/19/2017, 11:58 PM
Updated 07/09/2023, 06:31 AM
CTAS
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Cintas Corporation (NASDAQ:CTAS) is a worldwide industry leader in supplying corporate identity uniform programs, entrance and logo mats, restroom supplies, promotional products, first aid, fire protection products, and industrial carpet cleaning. More importantly, the company will be releasing its Q4 earnings report today after the closing bell.

Cintas Corporation sports a Zacks Rank #2 (Buy) and operates in the “Uniform and Related” industry, which currently sits in the top 17% of the Zacks Industry Rank. Also, the company has defeated its earnings projections in eleven of its past twelve fiscal quarters, including a surprise of 4.72% last quarter.

Cintas’ consistency in beating its earnings projections, along with its strong Zacks Rank and positive Earnings ESP of 0.93%, should allow for investors to feel a sense of optimism before its quarterly report is released.

If that’s not enough, here are three additional reasons to be bullish on Cintas Corporation:

1. Strong Synergistic Positions in Key Markets

Cintas recently completed the acquisition of rival G&K Services Inc., which collected annual revenues of around $1.0 billion and served over 170,000 customers in the U.S. and Canada. The integration of G&K Services is expected to expand Cintas’ customer profile and augment its revenues.

The combined company is likely to serve over one billion customers with an extended product portfolio, while customer service is also likely to improve with increased route density. The synergies formed by the acquisition and combined operations are expected to yield around $140 million in cost savings, which should boost Cintas’ earnings.

2. Impressive Growth Metrics

Cintas Corporation exhibits extensive growth prospects, which bodes well for the stock as we near its report date. For example, Cintas features a RoE of 23.75% and net margin of 10.25%, both of which compare favorably to the industry averages of 12.01% and 7.12%.

Furthermore, Cintas Corporation is projected to real in an impressive $1.51 billion in revenue, which would represent 18.67% year-over-year growth.

3. Strong Growth in Key Divisions

Cintas Corporation is projected to increase its year-over-year revenue growth in specific—and vital—divisions of the company. For example, revenues for first aid and safety protection for Q4 2016 stood around $119 million. According to our exclusive consensus estimates, Cintas is expected to earn around $131 million in the same division for Q4 2017, which would signify 10.09% year-over-year growth.

Additionally, revenues for the rental uniforms and ancillary products division for Q4 2016 sat at $930.5 million. Cintas is projected to earn around $1.3 billion in the same division this quarter, which would represent a massive 39.7% year-over-year growth.

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