Cintas (CTAS) is positioned for a "modest" beat-and-raise quarter amid macro uncertainty, RBC Capital said in a Tuesday note previewing fiscal Q2 results.
"We expect a modest beat and raise, given the company's solid
track record, despite concerns about an employment slowdown and SMB weakness," the report said.
RBC analysts expect revenue of $2.78 billion, slightly ahead of the $2.76 billion consensus estimate. They also project operating margins of 23.5% and EPS of $1.23, compared with consensus of 23.2% and $1.20, respectively.
The analysts expect an increase in full-year guidance but the magnitude of the beats and raise in 2026 will be lower than prior years due partly to a soft hiring market and growth investments.
"However, we still believe organic growth of 7-8% is achievable given favorable end-market exposure and success in converting non-programmers," the analysts said.
RBC kept its sector perform rating with a $206 price target.
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