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10-QPeriod: Q1 FY2015

CINTAS CORP Quarterly Report for Q1 Ended Aug 31, 2014

Filed October 10, 2014For Securities:CTAS

Summary

Cintas Corporation reported solid financial results for the first quarter of fiscal year 2015, ending August 31, 2014. The company demonstrated strong performance in its core Rental Uniforms and Ancillary Products segment, which saw an 8.1% revenue increase year-over-year, driven by new business and improved customer retention. Overall consolidated revenue saw a modest 0.2% increase to $1.102 billion, though this was tempered by the deconsolidation of the shredding business. Net income rose significantly by 41.9% to $110.1 million, leading to a substantial increase in diluted earnings per share from continuing operations to $0.93, up from $0.63 in the prior year. Key financial strengths include robust operating cash flow generation of $148.2 million and a strong balance sheet with $581.5 million in cash and cash equivalents. Cintas also actively returned capital to shareholders through share repurchases. The company continues to focus on increasing market penetration with existing customers and broadening its customer base through organic growth and strategic acquisitions. The strategic divestiture of certain non-core assets, like the document imaging and retention business, signals a continued focus on core operational efficiencies and profitability.

Financial Statements
Beta
Revenue$1.10B
Gross Profit$477.95M
SG&A Expenses$314.46M
Operating Income$163.49M
Interest Expense$16.58M
Net Income$110.11M
EPS (Basic)$0.23
EPS (Diluted)$0.23
Shares Outstanding (Basic)466.64M
Shares Outstanding (Diluted)472.12M

Key Highlights

  • 1Revenue for the first quarter of fiscal 2015 increased 0.2% to $1.102 billion compared to the prior year, driven by organic growth offset by the deconsolidation of the shredding business.
  • 2Net income from continuing operations surged by 41.9% to $109.8 million, reflecting strong operational execution and cost management.
  • 3Diluted earnings per share from continuing operations increased significantly to $0.93, up from $0.63 in the prior year's comparable period.
  • 4The Rental Uniforms and Ancillary Products segment showed robust growth, with revenue increasing 8.1% to $856.9 million.
  • 5Operating cash flow was strong at $148.2 million, demonstrating the company's ability to generate cash from its core operations.
  • 6Cintas continued to execute its capital allocation strategy by repurchasing shares, utilizing $49.7 million under its ongoing buyback program.
  • 7The company is actively managing its portfolio by classifying its document imaging and document retention services business as discontinued operations, with assets and liabilities held for sale.

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