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Cintas Corporation

CTASintermediary

Cintas is the largest uniform rental and facility services company in North America, serving over 1 million businesses. Its route-based service model delivers uniforms, cleaning supplies, and safety products.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($9.6B)

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Uniform Rental & Facility Services (65%)
First Aid & Safety (15%)
Fire Protection (10%)
Uniform Direct Sales (10%)

Segment Breakdown & Key Customers

Product Details

Uniform Rental & Facility Services65%

Work uniforms, mats, mops, towels, and restroom supplies rental programs

First Aid & Safety Services15%

First aid cabinets, AEDs, fire extinguishers, and safety training

Fire Protection10%

Fire alarm, sprinkler, and suppression system installation and service

Uniform Direct Sales10%

Custom uniform design and direct purchase programs

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)보잉 737 MAX 생산 재개 일정미국 인프라 2차 집행 예산 확정

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Company Info

Headquarters

Cincinnati, Ohio, USA

Founded

1968

Employees

44,000+

Website

cintas.com

Sector Overview산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • 방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • 보잉 737 MAX 생산 재개 일정