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Side-by-side financial comparison of Cintas (CTAS) and Lam Research (LRCX). Click either name above to swap in a different company.
Lam Research is the larger business by last-quarter revenue ($5.3B vs $2.8B, roughly 1.9× Cintas). Lam Research runs the higher net margin — 29.8% vs 17.7%, a 12.1% gap on every dollar of revenue. On growth, Lam Research posted the faster year-over-year revenue change (22.1% vs 9.3%). Lam Research produced more free cash flow last quarter ($1.2B vs $425.0M). Over the past eight quarters, Lam Research's revenue compounded faster (18.7% CAGR vs 7.9%).
Cintas Corporation is an American corporation headquartered in Mason, Ohio, which provides a range of products and services to businesses including uniforms, mats, mops, cleaning and restroom supplies, first aid and safety products, fire extinguishers and testing, and safety courses. Cintas is a publicly held company traded on the Nasdaq Global Select Market under the symbol CTAS and is a component of the S&P 500 Index.
Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP) and for related manufacturing markets such as for microelectromechanical systems (MEMS).
CTAS vs LRCX — Head-to-Head
Income Statement — Q2 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $5.3B |
| Net Profit | $495.3M | $1.6B |
| Gross Margin | 50.4% | 49.6% |
| Operating Margin | 23.4% | 33.9% |
| Net Margin | 17.7% | 29.8% |
| Revenue YoY | 9.3% | 22.1% |
| Net Profit YoY | 10.4% | 33.8% |
| EPS (diluted) | $1.21 | $1.26 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.8B | $5.3B | ||
| Q3 25 | $2.7B | $5.3B | ||
| Q2 25 | $2.7B | $5.2B | ||
| Q1 25 | $2.6B | $4.7B | ||
| Q4 24 | $2.6B | $4.4B | ||
| Q3 24 | $2.5B | $4.2B | ||
| Q2 24 | $2.5B | $3.9B | ||
| Q1 24 | $2.4B | $3.8B |
| Q4 25 | $495.3M | $1.6B | ||
| Q3 25 | $491.1M | $1.6B | ||
| Q2 25 | $448.3M | $1.7B | ||
| Q1 25 | $463.5M | $1.3B | ||
| Q4 24 | $448.5M | $1.2B | ||
| Q3 24 | $452.0M | $1.1B | ||
| Q2 24 | $414.3M | $1.0B | ||
| Q1 24 | $397.6M | $965.8M |
| Q4 25 | 50.4% | 49.6% | ||
| Q3 25 | 50.3% | 50.4% | ||
| Q2 25 | 49.7% | 50.1% | ||
| Q1 25 | 50.6% | 49.0% | ||
| Q4 24 | 49.8% | 47.4% | ||
| Q3 24 | 50.1% | 48.0% | ||
| Q2 24 | — | 47.5% | ||
| Q1 24 | — | 47.5% |
| Q4 25 | 23.4% | 33.9% | ||
| Q3 25 | 22.7% | 34.4% | ||
| Q2 25 | 22.4% | 33.7% | ||
| Q1 25 | 23.4% | 33.1% | ||
| Q4 24 | 23.1% | 30.5% | ||
| Q3 24 | 22.4% | 30.3% | ||
| Q2 24 | 22.2% | 29.1% | ||
| Q1 24 | 21.6% | 27.9% |
| Q4 25 | 17.7% | 29.8% | ||
| Q3 25 | 18.1% | 29.5% | ||
| Q2 25 | 16.8% | 33.3% | ||
| Q1 25 | 17.8% | 28.2% | ||
| Q4 24 | 17.5% | 27.2% | ||
| Q3 24 | 18.1% | 26.8% | ||
| Q2 24 | 16.8% | 26.4% | ||
| Q1 24 | 16.5% | 25.5% |
| Q4 25 | $1.21 | $1.26 | ||
| Q3 25 | $1.20 | $1.24 | ||
| Q2 25 | $1.08 | $1.34 | ||
| Q1 25 | $1.13 | $1.03 | ||
| Q4 24 | $1.09 | $0.92 | ||
| Q3 24 | $1.10 | $0.86 | ||
| Q2 24 | $4.00 | $7.78 | ||
| Q1 24 | $3.84 | $7.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $200.8M | $6.2B |
| Total DebtLower is stronger | $2.4B | $3.7B |
| Stockholders' EquityBook value | $4.5B | $10.1B |
| Total Assets | $10.1B | $21.4B |
| Debt / EquityLower = less leverage | 0.54× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $200.8M | $6.2B | ||
| Q3 25 | $138.1M | $6.7B | ||
| Q2 25 | $264.0M | $6.4B | ||
| Q1 25 | $243.4M | $5.5B | ||
| Q4 24 | $122.4M | $5.7B | ||
| Q3 24 | $101.4M | $6.1B | ||
| Q2 24 | $342.0M | $5.8B | ||
| Q1 24 | $128.5M | $5.7B |
| Q4 25 | $2.4B | $3.7B | ||
| Q3 25 | $2.4B | $3.7B | ||
| Q2 25 | $2.4B | $3.7B | ||
| Q1 25 | $2.0B | $3.7B | ||
| Q4 24 | $2.0B | $4.5B | ||
| Q3 24 | $2.0B | $4.5B | ||
| Q2 24 | $2.0B | $4.5B | ||
| Q1 24 | $2.5B | $4.5B |
| Q4 25 | $4.5B | $10.1B | ||
| Q3 25 | $4.8B | $10.2B | ||
| Q2 25 | $4.7B | $9.9B | ||
| Q1 25 | $4.6B | $9.5B | ||
| Q4 24 | $4.3B | $8.8B | ||
| Q3 24 | $4.0B | $8.5B | ||
| Q2 24 | $4.3B | $8.5B | ||
| Q1 24 | $4.2B | $8.0B |
| Q4 25 | $10.1B | $21.4B | ||
| Q3 25 | $9.8B | $21.9B | ||
| Q2 25 | $9.8B | $21.3B | ||
| Q1 25 | $9.6B | $20.0B | ||
| Q4 24 | $9.4B | $19.8B | ||
| Q3 24 | $9.1B | $19.5B | ||
| Q2 24 | $9.2B | $18.7B | ||
| Q1 24 | $9.0B | $18.3B |
| Q4 25 | 0.54× | 0.37× | ||
| Q3 25 | 0.51× | 0.37× | ||
| Q2 25 | 0.52× | 0.38× | ||
| Q1 25 | 0.44× | 0.39× | ||
| Q4 24 | 0.47× | 0.51× | ||
| Q3 24 | 0.50× | 0.53× | ||
| Q2 24 | 0.47× | 0.52× | ||
| Q1 24 | 0.58× | 0.56× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $531.2M | $1.5B |
| Free Cash FlowOCF − Capex | $425.0M | $1.2B |
| FCF MarginFCF / Revenue | 15.2% | 22.8% |
| Capex IntensityCapex / Revenue | 3.8% | 4.9% |
| Cash ConversionOCF / Net Profit | 1.07× | 0.93× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $6.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $531.2M | $1.5B | ||
| Q3 25 | $414.5M | $1.8B | ||
| Q2 25 | $635.7M | $2.6B | ||
| Q1 25 | $622.0M | $1.3B | ||
| Q4 24 | $441.4M | $741.9M | ||
| Q3 24 | $466.7M | $1.6B | ||
| Q2 24 | $693.0M | $862.4M | ||
| Q1 24 | $657.1M | $1.4B |
| Q4 25 | $425.0M | $1.2B | ||
| Q3 25 | $312.5M | $1.6B | ||
| Q2 25 | $521.1M | $2.4B | ||
| Q1 25 | $522.1M | $1.0B | ||
| Q4 24 | $340.0M | $553.6M | ||
| Q3 24 | $373.8M | $1.5B | ||
| Q2 24 | $591.1M | $761.7M | ||
| Q1 24 | $550.1M | $1.3B |
| Q4 25 | 15.2% | 22.8% | ||
| Q3 25 | 11.5% | 29.9% | ||
| Q2 25 | 19.5% | 46.1% | ||
| Q1 25 | 20.0% | 21.6% | ||
| Q4 24 | 13.3% | 12.7% | ||
| Q3 24 | 14.9% | 35.0% | ||
| Q2 24 | 23.9% | 19.7% | ||
| Q1 24 | 22.9% | 33.8% |
| Q4 25 | 3.8% | 4.9% | ||
| Q3 25 | 3.8% | 3.5% | ||
| Q2 25 | 4.3% | 3.3% | ||
| Q1 25 | 3.8% | 6.1% | ||
| Q4 24 | 4.0% | 4.3% | ||
| Q3 24 | 3.7% | 2.7% | ||
| Q2 24 | 4.1% | 2.6% | ||
| Q1 24 | 4.4% | 2.7% |
| Q4 25 | 1.07× | 0.93× | ||
| Q3 25 | 0.84× | 1.13× | ||
| Q2 25 | 1.42× | 1.48× | ||
| Q1 25 | 1.34× | 0.98× | ||
| Q4 24 | 0.98× | 0.62× | ||
| Q3 24 | 1.03× | 1.40× | ||
| Q2 24 | 1.67× | 0.85× | ||
| Q1 24 | 1.65× | 1.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTAS
| Uniform Rental And Facility Services Segment | $2.2B | 77% |
| First Aid And Safety Services Segment | $342.2M | 12% |
| Fire Protection Services | $222.5M | 8% |
| Uniform Direct Sales | $79.8M | 3% |
LRCX
| System | $3.4B | 63% |
| Customer Supportand Other | $2.0B | 37% |
