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Side-by-side financial comparison of Cintas (CTAS) and Macy's, Inc. (M). Click either name above to swap in a different company.
Macy's, Inc. is the larger business by last-quarter revenue ($4.7B vs $2.8B, roughly 1.7× Cintas). Cintas runs the higher net margin — 17.7% vs 0.2%, a 17.5% gap on every dollar of revenue. On growth, Cintas posted the faster year-over-year revenue change (9.3% vs -0.6%). Cintas produced more free cash flow last quarter ($425.0M vs $-101.0M). Over the past eight quarters, Cintas's revenue compounded faster (7.9% CAGR vs -23.8%).
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.
Macy's, Inc. is an American holding company of department stores. Upon its establishment in 1929, Federated held ownership of the regional department store chains Abraham & Straus, Lazarus, Filene's, and Shillito's. Bloomingdale's joined Federated Department Stores the next year. Throughout its early history, frequent acquisitions and divestitures saw the company operate a number of nameplates. In 1994, Federated took over Macy's, the old department store chain originally founded in 1858 by A...
CTAS vs M — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $4.7B |
| Net Profit | $495.3M | $11.0M |
| Gross Margin | 50.4% | 39.4% |
| Operating Margin | 23.4% | 0.9% |
| Net Margin | 17.7% | 0.2% |
| Revenue YoY | 9.3% | -0.6% |
| Net Profit YoY | 10.4% | -60.7% |
| EPS (diluted) | $1.21 | $0.04 |
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 | $4.7B | ||
| Q3 25 | $2.7B | $4.8B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.6B | $7.8B | ||
| Q4 24 | $2.6B | $4.7B | ||
| Q3 24 | $2.5B | $4.9B | ||
| Q2 24 | $2.5B | $4.8B | ||
| Q1 24 | $2.4B | $8.1B |
| Q4 25 | $495.3M | $11.0M | ||
| Q3 25 | $491.1M | $87.0M | ||
| Q2 25 | $448.3M | $38.0M | ||
| Q1 25 | $463.5M | $342.0M | ||
| Q4 24 | $448.5M | $28.0M | ||
| Q3 24 | $452.0M | $150.0M | ||
| Q2 24 | $414.3M | $62.0M | ||
| Q1 24 | $397.6M | $-71.0M |
| Q4 25 | 50.4% | 39.4% | ||
| Q3 25 | 50.3% | 39.7% | ||
| Q2 25 | 49.7% | 39.2% | ||
| Q1 25 | 50.6% | 35.7% | ||
| Q4 24 | 49.8% | 39.6% | ||
| Q3 24 | 50.1% | 40.5% | ||
| Q2 24 | — | 39.2% | ||
| Q1 24 | — | 37.5% |
| Q4 25 | 23.4% | 0.9% | ||
| Q3 25 | 22.7% | 3.1% | ||
| Q2 25 | 22.4% | 2.0% | ||
| Q1 25 | 23.4% | 6.4% | ||
| Q4 24 | 23.1% | 1.3% | ||
| Q3 24 | 22.4% | 4.5% | ||
| Q2 24 | 22.2% | 2.6% | ||
| Q1 24 | 21.6% | -0.9% |
| Q4 25 | 17.7% | 0.2% | ||
| Q3 25 | 18.1% | 1.8% | ||
| Q2 25 | 16.8% | 0.8% | ||
| Q1 25 | 17.8% | 4.4% | ||
| Q4 24 | 17.5% | 0.6% | ||
| Q3 24 | 18.1% | 3.0% | ||
| Q2 24 | 16.8% | 1.3% | ||
| Q1 24 | 16.5% | -0.9% |
| Q4 25 | $1.21 | $0.04 | ||
| Q3 25 | $1.20 | $0.31 | ||
| Q2 25 | $1.08 | $0.13 | ||
| Q1 25 | $1.13 | $1.22 | ||
| Q4 24 | $1.09 | $0.10 | ||
| Q3 24 | $1.10 | $0.53 | ||
| Q2 24 | $4.00 | $0.22 | ||
| Q1 24 | $3.84 | $-0.25 |
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 | $447.0M |
| Total DebtLower is stronger | $2.4B | $2.4B |
| Stockholders' EquityBook value | $4.5B | $4.3B |
| Total Assets | $10.1B | $17.1B |
| Debt / EquityLower = less leverage | 0.54× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $200.8M | $447.0M | ||
| Q3 25 | $138.1M | $829.0M | ||
| Q2 25 | $264.0M | $932.0M | ||
| Q1 25 | $243.4M | $1.3B | ||
| Q4 24 | $122.4M | $315.0M | ||
| Q3 24 | $101.4M | $646.0M | ||
| Q2 24 | $342.0M | $876.0M | ||
| Q1 24 | $128.5M | $1.0B |
| Q4 25 | $2.4B | $2.4B | ||
| Q3 25 | $2.4B | $2.4B | ||
| Q2 25 | $2.4B | $2.8B | ||
| Q1 25 | $2.0B | $2.8B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.0B | $3.0B | ||
| Q2 24 | $2.0B | $3.0B | ||
| Q1 24 | $2.5B | $3.0B |
| Q4 25 | $4.5B | $4.3B | ||
| Q3 25 | $4.8B | $4.5B | ||
| Q2 25 | $4.7B | $4.5B | ||
| Q1 25 | $4.6B | $4.6B | ||
| Q4 24 | $4.3B | $4.1B | ||
| Q3 24 | $4.0B | $4.3B | ||
| Q2 24 | $4.3B | $4.2B | ||
| Q1 24 | $4.2B | $4.1B |
| Q4 25 | $10.1B | $17.1B | ||
| Q3 25 | $9.8B | $15.6B | ||
| Q2 25 | $9.8B | $16.1B | ||
| Q1 25 | $9.6B | $16.4B | ||
| Q4 24 | $9.4B | $17.3B | ||
| Q3 24 | $9.1B | $15.8B | ||
| Q2 24 | $9.2B | $16.4B | ||
| Q1 24 | $9.0B | $16.2B |
| Q4 25 | 0.54× | 0.56× | ||
| Q3 25 | 0.51× | 0.55× | ||
| Q2 25 | 0.52× | 0.62× | ||
| Q1 25 | 0.44× | 0.61× | ||
| Q4 24 | 0.47× | 0.67× | ||
| Q3 24 | 0.50× | 0.70× | ||
| Q2 24 | 0.47× | 0.72× | ||
| Q1 24 | 0.58× | 0.72× |
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 | $-8.0M |
| Free Cash FlowOCF − Capex | $425.0M | $-101.0M |
| FCF MarginFCF / Revenue | 15.2% | -2.1% |
| Capex IntensityCapex / Revenue | 3.8% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.07× | -0.73× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $531.2M | $-8.0M | ||
| Q3 25 | $414.5M | $319.0M | ||
| Q2 25 | $635.7M | $-64.0M | ||
| Q1 25 | $622.0M | $1.3B | ||
| Q4 24 | $441.4M | $-167.0M | ||
| Q3 24 | $466.7M | $8.0M | ||
| Q2 24 | $693.0M | $129.0M | ||
| Q1 24 | $657.1M | $1.1B |
| Q4 25 | $425.0M | $-101.0M | ||
| Q3 25 | $312.5M | $240.0M | ||
| Q2 25 | $521.1M | $-164.0M | ||
| Q1 25 | $522.1M | $1.2B | ||
| Q4 24 | $340.0M | $-295.0M | ||
| Q3 24 | $373.8M | $-109.0M | ||
| Q2 24 | $591.1M | $-25.0M | ||
| Q1 24 | $550.1M | $1.0B |
| Q4 25 | 15.2% | -2.1% | ||
| Q3 25 | 11.5% | 5.0% | ||
| Q2 25 | 19.5% | -3.6% | ||
| Q1 25 | 20.0% | 15.3% | ||
| Q4 24 | 13.3% | -6.2% | ||
| Q3 24 | 14.9% | -2.2% | ||
| Q2 24 | 23.9% | -0.5% | ||
| Q1 24 | 22.9% | 12.3% |
| Q4 25 | 3.8% | 2.0% | ||
| Q3 25 | 3.8% | 1.6% | ||
| Q2 25 | 4.3% | 2.2% | ||
| Q1 25 | 3.8% | 1.5% | ||
| Q4 24 | 4.0% | 2.7% | ||
| Q3 24 | 3.7% | 2.4% | ||
| Q2 24 | 4.1% | 3.2% | ||
| Q1 24 | 4.4% | 1.8% |
| Q4 25 | 1.07× | -0.73× | ||
| Q3 25 | 0.84× | 3.67× | ||
| Q2 25 | 1.42× | -1.68× | ||
| Q1 25 | 1.34× | 3.82× | ||
| Q4 24 | 0.98× | -5.96× | ||
| Q3 24 | 1.03× | 0.05× | ||
| Q2 24 | 1.67× | 2.08× | ||
| Q1 24 | 1.65× | — |
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% |
M
| Womens Accessories Shoes Cosmetics And Fragrances | $1.9B | 41% |
| Womens Apparel | $1.1B | 23% |
| Mens And Kids | $1.0B | 22% |
| Home Other | $638.0M | 14% |
| Credit Card Revenues Net | $158.0M | 3% |
| Macys Media Network Revenue Net | $42.0M | 1% |
