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Side-by-side financial comparison of Cintas (CTAS) and ON Semiconductor (ON). Click either name above to swap in a different company.
Cintas is the larger business by last-quarter revenue ($2.8B vs $1.6B, roughly 1.8× ON Semiconductor). Cintas runs the higher net margin — 17.7% vs 16.4%, a 1.2% gap on every dollar of revenue. On growth, Cintas posted the faster year-over-year revenue change (9.3% vs -10.0%). Cintas produced more free cash flow last quarter ($425.0M vs $372.4M). Over the past eight quarters, Cintas's revenue compounded faster (7.9% CAGR vs -12.3%).
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.
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
CTAS vs ON — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $1.6B |
| Net Profit | $495.3M | $255.0M |
| Gross Margin | 50.4% | 37.9% |
| Operating Margin | 23.4% | 17.0% |
| Net Margin | 17.7% | 16.4% |
| Revenue YoY | 9.3% | -10.0% |
| Net Profit YoY | 10.4% | -32.9% |
| EPS (diluted) | $1.21 | $0.63 |
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 | $1.6B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.5B | $1.8B | ||
| Q2 24 | $2.5B | $1.7B | ||
| Q1 24 | $2.4B | $1.9B |
| Q4 25 | $495.3M | $255.0M | ||
| Q3 25 | $491.1M | $170.3M | ||
| Q2 25 | $448.3M | $-486.1M | ||
| Q1 25 | $463.5M | — | ||
| Q4 24 | $448.5M | $379.9M | ||
| Q3 24 | $452.0M | $401.7M | ||
| Q2 24 | $414.3M | $338.2M | ||
| Q1 24 | $397.6M | $453.0M |
| Q4 25 | 50.4% | 37.9% | ||
| Q3 25 | 50.3% | 37.6% | ||
| Q2 25 | 49.7% | 20.3% | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 49.8% | 45.2% | ||
| Q3 24 | 50.1% | 45.4% | ||
| Q2 24 | — | 45.2% | ||
| Q1 24 | — | 45.8% |
| Q4 25 | 23.4% | 17.0% | ||
| Q3 25 | 22.7% | 13.2% | ||
| Q2 25 | 22.4% | -39.7% | ||
| Q1 25 | 23.4% | — | ||
| Q4 24 | 23.1% | 23.7% | ||
| Q3 24 | 22.4% | 25.3% | ||
| Q2 24 | 22.2% | 22.4% | ||
| Q1 24 | 21.6% | 28.2% |
| Q4 25 | 17.7% | 16.4% | ||
| Q3 25 | 18.1% | 11.6% | ||
| Q2 25 | 16.8% | -33.6% | ||
| Q1 25 | 17.8% | — | ||
| Q4 24 | 17.5% | 22.1% | ||
| Q3 24 | 18.1% | 22.8% | ||
| Q2 24 | 16.8% | 19.5% | ||
| Q1 24 | 16.5% | 24.3% |
| Q4 25 | $1.21 | $0.63 | ||
| Q3 25 | $1.20 | $0.41 | ||
| Q2 25 | $1.08 | $-1.15 | ||
| Q1 25 | $1.13 | — | ||
| Q4 24 | $1.09 | $0.88 | ||
| Q3 24 | $1.10 | $0.93 | ||
| Q2 24 | $4.00 | $0.78 | ||
| Q1 24 | $3.84 | $1.04 |
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 | $2.9B |
| Total DebtLower is stronger | $2.4B | $3.4B |
| Stockholders' EquityBook value | $4.5B | $7.9B |
| Total Assets | $10.1B | $13.0B |
| Debt / EquityLower = less leverage | 0.54× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $200.8M | $2.9B | ||
| Q3 25 | $138.1M | $2.8B | ||
| Q2 25 | $264.0M | $3.0B | ||
| Q1 25 | $243.4M | — | ||
| Q4 24 | $122.4M | $3.0B | ||
| Q3 24 | $101.4M | $2.8B | ||
| Q2 24 | $342.0M | $2.7B | ||
| Q1 24 | $128.5M | $2.6B |
| Q4 25 | $2.4B | $3.4B | ||
| Q3 25 | $2.4B | $3.4B | ||
| Q2 25 | $2.4B | $3.4B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $3.4B | ||
| Q3 24 | $2.0B | $3.4B | ||
| Q2 24 | $2.0B | $3.4B | ||
| Q1 24 | $2.5B | $3.4B |
| Q4 25 | $4.5B | $7.9B | ||
| Q3 25 | $4.8B | $7.9B | ||
| Q2 25 | $4.7B | $8.0B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $4.3B | $8.8B | ||
| Q3 24 | $4.0B | $8.6B | ||
| Q2 24 | $4.3B | $8.3B | ||
| Q1 24 | $4.2B | $8.1B |
| Q4 25 | $10.1B | $13.0B | ||
| Q3 25 | $9.8B | $13.1B | ||
| Q2 25 | $9.8B | $13.3B | ||
| Q1 25 | $9.6B | — | ||
| Q4 24 | $9.4B | $14.1B | ||
| Q3 24 | $9.1B | $13.9B | ||
| Q2 24 | $9.2B | $13.7B | ||
| Q1 24 | $9.0B | $13.5B |
| Q4 25 | 0.54× | 0.43× | ||
| Q3 25 | 0.51× | 0.43× | ||
| Q2 25 | 0.52× | 0.42× | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.47× | 0.38× | ||
| Q3 24 | 0.50× | 0.39× | ||
| Q2 24 | 0.47× | 0.41× | ||
| Q1 24 | 0.58× | 0.42× |
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 | $418.7M |
| Free Cash FlowOCF − Capex | $425.0M | $372.4M |
| FCF MarginFCF / Revenue | 15.2% | 24.0% |
| Capex IntensityCapex / Revenue | 3.8% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.07× | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $531.2M | $418.7M | ||
| Q3 25 | $414.5M | $184.3M | ||
| Q2 25 | $635.7M | $602.3M | ||
| Q1 25 | $622.0M | — | ||
| Q4 24 | $441.4M | $579.7M | ||
| Q3 24 | $466.7M | $465.8M | ||
| Q2 24 | $693.0M | $362.2M | ||
| Q1 24 | $657.1M | $498.7M |
| Q4 25 | $425.0M | $372.4M | ||
| Q3 25 | $312.5M | $106.1M | ||
| Q2 25 | $521.1M | $454.7M | ||
| Q1 25 | $522.1M | — | ||
| Q4 24 | $340.0M | $434.8M | ||
| Q3 24 | $373.8M | $293.6M | ||
| Q2 24 | $591.1M | $207.7M | ||
| Q1 24 | $550.1M | $276.3M |
| Q4 25 | 15.2% | 24.0% | ||
| Q3 25 | 11.5% | 7.2% | ||
| Q2 25 | 19.5% | 31.5% | ||
| Q1 25 | 20.0% | — | ||
| Q4 24 | 13.3% | 25.2% | ||
| Q3 24 | 14.9% | 16.7% | ||
| Q2 24 | 23.9% | 12.0% | ||
| Q1 24 | 22.9% | 14.8% |
| Q4 25 | 3.8% | 3.0% | ||
| Q3 25 | 3.8% | 5.3% | ||
| Q2 25 | 4.3% | 10.2% | ||
| Q1 25 | 3.8% | — | ||
| Q4 24 | 4.0% | 8.4% | ||
| Q3 24 | 3.7% | 9.8% | ||
| Q2 24 | 4.1% | 8.9% | ||
| Q1 24 | 4.4% | 11.9% |
| Q4 25 | 1.07× | 1.64× | ||
| Q3 25 | 0.84× | 1.08× | ||
| Q2 25 | 1.42× | — | ||
| Q1 25 | 1.34× | — | ||
| Q4 24 | 0.98× | 1.53× | ||
| Q3 24 | 1.03× | 1.16× | ||
| Q2 24 | 1.67× | 1.07× | ||
| Q1 24 | 1.65× | 1.10× |
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% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
