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Side-by-side financial comparison of Cintas (CTAS) and J.M. Smucker Company (The) (SJM). Click either name above to swap in a different company.
Cintas is the larger business by last-quarter revenue ($2.8B vs $2.3B, roughly 1.2× J.M. Smucker Company (The)). Cintas runs the higher net margin — 17.7% vs 10.4%, a 7.3% gap on every dollar of revenue. On growth, Cintas posted the faster year-over-year revenue change (9.3% vs 2.6%). Cintas produced more free cash flow last quarter ($425.0M vs $280.2M). Over the past eight quarters, Cintas's revenue compounded faster (7.9% CAGR vs 2.2%).
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.
The J.M. Smucker Company, also known as Smucker's, is an American manufacturer of food and beverage products. Headquartered in Orrville, Ohio, the company was founded in 1897 as a maker of apple butter. J.M. Smucker currently has three major business units: consumer foods, pet foods, and coffee. Its flagship brand, Smucker's, produces fruit preserves, peanut butter, syrups, frozen crustless sandwiches, and ice cream toppings.
CTAS vs SJM — Head-to-Head
Income Statement — Q2 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $2.3B |
| Net Profit | $495.3M | $241.3M |
| Gross Margin | 50.4% | 37.3% |
| Operating Margin | 23.4% | 18.0% |
| Net Margin | 17.7% | 10.4% |
| Revenue YoY | 9.3% | 2.6% |
| Net Profit YoY | 10.4% | 1084.9% |
| EPS (diluted) | $1.21 | $2.26 |
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 | $2.3B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.6B | $2.3B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.5B | $2.2B | ||
| Q1 24 | $2.4B | $2.2B |
| Q4 25 | $495.3M | $241.3M | ||
| Q3 25 | $491.1M | $-43.9M | ||
| Q2 25 | $448.3M | $-729.0M | ||
| Q1 25 | $463.5M | $-662.3M | ||
| Q4 24 | $448.5M | $-24.5M | ||
| Q3 24 | $452.0M | $185.0M | ||
| Q2 24 | $414.3M | $245.1M | ||
| Q1 24 | $397.6M | $120.4M |
| Q4 25 | 50.4% | 37.3% | ||
| Q3 25 | 50.3% | 22.5% | ||
| Q2 25 | 49.7% | 38.4% | ||
| Q1 25 | 50.6% | 40.2% | ||
| Q4 24 | 49.8% | 39.0% | ||
| Q3 24 | 50.1% | 37.5% | ||
| Q2 24 | — | 41.4% | ||
| Q1 24 | — | 36.9% |
| Q4 25 | 23.4% | 18.0% | ||
| Q3 25 | 22.7% | 2.2% | ||
| Q2 25 | 22.4% | -27.9% | ||
| Q1 25 | 23.4% | -27.2% | ||
| Q4 24 | 23.1% | 7.5% | ||
| Q3 24 | 22.4% | 16.4% | ||
| Q2 24 | 22.2% | 18.4% | ||
| Q1 24 | 21.6% | 13.3% |
| Q4 25 | 17.7% | 10.4% | ||
| Q3 25 | 18.1% | -2.1% | ||
| Q2 25 | 16.8% | -34.0% | ||
| Q1 25 | 17.8% | -30.3% | ||
| Q4 24 | 17.5% | -1.1% | ||
| Q3 24 | 18.1% | 8.7% | ||
| Q2 24 | 16.8% | 11.1% | ||
| Q1 24 | 16.5% | 5.4% |
| Q4 25 | $1.21 | $2.26 | ||
| Q3 25 | $1.20 | $-0.41 | ||
| Q2 25 | $1.08 | $-6.86 | ||
| Q1 25 | $1.13 | $-6.22 | ||
| Q4 24 | $1.09 | $-0.23 | ||
| Q3 24 | $1.10 | $1.74 | ||
| Q2 24 | $4.00 | $2.31 | ||
| Q1 24 | $3.84 | $1.13 |
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 | — |
| Total DebtLower is stronger | $2.4B | $7.0B |
| Stockholders' EquityBook value | $4.5B | $6.1B |
| Total Assets | $10.1B | $17.6B |
| Debt / EquityLower = less leverage | 0.54× | 1.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $200.8M | — | ||
| Q3 25 | $138.1M | — | ||
| Q2 25 | $264.0M | — | ||
| Q1 25 | $243.4M | — | ||
| Q4 24 | $122.4M | — | ||
| Q3 24 | $101.4M | — | ||
| Q2 24 | $342.0M | — | ||
| Q1 24 | $128.5M | — |
| Q4 25 | $2.4B | $7.0B | ||
| Q3 25 | $2.4B | $7.0B | ||
| Q2 25 | $2.4B | $7.0B | ||
| Q1 25 | $2.0B | $7.4B | ||
| Q4 24 | $2.0B | $7.8B | ||
| Q3 24 | $2.0B | $7.8B | ||
| Q2 24 | $2.0B | $7.8B | ||
| Q1 24 | $2.5B | $8.1B |
| Q4 25 | $4.5B | $6.1B | ||
| Q3 25 | $4.8B | $5.9B | ||
| Q2 25 | $4.7B | $6.1B | ||
| Q1 25 | $4.6B | $6.9B | ||
| Q4 24 | $4.3B | $7.6B | ||
| Q3 24 | $4.0B | $7.8B | ||
| Q2 24 | $4.3B | $7.7B | ||
| Q1 24 | $4.2B | $7.6B |
| Q4 25 | $10.1B | $17.6B | ||
| Q3 25 | $9.8B | $17.7B | ||
| Q2 25 | $9.8B | $17.6B | ||
| Q1 25 | $9.6B | $18.4B | ||
| Q4 24 | $9.4B | $20.0B | ||
| Q3 24 | $9.1B | $20.3B | ||
| Q2 24 | $9.2B | $20.3B | ||
| Q1 24 | $9.0B | $20.2B |
| Q4 25 | 0.54× | 1.16× | ||
| Q3 25 | 0.51× | 1.19× | ||
| Q2 25 | 0.52× | 1.16× | ||
| Q1 25 | 0.44× | 1.07× | ||
| Q4 24 | 0.47× | 1.02× | ||
| Q3 24 | 0.50× | 1.00× | ||
| Q2 24 | 0.47× | 1.01× | ||
| Q1 24 | 0.58× | 1.07× |
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 | $346.5M |
| Free Cash FlowOCF − Capex | $425.0M | $280.2M |
| FCF MarginFCF / Revenue | 15.2% | 12.0% |
| Capex IntensityCapex / Revenue | 3.8% | 2.8% |
| Cash ConversionOCF / Net Profit | 1.07× | 1.44× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $635.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $531.2M | $346.5M | ||
| Q3 25 | $414.5M | $-10.6M | ||
| Q2 25 | $635.7M | $393.9M | ||
| Q1 25 | $622.0M | $239.4M | ||
| Q4 24 | $441.4M | $404.2M | ||
| Q3 24 | $466.7M | $172.9M | ||
| Q2 24 | $693.0M | $428.1M | ||
| Q1 24 | $657.1M | $406.5M |
| Q4 25 | $425.0M | $280.2M | ||
| Q3 25 | $312.5M | $-94.9M | ||
| Q2 25 | $521.1M | $298.9M | ||
| Q1 25 | $522.1M | $151.3M | ||
| Q4 24 | $340.0M | $317.2M | ||
| Q3 24 | $373.8M | $49.2M | ||
| Q2 24 | $591.1M | $297.5M | ||
| Q1 24 | $550.1M | $249.6M |
| Q4 25 | 15.2% | 12.0% | ||
| Q3 25 | 11.5% | -4.5% | ||
| Q2 25 | 19.5% | 13.9% | ||
| Q1 25 | 20.0% | 6.9% | ||
| Q4 24 | 13.3% | 14.0% | ||
| Q3 24 | 14.9% | 2.3% | ||
| Q2 24 | 23.9% | 13.5% | ||
| Q1 24 | 22.9% | 11.2% |
| Q4 25 | 3.8% | 2.8% | ||
| Q3 25 | 3.8% | 4.0% | ||
| Q2 25 | 4.3% | 4.4% | ||
| Q1 25 | 3.8% | 4.0% | ||
| Q4 24 | 4.0% | 3.8% | ||
| Q3 24 | 3.7% | 5.8% | ||
| Q2 24 | 4.1% | 5.9% | ||
| Q1 24 | 4.4% | 7.0% |
| Q4 25 | 1.07× | 1.44× | ||
| Q3 25 | 0.84× | — | ||
| Q2 25 | 1.42× | — | ||
| Q1 25 | 1.34× | — | ||
| Q4 24 | 0.98× | — | ||
| Q3 24 | 1.03× | 0.93× | ||
| Q2 24 | 1.67× | 1.75× | ||
| Q1 24 | 1.65× | 3.38× |
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% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
