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Side-by-side financial comparison of Cintas (CTAS) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
Cintas is the larger business by last-quarter revenue ($2.8B vs $2.4B, roughly 1.2× Workday, Inc.). Cintas runs the higher net margin — 17.7% vs 10.4%, a 7.3% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 9.3%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $425.0M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% 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.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
CTAS vs WDAY — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $2.4B |
| Net Profit | $495.3M | $252.0M |
| Gross Margin | 50.4% | — |
| Operating Margin | 23.4% | 10.6% |
| Net Margin | 17.7% | 10.4% |
| Revenue YoY | 9.3% | 12.6% |
| Net Profit YoY | 10.4% | 30.6% |
| EPS (diluted) | $1.21 | $0.94 |
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 | $2.4B | ||
| Q3 25 | $2.7B | $2.3B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.6B | $2.2B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.5B | $2.0B | ||
| Q1 24 | $2.4B | $1.9B |
| Q4 25 | $495.3M | $252.0M | ||
| Q3 25 | $491.1M | $228.0M | ||
| Q2 25 | $448.3M | $68.0M | ||
| Q1 25 | $463.5M | $94.0M | ||
| Q4 24 | $448.5M | $193.0M | ||
| Q3 24 | $452.0M | $132.0M | ||
| Q2 24 | $414.3M | $107.0M | ||
| Q1 24 | $397.6M | $1.2B |
| Q4 25 | 50.4% | — | ||
| Q3 25 | 50.3% | — | ||
| Q2 25 | 49.7% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 49.8% | — | ||
| Q3 24 | 50.1% | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 23.4% | 10.6% | ||
| Q3 25 | 22.7% | 10.6% | ||
| Q2 25 | 22.4% | 1.7% | ||
| Q1 25 | 23.4% | 3.4% | ||
| Q4 24 | 23.1% | 7.6% | ||
| Q3 24 | 22.4% | 5.3% | ||
| Q2 24 | 22.2% | 3.2% | ||
| Q1 24 | 21.6% | 4.1% |
| Q4 25 | 17.7% | 10.4% | ||
| Q3 25 | 18.1% | 9.7% | ||
| Q2 25 | 16.8% | 3.0% | ||
| Q1 25 | 17.8% | 4.3% | ||
| Q4 24 | 17.5% | 8.9% | ||
| Q3 24 | 18.1% | 6.3% | ||
| Q2 24 | 16.8% | 5.4% | ||
| Q1 24 | 16.5% | 61.8% |
| Q4 25 | $1.21 | $0.94 | ||
| Q3 25 | $1.20 | $0.84 | ||
| Q2 25 | $1.08 | $0.25 | ||
| Q1 25 | $1.13 | $0.34 | ||
| Q4 24 | $1.09 | $0.72 | ||
| Q3 24 | $1.10 | $0.49 | ||
| Q2 24 | $4.00 | $0.40 | ||
| Q1 24 | $3.84 | $4.48 |
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 | $6.8B |
| Total DebtLower is stronger | $2.4B | — |
| Stockholders' EquityBook value | $4.5B | $8.9B |
| Total Assets | $10.1B | $17.8B |
| Debt / EquityLower = less leverage | 0.54× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $200.8M | $6.8B | ||
| Q3 25 | $138.1M | $8.2B | ||
| Q2 25 | $264.0M | $8.0B | ||
| Q1 25 | $243.4M | $8.0B | ||
| Q4 24 | $122.4M | $7.2B | ||
| Q3 24 | $101.4M | $7.4B | ||
| Q2 24 | $342.0M | $7.2B | ||
| Q1 24 | $128.5M | $7.8B |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | — | ||
| Q3 24 | $2.0B | — | ||
| Q2 24 | $2.0B | $3.0B | ||
| Q1 24 | $2.5B | $3.0B |
| Q4 25 | $4.5B | $8.9B | ||
| Q3 25 | $4.8B | $9.2B | ||
| Q2 25 | $4.7B | $8.9B | ||
| Q1 25 | $4.6B | $9.0B | ||
| Q4 24 | $4.3B | $8.6B | ||
| Q3 24 | $4.0B | $8.3B | ||
| Q2 24 | $4.3B | $8.2B | ||
| Q1 24 | $4.2B | $8.1B |
| Q4 25 | $10.1B | $17.8B | ||
| Q3 25 | $9.8B | $18.0B | ||
| Q2 25 | $9.8B | $17.2B | ||
| Q1 25 | $9.6B | $18.0B | ||
| Q4 24 | $9.4B | $16.4B | ||
| Q3 24 | $9.1B | $16.2B | ||
| Q2 24 | $9.2B | $15.9B | ||
| Q1 24 | $9.0B | $16.5B |
| Q4 25 | 0.54× | — | ||
| Q3 25 | 0.51× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.44× | — | ||
| Q4 24 | 0.47× | — | ||
| Q3 24 | 0.50× | — | ||
| Q2 24 | 0.47× | 0.37× | ||
| Q1 24 | 0.58× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $425.0M | $550.0M |
| FCF MarginFCF / Revenue | 15.2% | 22.6% |
| Capex IntensityCapex / Revenue | 3.8% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.07× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $531.2M | $588.0M | ||
| Q3 25 | $414.5M | $616.0M | ||
| Q2 25 | $635.7M | $457.0M | ||
| Q1 25 | $622.0M | $1.1B | ||
| Q4 24 | $441.4M | $406.0M | ||
| Q3 24 | $466.7M | $571.0M | ||
| Q2 24 | $693.0M | $372.0M | ||
| Q1 24 | $657.1M | $995.6M |
| Q4 25 | $425.0M | $550.0M | ||
| Q3 25 | $312.5M | $588.0M | ||
| Q2 25 | $521.1M | $421.0M | ||
| Q1 25 | $522.1M | $1.0B | ||
| Q4 24 | $340.0M | $359.0M | ||
| Q3 24 | $373.8M | $516.0M | ||
| Q2 24 | $591.1M | $291.0M | ||
| Q1 24 | $550.1M | $947.6M |
| Q4 25 | 15.2% | 22.6% | ||
| Q3 25 | 11.5% | 25.0% | ||
| Q2 25 | 19.5% | 18.8% | ||
| Q1 25 | 20.0% | 46.4% | ||
| Q4 24 | 13.3% | 16.6% | ||
| Q3 24 | 14.9% | 24.7% | ||
| Q2 24 | 23.9% | 14.6% | ||
| Q1 24 | 22.9% | 49.3% |
| Q4 25 | 3.8% | 1.6% | ||
| Q3 25 | 3.8% | 1.2% | ||
| Q2 25 | 4.3% | 1.6% | ||
| Q1 25 | 3.8% | 3.9% | ||
| Q4 24 | 4.0% | 2.2% | ||
| Q3 24 | 3.7% | 2.6% | ||
| Q2 24 | 4.1% | 4.1% | ||
| Q1 24 | 4.4% | 2.5% |
| Q4 25 | 1.07× | 2.33× | ||
| Q3 25 | 0.84× | 2.70× | ||
| Q2 25 | 1.42× | 6.72× | ||
| Q1 25 | 1.34× | 11.83× | ||
| Q4 24 | 0.98× | 2.10× | ||
| Q3 24 | 1.03× | 4.33× | ||
| Q2 24 | 1.67× | 3.48× | ||
| Q1 24 | 1.65× | 0.84× |
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% |
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
