Workplace uniform and safety services
Cintas Corporation
Cintas earns recurring revenue by delivering uniform rental, facility supplies, first aid and safety, and fire protection services to North American businesses. It sources finished products from outside manufacturers, spends on cloud and business systems, and expands its service and delivery network through acquisitions.
CTAS Updated Sep 11, 2026 3 AI consumers· 3 recurring
Per the valuechain.wiki graph, Cintas Corporation is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 27 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-09-11).
Financials & Segments
- Total revenue · $11.264761 billion (FY2026 revenue, Cintas 2026 Form 10-K)
- Segments · Uniform Rental and Facility Services · First Aid and Safety Services · All Other
Revenue from
- Ford Motor Company High confidence
Cintas manages a nationwide uniform program for Ford dealership technicians. Under the rental option, it handles pickup, laundering, inspection, repair, and redelivery. - Marriott International, Inc. High confidence
Marriott purchased recycled-polyester associate uniforms from Cintas. Nine Marriott brands were using the uniforms based on the 2013 program data disclosed in 2014.Confirms EN Marriott International Published Aug 14, 2014: Marriott International Conservation Measures on Track to Meet 2020 Goals
Pays to
- Carhartt, Inc. High confidence
Cintas combines Carhartt workwear with its delivery and laundering service for the Ford dealership uniform program. Carhartt is the branded apparel supplier in the offering. - Alphabet (Google) High confidence
Cintas uses Google Cloud for internal knowledge search and its legacy enterprise applications. It completed the migration of those on-premises applications to Google Cloud in 2023.Confirms EN Google Cloud Published Apr 9, 2024: Cintas Builds Generative AI-Powered Internal Knowledge Center with Google Cloud
Investments
- UniFirst Corporation High confidence· acquisition enterprise value $5.5B · merger agreement dated 2026-03-10 · Approximate enterprise value of the agreed UniFirst acquisition
Cintas agreed to acquire all outstanding UniFirst shares for cash and Cintas stock. The transaction carries an enterprise value of approximately $5.5 billion and remained subject to closing conditions, including regulatory approval, in the 2026 Form 10-K.Mentions EN Uniform Bright Consulting Published Aug 7, 2026: Uniform Bright Releases Industry Insider Report on the Proposed Cintas-UniFirst MergerMentions KO JKN Published Apr 2, 2026: Cintas Raises Fiscal 2026 Outlook and Pursues UniFirst Acquisition
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| United Rentals | lead2 | +43.3 | +7 | +63.6 | +24 | +15.9 | +25.5 |
| JPMorgan Chase | lead2 | +27.7 | -12.6 | +30.6 | +44.3 | +37.3 | +12.9 |
| Ecolab Inc. | lead2 | +9.4 | -37.1 | +37.9 | +19.3 | +13.2 | +7 |
| American Express | lead2 | +36.9 | -8.5 | +28.7 | +60.3 | +26 | -11.1 |
| Ford Motor Company | lead1 | +137.5 | -42.2 | +15.8 | -13.1 | +42.3 | +15.3 |
| Marriott International, Inc. | lead1 | +25.3 | -9.3 | +53.1 | +24.9 | +12.3 | +9.1 |
| Cintas Corporation | node | +26.5 | +3 | +34.8 | +22.2 | +3.8 | +7.4 |
| Alphabet (Google) | benef1 | +65.3 | -39.1 | +58.3 | +36 | +66 | +8.3 |
| Marvell | benef2 | +84.6 | -57.5 | +63.7 | +83.8 | -22.8 | +163.4 |
| Intel | benef2 | +6.1 | -46.6 | +94.6 | -59.6 | +84 | +159.6 |
| Wiwynn | benef2 | +24.7 | -22.3 | +206.4 | +3.5 | +64.4 | +120.2 |
| Flex Ltd. | benef2 | +1.9 | +17.1 | +41.9 | +67.2 | +57.4 | +81.2 |
| Arista Networks | benef2 | +97.9 | -15.6 | +94.1 | +87.7 | +18.5 | +47.9 |
| GE Vernova | benef2 | · | · | · | · | +99 | +44.4 |
| TeraWulf | benef2 | +77.1 | -95.5 | +258.2 | +135.8 | +103 | +43.7 |
| Alchip Technologies | benef2 | +14.3 | -8.7 | +365.1 | -18.9 | +0.8 | +36.1 |
| Eaton | benef2 | +46.7 | -7.2 | +56.2 | +39.5 | -2.8 | +30.1 |
| Quanta Computer | benef2 | +22.2 | -12.8 | +254.5 | +12.7 | +8.9 | +28.5 |
| NVIDIA | benef2 | +125.5 | -50.3 | +239 | +171.2 | +38.9 | +23.7 |
| Schneider Electric | benef2 | +25.9 | +1.6 | +25.8 | +36.1 | +0.5 | +20.7 |
| Foxconn (Hon Hai) | benef2 | -5.1 | +2.8 | +7.8 | +80.1 | +26.9 | +19.6 |
| NextEra Energy | benef2 | +23.4 | -8.5 | -25.3 | +21.5 | +15.5 | +6.2 |
| Duke Energy Corporation | benef2 | +19.1 | +2 | -1.6 | +15.6 | +12.7 | +5.3 |
| Xcel Energy | benef2 | +4.4 | +6.4 | -8.7 | +12.3 | +13.9 | +4.1 |
| Broadcom | benef2 | +56.5 | -13.3 | +104.2 | +110.5 | +50.6 | +3.8 |
| Berkshire Hathaway | benef2 | +29 | +3.3 | +15.5 | +27.1 | +10.9 | +0.7 |
| Comcast Corporation | benef2 | -2.2 | -28.7 | +29.1 | -11.8 | -17.3 | -1.9 |
YTD as of 2026-09-04 · source: Yahoo Finance
Cintas Corporation operates across Workplace uniform and safety services. It stayed steadily positive in recent years and is +7.4% in 2026. Demand side (avg +9.1%), the stock (+7.4%) and supply side (avg +8.3%) are moving in step. Propagation has completed a lap, so the next leg depends on individual results more than chain direction. Among connected nodes the furthest ahead is Marriott International, Inc. (+9.1%) and the furthest behind is Alphabet (Google) (+8.3%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It sources finished products from outside manufacturers, spends on cloud and business systems, and expands its service and delivery network through acquisitions.
Analysis generated from returns as of 2026-09-04