CTCTASEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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CTAS earnings call: We are raising fiscal 2027 revenue guidance from a range of $12.10 billion to $12.25 billion to a range of $12.15 billion to $12.27 billion, a total growth rate of 7.9% to 8.9%.信达思公司 (CTAS) 电话会：我们将2027财年营收指引从121.0亿至122.5亿美元区间上调至121.5亿至122.7亿美元区间，总增长率为7.9%至8.9%。
Management remarks
Call period: 2027 Q1 · 2026-09-23
Guidance: Todd Schneider: We are raising fiscal 2027 revenue guidance from a range of $12.10 billion to $12.25 billion to a range of $12.15 billion to $12.27 billion, a total growth rate of 7.9% to 8.9%.
Demand and orders: James Rozakis: That value proposition continues to drive strong customer demand across our businesses and was reflected in our performance this quarter.
Margins: James Rozakis: Gross margin for the Uniform Rental and Facility Services segment increased 110 basis points from last year to achieve an all-time high gross margin of 50.8%. This business continues to benefit from strong revenue growth, which creates leverage.
Analyst Q&A
Analyst Jason Haas asked: I wanted to follow up on an earlier response to a question around incremental margins. I thought you said that the guidance implies incremental margins this year of 32% to 34%. Can you just clarify like what exact math you're doing to get there? Management Scott Garula answered: Jason, this is Scott. When you're looking at the implied incremental margins at 32% to 34%, that's based on the mid and the high end of the revenue range. So that's where you should focus in doing the math there to arrive at that 32% to 34% incremental.
