Harold Lance's questions to Cintas Corp (CTAS) leadership • Q2 2025
Question
Harold Lance, on for Stephanie Moore, asked about product and service innovations in focus verticals beyond healthcare, such as hospitality and government, and questioned their impact on incremental margins and revenue.
Answer
CEO Todd Schneider focused his response on the healthcare vertical as a key example, detailing innovations like microfiber mops, garment dispensing technology, and a patented privacy curtain solution. He explained these products address critical customer needs like infection control and compliance, but did not quantify their specific margin or revenue impact.