What caused the fluctuation in Cintas' First Aid segment revenue in Q3 2025?

The revenue of Cintas' First Aid segment experienced a notable increase of 12.4% in Q3 2025 compared to the same period in the previous year, reaching $299.4 million. This growth can be attributed to several factors: 1. **Organic Growth**: The First Aid and Safety Services segment saw an organic revenue growth rate of 7.9% in Q3 2025. This indicates that the growth is driven by internal factors such as market demand, customer retention, and new business acquisitions, rather than external factors like acquisitions or currency fluctuations. 2. **Sourcing and Productivity Initiatives**: The segment benefited from sourcing and productivity initiatives, which contributed to an improved gross margin of 57.3% compared to 54.5% in the previous year. These initiatives likely included efforts to reduce costs, improve efficiency, and enhance the value proposition to customers. 3. **Market Conditions**: Despite market uncertainties and challenges, Cintas served 1 million customers across the U.S. and Canada, suggesting a strong customer base that continues to demand its services. The company's value proposition of outsourcing to improve cash flow and save time for customers likely resonated with clients, particularly in the first aid and safety services sector. In summary, the revenue growth in Cintas' First Aid segment in Q3 2025 can be attributed to a combination of organic growth, operational efficiency improvements, and favorable market conditions.