{"slug":"cintas","name":"신타스","name_en":"Cintas Corporation","ticker":"CTAS","updated_at":"2026-09-11T18:40:22.084819+00:00","canonical":"https://valuechain.wiki/cintas","citable":"밸류체인 그래프 기준 신타스의 직접 연결 기업은 3곳(관계 기준 공급 1·매출 2)이고, 사슬을 2차까지 넓히면 29곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 1건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, Cintas Corporation is directly linked to 3 companies (1 supply, 2 revenue relationships) and reaches 29 companies within two hops; the links are backed by 8 dated sources, 1 of them primary filings (as of 2026-09-11).","kicker":"사업장 유니폼·안전 서비스","kicker_en":"Workplace uniform and safety services","lead":"신타스는 북미 기업에 유니폼 렌탈, 시설용품, 응급처치·안전, 소방보호 서비스를 정기 배송해 매출을 낸다. 외부 제조사에서 완제품을 조달하고 클라우드와 업무 시스템에 비용을 쓰며, 인수로 서비스망과 배송 루트를 넓힌다.","lead_en":"Cintas earns recurring revenue by delivering uniform rental, facility supplies, first aid and safety, and fire protection services to North American businesses. 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EDA","tier":3,"returns_yearly":null},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null},{"slug":"jsr","name":"JSR","name_en":"JSR Corporation","tier":3,"returns_yearly":null},{"slug":"shinko","name":"신코덴키","name_en":"Shinko Electric Industries","tier":3,"returns_yearly":null}],"analysis":"사업장 유니폼·안전 서비스 기업. 최근 몇 년간 견조한 상승이 이어졌고 2026년 +7.4%다. 수요단(평균 +9.1%)·본주(+7.4%)·공급단(평균 +8.3%)이 비슷한 보폭이다. 전파가 한 바퀴 돈 동조 국면이라, 다음 구간은 사슬 방향보다 개별 실적이 가른다. 연결 노드 중 가장 앞선 곳은 메리어트 인터내셔널(+9.1%), 가장 처진 곳은 알파벳 (구글)(+8.3%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"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_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"UniFirst","counterparty_slug":null,"confidence":"high","metric":{"type":"acquisition_enterprise_value","unit":"USD","as_of":"2026-07-29","basis":"유니퍼스트 인수 거래의 약정 기업가치","value":5500000000,"period":"merger agreement dated 2026-03-10","basis_en":"Approximate enterprise value of the agreed UniFirst acquisition","qualifier":"pending_regulatory_approval"},"note":"신타스는 유니퍼스트의 모든 발행주식을 현금과 신타스 주식으로 인수하는 계약을 체결했다. 거래 기업가치는 약 55억 달러이며, 2026년 10-K 기준 규제 승인 등 종결 조건이 남아 있다.","note_en":"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.","sources":[{"stance":"mentions","publisher":"Uniform Bright Consulting","publisher_en":"Uniform Bright Consulting","kind":"analysis","lang":"en","published_at":"2026-08-07","url":"https://uniformbright.com/blog/uniform-bright-industry-insider-report-cintas-unifirst","title":"신타스·유니퍼스트 거래의 규제 및 거래 위험을 분석한 산업 보고서","title_en":"Uniform Bright Releases Industry Insider Report on the Proposed Cintas-UniFirst Merger","excerpt":"독립 산업 보고서는 신타스의 유니퍼스트 인수안과 상업용 유니폼 렌탈 산업의 통합을 분석한다.","excerpt_en":"An independent industry report examining the proposed Cintas acquisition of UniFirst and consolidation in commercial uniform rental and textile services."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-29","url":"https://www.sec.gov/Archives/edgar/data/723254/000072325426000028/ctas-20260531.htm","title":"CINTAS CORP 10-K (2026-07-29)","title_en":"CINTAS CORP 10-K (2026-07-29)","excerpt":"신타스는 약 55억 달러 규모의 거래로 유니퍼스트 발행주식 전부를 인수한다.","excerpt_en":"Cintas will acquire all the outstanding shares of UniFirst in a transaction valued at approximately $5.5 billion."},{"stance":"mentions","publisher":"재경일보","publisher_en":"JKN","kind":"news","lang":"ko","published_at":"2026-04-02","url":"https://news.jkn.co.kr/post/863857","title":"Cintas 회계연도 2026년 실적 전망 상향 조정 및 UniFirst 인수","title_en":"Cintas Raises Fiscal 2026 Outlook and Pursues UniFirst Acquisition","excerpt":"신타스는 2026년 3월 10일 경쟁사 유니퍼스트를 약 55억 달러에 인수하는 계약을 체결했다.","excerpt_en":"Cintas signed an agreement on March 10, 2026 to acquire rival UniFirst for approximately $5.5 billion."},{"stance":"confirms","publisher":"Cintas","publisher_en":"Cintas","kind":"ir","lang":"en","published_at":"2026-03-11","url":"https://www.cintas.com/about/newsroom/details/news/2026/03/11/cintas-to-acquire-unifirst-in-5.5-billion-transaction-that-expands-service-capabilities-enhances-workday-solutions-and-advances-industry-innovation/","title":"신타스, 55억 달러 규모로 유니퍼스트 인수","title_en":"Cintas to Acquire UniFirst in $5.5 Billion Transaction","excerpt":"유니퍼스트 주주는 주당 현금 155달러와 신타스 주식 0.7720주를 받는다.","excerpt_en":"UniFirst shareholders will receive $155.00 in cash and 0.7720 shares of Cintas stock for each UniFirst share they own."}]},{"direction":"revenue","counterparty":"포드","counterparty_slug":"ford-motor-company","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-02-02","basis":"포드 딜러 정비사 전국 유니폼 프로그램의 신타스 서비스 매출","value":null,"period":"nationwide program launched in late 2025","basis_en":"Cintas service revenue from the nationwide Ford dealership technician uniform program","qualifier":"confirmed_no_disclosed_value"},"note":"신타스는 미국 전역의 포드 딜러 정비사를 위한 유니폼 프로그램을 운영한다. 렌탈형 프로그램에서는 수거, 세탁, 검사, 수선과 재배송을 맡는다.","note_en":"Cintas manages a nationwide uniform program for Ford dealership technicians. Under the rental option, it handles pickup, laundering, inspection, repair, and redelivery.","sources":[{"stance":"confirms","publisher":"Cintas","publisher_en":"Cintas","kind":"ir","lang":"en","published_at":"2026-02-02","url":"https://www.cintas.com/about/newsroom/details/news/2026/02/02/carhartt-ford-cintas-to-showcase-uniform-program-for-ford-dealer-technicians-during-national-automobile-dealers-association-show/","title":"카하트·포드·신타스, 포드 딜러 정비사 유니폼 프로그램 공개","title_en":"Carhartt, Ford & Cintas to Showcase Uniform Program for Ford Dealer Technicians","excerpt":"이 프로그램은 포드 딜러를 대상으로 렌탈 서비스와 직접 구매 방식을 제공하며, 신타스가 프로그램을 운영한다.","excerpt_en":"The program offers both rental service programs and direct purchase for Ford dealerships nationwide. Cintas will manage the program."},{"stance":"confirms","publisher":"Carhartt","publisher_en":"Carhartt","kind":"ir","lang":"en","published_at":"2026-01-13","url":"https://www.carhartt.com/press-release-ford-partnership","title":"디트로이트에서 맺어진 포드와 카하트의 파트너십","title_en":"Forged in Detroit: Carhartt and Ford Announce Partnership","excerpt":"관리형 프로그램에서 신타스는 유니폼을 세탁·검사하고 필요에 따라 수선하거나 교체한다.","excerpt_en":"Through the managed program with Cintas, uniforms are professionally cleaned, inspected, and repaired or replaced as needed."}]},{"direction":"revenue","counterparty":"메리어트 인터내셔널","counterparty_slug":"marriott-international","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2014-08-14","basis":"메리어트의 신타스 직원 유니폼 구매 관계","value":null,"period":"relationship disclosed in Marriott's 2014 Sustainability Report","basis_en":"Marriott purchases of Cintas associate uniforms","qualifier":"confirmed_no_disclosed_value"},"note":"메리어트는 신타스에서 직원용 재생 폴리에스터 유니폼을 구매했다. 2013년 기준 메리어트 계열 9개 브랜드가 해당 유니폼을 사용했다.","note_en":"Marriott purchased recycled-polyester associate uniforms from Cintas. Nine Marriott brands were using the uniforms based on the 2013 program data disclosed in 2014.","sources":[{"stance":"confirms","publisher":"Marriott International","publisher_en":"Marriott International","kind":"ir","lang":"en","published_at":"2014-08-14","url":"https://www.globenewswire.com/news-release/2014/08/14/658831/31867/en/Marriott-International-Conservation-Measures-on-Track-to-Meet-2020-Goals.html","title":"메리어트 인터내셔널, 2020년 보전 목표 달성 순항","title_en":"Marriott International Conservation Measures on Track to Meet 2020 Goals","excerpt":"메리어트는 재활용 플라스틱병에서 만든 폴리에스터 직원 유니폼을 구매하기 위해 신타스와 협력했다.","excerpt_en":"Marriott partnered with Cintas to purchase associate uniforms made from recycled polyester from post-consumer plastic bottles."}]},{"direction":"cost","counterparty":"Carhartt","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-02","basis":"포드 딜러 프로그램용 카하트 작업복 조달액","value":null,"period":"nationwide program announced 2026-02-02","basis_en":"Value of Carhartt workwear sourced for the Ford dealership program","qualifier":"confirmed_no_disclosed_value"},"note":"신타스는 포드 딜러 유니폼 프로그램에서 카하트 작업복을 받아 배송·세탁 서비스와 결합한다. 카하트는 신타스가 제공하는 유니폼의 브랜드 공급사다.","note_en":"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.","sources":[{"stance":"confirms","publisher":"Cintas","publisher_en":"Cintas","kind":"ir","lang":"en","published_at":"2026-02-02","url":"https://www.cintas.com/about/newsroom/details/news/2026/02/02/carhartt-ford-cintas-to-showcase-uniform-program-for-ford-dealer-technicians-during-national-automobile-dealers-association-show/","title":"카하트·포드·신타스, 포드 딜러 정비사 유니폼 프로그램 공개","title_en":"Carhartt, Ford & Cintas to Showcase Uniform Program for Ford Dealer Technicians","excerpt":"이 프로그램은 카하트 작업복을 신타스의 전국 서비스망을 통해 제공한다.","excerpt_en":"The program will provide premium workwear from Carhartt, delivered through Cintas’ nationwide service and scale."},{"stance":"confirms","publisher":"Carhartt","publisher_en":"Carhartt","kind":"ir","lang":"en","published_at":"2026-01-13","url":"https://www.carhartt.com/press-release-ford-partnership","title":"디트로이트에서 맺어진 포드와 카하트의 파트너십","title_en":"Forged in Detroit: Carhartt and Ford Announce Partnership","excerpt":"카하트와 포드는 신타스와 함께 2025년 말 포드 딜러 정비사 유니폼 프로그램을 시작했다.","excerpt_en":"The two companies, alongside uniform provider Cintas, launched a new program in late 2025 to equip essential dealership technicians."}]},{"direction":"cost","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-04-09","basis":"Google Cloud 인프라와 Vertex AI Search 이용액","value":null,"period":"expanded partnership announced 2024-04-09","basis_en":"Spend on Google Cloud infrastructure and Vertex AI Search","qualifier":"confirmed_no_disclosed_value"},"note":"신타스는 사내 지식검색과 기존 기업 애플리케이션 운영에 Google Cloud를 사용한다. 2023년에는 기존 온프레미스 기업 애플리케이션의 Google Cloud 이전을 마쳤다.","note_en":"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.","sources":[{"stance":"confirms","publisher":"Google Cloud","publisher_en":"Google Cloud","kind":"ir","lang":"en","published_at":"2024-04-09","url":"https://www.googlecloudpresscorner.com/2024-04-09-Cintas-Builds-Generative-AI-Powered-Internal-Knowledge-Center-with-Google-Cloud","title":"신타스, Google Cloud로 생성형 AI 사내 지식센터 구축","title_en":"Cintas Builds Generative AI-Powered Internal Knowledge Center with Google Cloud","excerpt":"신타스와 Google Cloud는 신타스의 디지털 전환을 지원하는 확대 파트너십을 발표했다.","excerpt_en":"Cintas Corporation and Google Cloud today announced an expanded partnership to support Cintas' ongoing digital transformation."}]}]}