Chewy Announces Earnings
Published March 27, 2026
Chewy, Inc. (CHWY) released its fourth quarter and full-year earnings report on Wednesday, March 25. The online pet supply company’s stock rose almost 7% following the release of the report.
The company reported net sales of $3.26 billion for the quarter. This was up from $3.25 billion in the same quarter last year and below analysts’ expectations of $3.27 billion. Net sales for the full year came in at $12.60 billion, up 6.2% from net sales of $11.86 billion in the year prior.
“We exited 2025 from a position of real strength: $12.6 billion in net sales or 8.3% growth, $719 million of adjusted EBITDA or 26% growth, record free cash flow of $562 million, and 21.3 million active customers,” said Chewy CEO, Sumit Singh. “That performance underscores the durability of the Chewy model and gives us confidence in our ability to deliver continued profitable growth, expanding margins, and strong cash generation in 2026 and beyond.”
The company reported net income of $39.2 million this quarter or $0.09 per adjusted share. This was an increase in net income of $22.8 million or $0.05 per adjusted share during the same time last year. Net income for the full year was $222.8 million, down from $392.7 million last year.
Chewy reported 21.3 million active customers in the quarter, up 4.0% compared to this time last year. The company’s net sales per active customer increased to $591, a 2.2% increase compared to a year ago. Chewy’s Autoship subscription program, which allows customers to automatically reorder products, increased sales by almost 5% to $2.74 billion for the fourth quarter. For the full year of fiscal 2026, Chewy expects 8% to 9% growth in net sales ranging between $13.6 billion and $13.75 billion.
Chewy, Inc. (CHWY) shares ended the week at $26.12, up 10% for the week.
Cintas Posts Earnings
Cintas Corporation (CTAS), a uniform rental and facility cleaning supply company, released its third quarter earnings report on Wednesday, March 25. With the company reporting increased revenue, its stock rose by roughly 3% following the earnings announcement.
Revenue for the third quarter reached $2.84 billion, up 8.9% from revenue of $2.61 billion reported during the same quarter last year. This exceeded analysts’ expectations of $2.82 billion.
“We delivered another successful quarter with record revenues and strong operating margins,” said Cintas’ CEO, Todd Schneider. “Our diversified customer base, proven track record of execution and world-class employee-partners position us exceptionally well for continued growth. We remain committed to our balanced capital allocation strategy and delivering value for our shareholders and our customers."
Cintas reported quarterly net income of $502.5 million or $1.24 per diluted share. This was up from $463.5 million or $1.13 per diluted share during the same quarter last year.
The company’s uniform rental and facility services segment grew 7.7% year-over-year, reaching $2.18 billion. The first aid and safety services segment reported $346.82 million in revenue. Operating income came in at $659.9 million, an increase of 8.2% compared to last year’s third quarter. Throughout the quarter, Cintas paid dividends totaling $180.0 million to shareholders. The company updated its full fiscal year guidance and expects annual revenue to be between $11.21 billion to $11.24 billion.
Cintas (CTAS) shares closed at $165.71, down 9% for the week.
Paychex Releases Earnings Report
Paychex, Inc. (PAYX) released its third quarter earnings report on Wednesday, March 25. The payroll service provider’s shares climbed by nearly 5% following the release of the report.
For the quarter, the company reported total revenue of $1.81 billion. This was up 20% from $1.51 billion in the same quarter last year and beat analysts' expectations of $1.78 billion.
“This quarter, we delivered strong double-digit growth in revenue and operating income and accelerated our organic revenue growth, driven by effective execution and progress on our strategic priorities," said Paychex CEO, John Gibson. "In a dynamic regulatory and macro environment, clients are increasingly relying on our comprehensive advisory and benefits solutions to help navigate complex, compliance-critical HR and workforce challenges, underscoring the breadth and differentiated value of our expert-enabled technology and advisory offerings."
Paychex posted net income of $560.3 million or $1.56 per adjusted share for the quarter. This was up from net income of $519.3 million or $1.43 per adjusted share this time last year.
The Rochester, New York-based company saw an increase in revenue across its service segments. Professional Employer Organization (PEO) and Insurance Solutions revenue increased 9% to $397.5 million for the quarter. Management Solutions revenue rose 23% to $1.4 billion for the third quarter. The company’s total expenses reached over $1.0 billion, a 24% increase from $817.2 million year-over-year, primarily due to increased technology spending and costs related to the acquisition of Paycor.
Paychex, Inc. (PAYX) shares closed at $91.68, down 2% for the week.
The Dow started the week of 3/23 at 45,804 and closed at 45,167 on 3/27. The S&P 500 started the week at 6,575 and closed at 6,369. The NASDAQ opened the week at 21,996 and closed at 20,948.
