Coming next week: Cintas, Kingfisher and Renishaw

The week of 21-25 September 2026 brings a healthy sprinkling of UK company results to keep investors busy. However, the diary is fairly skinny across the pond in the US, and fashion retailer H&M is the only name of note among European corporates.

On Monday, results from Craneware (LON:CRW) will be closely watched following a recent profit warning. The healthcare software firm needs to restore confidence in its growth story.

Tuesday gets underway with a Q3 trading update from specialist employment group SThree (LON:STEM), which will give investors a read on the jobs market. And retail watchers will be scrutinising updates from athleisure seller JD Sports Fashion (LON:JD) and home improvement giant Kingfisher (LON:KGF).

Wednesday brings results from Gloucestershire-based Renishaw (LON:RSW), a world leader in high-precision measuring and manufacturing systems.

And companies likely to hog the headlines on Thursday include safety and health group Halma (LON:HLMA), online electricals retailer AO World (LON:AO) and Cambridge-based computing platform Raspberry Pi (LON:RPI).

In the US, car parts seller Autozone (NYSE:AZO) reports Tuesday, followed by uniform rental company Cintas (NASDAQ:CTAS) and unloved breakfast cereal maker General Mills (NYSE:GIS) on Wednesday.

On Friday, investors will be focused on trading trends at Costco (NASDAQ:COST), the members-only warehouse giant that has been a juggernaut of a stock for decades. The Washington-based company is loved by investors for its defensive business model, steady international growth and dependable dividends.

Cintas (NASDAQ:CTAS)

It might not be the familiar name to UK investors but Cintas (NASDAQ:CTAS) is certainly worth watching when it posts Q1 2027 earnings on Wednesday, 23 September. Crucially, investors will be watching whether its consistently strong growth momentum of recent years has continued into early fiscal 2027.

Cintas isn’t glamourous, providing uniforms, facility services, first-aid and safety products to more than one million businesses, but it does it extremely well.

Consensus expectations currently centre on EPS of around $1.34–$1.37 and revenue of roughly $2.98–$3.04bn, implying double-digit EPS growth year-on-year. Key areas to watch include organic revenue growth, new customer wins, pricing, sales productivity and margins, particularly in Uniform Rental and Facility Services. Cintas delivered 8.3% organic revenue growth for fiscal 2026 and guided to $12.10bn–$12.25bn of FY2027 revenue and $5.36–$5.50 adjusted EPS.

Consensus forecasts for Cintas

Source: Koyfin

A revenue/EPS beat combined with stronger margins or raised guidance could support the shares, while weaker organic growth, margin pressure or unchanged guidance despite an earnings beat could disappoint investors. Bernstein expects potential margin upside but doesn’t anticipate a guidance increase.

Renishaw (LON:RSW)

Gloucestershire-based Renishaw (LON:RSW) is a world leader in high-precision measuring and manufacturing systems. It serves customers in the aerospace, automotive, electronics, industrial, medical, scientific and technology sectors.

In a July trading update, the firm revealed annual profit would beat market expectations thanks to record Q4 revenue. It said sales growth had accelerated during the year culminating in a 27% jump in Q4 turnover.

Demand for its products was especially strong from customers in the semiconductor and electronics manufacturing equipment sector. It also saw an uptick in demand from the aerospace and defence sectors as customers increased their orders.

Consensus forecasts for Renishaw

Source: Company-compiled consensus

Given the firm’s strong market position, growth in its end markets and robust balance sheet, Renishaw would make an attractive M&A target. However, mindful of that fact, the founding McMurtry and Deer familes established a joint holding company to own 50.25% of the shares.

This was to ensure ‘a generational transfer of the business within the families, reaffirming their intention to be long-term shareholders’. In addition, the families own a further 2.6% of the shares in personal accounts outside the holding company, making it bid-proof in theory.

Kingfisher (LON:KGF)

Headwinds facing the listed home improvement retailers include a tough UK consumer backdrop, a moribund housing market and the extreme heat witnessed over the summer. Given these challenges, investors will be hoping B&Q-to-Screwfix owner Kingfisher’s (LON:KGF) H1 results (22 September) contain sufficient positives to trigger a rally in the stock.

Confirmation of further share gains in key markets, or a meaningful uptick in Q2 sales in France, could give Kingfisher the confidence to raise its FY27 profit outlook. The DIY-retail giant may also name a successor to outgoing CEO Thierry Garnier. And given a recent share price pullback, Sharesify wouldn’t be surprised to see the cash generative retailer extend its £300 million share buyback programme.

Back in May, the FTSE 100 group hailed a ‘resilient’ start to FY27 and reaffirmed FY27 guidance. While Q1 like-for-like sales softened 0.7% as a late start to spring impacted footfall, that proved better than the 0.9% decline expected by consensus. And Kingfisher also reported a third quarter of sequential sales improvement at its French DIY chain Castorama.

Consensus forecasts for Kingfisher

Source: Kingfisher-compiled consensus

Kingfisher faces a mixed consumer environment across key markets, with hard-pressed consumers cutting back and DIY enthusiasts deferring big projects. Nevertheless, the company continues to attract trade customers and is growing e-commerce sales at a rapid clip. Tight cost controls and better sourcing are also enhancing margins.

The Q2 consensus calls for a return to group-level like-for-like sales growth. For H1, analysts have pencilled in adjusted pre-tax profits of £372 million on a 0.1% drop in same-store sales. For the year to January 2027, the market expects adjusted pre-tax profits of £580 million on a 0.4% increase in group like-for-likes.