The earnings call reflects a strong performance by Aramark with record-breaking revenue, significant client retention, and successful new client wins. Despite challenges in the arena business and increased medical expenses, the company's strategic focus on growth, technology advancements, and supply chain optimization positions it well for continued success.

Company Guidance -

Q4 2025

In the third quarter of fiscal 2025, Aramark achieved record revenue of $4.6 billion, marking a 6% increase with slight FX favorability, and reported an adjusted EPS growth of nearly 30%. The company's U.S. segment posted an organic revenue increase to $3.2 billion, over 3%, with significant contributions from new client wins and strong performances in sectors such as workplace experience, education, and sports & entertainment. The international segment also delivered double-digit organic revenue growth of 10%, driven by new business and base business expansion, notably in the U.K., Chile, Canada, and Spain. The quarter saw a remarkable client retention rate exceeding 97% in both U.S. and international markets, alongside significant new client acquisitions including Howard University and a large contract within sports. Aramark also implemented AI-driven technologies in supply chain operations, further enhancing efficiency and profitability. The company anticipates continued strong performance into the fourth quarter, with expectations of revenue benefiting from new business acceleration and ongoing base business growth.

Record-Breaking Revenue and Profitability

Aramark achieved record revenue for any quarter in Global FSS history with adjusted EPS growth of nearly 30%.

Strong Client Retention and New Wins

Aramark maintained a client retention rate exceeding 97% in both FSS U.S. and International, and secured significant new client wins, including Howard University and the Oakland A's.

Revenue and Profit Growth

Revenue grew to $4.6 billion, a 6% increase, with organic revenue up more than 5%. Operating Income increased by 13%, and adjusted operating income rose by 19%, with a 60 basis point increase in AOI margin.

International Double-Digit Growth

International organic revenue surged by 10%, led by the U.K., Chile, Canada, and Spain, driven by net new business and base business growth.

Supply Chain and Technology Advancements

Aramark introduced AI-driven technology for enhanced supply chain management and contract intelligence, improving efficiency and profitability.

ARAMARK Holdings (ARMK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ARMK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q4)	0.67 / -	0.54	―	―	―
Aug 05, 2025	2025 (Q3)	0.40 / 0.40	0.31	29.03% (+0.09)
May 06, 2025	2025 (Q2)	0.33 / 0.34	0.29	17.24% (+0.05)
Feb 04, 2025	2025 (Q1)	0.48 / 0.51	0.41	24.39% (+0.10)
Nov 11, 2024	2024 (Q4)	0.53 / 0.54	0.64	-15.62% (-0.10)
Aug 06, 2024	2024 (Q3)	0.30 / 0.31	0.36	-13.89% (-0.05)
May 07, 2024	2024 (Q2)	0.27 / 0.29	0.28	3.57% (<+0.01)
Feb 06, 2024	2024 (Q1)	0.36 / 0.41	0.41	0.00% (0.00)
Nov 14, 2023	2023 (Q4)	0.64 / 0.64	0.48	33.33% (+0.16)
Aug 08, 2023	2023 (Q3)	0.34 / 0.36	0.25	44.00% (+0.11)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARMK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$43.11	$39.56	-8.23%
May 06, 2025	$34.11	$37.54	+10.06%
Feb 04, 2025	$38.24	$37.46	-2.04%
Nov 11, 2024	$38.80	$38.37	-1.11%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does ARAMARK Holdings Corp. (ARMK) report earnings?

ARAMARK Holdings Corp. (ARMK) is schdueled to report earning on Nov 18, 2025, Before Open (Confirmed).

What is ARAMARK Holdings Corp. (ARMK) earnings time?

ARAMARK Holdings Corp. (ARMK) earnings time is at Nov 18, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARMK EPS forecast?

ARMK EPS forecast for the fiscal quarter 2025 (Q4) is 0.67.

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