ARAMARK Holdings Corp. (ARMK)
NYSE:ARMK
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.49Last Year’s EPS
0.4Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted broad-based revenue and profit acceleration, strong cash generation, high client retention and substantial new-business momentum, including a strategically important entry into the hyperscale AI data center market (Aramark Nexus) that could add significant upside. Near-term comparability is aided by a calendar/53rd-week benefit and Nexus ramp timing remains uncertain and excluded from FY26 guidance. Operationally the company emphasized disciplined cost and supply-chain management and raised the top-end of revenue guidance while reaffirming profit targets.Company Guidance
Record Organic Revenue Growth
Q2 organic revenue grew 12% to $4.8B (includes ~3% calendar/53rd-week benefit). FSS U.S. organic revenue +12% to $3.4B (would be ~8% without calendar shift). International organic revenue +13% to $1.4B (includes ~1% calendar benefit). Year-to-date organic revenue growth 8.5%.
Strong Profitability and Margin Expansion
Operating income $220M (+26% YoY). Adjusted operating income $258M (+24% YoY on a constant currency basis). AOI margins expanded +50 basis points. U.S. AOI +27%; International AOI +12% (cc). GAAP EPS $0.38; adjusted EPS $0.49 (+40% YoY on a constant currency basis).
Robust Cash Flow and Disciplined Capital Allocation
Net cash from operations $400M (+56% YoY). Free cash flow $305M (+116% YoY). Used cash to repay $55M term loan and repurchased ~$194M of stock year-to-date. Cash availability >$1.4B and target leverage ratio <3x by fiscal year-end.
High Client Retention and New Business Momentum
Client retention rate exceeded 98%. New client wins of ~$1B YTD (vs $1.6B full year prior-year). For Q2 new business contributed ~5% to growth and base business ~4% (pricing ~3%, volume ~1%).
Strategic Entry into Hyperscale AI Data Center Market (Aramark Nexus)
Launched Aramark Nexus and secured a multiyear engagement with a top global hyperscaler expected to become the company’s largest client. Nexus described as capital-light, expected to deliver margins above company average and attractive returns; potential to generate hundreds of millions annually at scale (not yet included in FY26 outlook).
Notable Segment Wins and Operational Execution
FSS U.S. strength in Sports & Entertainment (MLB opening, marquee events), Workplace Experience double-digit growth, Refreshments expanded routes and increased average new-win size by 15%, Healthcare launched Penn Medicine (fully operational) with RWJ Barnabas mobilization planned. Recent client wins include Suffolk University, University of Wisconsin OshKosh, Toyota, Oklahoma Department of Corrections and Stone Mountain opening.
Inflation and Supply-Chain Management in Line with Expectations
Inflation tracking ~3.5% (in line with expectations). Rapid PPO expansion and supply-chain scale provide cost flexibility; company cites technology, procurement and above-unit cost discipline as drivers of productivity and margin improvement.
Updated Fiscal '26 Outlook (Upside to Revenue Guidance)
Organic revenue guidance updated to the high end of the 7%–9% range. Reaffirmed AOI growth of 12%–17% and adjusted EPS growth of 20%–25%, with continued expectation of accelerated AOI margin expansion.
ARMK Earnings History
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 |
|---|---|---|---|
May 12, 2026 | $44.46 | $48.30 | +8.64% |
Feb 10, 2026 | $38.59 | $40.74 | +5.57% |
Nov 17, 2025 | $37.70 | $35.73 | -5.23% |
Aug 05, 2025 | $42.63 | $39.12 | -8.23% |
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 Aug 11, 2026, Before Open (Confirmed).
What is ARAMARK Holdings Corp. (ARMK) earnings time?
ARAMARK Holdings Corp. (ARMK) earnings time is at Aug 11, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is ARMK EPS forecast?
ARMK EPS forecast for the fiscal quarter 2026 (Q3) is 0.49.