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ARAMARK Holdings (ARMK)
NYSE:ARMK
Earnings Data
Report Date
May 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.47Last Year’s EPS
0.34Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong positive momentum: solid organic revenue growth, exceptional client retention, record-level new business wins (notably large healthcare system contracts), robust International performance, and meaningful GPO/supply chain expansion with AI-driven efficiencies. Short-term headwinds were largely timing-related (a 53rd-week calendar shift) and seasonal (higher working capital and elevated Q1 CapEx tied to new wins), plus isolated mobilization costs and commodity pressures. Management reiterated confident FY26 guidance and highlighted actions to improve capital structure and shareholder returns.Company Guidance
Strong Organic Revenue Growth
Organic revenue grew 5% in Q1 to $4.8 billion; excluding a calendar shift impact (~$125 million, ~3% of revenue) organic growth would have been approximately 8%.
FSS US Growth Momentum
FSS US organic revenue reached $3.4 billion, up 2% in Q1; would have been ~5% growth absent the calendar shift. Key drivers included workplace experience, refreshments, healthcare, sports/entertainment, and corrections.
International Outperformance
International organic revenue was $1.5 billion, up over 13% year-over-year and marking the nineteenth consecutive quarter of double-digit growth. Every country contributed, led by the UK, Spain, Germany, and Chile, and the business recorded well over 100 core account wins in the quarter.
Profitability — Operating Income and AOI
Operating income was $218 million (up slightly YoY). Adjusted operating income (AOI) was $263 million, up 1% on a constant-currency basis; AOI would have been ~11% higher without the calendar shift (calendar shift reduced AOI by an estimated $25 million).
Large Strategic Client Wins
Secured major healthcare contracts including Penn Medicine (largest US contract win) and RWJBarnabas Health (18 locations, 5,700 beds; system larger than Penn), plus a statewide Alabama corrections contract (27 facilities) and significant mining wins including Codelco.
Sustained High Client Retention
Management reported unprecedented/record-high client retention levels at this point in the fiscal year — described as 'virtually flawless' — supporting net-new growth and recurring revenue stability.
Global Supply Chain / GPO Growth and AI Integration
Global supply chain and GPO experienced double-digit growth, supporting well over $20 billion of contracted spend. AI-driven tools (mobile chatbots, AI analytics, internal AI systems) are delivering back-end efficiencies, procurement insights, and productivity gains.
Corporate Financial Actions & Liquidity
Executed $30 million in share repurchases, repriced $2.4 billion of 2030 term loans to save ~25 basis points of interest expense, and ended the quarter with approximately $1.4 billion in cash availability.
Confident Guidance and Targets
Management reiterated FY26 guidance: organic revenue growth 7%–9%, AOI growth 12%–17%, adjusted EPS growth 20%–25%, leverage ratio below 3x, and a net new target of 4%–5% — expressing high confidence in achieving these targets.
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 |
|---|---|---|---|
Feb 10, 2026 | $38.68 | $40.83 | +5.57% |
Nov 17, 2025 | $37.79 | $35.81 | -5.23% |
Aug 05, 2025 | $42.73 | $39.21 | -8.24% |
May 06, 2025 | $33.80 | $37.21 | +10.06% |
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 (ARMK) report earnings?
ARAMARK Holdings (ARMK) is schdueled to report earning on May 12, 2026, Before Open (Confirmed).
What is ARAMARK Holdings (ARMK) earnings time?
ARAMARK Holdings (ARMK) earnings time is at May 12, 2026, 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 2026 (Q2) is 0.47.