Inferra AI / Company / ARMK
Aramark
ARMK · Consumer Discretionary
Last earnings Aug 11, 2026
Key results
Free cash flowquarter
$305 million
Free Cash Flow of $305 million, +116%, with more than $1.4 billion in cash availability Proactively repaid $55 million of 2030 Term Loans Repurchased approximately $25 million of stock
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Consolidated revenuequarter
$4.9 billion
SECOND QUARTER RESULTS Consolidated revenue was $4.9 billion in the second quarter, a 15% increase year-over-year.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Revenuequarter
$101 million
The favorable effect of currency translation increased revenue by approximately $101 million.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Organic revenuequarter
3%
The calendar shift from the 53rd week in the prior year increased Revenue and Organic Revenue growth by an estimated 3%, principally in the Education sector within the FSS United States segment.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Revenue and Organic Revenue growth also benefited by approximately 4% from the calendar shift.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
The calendar shift positively affected Revenue and Organic Revenue growth by an estimated 1%.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Operating incomequarter
$220 million
Operating Income was $220 million, an increase of 26% compared to the prior year period, and AOI grew 24% 1 to $258 million.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
The effect of currency translation increased Operating Income by approximately $5 million.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Net incomequarter
$102,140 thousand
Net income 102,140 61,973
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
EPSquarter
$ 0.38
Diluted $ 0.38 $ 0.23
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
AI analysis
Q2 2026 · reported May 12, 2026
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q2 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Free cash flow | $305 million | — | — |
| Consolidated revenue | $4.9 billion | — | — |
| Revenue | $101 million | — | — |
| Organic revenue | 3% | — | — |
| Operating income | $220 million | — | — |
| Net income | $102,140 thousand | — | — |
| EPS | $ 0.38 | — | — |
Guidance · company-stated
Direction: Reiterated
“Based on Aramark's strong performance in the first half of the fiscal year, the Company updated its Fiscal 2026 Outlook for Organic Revenue growth and reaffirmed expectations for AOI, Adjusted EPS, and Leverage Ratio.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
In the second quarter, the Company proactively repaid approximately $55 million of Term Loan B due June 2030 and repurchased approximately $25 million of its common stock.
Event summary
On a constant currency basis Page 1 Our financial results underscore the continued momentum at the Company driven by our unwavering focus on delivering hospitality excellence, said John Zillmer, Aramark s Chief Executive Officer
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Reiterated
Revenue: “Based on Aramark's strong performance in the first half of the fiscal year, the Company updated its Fiscal 2026 Outlook for Organic Revenue growth and reaffirmed expectations for AOI, Adjusted EPS, and Leverage Ratio.”
Revenue — Reiterated (“reaffirmed”)
“Based on Aramark's strong performance in the first half of the fiscal year, the Company updated its Fiscal 2026 Outlook for Organic Revenue growth and reaffirmed expectations for AOI, Adjusted EPS, and Leverage Ratio.”
Classified from the release's primary full-year outlook statement.
Capital allocation
In the second quarter, the Company proactively repaid approximately $55 million of Term Loan B due June 2030 and repurchased approximately $25 million of its common stock.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Aramark has repurchased more than 5 million of its shares for an aggregate purchase price of approximately $194 million since the inception of the Company's share repurchase program.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Aramark s capital allocation priorities remain unchanged invest in the business to drive and propel growth repay debt on an ongoing basis, with leverage expected to be under 3.0x by the end of fiscal 2026 increase the dividend annually and utilize excess cash generation to opportunistically repurchase Aramark stock.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
DIVIDEND DECLARATION Aramark's Board of Directors approved a quarterly dividend of $0.12 per share of common stock, as announced on May 6, 2026.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
The dividend will be payable on June 3, 2026, to stockholders of record at the close of business on May 20, 2026.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
OUTLOOK The Company provides its expectations for organic revenue growth, Adjusted Operating Income growth (constant currency), Adjusted Earnings per Share growth (constant currency), and Net Debt to Covenant Adjusted EBITDA ( Leverage Ratio ) on a non-GAAP basis, and does not provide a reconciliation of such forward-looking non-GAAP measures to GAAP due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliations, including adjustments that could be made for the effect of currency translation.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Strategy & priorities
1 On a constant currency basis Page 1 Our financial results underscore the continued momentum at the Company driven by our unwavering focus on delivering hospitality excellence, said John Zillmer, Aramark s Chief Executive Officer.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
This reflects our team s disciplined execution of our growth strategies as we continue to achieve new milestones.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Growth was led by broad-based net new business and base business expansion across sectors and geographies.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
FSS International revenue growth was across all geographies, driven by ongoing base business expansion and net new business performance which included double-digit growth in both Europe and Canada, and Emerging Markets experiencing high-single digit growth on an organic basis.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Aramark s capital allocation priorities remain unchanged invest in the business to drive and propel growth repay debt on an ongoing basis, with leverage expected to be under 3.0x by the end of fiscal 2026 increase the dividend annually and utilize excess cash generation to opportunistically repurchase Aramark stock.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Risks & headwinds
These forward-looking statements are subject to risks and uncertainties that may change at any time, and actual results or outcomes may differ materially from those that we expected.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
As a result of these risks and uncertainties, readers are cautioned not to place undue reliance on any forward-looking statements included herein or that may be made elsewhere from time to time by, or on behalf of, us.
SEC original ↗Aramark — Earnings release (8-K exhibit)EX-99May 12, 2026
Legal Proceedings 31 Item 1A.
SEC original ↗Aramark — 10-Q Quarterly report10-QAug 11, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
30 documents- Q2 2026
- 10-QARMK
Aug 11, 2026
- 8-KARMK
Aug 11, 2026
- 8-KARMK
Aug 7, 2026
- Q1 2026
- 10-QARMK
May 12, 2026
- 8-KARMK
May 12, 2026
- Q4 2025
- 8-KARMK
Feb 20, 2026
- 10-QARMK
Feb 10, 2026
- 8-KARMK
Feb 10, 2026
- 8-KARMK
Feb 4, 2026
- Q3 2025
- 8-KARMK
Dec 12, 2025
- 10-KARMK
Nov 25, 2025
- 8-KARMK
Nov 17, 2025
- Q2 2025
- 8-KARMK
Aug 18, 2025
- 10-QARMK
Aug 5, 2025
- 8-KARMK
Aug 5, 2025
- Q1 2025
- 10-QARMK
May 6, 2025
- 8-KARMK
May 6, 2025
- Q4 2024
- 8-KARMK
Mar 19, 2025
- 8-KARMK
Mar 5, 2025
- 8-KARMK
Mar 3, 2025
- 8-KARMK
Feb 18, 2025
- 10-QARMK
Feb 4, 2025
- 8-KARMK
Feb 4, 2025
- 8-KARMK
Jan 24, 2025
- 8-KARMK
Jan 17, 2025
- Q3 2024
- 8-KARMK
Dec 12, 2024
- 10-KARMK
Nov 19, 2024
- 8-KARMK
Nov 12, 2024
- Q2 2024
- 8-KARMK
Aug 16, 2024
- 10-QARMK
Aug 6, 2024
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Aramark are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Aramark are held in this edition of the library.
Mentioned by
3 companiesOther tracked companies whose held documents mention Aramark by name or ticker. A mention is counted once per document, from the document text the library holds.
“at subjects … … stockholders $ 97,658 $ 71,783 Earnings per share attributable to Aramark stockholders: Basic $ 0.37 $ 0.27 Diluted $ 0.36 $ 0.27 Weighted Average Shares Outstanding: Basic 263,588 262,660… …Generation Further Enhanced”
“at subjects … …stockholders $ 101,950 $ 61,854 Earnings per share attributable to Aramark stockholders: Basic $ 0.39 $ 0.23 Diluted $ 0.38 $ 0.23 Weighted Average Shares Outstanding: Basic 263,160 264,811… …occurring throughout the or”
“at subjects … …stockholders $ 96,161 $ 105,619 Earnings per share attributable to Aramark stockholders: Basic $ 0.37 $ 0.40 Diluted $ 0.36 $ 0.39 Weighted Average Shares Outstanding: Basic 263,127 264,882… …cadence, as well as a highe”
See also the earnings calendar for every tracked company’s next earnings date.