Aramark NYSE: ARMK reported double-digit organic revenue growth and higher profit in its fiscal second quarter of 2026, with management pointing to strong client retention, record new business activity and a new push into services for hyperscale AI data center construction sites.
Aramark is now rated 'Hold' with a $40/share price target, reflecting limited upside and elevated risks at current valuations. ARMK's premium valuation, high debt, and low dividend yield make its risk/reward profile unattractive compared to sector peers like Sodexo. Growth expectations are challenged by regulatory setbacks, overestimated AI efficiencies, and heavy reliance on government contracts, increasing fundamental risks.
The headline numbers for Aramark (ARMK) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Aramark (ARMK) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to earnings of $0.34 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Aramark (ARMK), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2026.
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Aramark is rated a "Buy" due to consistent revenue growth, attractive valuation, and strong execution in core food and facilities services. ARMK's revenue rose from $16.08 billion in 2023 to $18.51 billion in 2025, with 2026 guidance targeting $19.55–$19.95 billion and adjusted EPS of $2.18–$2.28. Business & Industry and international segments are key growth drivers, bolstered by refreshment services and technology investments like AI supply chain tools.
Aramark (ARMK) Presents at BofA Securities 2026 Information & Business Services Conference Transcript
Aramark (ARMK) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for Aramark (ARMK) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Aramark (ARMK) came out with quarterly earnings of $0.51 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.51 per share a year ago.
Restaurant sales are rising as diners keep eating out, lifting ARMK, EAT and BJRI stocks on steady growth.