Jun 2026 (Q3 FY26) — Aug 11, 2026
Aramark Q3 FY26 — Strong Organic Revenue Growth and Nexus Expansion
Read the full callAramark (ARMK) earnings
- Jul 2026
- Jun 2026 (Q3 FY26)
- Oct 2025
Aramark earnings: last reported Tue, 11 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 5,058 | +9.3% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 4.3 | +0.3 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 97.7 | +36.0% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
5 of 10 judged targets kept · 7 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Organic revenue growth | 7% to 9% | Sep 2025 | we have raised our fiscal '26 organic revenue growth outlook to an increase of 9% to 10% | Revised Up |
| Adjusted Operating Income (AOI) | $1.1 billion to $1.15 billion | Sep 2025 | We are also reaffirming our expectations for AOI growth of 12% to 17% | On Track |
5 of Aramark's 17 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 15 more targets are in the full ledger.
Claimed
- Organic revenue grew 9% to $5 billion, driven by broad-based net new business and base business growth.
- Adjusted operating income increased 13% to $261 million, with AOI margins expanding nearly 20 basis points.
- New client wins totaled more than $1.6 billion fiscal year-to-date, representing a 51% increase over the prior year period.
- Client retention reached record levels of approximately 98%, underscoring strong client relationships.
- Adjusted EPS of $0.52, an increase of nearly 30% versus the prior year, reflecting successful growth strategies.
Qualified
- A calendar shift reduced Q3 organic revenue growth by approximately 2% and adjusted operating income by an estimated $20 million.
- Mobilization costs for record levels of new business, including Aramark NEXUS, are impacting current quarter AOI and EPS, with margins expected to ramp into fiscal year 2027.
Price
$55.04 +0.53% · +$0.29
Performance +38.0% 1Y
1Y: $39.88 on 14 Oct 2025 → $55.04. High $62.39 (14 Aug 2026), low $36.04 (17 Nov 2025).
- Previous close
- $54.75
- 52-week range
- $36.04 – $62.39
- One year
- +38.33%
Overview
- Symbol
- ARMK
- Sector
- Industrials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
5 of 10 judged targets kept · 7 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Organic revenue growth | 7% to 9% | Sep 2025 | we have raised our fiscal '26 organic revenue growth outlook to an increase of 9% to 10% | Revised Up |
| Adjusted Operating Income (AOI) | $1.1 billion to $1.15 billion | Sep 2025 | We are also reaffirming our expectations for AOI growth of 12% to 17% | On Track |
Claimed
- Organic revenue grew 9% to $5 billion, driven by broad-based net new business and base business growth.
- Adjusted operating income increased 13% to $261 million, with AOI margins expanding nearly 20 basis points.
- New client wins totaled more than $1.6 billion fiscal year-to-date, representing a 51% increase over the prior year period.
- Client retention reached record levels of approximately 98%, underscoring strong client relationships.
- Adjusted EPS of $0.52, an increase of nearly 30% versus the prior year, reflecting successful growth strategies.
Qualified
- A calendar shift reduced Q3 organic revenue growth by approximately 2% and adjusted operating income by an estimated $20 million.
- Mobilization costs for record levels of new business, including Aramark NEXUS, are impacting current quarter AOI and EPS, with margins expected to ramp into fiscal year 2027.
The full ledger
Open Aramark’s full ledger
A free account opens 5 company ledgers a month. All 17 tracked commitments, with each call’s wording and source.
Call summaries
Every analysed call
Aramark earnings calls (ARMK)
Financials
What the filings say
Net profit, year on year: +36% (quarter to jul 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 4,417 | 4,552 | 4,279 | 4,626 | 5,048 | 4,832 | 4,907 | 5,058 |
| Expenses | 4,198 | 4,335 | 4,105 | 4,444 | 4,831 | 4,614 | 4,688 | 4,842 |
| Operating profit | 219 | 217 | 174 | 183 | 218 | 218 | 220 | 216 |
| Operating margin | 5.0% | 4.8% | 4.1% | 4.0% | 4.3% | 4.5% | 4.5% | 4.3% |
| Interest | 107 | — | — | — | — | — | — | — |
| Profit before tax | 160 | 141 | 84 | 96 | 108 | 136 | 138 | 136 |
| Tax rate | 23.4% | 25.3% | 26.6% | 25.2% | 19.5% | 28.9% | 25.7% | 27.9% |
| Net profit | 122 | 106 | 62 | 72 | 87 | 96 | 102 | 98 |
| EPS ($ per share) | — | 0.40 | 0.23 | 0.27 | — | 0.37 | 0.39 | 0.37 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Reserves | 711 | 1,107 | 532 | 328 | 407 | 964 | 240 | 453 |
| Total liabilities | 10,691 | 10,416 | 12,977 | 11,653 | 12,053 | 13,159 | 9,635 | 10,157 |
| Fixed assets | 1,378 | 2,182 | 2,051 | 2,038 | 2,032 | 1,426 | 1,573 | 1,734 |
| Total assets | 13,720 | 13,736 | 15,713 | 14,376 | 15,082 | 16,871 | 12,674 | 13,305 |
| Line item | Sep 2018 | Sep 2019 | Oct 2020 | Oct 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Oct 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,052 | 984 | 177 | 657 | 694 | 766 | 727 | 921 |
| Cash from investing | -2,865 | -210 | -361 | -634 | -831 | 209 | — | — |
| Cash from financing | 1,794 | -735 | 2,438 | -2,005 | -38 | 654 | — | — |
| Net cash flow | -24 | 32 | 2,263 | -1,977 | -222 | 1,643 | -1,240 | -25 |
| Capital expenditure | -629 | -503 | -419 | -408 | -312 | -384 | -427 | -489 |
| Free cash flow | 423 | 481 | -242 | 249 | 383 | 383 | 299 | 432 |
ARMK revenue by segment
Food and Support Services United States shrank from 72% to 69% of revenue over the last two years.
| Segment | Q3 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Food and Support Services United States | 72% | 73% | 71% | 70% | 71% | 70% | 70% | 69% | +7.7% |
| Food and Support Services International | 28% | 27% | 29% | 30% | 29% | 30% | 30% | 31% | +13.2% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
ARMK operating KPIs by quarter
| KPI | Apr 2026 Q2 FY26 | Jun 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|
| Client retention rate | 98%+We entered the second half of the year with exceptionally strong business trends, including, first, a client retention rate exceeding 98% across the company; second, organic revenue growth at record levels in both FSS US and international; third, new client wins that have already reached an unprecedented total of $1 billion this fiscal year-to-date; and lastly, we're very excited about our entry into the hyperscale AI data center market, where we believe Aramark is uniquely positioned to deliver an integrated suite of capabilities, as we execute on our newly awarded multiyear engagement with a top global hyperscaler to provide comprehensive hospitality and facility services across multiple AI data center locations.Source: earnings call transcript | ~98%We're heading into the fourth quarter with significant momentum across the portfolio, including industry-leading client retention at record levels of approximately 98%, underscoring the strength of our client relationships and the excellence of our service and execution.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Revenue by region
Q3 FY2026 · share of revenue
- US 138% ↓ 5 pt
- Europe 18% ↑ 2 pt
- Restof World 13% ↑ 1 pt
As ARMK cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
135 filings between Nov 10, 2025 and Oct 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$5.28M
4 sales by 2 insiders
Compensation
not trading decisions- 94
- Award — granted as compensation
- 6
- Option exercise — converted options into shares
- 31
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Bruno Marc A | — | $4.31M | Aug 13, 2026 |
| Harrington Lauren A | — | $974.2K | May 18, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 9, 2026 | Creed Greg Director | Award | 614 | $33.7K |
| Oct 9, 2026 | DREILING RICHARD W Director | Award | 500 | $27.5K |
| Oct 2, 2026 | Charpentier Abigail EVP & Chief HR Officer | Tax withheld | 1,767 | $96.5K |
| Oct 2, 2026 | Harrington Lauren A EVP and General Counsel | Tax withheld | 10,220 | $557.9K |
| Oct 2, 2026 | Charpentier Abigail EVP & Chief HR Officer | Tax withheld | 7,405 | $404.2K |
| Oct 2, 2026 | Tarangelo James J. EVP and CFO | Tax withheld | 1,675 | $91.5K |
| Oct 2, 2026 | ZILLMER JOHN J Chief Executive Officer | Tax withheld | 67,219 | $3.67M |
| Oct 2, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Tax withheld | 13,620 | $743.5K |
| Oct 2, 2026 | Schilling Christopher T. SVP, Controller and CAO | Tax withheld | 1,190 | $65.0K |
| Sep 9, 2026 | King Karen Marie Director | Award | 24 | $0 |
| Sep 9, 2026 | LOPEZ PATRICIA E Director | Award | 61 | $0 |
| Sep 9, 2026 | Charpentier Abigail EVP & Chief HR Officer | Award | 97 | $0 |
| Sep 9, 2026 | CAMERON SUSAN M. Director | Award | 102 | $0 |
| Sep 9, 2026 | Schilling Christopher T. SVP, Controller and CAO | Award | 33 | $0 |
| Sep 9, 2026 | ZILLMER JOHN J Chief Executive Officer | Award | 918 | $0 |
| Sep 9, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Award | 282 | $0 |
| Sep 9, 2026 | KEVERIAN KENNETH M Director | Award | 61 | $0 |
| Sep 9, 2026 | Heller Bridgette P Director | Award | 76 | $0 |
| Sep 9, 2026 | Wills Kevin Director | Award | 35 | $0 |
| Sep 9, 2026 | SADOVE STEPHEN I Director | Award | 188 | $0 |
| Sep 9, 2026 | Tarangelo James J. EVP and CFO | Award | 62 | $0 |
| Sep 9, 2026 | Harrington Lauren A EVP and General Counsel | Award | 104 | $0 |
| Sep 9, 2026 | DREILING RICHARD W Director | Award | 31 | $0 |
| Sep 9, 2026 | Creed Greg Director | Award | 144 | $0 |
| Sep 9, 2026 | DelGhiaccio Brian M Director | Award | 35 | $0 |
| Sep 3, 2026 | Tarangelo James J. EVP and CFO | Option exercise | 8,852 | $217.6K |
| Sep 3, 2026 | Tarangelo James J. EVP and CFO | Tax withheld | 6,048 | $343.6K |
| Aug 13, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Option exercise | 74,653 | $1.98M |
| Aug 13, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Option exercise | 78,689 | $1.93M |
| Aug 13, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Sale | 15,389 | $945.2K |
| Aug 13, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Sale | 55,245 | $3.37M |
| Aug 13, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Option exercise | 57,060 | $1.68M |
| Aug 13, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Tax withheld | 139,768 | $8.43M |
| Jul 10, 2026 | Creed Greg Director | Award | 583 | $0 |
| Jul 10, 2026 | DREILING RICHARD W Director | Award | 475 | $0 |
| Jun 3, 2026 | KEVERIAN KENNETH M Director | Award | 65 | $0 |
| Jun 3, 2026 | Heller Bridgette P Director | Award | 80 | $0 |
| Jun 3, 2026 | Creed Greg Director | Award | 151 | $0 |
| Jun 3, 2026 | ZILLMER JOHN J Chief Executive Officer | Award | 974 | $0 |
| Jun 3, 2026 | Charpentier Abigail EVP & Chief HR Officer | Award | 102 | $0 |
| Jun 3, 2026 | DREILING RICHARD W Director | Award | 32 | $0 |
| Jun 3, 2026 | Schilling Christopher T. SVP, Controller and CAO | Award | 35 | $0 |
| Jun 3, 2026 | Harrington Lauren A EVP and General Counsel | Award | 110 | $0 |
| Jun 3, 2026 | Bruno Marc A COO, U.S. Food & Facilities | Award | 299 | $0 |
| Jun 3, 2026 | Tarangelo James J. EVP and CFO | Award | 65 | $0 |
| Jun 3, 2026 | CAMERON SUSAN M. Director | Award | 108 | $0 |
| Jun 3, 2026 | Wills Kevin Director | Award | 37 | $0 |
| Jun 3, 2026 | SADOVE STEPHEN I Director | Award | 199 | $0 |
| Jun 3, 2026 | DelGhiaccio Brian M Director | Award | 37 | $0 |
| Jun 3, 2026 | LOPEZ PATRICIA E Director | Award | 65 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Aramark
Free account. Everything above stays public.
Write why you follow Aramark and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading