Aramark Q3 Revenue Hits $5.1B, Beats Consensus; Raises Full-Year Outlook
ARMK sits 72% above its 52-week low of $35.07 on elevated volume (1.9× avg).
Summary
Aramark posted Q3 revenue of $5.1B (+9% YoY), beating estimates, and raised its full-year organic growth outlook. Adjusted EPS more than doubled to $0.50.
Key Events · Earnings and Guidance · ARMK
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Q3 Revenue Beats Consensus
Revenue of $5.1B grew 9% YoY, exceeding the $4.94B consensus estimate, driven by base business growth and net new business.
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Earnings Surge
Adjusted EPS of $0.50 more than doubled from $0.27 a year ago. Net income rose 36% to $97.8M, with operating income up 18% to $215.6M.
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Full-Year Guidance Raised
Management raised its full-year organic revenue growth outlook, reflecting confidence in sustained momentum across segments.
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Broad-Based Segment Strength
FSS United States revenue grew 7.7%, led by Business & Industry (+17.8%) and Sports, Leisure & Corrections (+12.0%). FSS International surged 13.2%.
Analysis · ARMK · Trade & Services
Aramark delivered a standout quarter with revenue of $5.1 billion, up 9% year-over-year and comfortably above the $4.94 billion consensus. Adjusted EPS of $0.50 more than doubled the prior year's $0.27. The company raised its full-year organic revenue growth guidance, signaling confidence in sustained momentum. Operating income jumped 18% to $215.6 million, driven by broad-based strength across Business & Industry, Sports & Leisure, and Healthcare. The balance sheet remains solid with $914.9 million in revolver availability and a $100 million debt prepayment made after quarter-end. This report confirms the business is firing on all cylinders, with accelerating new business wins and strong base growth, justifying the stock's proximity to its 52-week high.
At the time of this filing, ARMK was trading at $60.47 on NYSE in the Trade & Services sector, with a market capitalization of approximately $15.9B. The 52-week trading range was $35.07 to $61.52. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.