Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Aramark
Next earnings Aug 3, 2026 (before open) · consensus $0.49 EPS, $5.02B rev
Last earnings +8.6% on 2026-05-12
Post-spin food-services turnaround is delivering double-digit profit growth, but a 44x P/E on 1.8% margins prices in a lot.
Sources: SEC EDGAR (CIK 0001584509, latest 10-Q filed 2026-05-12) · EODHD · analysis by claude-code · as of 6/21/2026, 8:45:36 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~32% above fair value) leave little margin of safety — a wait-and-see.
Aramark is a leading global food and facilities-services provider executing a clean post-Vestis-spin growth story. FY2025 revenue grew 6.4% to $18.5B, operating income rose 12.1% to $792M, and net income jumped 24.3% to $326M, lifting diluted EPS 23.2% to $1.22. The multi-year recovery is real — from a -$90.8M loss in FY2021 (COVID-hit) through a steadily rebuilt earnings base — and operating cash flow grew 26.8% to $921M, comfortably funding $489M of capex, a $111M dividend (+10.9%), and a sharply increased $170M of buybacks. ROE of 10.4% is respectable for a contract-services business.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $12.1B | $13.7B | $16.1B | $17.4B | $18.5B |
| Gross profit | — | — | — | — | — |
| Operating income | $191M | $415M | $625M | $707M | $792M |
| Net income | -$90.8M | $194M | $674M | $263M | $326M |
| Diluted EPS | -$0.36 | $0.75 | $2.57 | $0.99 | $1.22 |
| Net margin | -0.8% | 1.4% | 4.2% | 1.5% | 1.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1 buy · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-06-03 | Wills Kevin Director | Award | 36.64 | |
| 2026-06-03 | SADOVE STEPHEN I Director | Award | 199.02 | |
| 2026-06-03 | LOPEZ PATRICIA E Director | Award | 65.17 | |
| 2026-06-03 | King Karen Marie Director | Award | 25.95 | |
| 2026-06-03 | KEVERIAN KENNETH M Director | Award | 65.17 | |
| 2026-06-03 | Heller Bridgette P Director | Award | 80.11 | |
| 2026-06-03 | DREILING RICHARD W Director | Award | 32.20 | |
| 2026-06-03 | Creed Greg Director | Award | 150.96 |