Aramark (NYSE:ARMK) Q4 2025 Earnings Call November 17, 2025 08:30 AM ET Company ParticipantsJasper Bibb - Vice PresidentFelise Kissell - SVP of Investor Relations and Corporate DevelopmentShlomo Rosenbaum - Managing DirectorToni Kaplan - Executive DirectorJohn Zillmer - CEOJim Tarangelo - CFOConference Call ParticipantsNone - AnalystNeil Tyler - Research AnalystJaafar Mestari - Leisure AnalystNone - AnalystLeo Carrington - Stock AnalystAndrew Wittmann - Senior Research AnalystJosh Shan - Stock AnalystOperat ...

Aramark (NYSE:ARMK) Q4 2025 Earnings Call November 17, 2025 08:30 AM ET Speaker0Good morning and welcome to Aramark's fourth quarter and full year fiscal 2025 earnings results conference call. My name is Kevin, and I'll be your operator for today's call. At this time, I'd like to inform you that this conference is being recorded for rebroadcast and that all participants are in a listen-only mode. We will open the conference call for questions at the conclusion of the company's remarks. I will now turn the c ...

Aramark (ARMK) came out with quarterly earnings of $0.64 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.54 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -1.54%. A quarter ago, it was expected that this provider of food, facilities and uniform services would post earnings of $0.4 per share when it actually produced earnings of $0.4, delivering no surprise.Over the last four ...

Full Year and Q4 Fiscal 2025 Earnings Results N O V E M B E R 1 7 , 2 0 2 5 Fiscal 2025 Earnings Results Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These statements reflect our current expectations as to future events based on certain assumptions and include any statement that does not directly relate to any historical or current fact. These statements include, but are not limited to, statemen ...

Financial Performance - Fiscal 2025 consolidated revenue was $18.5 billion, a 6% increase year-over-year, with organic revenue growth of 7%[8] - Annualized gross new business reached $1.6 billion, over 12% higher than fiscal 2024, with a client retention rate of 96.3%[21] - Operating income increased 12% year-over-year to $792 million, while adjusted operating income (AOI) grew 12% to $981 million[10] - Fourth quarter revenue was $5.0 billion, a 14% increase year-over-year, with organic revenue growth also at 14%[12] - GAAP EPS for fiscal 2025 was $1.22, compared to $0.99 in fiscal 2024, while adjusted EPS increased 19% to $1.82[11] - Net cash from operations rose 27% to $921 million, and free cash flow grew 41% to $454 million in fiscal 2025[17] - Revenue for the fiscal year ended October 3, 2025, increased to $18,506.3 million, up 6.4% from $17,400.7 million in the previous year[53] - Operating income for the fiscal year was $791.8 million, representing a growth of 12.1% compared to $706.5 million in the prior year[53] - Net income attributable to Aramark stockholders rose to $326.4 million, a 24.3% increase from $262.5 million year-over-year[53] - Basic earnings per share increased to $1.24, up from $1.00, reflecting a 24% growth[53] - For the three months ended October 3, 2025, revenue was $5,048.5 million, a 14.3% increase from $4,416.9 million in the same period last year[55] - Operating income for the three-month period was $217.8 million, slightly down from $218.8 million year-over-year[55] - Cash flows from operating activities for the fiscal year were $921.0 million, compared to $726.5 million in the previous year, indicating a 26.7% increase[59] - Total current assets increased to $3,522.9 million from $3,406.6 million, reflecting a growth of 3.4%[57] - Total liabilities decreased to $10,156.6 million from $10,270.0 million, a reduction of 1.1%[57] - Adjusted operating income margin for the fiscal year was 5.3%, compared to 5.1% in the previous year, indicating improved operational efficiency[61] - Total revenue for the three months ended October 3, 2025, was $5,048,464, representing a 14.3% increase compared to the same period last year[63] - Adjusted operating income for the same period was $288,552, with an adjusted operating income margin of 5.7%[63] - Adjusted net income attributable to Aramark stockholders for the three months ended October 3, 2025, was $151,715, reflecting a 5.6% growth compared to the previous year[65] - Free cash flow for the three months ended October 3, 2025, was $1,051,703, significantly higher than the $889,047 reported in the same period last year[75] - Revenue growth for FSS United States was 13.6%, while FSS International saw a growth of 16.1%[63] - Adjusted earnings per share for the three months ended October 3, 2025, was $0.57, compared to $0.54 in the same period last year, marking a 5.6% increase[65] - Operating income for the three months ended October 3, 2025, was $217,820, with a reported operating income margin of 4.3%[63] - The company reported an adjusted operating income growth of 6.3% for the three months ended October 3, 2025[63] Future Outlook - The company's leverage ratio improved to 3.25x, the lowest level in nearly 20 years[18] - Aramark repurchased over 4 million shares and raised its quarterly dividend by 14% to $0.12 per share[20] - The company anticipates achieving net new business of at least 4% to 5% of prior year revenue in fiscal 2026[22] - Significant new business opportunities are expected to drive profitability through enhanced supply chain capabilities and disciplined cost management[23] - Aramark anticipates fiscal 2026 revenue between $19,550 million and $19,950 million, representing a year-over-year organic growth of +7% to +9%[25] - Adjusted Operating Income for fiscal 2026 is projected to be between $1,100 million and $1,150 million, reflecting a year-over-year increase of +12% to +17%[25] - Adjusted EPS is expected to range from $2.18 to $2.28, indicating a year-over-year growth of +20% to +25%[25] - The company aims to reduce its leverage ratio to under 3x by fiscal 2026, down from 3.25x[25] - Fiscal 2026 revenue guidance includes approximately $100 million of expected favorability from foreign currency translation[25] - Aramark is focused on driving performance by leveraging enterprise-wide capabilities and starting operations for a record number of new clients[25] - The company is maintaining retention momentum and optimizing Global Supply Chain strategies to pursue significant growth opportunities[25] Corporate Responsibility - Aramark has been recognized for its commitment to diversity and social responsibility, appearing on several prestigious lists[27] Financial Metrics - The company uses various financial metrics, including Adjusted Revenue (Organic) and Free Cash Flow, to evaluate performance and profitability[40] Currency Impact - The effect of currency translation negatively impacted revenue by $21,674 for the three months ended October 3, 2025[63] Special Considerations - Estimated impact of the 53rd week on revenue was a reduction of $326,691[77] - Adjusted organic revenue for the fiscal year was $18,179,608[77]

Nov 17, 2025 6:33 AM Eastern Standard Time Aramark Reports Earnings Results for Fiscal 2025 Share Fourth quarter and full year 2025 results include a 53rd week of operations FISCAL 2025 YEAR-OVER-YEAR SUMMARY Q4 YEAR-OVER-YEAR SUMMARY PHILADELPHIA--(BUSINESS WIRE)--Aramark (NYSE: ARMK) today reported results for the fourth quarter and full year of fiscal 2025. "Fiscal 2025 represented many consequential milestones for the Company, contributing to the strong growth trajectory ahead,†said John Zillmer, Aramar ...

Aramark (NYSE:ARMK) will release earnings results for the fourth quarter, before the opening bell on Monday, Nov. 17.Analysts expect the Philadelphia, Pennsylvania-based company to report quarterly earnings of 65 cents per share, up from 54 cents per share in the year-ago period. The consensus estimate for Aramark's quarterly revenue is $5.16 billion. Benzinga Pro data shows $4.42 billion in quarterly revenue a year ago.On Aug. 5, Aramark posted weaker-than-expected sales for the third quarter.Shares of Ara ...

Aramark (NYSE:ARMK) will release earnings results for the fourth quarter, before the opening bell on Monday, Nov. 17.Analysts expect the Philadelphia, Pennsylvania-based company to report quarterly earnings of 65 cents per share, up from 54 cents per share in the year-ago period. The consensus estimate for Aramark's quarterly revenue is $5.16 billion. Benzinga Pro data shows $4.42 billion in quarterly revenue a year ago.On Aug. 5, Aramark posted weaker-than-expected sales for the third quarter.Shares of Ara ...

With U.S. stock futures trading higher this morning on Monday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Aramark (NYSE:ARMK) to report quarterly earnings at 65 cents per share on revenue of $5.16 billion before the opening bell, according to data from Benzinga Pro. Aramark shares fell 1.3% to close at $38.03 on Friday.Analysts are expecting J&J Snack Foods Corp. (NASDAQ:JJSF) to post quarterly earnings of $1.19 per share on revenue of $419.09 million for the la ...

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