earnings
confidence high
sentiment positive
materiality 0.80
Aramark F2025: adj EPS $1.82 (+19% YoY); revenue $18.5B (+6%); divvy raised 14%; F2026 EPS guide $2.18-$2.28
Aramark
2025-FY EPS
reported $1.22
vs consensus $0.51
▲ beat
(+137.7%)
- Record annualized gross new business $1.6B (+12% YoY); retention rate 96.3%; net new business 5.6% of prior revenue.
- Full-year revenue $18.5B (+6% YoY); organic revenue +7%; Q4 revenue $5.0B (+14%) with 53rd week contribution of 7%.
- Full-year AOI $981M (+12% constant currency); GAAP EPS $1.22; adjusted EPS $1.82 (+19% with $0.07 Q4 incentive comp headwind).
- Leverage ratio improved to 3.25x (lowest in ~20 yrs); operating cash flow +27% to $921M; free cash flow $454M (+41%).
- Quarterly dividend raised 14% to $0.12/sh payable Dec 17; F2026 guidance: organic revenue +7-9%, AOI +12-17%, adj EPS $2.18-$2.28.