earnings
confidence high
sentiment positive
materiality 0.80
Aramark Q3 revenue up 9% to $5.1B, raises FY26 organic growth guidance
Aramark
- Q3 revenue $5.1B, +9% YoY; Organic Revenue +9%, ~+11% ex-calendar shift; GAAP EPS $0.36 (+34%), Adjusted EPS $0.52 (+29%).
- AOI $261M, +13% constant currency; FSS US +12%, FSS Intl +24% cc; new client wins >$1.6B FYTD, +51% YoY; retention ~98%.
- Fiscal 2026 Organic Revenue guidance raised to +9%-10% from high end of +7%-9%; AOI +12-17%, Adjusted EPS +20-25% reaffirmed.
- Quarterly dividend $0.12/share, payable Sept 9, 2026 to holders of record Aug 19, 2026.
- Began premium hospitality services at first Texas AI data center site for top hyperscaler; multi-year colocation provider deal announced.