NYSE$ARMK

Aramark · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Aramark's Q2 2024 earnings reflected strong momentum across the business, generating record revenue in both the FSS US and International segments, and increased profitability driven by revenue growth, supply chain strategies, and cost discipline.

Aramark reported a strong second quarter with a 7% increase in revenue to $4.2 billion, driven by strong base business volume, pricing actions, and net new business growth. Operating income increased by 27% to $159 million, and adjusted EPS grew by 79% to $0.29.

  • Revenue increased by 7% year-over-year, with organic revenue growth of 9%.
  • Operating Income increased 27% year-over-year to $159 million; Adjusted Operating Income (AOI) grew 29% to $187 million.
  • GAAP EPS increased 271% to $0.20; Adjusted EPS increased 79% to $0.29.
  • The company raised its full-year outlook for organic revenue growth to approximately 9%, AOI growth of +17% to +20%, and adjusted EPS growth of +30% to +35%.

Headline financials

Total Revenue

$4.2B

Previous: $4.6B-8.7%
EPS

$0.20

Previous: $0.28-28.6%
Capital Expenditures

-$76.6M

No prior period
Free Cash Flow

$53.4M

Previous: $56M-4.6%
Net Income

$53.4M

Previous: $56M-4.6%
Operating Income

$159M

Previous: $182M-12.6%
Gross Profit

-$3.98B

Previous: -$4.32B+7.8%
Cash & Equivalents

$357M

Previous: $303M+17.8%
Total Assets

$12.6B

Previous: $15.5B-18.7%
Stock-Based Comp

$15.8M

Previous: $24.5M-35.6%

Revenue & EPS history

Aramark · Revenue · Quarterly

$4.2B

Q2 2024-8.7%vs Q2 2023
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Aramark raised its full-year Outlook for Organic Revenue growth, AOI growth and adjusted EPS growth.

Tailwinds

  • Organic Revenue Growth ~ +9%
  • AOI Growth +17% to +20%
  • Adjusted EPS Growth +30% to +35%
  • Leverage ~ 3.5x
  • Constant Currency, except Leverage Ratio

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.4%

Avg return

Earnings day

+1.5%

Avg return

5 days after

+3.4%

Avg return

30 days after

50%

27 / 54 earnings

Positive

+9.8%

Q2 2025

Best reaction

-9.0%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+1.1%+19.3%+22.4%
Q1 2026+5.6%+0.5%+3.1%
Q4 2025-5.2%-0.5%-0.7%
Q2 2025+9.8%+12.2%+16.2%
Q1 2025-2.1%-0.9%-7.6%
Q4 2024-2.8%-4.5%+4.2%
Q3 2024+1.8%+4.4%+13.0%
Q2 2024+0.8%+5.3%+3.4%
Q1 2024-1.8%+3.7%+7.5%
Q4 2023-5.2%-2.8%-3.3%
Q3 2023+9.0%+3.2%-3.4%
Q2 2023+7.2%+8.9%+19.0%
Q1 2023-9.0%-12.3%-18.3%
Q4 2022+4.2%+4.6%+7.4%
Q3 2022+3.1%+5.8%+4.7%
Q2 2022-4.4%-1.8%-1.5%
Q1 2022+3.3%-1.4%-4.3%
Q4 2021+0.3%-3.9%-12.2%
Q3 2021+0.5%+1.5%-4.7%
Q2 2021-3.5%+3.9%-0.3%
Q1 2021-0.7%-2.7%+12.5%
Q4 2020-3.3%+1.0%+7.9%
Q3 2020+1.8%+12.4%+37.7%
Q2 2020-7.0%+2.1%+10.5%
Q1 2020-1.9%-7.0%-23.3%
Q4 2019-0.4%-1.9%-0.5%
Q3 2019+8.0%+9.2%+20.4%
Q2 2019-2.6%+0.0%+12.4%
Q1 2019-1.4%-5.4%-11.4%
Q4 2018+2.4%+6.6%-5.4%
Q3 2018+5.1%+4.6%+6.0%
Q2 2018+1.1%+2.6%+6.1%
Q1 2018-4.8%-7.1%-6.8%
Q4 2017-7.0%-4.7%-2.0%
Q3 2017+0.7%-1.1%+1.3%
Q2 2017+2.9%+1.5%+9.1%
Q1 2017+6.0%+6.1%+8.5%
Q4 2016-8.7%-6.6%-0.6%
Q3 2016+5.5%+5.0%+4.3%
Q2 2016-3.2%
Q1 2016-0.6%
Q4 2015+9.2%
Q3 2015-0.1%
Q2 2015+1.6%
Q1 2015-3.4%
Q4 2012-1.5%
Q4 2014+4.3%
Q3 2013-0.3%
Q3 2014-0.3%
Q2 2013-2.0%
Q2 2014-2.0%
Q4 2013+3.4%
Q1 2014+3.4%
Q1 2013+3.4%
Q3 2012

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