NYSE$ARMK

Aramark · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Aramark reported fiscal Q4 2025 revenue of $5.0B with adjusted EPS of $0.57.

Fourth-quarter consolidated revenue was $5.0 billion (+14% YoY organic). GAAP EPS was $0.33 and adjusted EPS was $0.57. Full-year revenue was $18.5 billion with adjusted EPS of $1.82.

  • Q4 revenue $5.0B (+14% organic).
  • FY25 net new business 5.6% of prior-year revenue.
  • FSS United States led growth across business, education, and healthcare.
  • Incentive compensation impacted Q4 EPS by ~$0.07.

Headline financials

Total Revenue

$5B

Previous: $4.42B+13.2%
EPS (adj)

$0.57

Previous: $0.54+5.6%
Organic Revenue Growth

14.0%

Previous: 0.0%
Adjusted Operating Income

$289M

Previous: $271M+6.3%
Adjusted Operating Margin

5.7%

No prior period
Capital Expenditures

-$120M

Previous: -$115M-3.6%
Net Income

$87.1M

Previous: $122M-28.8%
Operating Income

$218M

Previous: $219M-0.5%
Gross Profit

$292M

Previous: $397M-26.5%

Revenue & EPS history

Aramark · Revenue · Quarterly

$5B

Q4 2025+13.2%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Forward guidance

Management targets sustained organic growth from net new business and base volume; incentive comp weighed on Q4 EPS.

Tailwinds

  • Record net new business in FSS U.S.
  • Supply chain and cost discipline.

Headwinds

  • Portfolio exits in facilities create comparability noise.
  • Labor and food cost inflation.

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 Q4 2025

Historical avgQ4 2025

+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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