Aramark (ARMK) Panoramica del titolo
Aramark fornisce servizi di ristorazione e strutture ai clienti dei settori dell'istruzione, della sanità, dell'industria e dell'industria, dello sport, del tempo libero e delle strutture di correzione negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 3/6 |
ARMK Community Fair Values
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Analyst Price Targets
Concorrenti di Aramark
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$61.11 |
| Massimo di 52 settimane | US$61.56 |
| Minimo di 52 settimane | US$35.07 |
| Beta | 1.2 |
| Variazione di 1 mese | 5.36% |
| Variazione a 3 mesi | 15.13% |
| Variazione di 1 anno | 54.08% |
| Variazione a 3 anni | 67.52% |
| Variazione a 5 anni | 87.40% |
| Variazione dall'IPO | 169.21% |
Notizie e aggiornamenti recenti
Seeking Alpha • Aug 12
Aramark's Surge Necessitates A Prudent Downgrade
Summary Aramark delivered strong Q3 results, with revenue and adjusted EPS exceeding analyst expectations and robust growth across both U.S. and international segments. ARMK forecasts full-year organic revenue growth of 9–10% and adjusted EPS growth of 20–25%, driven by new business wins and sector expansion. The launch of Aramark Nexus targets hyperscale AI data centers and large industrial projects, with initial contracts and expansion underway. After a 52% stock rally since March, valuation is no longer compelling; I downgrade ARMK to 'hold' as the easy upside appears realized. Read the full article on Seeking Alpha
Aggiornamento narrativa • Aug 08
ARMK: Data Center Upside And Core Execution Will Shape Future Returns
Aramark's analyst price target has been revised higher from $59.44 to $61.56, as analysts point to expanding Nexus-related data center opportunities and a higher assumed P/E multiple supported by recent target increases across several firms. Analyst Commentary Recent research on Aramark has become more constructive, with a series of higher price targets tied to the Nexus data center opportunity and the core outsourcing business.Recent updates
Seeking Alpha • Aug 12
Aramark's Surge Necessitates A Prudent Downgrade
Summary Aramark delivered strong Q3 results, with revenue and adjusted EPS exceeding analyst expectations and robust growth across both U.S. and international segments. ARMK forecasts full-year organic revenue growth of 9–10% and adjusted EPS growth of 20–25%, driven by new business wins and sector expansion. The launch of Aramark Nexus targets hyperscale AI data centers and large industrial projects, with initial contracts and expansion underway. After a 52% stock rally since March, valuation is no longer compelling; I downgrade ARMK to 'hold' as the easy upside appears realized. Read the full article on Seeking AlphaAggiornamento narrativa • Aug 08
ARMK: Data Center Upside And Core Execution Will Shape Future Returns
Aramark's analyst price target has been revised higher from $59.44 to $61.56, as analysts point to expanding Nexus-related data center opportunities and a higher assumed P/E multiple supported by recent target increases across several firms. Analyst Commentary Recent research on Aramark has become more constructive, with a series of higher price targets tied to the Nexus data center opportunity and the core outsourcing business.
Nuova narrativa • Jul 25
Hyperscale Data Center Ambitions Will Strain Margins And Limit Long-Term Upside
Catalysts About Aramark Aramark provides food, facilities and hospitality services to clients across education, healthcare, business, sports, entertainment and other customer locations worldwide. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jul 24
ARMK: Data Center Contracts And Core Execution Will Shape Future Cash Flows
The analyst price target for Aramark has been revised higher as the fair value estimate moves from $58.25 to $59.44. Analysts point to rising confidence in the Nexus data center opportunity and recent upward price target revisions across the Street as key supports for their updated view.Aggiornamento narrativa • Jun 29
ARMK: Data Center Builds And Nexus Platform Will Shape Future Cash Flows
Analysts increased their fair value estimate for Aramark to $58.25 from $56.63, citing a series of recent price target raises toward $65 to $70.50 that reflect growing confidence in the Nexus platform, tighter cost control through the middle of the P&L and the long-term potential of the data center services opportunity. Analyst Commentary Recent Street research on Aramark clusters around a more constructive view of the company’s growth and margin potential, particularly around the Nexus platform and the emerging data center services business.Articolo di analisi • Jun 16
Aramark (ARMK) Stock Could Be 4.3% Undervalued After School Menu Update
Aramark (ARMK) stock is in focus after Aramark Student Nutrition announced updated school menus for the 2026-2027 year, emphasizing ingredient transparency, removal of several additives, and closer alignment with regulatory trends. See our latest analysis for Aramark. The updated Aramark Student Nutrition menus land at a time when momentum in Aramark stock has been building, with a 90 day share price return of 32.62% and a year to date share price return of 48.17%, while total shareholder...Aggiornamento narrativa • Jun 12
ARMK: Data Center Buildouts And Core Contracts Will Shape Future Cash Generation
Aramark's analyst price target has been updated from $55.25 to $56.63, reflecting analysts' focus on the company's expanding data center services and ongoing momentum in its core contracts as key factors in their revised assumptions. Analyst Commentary Recent research updates show a clear shift higher in valuation assumptions for Aramark, with multiple firms lifting their price targets into the mid to high US$50s and some reaching into the low US$60s.Aggiornamento narrativa • May 29
ARMK: Data Center Contracts And Core Markets Will Shape Future Cash Generation
The analyst price target for Aramark has been raised from $52.63 to $55.25 as analysts factor in recent Q2 upside, indications of stronger FY26 growth, new data center opportunities, and continued momentum in core end markets. Analyst Commentary Recent research updates show a cluster of higher price targets for Aramark following the latest Q2 results and guidance commentary, with many analysts pointing to earnings momentum and new contract opportunities as key drivers for their revised views.Aggiornamento narrativa • May 15
ARMK: Data Center Upside And Health Contract Will Support Future Free Cash Flow
Analysts lifted the Aramark price target by $5 to $52.63, citing solid Q2 results, expanding data center and hyperscaler multiservice opportunities, and broadly higher long term estimates across revenue, margins and future P/E assumptions. Analyst Commentary Recent research updates cluster around a common message that Aramark is executing well on Q2 priorities, with price targets moving higher on the back of solid earnings, a clearer data center opportunity and ongoing new business wins.Aggiornamento narrativa • Apr 29
ARMK: Organic Wins And 2026 Health Contract Will Support Future Free Cash Flow
The analyst price target for Aramark is adjusted modestly higher to $47.63 from $47.16, with analysts pointing to steadier revenue growth assumptions, a slightly higher profit margin outlook, and recent positive research highlighting organic growth and new contract wins as support for the change. Analyst Commentary Recent research around Aramark centers on organic growth trends, contract wins and how these factors feed into valuation.Aggiornamento narrativa • Apr 13
ARMK: Organic Wins And 2026 Health Contract Will Support Future Free Cash Flow
Aramark's analyst price target has inched higher, with a modest fair value adjustment to about $47.16 as analysts highlight stronger than expected organic growth trends, a new RWJ Barnabas Health contract scheduled to ramp up in 2026, and generally constructive sector views as key supports. Analyst Commentary Bullish analysts are generally constructive on Aramark, pointing to recent price target increases and renewed coverage with higher fair value estimates.Aggiornamento narrativa • Mar 26
ARMK: New Contracts And Buybacks Will Support Future Free Cash Flow
Analysts have raised the implied fair value for Aramark by about $0.47 to $47.09, reflecting updated assumptions around revenue growth, profitability and future P/E in the context of a recent wave of higher $50 price targets across research reports. Analyst Commentary Recent research updates cluster around a US$50 price target, with several firms lifting their views in quick succession.Aggiornamento narrativa • Mar 05
ARMK: Contract Wins And Buybacks Will Support Higher FY26 Cash Generation
Narrative Update Analysts have lifted their average price target on Aramark by about $3 to $50, citing stronger than expected organic growth and increased visibility from a new RWJ Barnabas Health contract, as well as broader optimism regarding revenue, EPS and free cash flow trends into 2026. Analyst Commentary Recent Street research on Aramark centers on higher price targets and fresh coverage, with most of the discussion tied to organic growth trends, contract wins and expectations for earnings and cash flow through 2026.Aggiornamento narrativa • Feb 18
ARMK: Contract Wins And Buybacks Will Support Stronger FY26 Earnings Delivery
Analysts have lifted their average Aramark price target from about $44.60 to roughly $46.63. The updated views factor in recent organic growth trends and expectations for future contract contributions and earnings power.Aggiornamento narrativa • Feb 03
ARMK: Contract Timing Delays Will Support Stronger FY26 Earnings Delivery
Narrative Update on Aramark Analysts have trimmed their Aramark price target to US$44 from US$49, citing a shift in expected revenue timing as client driven delays in new contract starts across Corrections, Workplace Experience, and Healthcare push more of the projected contribution into FY26. They continue to model a similar long term P/E and margin profile.Aggiornamento narrativa • Jan 19
ARMK: Contract Timing Delays Will Create FY26 Margin Upside Scenario
Analysts recently trimmed their Aramark price target to $44 from $49, pointing to what they describe as strong underlying business momentum, but also to client driven timing delays on new contract starts that are expected to shift some revenue and margin impact into FY26. Analyst Commentary Bullish Takeaways Bullish analysts see the lower US$44 price target as reflecting updated timing rather than a change in their view of Aramark’s underlying business momentum.Articolo di analisi • Jan 06
Is Aramark (NYSE:ARMK) Worth US$38.0 Based On Its Intrinsic Value?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Aramark fair value estimate is US$30.02 Current share price of...Aggiornamento narrativa • Jan 04
ARMK: Delayed Contract Ramps Will Drive Stronger Earnings Setup In Fiscal 2026
Analysts have modestly reduced their price target on Aramark to approximately $44 from about $49, citing strong underlying business momentum but near term revenue and earnings pressure from client driven timing delays in new contract starts, which are now expected to shift more meaningfully into FY26. Analyst Commentary Bullish Takeaways Bullish analysts highlight that underlying business momentum remains solid across key operating segments, supporting confidence in the company’s long term growth trajectory despite near term volatility.Aggiornamento narrativa • Dec 18
ARMK: Delayed Contract Starts Will Support Stronger Earnings Momentum In Fiscal 2026
Analysts have trimmed their price target on Aramark to $44 from $49, reflecting expectations for strong underlying momentum but a near term zig zag in revenue and margins as client driven contract start delays shift more growth into FY26. Analyst Commentary Street research indicates that the recent price target reduction reflects adjustments to the timing of expected growth rather than a reset of the long term thesis.Aggiornamento narrativa • Dec 04
ARMK: Delayed Contract Starts Will Shift Earnings Momentum Toward Fiscal 2026
Analysts have modestly raised their Aramark price target to approximately $44.60 per share from about $44.43, citing strong underlying business momentum despite near term revenue and earnings pressure from client driven delays in new contract starts, which are now expected to shift growth into FY26. Analyst Commentary Recent Street research highlights a mixed, but generally constructive, view on Aramark, with analysts fine tuning their expectations to reflect both the strength of the core business and the impact of timing related revenue shifts.Articolo di analisi • Nov 20
Earnings Miss: Aramark Missed EPS By 19% And Analysts Are Revising Their Forecasts
Aramark ( NYSE:ARMK ) shareholders are probably feeling a little disappointed, since its shares fell 4.6% to US$36.73...Aggiornamento narrativa • Nov 19
ARMK: Delayed Contract Starts Will Drive Revenue Expansion Beyond Fiscal 2025
Aramark's analyst price target has been revised downward from $45.10 to $44.43, as analysts factor in strong underlying business momentum while adjusting for delays in revenue and earnings due to client-driven timing in new contract starts. Analyst Commentary Analyst perspectives on Aramark reflect a mix of optimism about core business trends and caution around near-term uncertainty driven by client timing.Articolo di analisi • Oct 01
What Is Aramark's (NYSE:ARMK) Share Price Doing?
Aramark ( NYSE:ARMK ) saw significant share price movement during recent months on the NYSE, rising to highs of...Aggiornamento narrativa • Sep 03
Sports, Education And Healthcare Wins Will Expand Global Reach
Aramark’s fair value estimate was slightly reduced as a result of a deteriorating net profit margin and an increased future P/E, indicating weaker profitability and pricier valuation. What's in the News Aramark expanded its presence in NCAA collegiate sports by delivering customized hospitality experiences at over 30 football stadiums and secured new partnerships with Arizona State University and the University of Nebraska.Seeking Alpha • Apr 28
Aramark Is A 'BUY', But With Some Details (Rating Upgrade)
Summary I initially invested in Aramark, saw a 50%+ gain, then switched to Sodexo, which has shown potential for further growth. Despite Aramark's recent 14% decline, I see a long-term investment opportunity, especially with Sodexo's potential acquisition interest. Aramark's strong performance, revenue growth, and improved margins make it a compelling buy, with an updated price target of $40/share. While Aramark is a "BUY," Sodexo remains a superior choice due to better credit rating, yield, and overall fundamentals. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Aramark: Rating Downgrade To Hold As I See Risk To The Company Meeting FY25 Guidance
Summary I downgraded ARMK from buy to hold due to 1Q25 performance and risks of missing FY25 guidance. Weak US organic growth and onboarding delays in Education and Healthcare segments pose significant risks to achieving FY25 targets. Strong international growth is promising but may not offset US weaknesses and potential FX headwinds. ARMK's valuation could drop significantly if growth slows, with potential de-rating to low teens forward earnings multiple. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Aramark: Robust FY25 Outlook
Summary I reiterate a buy rating for ARMK due to its robust FY25 outlook, driven by organic growth and a strengthened balance sheet. Aramark's 4Q24 earnings were in line with expectations, with revenue growth driven by organic means and strong pipeline momentum. The launch of Avendra, ARMK's global GPO, is expected to enhance margins by leveraging scale for better purchasing deals. ARMK's improved balance sheet allows for increased shareholder returns through dividends and a $500 million share buyback program. Read the full article on Seeking AlphaRendimenti per gli azionisti
| ARMK | US Hospitality | US Mercato | |
|---|---|---|---|
| 7D | 8.5% | 3.1% | 1.7% |
| 1Y | 54.1% | 0.6% | 20.0% |
Ritorno vs Industria: ARMK ha superato il US Hospitality che ha restituito 0.6 % nell'ultimo anno.
Rendimento vs Mercato: ARMK ha superato il mercato US che ha restituito 20 % nell'ultimo anno.
Volatilità dei prezzi
| ARMK volatility | |
|---|---|
| ARMK Average Weekly Movement | 3.5% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: ARMK non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di ARMK è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1959 | 278,390 | John Zillmer | www.aramark.com |
Aramark fornisce servizi di ristorazione e strutture ai clienti dei settori dell'istruzione, della sanità, dell'economia e dell'industria, dello sport, del tempo libero e delle correzioni negli Stati Uniti e a livello internazionale. L'azienda opera in due segmenti, Food and Support Services United States e Food and Support Services International. Offre servizi gestiti legati all'alimentazione, tra cui ristorazione, catering, gestione dei servizi alimentari e servizi di vendita al dettaglio orientati alla convenienza; servizi di supporto alimentare e non clinico, come alimentazione e nutrizione dei pazienti, vendita al dettaglio di alimenti, servizi ambientali e servizi di approvvigionamento; e servizi di gestione e manutenzione degli impianti, di custodia/manutenzione, di gestione dell'energia, di manutenzione del verde e di gestione dei progetti di capitale.
Aramark Riepilogo dei fondamenti
| ARMK statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$15.91b |
| Utili (TTM) | US$382.91m |
| Ricavi(TTM) | US$19.85b |
42.1x
Rapporto P/E0.8x
Rapporto P/SARMK è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ARMK Conto economico (TTM) | |
|---|---|
| Ricavi | US$19.85b |
| Costo del fatturato | US$16.81b |
| Profitto lordo | US$3.03b |
| Altre spese | US$2.65b |
| Utili | US$382.91m |
Ultimi utili riportati
Jul 03, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 1.45 |
| Margine lordo | 15.29% |
| Margine di profitto netto | 1.93% |
| Rapporto debito/patrimonio netto | 175.0% |
Come si è comportato ARMK nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.8%
Rendimento attuale del dividendo33%
Rapporto di remunerazioneARMK paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ARMK| Aramark date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Aug 19 2026 |
| Data di pagamento dei dividendi | Sep 09 2026 |
| Giorni fino al dividendo Ex | 4 days |
| Giorni prima della data di pagamento dei dividendi | 25 days |
ARMK paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ARMKAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/13 12:28 |
| Prezzo dell'azione a fine giornata | 2026/08/13 00:00 |
| Utili | 2026/07/03 |
| Utili annuali | 2025/10/03 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Aramark è coperta da 23 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Andrew Wittmann | Baird |
| Manav Patnaik | Barclays |
| Stuart Gordon | Berenberg |