Aramark（ARMK）株式概要
アラマーク社は、米国内外の教育、医療、ビジネス、産業、スポーツ、レジャー、矯正施設などの顧客に給食および施設サービスを提供している。 詳細
ARMK Community Fair Values
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Analyst Price Targets
Aramark 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$45.06 |
| 52週高値 | US$46.88 |
| 52週安値 | US$35.07 |
| ベータ | 1.16 |
| 1ヶ月の変化 | 7.29% |
| 3ヶ月変化 | 16.34% |
| 1年変化 | 17.34% |
| 3年間の変化 | 21.13% |
| 5年間の変化 | 21.00% |
| IPOからの変化 | 98.50% |
最新ニュース
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.Seeking Alpha • Mar 24
Aramark's Growth Story Isn't Over Yet
Summary Aramark is rated a "Buy" due to consistent revenue growth, attractive valuation, and strong execution in core food and facilities services. ARMK's revenue rose from $16.08 billion in 2023 to $18.51 billion in 2025, with 2026 guidance targeting $19.55–$19.95 billion and adjusted EPS of $2.18–$2.28. Business & Industry and international segments are key growth drivers, bolstered by refreshment services and technology investments like AI supply chain tools. While not a home run, ARMK's focused strategy, contract wins, and relative valuation make it a compelling prospect among peers. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • Jul 07
Is Aramark (NYSE:ARMK) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jun 16
Is It Time To Consider Buying Aramark (NYSE:ARMK)?
Let's talk about the popular Aramark ( NYSE:ARMK ). The company's shares received a lot of attention from a substantial...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 AlphaSeeking Alpha • Sep 27
Aramark: Switching To Sodexo After M&A Talk
Summary I invested in Aramark and saw a 55% gain, outperforming the S&P500, despite initial skepticism from readers. ARMK's operational performance has improved, with revenue growth, margin improvements, and strategic liquidity enhancements, making it attractive to Sodexo. Despite the Company's gains, I believe it's overvalued now; Sodexo offers better value with a higher yield and lower debt. I'm rotating my investment from Aramark to Sodexo, targeting a more favorable valuation and higher quality for future growth. Read the full article on Seeking Alpha
新しいナラティブ • Aug 25
Calculated Expansions And Efficiency Gains Propel Revenue And Profitability Forward
Aramark's focus on new client acquisition and retention promises enhanced revenue growth and improved profitability margins through strategic growth initiatives.Seeking Alpha • Jun 30
Aramark: Visible Path To Both Revenue And EBIT Growth
Summary Aramark has strong growth potential supported by volume and pricing power. The company operates in the contract catering industry, competing with Sodexo and Compass, and serves a wide range of verticals globally. Based on historical and peer performance, ARMK should be able to expand its margin. Read the full article on Seeking Alpha株主還元
| ARMK | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | -1.4% | -1.3% | 2.1% |
| 1Y | 17.3% | 1.1% | 30.6% |
業界別リターン: ARMK過去 1 年間で1.1 % の収益を上げたUS Hospitality業界を上回りました。
リターン対市場: ARMKは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| ARMK volatility | |
|---|---|
| ARMK Average Weekly Movement | 4.2% |
| Hospitality Industry Average Movement | 7.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ARMK 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ARMKの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1959 | 278,390 | John Zillmer | www.aramark.com |
アラマーク社は、米国内外の教育、医療、ビジネス、産業、スポーツ、レジャー、矯正施設などの顧客に給食および施設サービスを提供している。同社は米国フード＆サポートサービス部門と国際フード＆サポートサービス部門の2部門で事業を展開している。同社は、ダイニング、ケータリング、フードサービス・マネージメント、コンビニエンス・リテール・サービスなどの食品関連マネージド・サービス、患者食・栄養、小売食品、環境サービス、調達サービスなどの非臨床食品・食品関連サポート・サービス、工場運営・保守、清掃・ハウスキーピング、エネルギー管理、グラウンド・キープ、資本プロジェクト管理サービスなどを提供している。また、施設内レストラン、ケータリング、コンビニエンスストア、エグゼクティブダイニングサービス、飲料・自動販売機サービス、造園、輸送、資本プログラム管理、決済サービス、その他建物運営に関する施設コンサルティングサービスからなる施設管理サービスも提供している。さらに、売店、宴会、ケータリングサービス、小売サービス、商品販売、レクリエーション、宿泊サービス、スポーツ、娯楽、レクリエーション施設の施設管理サービスも提供している。さらに、同社は矯正食を提供し、コミッサリー、ランドリー施設、財産管理室を運営している。以前はアラマーク・ホールディングス・コーポレーションとして知られていた。ア ラマークは1959年に設立され、ペンシルバニア州フィラデルフィアに本拠を置く。
Aramark 基礎のまとめ
| ARMK 基礎統計学 | |
|---|---|
| 時価総額 | US$12.03b |
| 収益（TTM） | US$316.94m |
| 売上高(TTM) | US$18.79b |
37.4x
PER（株価収益率0.6x
P/SレシオARMK は割高か？
公正価値と評価分析を参照収益と収入
| ARMK 損益計算書（TTM） | |
|---|---|
| 収益 | US$18.79b |
| 売上原価 | US$15.88b |
| 売上総利益 | US$2.90b |
| その他の費用 | US$2.59b |
| 収益 | US$316.94m |
直近の収益報告
Jan 02, 2026
次回決算日
May 12, 2026
| 一株当たり利益（EPS） | 1.21 |
| グロス・マージン | 15.46% |
| 純利益率 | 1.69% |
| 有利子負債／自己資本比率 | 191.5% |
ARMK の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.1%
現在の配当利回り37%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 21:09 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/01/02 |
| 年間収益 | 2025/10/03 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Aramark 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23
| アナリスト | 機関 |
|---|---|
| Andrew Wittmann | Baird |
| Manav Patnaik | Barclays |
| Stuart Gordon | Berenberg |