Aramark

NYSE:ARMK 株式レポート

時価総額：US$12.0b

Aramark 将来の成長

Future 基準チェック /26

Aramark利益と収益がそれぞれ年間17.8%と5.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.1% 17.8%なると予測されています。

主要情報

17.8%

収益成長率

17.79%

EPS成長率

Hospitality 収益成長18.0%
収益成長率5.9%
将来の株主資本利益率17.13%
アナリストカバレッジ

Good

最終更新日27 Apr 2026

今後の成長に関する最新情報

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...

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...
分析記事 • May 08

Aramark's (NYSE:ARMK) 25% Jump Shows Its Popularity With Investors

Aramark ( NYSE:ARMK ) shares have had a really impressive month, gaining 25% after a shaky period beforehand. Taking a...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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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

業績と収益の成長予測

NYSE:ARMK - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/202822,3416956891,2949
9/30/202721,0316176231,19416
9/30/202619,8035075151,01716
1/2/202618,786317234726N/A
10/3/202518,506326432921N/A
6/27/202517,875362281767N/A
3/28/202517,624348371831N/A
12/27/202417,545340365796N/A
9/27/202417,401263299727N/A
6/28/202417,184248328741N/A
3/29/202416,861477207623N/A
12/29/202316,577438306717N/A
9/29/202316,083448383766N/A
6/30/202316,273415180566N/A
3/31/202316,348169144530N/A
12/30/202216,292190187591N/A
9/30/202213,68739383694N/A
7/1/202215,487154-132281N/A
4/1/202214,341146-126307N/A
12/31/202113,30033-143269N/A
10/1/202112,096-91249657N/A
7/2/202111,237-275111485N/A
4/2/202110,408-564137490N/A
1/1/202111,320-689-18371N/A
10/2/202012,830-462-242177N/A
6/26/202014,089-227240701N/A
3/27/202015,947112317804N/A
12/27/201916,216344N/A878N/A
9/27/201916,227449N/A984N/A
6/28/201916,190538N/A1,115N/A
3/29/201916,151528N/A1,119N/A
12/28/201816,090526N/A1,160N/A
9/28/201815,790568N/A1,052N/A
6/29/201815,530506N/A750N/A
3/30/201815,152498N/A647N/A
12/29/201714,834541N/A768N/A
9/29/201714,604374N/A1,053N/A
6/30/201714,494344N/A906N/A
3/31/201714,488324N/A1,044N/A
12/30/201614,441320N/A1,010N/A
9/30/201614,416288N/A867N/A
7/1/201614,418261N/A936N/A
4/1/201614,317250N/A856N/A
1/1/201614,337244N/A758N/A
10/2/201514,329236N/A802N/A
7/3/201514,731223N/A573N/A

アナリストによる今後の成長予測

収入対貯蓄率: ARMKの予測収益成長率 (年間17.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ARMKの収益 ( 17.8% ) はUS市場 ( 16.4% ) よりも速いペースで成長すると予測されています。

高成長収益: ARMKの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ARMKの収益 ( 5.9% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: ARMKの収益 ( 5.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ARMKの 自己資本利益率 は、3年後には低くなると予測されています ( 17.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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 06:15
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 WittmannBaird
Manav PatnaikBarclays
Stuart GordonBerenberg