Aramark Management
Management criteria checks 4/4
Aramark's CEO is John Zillmer, appointed in Oct 2019, has a tenure of 6.58 years. total yearly compensation is $14.54M, comprised of 9.1% salary and 90.9% bonuses, including company stock and options. directly owns 0.22% of the company’s shares, worth $26.51M. The average tenure of the management team and the board of directors is 6.3 years and 5.3 years respectively.
Key information
John Zillmer
Chief executive officer
US$14.5m
Total compensation
| CEO salary percentage | 9.11% |
| CEO tenure | 6.6yrs |
| CEO ownership | 0.2% |
| Management average tenure | 6.3yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
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.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.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.Aramark's Growth Story Isn't Over Yet
Mar 24ARMK: 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.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.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.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.Is Aramark (NYSE:ARMK) Worth US$38.0 Based On Its Intrinsic Value?
Jan 06
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.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.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.Earnings Miss: Aramark Missed EPS By 19% And Analysts Are Revising Their Forecasts
Nov 20ARMK: 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.What Is Aramark's (NYSE:ARMK) Share Price Doing?
Oct 01Sports, 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.Is Aramark (NYSE:ARMK) Using Too Much Debt?
Jul 07Is It Time To Consider Buying Aramark (NYSE:ARMK)?
Jun 16Aramark's (NYSE:ARMK) 25% Jump Shows Its Popularity With Investors
May 08Aramark Is A 'BUY', But With Some Details (Rating Upgrade)
Apr 28Aramark: Rating Downgrade To Hold As I See Risk To The Company Meeting FY25 Guidance
Feb 08Aramark: Robust FY25 Outlook
Nov 22Aramark: Switching To Sodexo After M&A Talk
Sep 27
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.Aramark: Visible Path To Both Revenue And EBIT Growth
Jun 30CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jan 02 2026 | n/a | n/a | US$317m |
| Oct 03 2025 | US$15m | US$1m | US$326m |
| Jun 27 2025 | n/a | n/a | US$362m |
| Mar 28 2025 | n/a | n/a | US$348m |
| Dec 27 2024 | n/a | n/a | US$340m |
| Sep 27 2024 | US$19m | US$1m | US$263m |
| Jun 28 2024 | n/a | n/a | US$248m |
| Mar 29 2024 | n/a | n/a | US$477m |
| Dec 29 2023 | n/a | n/a | US$438m |
| Sep 29 2023 | US$13m | US$1m | US$448m |
| Jun 30 2023 | n/a | n/a | US$415m |
| Mar 31 2023 | n/a | n/a | US$169m |
| Dec 30 2022 | n/a | n/a | US$190m |
| Sep 30 2022 | US$13m | US$1m | US$39m |
| Jul 01 2022 | n/a | n/a | US$154m |
| Apr 01 2022 | n/a | n/a | US$146m |
| Dec 31 2021 | n/a | n/a | US$33m |
| Oct 01 2021 | US$5m | US$1m | -US$91m |
| Jul 02 2021 | n/a | n/a | -US$275m |
| Apr 02 2021 | n/a | n/a | -US$564m |
| Jan 01 2021 | n/a | n/a | -US$689m |
| Oct 02 2020 | US$27m | US$1m | -US$462m |
Compensation vs Market: John's total compensation ($USD14.54M) is about average for companies of similar size in the US market ($USD14.63M).
Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.
CEO
John Zillmer (70 yo)
6.6yrs
Tenure
US$14,542,376
Compensation
Mr. John J. Zillmer serves as an Industrial Advisor at CVC Capital Partners plc. Mr. Zillmer served as an Advisor at CVC Capital Partners since 2014. He specializes in Chemical Distribution, Waste Manageme...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.6yrs | US$14.54m | 0.22% $ 26.5m | |
| Executive VP & CFO | 9.5yrs | US$3.31m | 0.023% $ 2.7m | |
| Executive VP & General Counsel | 7.2yrs | US$3.32m | 0.030% $ 3.5m | |
| Executive VP & Chief Human Resources Officer | 3.3yrs | US$3.11m | 0.031% $ 3.7m | |
| Chief Operating Officer of U.S. Food & Facilities | 11.3yrs | US$4.00m | 0.14% $ 16.8m | |
| President | no data | no data | no data | |
| Chief Operating Officer of International | 6.3yrs | no data | no data | |
| Senior VP | 4.8yrs | no data | 0.0095% $ 1.1m | |
| Investor Relations & Corporate Affairs Executive | no data | no data | no data | |
| President of Sports & Entertainment | 6.3yrs | no data | no data | |
| Senior Vice President of Strategic Communications & Corporate Affairs | no data | no data | no data | |
| Executive Vice President of Global Supply Chain & Group Purchasing Organizations | 2.7yrs | no data | no data |
6.3yrs
Average Tenure
52.5yo
Average Age
Experienced Management: ARMK's management team is seasoned and experienced (6.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 6.6yrs | US$14.54m | 0.22% $ 26.5m | |
| Non-Executive Independent Chairman | 12.5yrs | US$527.30k | 0.011% $ 1.3m | |
| Independent Director | 1.4yrs | US$305.00k | 0.000050% $ 5.9k | |
| Independent Director | 6.6yrs | US$333.38k | no data | |
| Independent Director | 5.3yrs | US$313.38k | 0.014% $ 1.6m | |
| Independent Director | 3.3yrs | US$341.81k | 0.0021% $ 251.0k | |
| Independent Director | 6.3yrs | US$336.76k | 0.0047% $ 565.1k | |
| Independent Director | 6.6yrs | US$313.70k | 0.012% $ 1.5m | |
| Independent Director | 2.3yrs | US$313.38k | no data | |
| Independent Director | 4.3yrs | US$313.38k | 0.011% $ 1.3m | |
| Independent Director | 4.3yrs | US$303.50k | no data |
5.3yrs
Average Tenure
67yo
Average Age
Experienced Board: ARMK's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/06 03:24 |
| End of Day Share Price | 2026/05/06 00:00 |
| Earnings | 2026/01/02 |
| Annual Earnings | 2025/10/03 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Aramark is covered by 23 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Andrew Wittmann | Baird |
| Manav Patnaik | Barclays |
| Stuart Gordon | Berenberg |