Aramark

NYSE:ARMK Stok Raporu

Piyasa değeri: US$14.0b

Aramark Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Aramark kazanç ve gelirin sırasıyla yıllık 20% ve 6.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 19.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 18.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

20.0%

Kazanç büyüme oranı

19.85%

EPS büyüme oranı

Hospitality kazanç büyümesi18.4%
Gelir büyüme oranı6.5%
Gelecekteki özkaynak getirisi18.26%
Analist kapsamı

Good

Son güncelleme22 Jun 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
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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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ARMK - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
9/30/202822,8687637791,40410
9/30/202721,3816376381,25216
9/30/202619,9664875351,04216
4/3/202619,414357393870N/A
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
3/27/202015,947112N/A804N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ARMK 'nin tahmini kazanç büyümesi (yıllık 20% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: ARMK şirketinin kazançlarının (yıllık 20% ) US pazarından (yıllık 18.9% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: ARMK şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: ARMK şirketinin gelirinin (yıllık 6.5% ) US pazarından (yıllık 13% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ARMK şirketinin gelirinin (yıllık 6.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ARMK 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 18.3 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/22 08:42
Gün Sonu Hisse Fiyatı2026/06/22 00:00
Kazançlar2026/04/03
Yıllık Kazançlar2025/10/03

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Aramark 23 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Andrew WittmannBaird
Manav PatnaikBarclays
Stuart GordonBerenberg