Aramark Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 2/6
Aramark yıllık ortalama 43.6% oranında kazançlarını artırırken, Hospitality sektöründe kazançlar growing at 31.2% annual. Gelirler growing yılda ortalama 9.5% oranında artmaktadır. Aramark'in özkaynak karlılığı 10.7% ve net marjı 1.8%'dir.
Anahtar bilgiler
43.64%
Kazanç büyüme oranı
43.61%
EPS büyüme oranı
| Hospitality Sektör Büyümesi | 19.52% |
| Gelir büyüme oranı | 9.50% |
| Özkaynak getirisi | 10.71% |
| Net Marj | 1.84% |
| Son Kazanç Güncellemesi | 03 Apr 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
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 AlphaAnlatı 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...Analiz Makalesi • 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
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.Gelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Aramark nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 03 Apr 26 | 19,414 | 357 | 1,578 | 0 |
| 02 Jan 26 | 18,786 | 317 | 1,572 | 0 |
| 03 Oct 25 | 18,506 | 326 | 1,569 | 0 |
| 27 Jun 25 | 17,875 | 362 | 1,521 | 0 |
| 28 Mar 25 | 17,624 | 348 | 1,520 | 0 |
| 27 Dec 24 | 17,545 | 340 | 1,515 | 0 |
| 27 Sep 24 | 17,401 | 263 | 1,514 | 0 |
| 28 Jun 24 | 17,184 | 248 | 1,366 | 0 |
| 29 Mar 24 | 16,861 | 477 | 1,365 | 0 |
| 29 Dec 23 | 16,577 | 438 | 1,369 | 0 |
| 29 Sep 23 | 16,083 | 448 | 1,366 | 0 |
| 30 Jun 23 | 16,273 | 415 | 1,271 | 0 |
| 31 Mar 23 | 16,348 | 169 | 1,305 | 0 |
| 30 Dec 22 | 16,292 | 190 | 1,333 | 0 |
| 30 Sep 22 | 13,687 | 39 | 1,181 | 0 |
| 01 Jul 22 | 15,487 | 154 | 892 | 0 |
| 01 Apr 22 | 14,341 | 146 | 878 | 0 |
| 31 Dec 21 | 13,300 | 33 | 867 | 0 |
| 01 Oct 21 | 12,096 | -91 | 856 | 0 |
| 02 Jul 21 | 11,237 | -275 | 916 | 0 |
| 02 Apr 21 | 10,408 | -564 | 898 | 0 |
| 01 Jan 21 | 11,320 | -689 | 888 | 0 |
| 02 Oct 20 | 12,830 | -462 | 881 | 0 |
| 26 Jun 20 | 14,089 | -227 | 312 | 0 |
| 27 Mar 20 | 15,947 | 112 | 324 | 0 |
| 27 Dec 19 | 16,216 | 344 | 337 | 0 |
| 27 Sep 19 | 16,227 | 449 | 358 | 0 |
| 28 Jun 19 | 16,190 | 538 | 344 | 0 |
| 29 Mar 19 | 16,151 | 528 | 369 | 0 |
| 28 Dec 18 | 16,090 | 526 | 375 | 0 |
| 28 Sep 18 | 15,790 | 568 | 353 | 0 |
| 29 Jun 18 | 15,530 | 506 | 363 | 0 |
| 30 Mar 18 | 15,152 | 498 | 339 | 0 |
| 29 Dec 17 | 14,834 | 541 | 324 | 0 |
| 29 Sep 17 | 14,604 | 374 | 306 | 0 |
| 30 Jun 17 | 14,494 | 344 | 299 | 0 |
| 31 Mar 17 | 14,488 | 324 | 281 | 0 |
| 30 Dec 16 | 14,441 | 320 | 275 | 0 |
| 30 Sep 16 | 14,416 | 288 | 283 | 0 |
| 01 Jul 16 | 14,418 | 261 | 282 | 0 |
| 01 Apr 16 | 14,317 | 250 | 300 | 0 |
| 01 Jan 16 | 14,337 | 244 | 303 | 0 |
| 02 Oct 15 | 14,329 | 236 | 317 | 0 |
| 03 Jul 15 | 14,731 | 223 | 337 | 0 |
Kaliteli Kazançlar: ARMK yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: ARMK 'nin mevcut net kar marjları (1.8%) geçen yılın (2%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: ARMK son 5 yılda karlı hale geldi ve kazançlarını yıllık 43.6% oranında artırdı.
Büyüme Hızlandırma: ARMK 'un son bir yıldaki kazanç büyümesi ( 2.3% ) 5 yıllık ortalamasının ( 43.6% /yıl) altındadır.
Kazançlar vs. Sektör: ARMK geçen yılki kazanç büyümesi ( 2.3% ) Hospitality sektörünün 24.3% performansını geride bırakmadı.
Özkaynak Getirisi
Yüksek ROE: ARMK 'nin Özsermaye Getirisi ( 10.7% ) düşük olarak değerlendiriliyor.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 12:07 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/04/03 |
| Yıllık Kazançlar | 2025/10/03 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan 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.
| Analist | Kurum |
|---|---|
| Andrew Wittmann | Baird |
| Manav Patnaik | Barclays |
| Stuart Gordon | Berenberg |