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Company Research11 Mar 2024
Companies That Had Their IPO in 2001: The Deflating Dot Com Bubble
An overview of the IPO landscape in 2001 as the dot com bubble continued to deflate and the number of companies going public dramatically decreased.
Aramark (ARMK) investor relations material
Aramark Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Nov, 2025
Executive summary
Achieved record annualized gross new wins of $1.6 billion, up over 12% year-over-year, including the largest U.S. contract in company history and strong international growth, with a 96.3% retention rate and net new business at 5.6%.
Fourth quarter organic revenue grew 14%, driven by net new business and base business growth, with both U.S. and international segments delivering double-digit growth.
Major new contracts include Penn Medicine, Blue Origin, Welsh Rugby Union, and DePaul University, with significant international wins in sports, healthcare, and mining.
Significant investments in technology, supply chain, and operational excellence underpin future growth.
Free cash flow surged 41% to $454 million, and the leverage ratio improved to 3.25x, the lowest in nearly 20 years.
Financial highlights
Fiscal 2025 GAAP revenue was $18.5 billion, up 6% year-over-year; organic revenue grew 7%.
Adjusted operating income (AOI) for the year was $981 million, up 12% on a constant currency basis, with AOI margin expanding by nearly 25 basis points.
Adjusted EPS for the year was $1.82, up 19% year-over-year; GAAP EPS was $1.22, up 23%.
Free cash flow reached $454 million, up over 40% year-over-year, with net cash from operations at $921 million.
Over $2.4 billion in cash availability at year-end.
Outlook and guidance
Fiscal 2026 organic revenue expected at $19.55–$19.95 billion, up 7–9% year-over-year.
AOI guidance of $1.1–$1.15 billion, up 12–17%; adjusted EPS of $2.18–$2.28, up 20–25%.
Leverage ratio targeted below 3x; retention expected to remain above 95%.
Net new business contribution forecasted at 4–5% of prior year revenue.
New account opening timing impact on FY26 growth
FY26 outlook for Q4 AOI margin headwinds
Share repurchase strategy given cash availability
How will delayed Q4 contracts impact FY26?
Detail FY26 margin drivers beyond revenue.
What's the Penn Medicine deal's broader market impact?
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Next Aramark earnings date
Q1 20263 Feb, 2026
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Frequently asked questions
Food, Facilities, and Uniforms
Aramark is an American company that provides catering, facility, and uniform services to its customers. The clients of the company are primarily found in education, prisons, hospitals, and hospices, as well as businesses of varying sizes. The company has a large part of its business in North America but is also active in parts of Europe and Asia. Aramark is headquartered in Philadelphia, Pennsylvania, and its shares are traded on the NYSE.
Automatic Retailers of America
Aramark's journey began in 1959, when Davre and Henry Davidson founded the company Automatic Retailers of America (ARA) The company initially focused on vending machine operations, capitalizing on the growing demand for convenient, automated food services in workplaces and public spaces.
The early success of their vending operations provided a solid foundation for expansion. By the 1960s, the company had begun diversifying its services. This expansion was marked by a strategic shift into food services for institutions, including schools and hospitals. This move not only broadened their market reach but also established them as a comprehensive service provider in the food industry. During the 1970s, what was then ARA further expanded its portfolio by venturing into facilities management services, The company got its current name in 1994.
Food and Facilities
Aramark operates in three core areas: food, facilities management, and uniforms. In the food services sector, it serves a variety of clients including educational institutions, healthcare facilities, corporate businesses, and sports arenas. Its offerings range from catering and dining services to running cafeterias and vending machines, aiming to meet the diverse nutritional and culinary needs of its clientele. In facilities management, Aramark's services include cleaning, landscaping, building maintenance, and energy management services. These operations are designed to maintain a safe, clean, and pleasant environment for clients in sectors like education, healthcare, and business. Companies operating in the same fields include names such as Compass Group and Sodexo, both based in Europe.
Uniform Rental
The company’s uniform services provide a selection of workwear for various industries, offering rental and purchase options. This segment focuses on delivering durable, industry-appropriate clothing, essential for both safety and professional appearance in sectors such as healthcare, food service, and manufacturing. The offerings within this segment closely resemble what is provided by Cintas.
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