StockWatch
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Aramark Q2 FY26 Results

ARMKQ2 FY26 Results
Filing
MetricValue ($ M)Q1 FY26Q2 FY25
Revenue4.9K1.6%14.7%
Total Income4.9K1.6%14.7%
Expenditure4.7K1.6%14.2%
PBT137.511.4%62.8%
Net Profit101.956.0%64.8%
OPM4.48%0.03pp0.41pp
NPM2.08%0.09pp0.63pp
EPS0.395.4%69.6%
View full financials

Aramark Reports Q2 FY26 Revenue $4.9B, Up 15% Y-o-Y

12 May 2026 · 12 May, 4:06 pm

Summary

Aramark reported a 15% increase in revenue for the second quarter, reaching $4.9 billion, with organic revenue up 12%. Operating income rose by 26% to $220 million, and Adjusted Operating Income grew by 24% to $258 million. The company's GAAP EPS increased by 65% to $0.38, and Adjusted EPS increased by 40% to $0.49. Aramark has updated its fiscal 2026 Outlook to the high end of its previously stated expectations for Organic Revenue growth. The company also entered the hyperscale AI data center market with the launch of Aramark Nexus™.

Key Highlights

  1. 1

    Aramark's second quarter revenue increased by 15% year-over-year to $4.9 billion.

  2. 2

    Organic revenue grew by 12% compared to the same period last year.

  3. 3

    Operating income increased by 26% to $220 million, while Adjusted Operating Income (AOI) grew by 24% to $258 million.

  4. 4

    GAAP EPS increased by 65% to $0.38, and Adjusted EPS increased by 40% to $0.49.

  5. 5

    Net cash provided by operating activities increased by 56% to $400 million, and Free Cash Flow grew by 116% to $305 million.

  6. 6

    New business wins have already reached a record $1 billion this fiscal year to date, with a high client retention rate exceeding 98% across the Company.

  7. 7

    Aramark launched Aramark Nexus™, a new platform delivering hospitality and workforce support services for hyperscale AI data centers.

Management Comments

J

John Zillmer

“Our financial results underscore the continued momentum at the Company driven by our unwavering focus on delivering hospitality excellence,” “With exceptionally strong business trends across sectors and geographies, we’ve updated our fiscal 2026 Outlook to the high end of our previously stated expectations for Organic Revenue growth. This reflects our team’s disciplined execution of our growth strategies as we continue to achieve new milestones.” “We’re excited about our entry into the hyperscale AI data center market with the launch of Aramark Nexus™ where we bring proven expertise in highly complex operations and an established competitive advantage. As we execute on our new multi-year engagement with a top global hyperscaler, this client is expected to become the largest in our portfolio. We believe there is substantial growth potential with this client and other hyperscalers, combined with the existing sales momentum occurring throughout our broader portfolio."

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