Aramark (NYSE:ARMK) reported fiscal first-quarter 2026 results on Tuesday, February 10, 2026, delivering a "beat and reaffirm" performance that sent shares up nearly 2% in early trading.
The Philadelphia-based provider of food, facilities, and uniform services posted revenue of $4.83 billion, surpassing the $4.75 billion consensus estimate.
Adjusted earnings per share (EPS) landed at $0.51, narrowly edging out Wall Street's $0.50 projection.
The quarter’s performance was notably impacted by a calendar shift following a 53rd week in fiscal 2025, which created a year-over-year headwind.
While reported organic revenue grew 5%, CEO John Zillmer noted that growth would have reached 8% without the shift.
The "FSS International" segment led the charge with a 17% revenue jump, while the "FSS United States" segment grew 2% to $3.36 billion, anchored by strong base business expansion in the Healthcare and Sports sectors.
Profitability also remained a key focus, as adjusted operating income (AOI) rose to $263 million.
Stripping out the calendar shift, AOI growth would have been approximately 11%, driven by supply chain efficiencies and organizational cost discipline.
The company also demonstrated proactive capital management, repurchasing $30 million in stock during the quarter and repricing $2.4 billion of its 2030 Term Loan B to reduce interest expenses.
Looking ahead, Aramark reaffirmed its full-year fiscal 2026 guidance, projecting organic revenue growth of 7% to 9% and adjusted EPS growth between 20% and 25%.