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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
Aramark (ARMK) investor relations material
Aramark Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary10 Feb, 2026
Executive summary
Revenue increased 6% year-over-year to $4.83 billion, with organic revenue up 5% (would have been 8% without a calendar shift), driven by strong new business wins and record client retention in both U.S. and international segments.
Operating income was flat at $218 million, while adjusted operating income (AOI) rose 1% to $263 million; both would have shown double-digit growth without the calendar shift.
GAAP EPS declined 8% to $0.36, but adjusted EPS was flat at $0.51; adjusted EPS would have grown 13% excluding the calendar shift.
Net income attributable to stockholders was $96.2 million, down 8.9% from the prior year, primarily due to higher personnel costs and increased interest expense.
International segment delivered 13% organic revenue growth (17% reported), marking the 19th consecutive quarter of double-digit growth, led by the U.K., Spain, Germany, and Chile.
Financial highlights
Q1 2026 reported revenue: $4.83 billion, up from $4.55 billion in Q1 2025; organic revenue growth: 5% overall, with FSS United States up 2% and FSS International up 13%.
AOI: $263 million, up 1% year-over-year; would have been up 11% without the calendar shift.
Adjusted EPS: $0.51, flat year-over-year; would have been $0.57 (+13%) without the calendar shift.
Free cash flow for Q1 was $(902) million, reflecting typical seasonal outflows and higher working capital use.
Interest expense was $81.9 million; adjusted tax rate was ~25–26%.
Outlook and guidance
Fiscal 2026 revenue expected between $19.55–$19.95 billion (+7–9% organic growth); adjusted operating income guidance: $1.10–$1.15 billion (+12–17%); adjusted EPS guidance: $2.18–$2.28 (+20–25%).
Leverage ratio targeted below 3.0x by year-end 2026.
Q2 expected to benefit from a positive calendar shift, with revenue and AOI in line with Wall Street expectations.
High confidence in achieving or exceeding full-year targets due to strong new business pipeline and retention.
Management expects continued volatility in macroeconomic conditions, including inflation and interest rates, and is taking actions to mitigate these risks.
What drives new business outperformance?
How to achieve <3.0x leverage by FY26 end?
What drives unprecedented client retention?
Client strategy shift impact on large wins
Quantify AI's current cost savings and investment
Explain drivers of record client retention
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Next Aramark earnings date
Q2 20265 May, 2026
Aramark
Next Aramark earnings date
Q2 20265 May, 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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