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ARAMARK 8-K Filings

ARMK NYSE

Every 8-K that ARAMARK (ARMK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ARMK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ARMK filings page.

Rhea-AI Summary

Aramark reported stronger third-quarter fiscal 2026 results, with revenue of $5.06 billion versus $4.63 billion a year earlier, an increase of 9.3%. Operating income rose to $215.6 million from $182.6 million, and net income attributable to stockholders increased to $97.7 million from $71.8 million. Diluted EPS was $0.36, up from $0.27, while adjusted EPS was $0.52 compared with $0.40, a 30.0% increase.

By segment, FSS United States and FSS International both delivered double-digit operating income growth, supported by higher base and new business and supply chain efficiencies, though corporate expenses rose on higher share-based compensation. Free Cash Flow for the quarter turned positive at $8.7 million versus negative $33.6 million, and the company ended the quarter with $499.4 million in cash and cash equivalents and over $1.4 billion in total cash availability.

Net Debt to Covenant Adjusted EBITDA improved to 3.5x from 4.0x, and Aramark repaid about $100 million of 2028 Term Loans after quarter-end. Management raised its fiscal 2026 organic revenue growth outlook to +9% to +10% and reaffirmed expectations for AOI growth of +12% to +17%, adjusted EPS growth of +20% to +25%, and a leverage ratio under 3x. The company highlighted new hyperscaler and AI data center engagements under Aramark Nexus and declared a $0.12-per-share quarterly dividend.

Rhea-AI Summary

Aramark expanded its Board of Directors to 12 directors and elected Antony F. Spring, age 61, as a new director to serve until his successor is elected and qualified. Spring is the Chairman and Chief Executive Officer of Macy’s, Inc., a multi-channel retail organization, a role he has held since 2024, after previously serving as its President and Executive Vice President and as Chairman and CEO of Bloomingdales from 2014 to 2023.

There are no arrangements or understandings with other persons regarding his appointment, no family relationships with Aramark directors or executive officers, and no related-party transactions requiring disclosure. Spring will participate in Aramark’s existing non-employee director compensation program and will enter into a standard indemnification agreement with the company. Board committee assignments have not yet been determined.

Rhea-AI Summary

Aramark reported strong second-quarter fiscal 2026 results with broad-based growth. Revenue rose to $4.91 billion from $4.28 billion, while operating income increased to $219.7 million from $174.2 million. Net income attributable to stockholders grew to $102.0 million, lifting diluted EPS to $0.38 from $0.23.

Adjusted Net Income reached $130.8 million and Adjusted EPS increased to $0.49, both showing double-digit growth. Free Cash Flow for the quarter was $305 million, supported by a 56% increase in net cash provided by operating activities to $400 million. Aramark repaid approximately $55 million of Term Loan B and repurchased about $25 million of stock, and expects its leverage ratio to be under 3.0x by the end of fiscal 2026.

The company updated its fiscal 2026 outlook to target organic revenue growth at the high end of its prior 7%–9% range, while reaffirming Adjusted Operating Income growth of 12%–17%, Adjusted EPS growth of 20%–25%, and leverage under 3x. The Board approved a quarterly dividend of $0.12 per share. Aramark also launched Aramark Nexus™, a new platform focused on the hyperscale AI data center market, and signed a multi-year agreement with a top global hyperscaler, with services beginning this fiscal year.

Rhea-AI Summary

Aramark disclosed that its Compensation and Human Resources Committee approved special equity awards for two senior executives. On February 17, 2026, the committee authorized a grant of Restricted Stock Units with a grant date fair value of $3,000,000 to Marc Bruno, Chief Operating Officer, U.S. Food and Facilities, effective February 19, 2026.

Aramark also approved a special RSU grant with a grant date fair value of $3,000,000 to Carl Mittleman, Chief Operating Officer, International, on the same terms. The RSUs vest on the earlier of three years from grant or six months after a new permanent Chief Executive Officer begins employment, subject to continued service, with certain accelerated vesting protections for qualifying terminations other than voluntary retirement.

Rhea-AI Summary

Aramark reported first-quarter fiscal 2026 results showing solid revenue growth but flat adjusted earnings. Revenue rose to $4.83 billion from $4.55 billion, a 6.1% increase, while diluted EPS declined to $0.36 from $0.39. Adjusted EPS held steady at $0.51.

FSS United States delivered higher revenue but slightly lower operating income, with management estimating a calendar shift reduced segment profitability by about 10%, masking underlying growth. FSS International posted double-digit organic revenue and adjusted operating income growth.

Free cash flow was a seasonal outflow of $902 million, reflecting working capital needs and higher capital spending tied to record new business and renewals. The company repurchased $30 million of stock, repriced $2.4 billion of 2030 Term Loan B to cut interest rates by 25 basis points, and ended the quarter with about $1.4 billion in cash availability.

For fiscal 2026, Aramark targets revenue of $19.55–$19.95 billion (7–9% organic growth), adjusted operating income of $1.10–$1.15 billion (12–17% growth), adjusted EPS of $2.18–$2.28 (20–25% growth), and a leverage ratio below 3x. The board declared a quarterly dividend of $0.12 per share.

Rhea-AI Summary

Aramark reported the results of its 2026 Annual Meeting of Shareholders held on February 3, 2026. Shareholders elected 11 director nominees to the Board of Directors, each to serve until the 2027 Annual Meeting or until a successor is duly elected and qualified.

Shareholders also ratified the appointment of Deloitte & Touche LLP as Aramark’s independent registered public accounting firm for the fiscal year ending October 2, 2026, with 249,670,984 votes in favor. In addition, on an advisory basis, shareholders approved the compensation of the company’s named executive officers as disclosed in the proxy statement.

8-K
Rhea-AI Summary

Aramark, through its subsidiary Aramark Services, Inc., entered into Amendment No. 19 to its Credit Agreement to reprice its U.S. term debt. The company refinanced all outstanding U.S. Term B-8 Loans with new U.S. Term B-10 Loans totaling $2,384,140,862.90, maturing in June 2030, fully funded on December 11, 2025 and used to repay the prior tranche.

The new Term B-10 Loans bear interest at the company’s option at Term SOFR plus an initial margin of 1.75% or a base rate plus an initial margin of 0.75%. Principal repayments of $6,290,609.14 are required quarterly from December 31, 2028 through March 31, 2030, and the loans remain subject to substantially similar guarantees, collateral, prepayment provisions and covenants as the previous Term B-8 Loans.

Rhea-AI Summary

Aramark filed a Form 8-K to announce it has released its results of operations for the quarter and fiscal year ended October 3, 2025. On November 17, 2025, the company issued a press release detailing these financial results, which is furnished as Exhibit 99.1 and incorporated by reference into the 8-K for informational purposes.

The 8-K clarifies that the earnings information, including Exhibit 99.1, is being furnished rather than filed, which affects how it is treated under securities law. The filing also confirms that Aramark’s common stock, par value $0.01 per share, continues to trade on the New York Stock Exchange under the symbol ARMK.

Rhea-AI Summary

Aramark disclosed Amendment No. 18 to its Credit Agreement dated March 28, 2017, effected August 15, 2025, which adds U.S. Term B-9 Loans. The U.S. Term B-9 Loans bear interest either at (a) a Eurodollar-type rate plus an initial margin of 1.75% or (b) a base rate tied to the highest of the administrative agent's prime rate, the federal funds rate plus 0.50%, and Term SOFR for a one-month interest period plus 1.00%, plus an initial margin of 0.75%. The U.S. Term B-9 Loans do not require quarterly principal repayments and are subject to substantially similar guarantees, collateral, mandatory prepayments and covenants as the previously outstanding U.S. Term B-7 Loans and the company's other U.S. Term B Loans under the Credit Agreement.

8-K