ARMK

EX-99.1

2 ex991armkq3fy2026.htm

EX-99.1

Document

For Immediate Release Inquiries:

Felise Glantz Kissell

(215) 409-7287

Kissell-Felise@aramark.com

Gene Cleary

(215) 409-7945

Cleary-Gene@aramark.com

Aramark Reports Third Quarter Earnings

YEAR-OVER-YEAR SUMMARY

Note: As previously disclosed, the calendar shift resulting from the 53rd week in fiscal 2025 affects quarterly comparisons in fiscal 2026

•Revenue +9%; Organic Revenue +9%

◦Performance driven by broad-based net new business and base business momentum; Revenue growth would have increased approximately +11% without the calendar shift

◦New client wins totaling more than $1.6 billion fiscal year to date, +51% higher than the comparable prior year period; Industry-leading client retention at record levels of approximately 98%

•Operating Income +18%; Adjusted Operating Income (AOI) +13%1

◦Operating Income and AOI growth would have increased approximately +29% and +21%1, respectively, without the calendar shift

◦Profitability growth led by strong revenue across the organization, supply chain efficiencies, and productivity gains from effective cost management

•GAAP EPS +34% to $0.36; Adjusted EPS +29%1 to $0.52

◦GAAP EPS and Adjusted EPS growth would have increased approximately +55% and +43%1, respectively, without the calendar shift

◦Results reflected successful execution of the Company's growth strategies

•Strong Earnings and Cash Generation Further Enhanced Balance Sheet

◦Net Cash Provided by Operating Activities +$41 million; Free Cash Flow +$42 million

◦Over $1.4 billion of cash availability at quarter-end; Proactively repaid $100 million of 2028 Term Loans following quarter-end

•Launched Operations with Top Global Hyperscaler; Continued Expansion of Aramark Nexus™

◦Began providing premium hospitality services at first Texas-based AI data center site with hyperscaler; Mobilization underway at second location and the Company anticipates additional sites to be awarded

◦Recently announced a multi-year engagement with a leading AI data center colocation provider to serve workforce communities across multiple locations; Extensive demand for Aramark Nexus™ capabilities

1 On a constant currency basis

Page 1

Philadelphia, PA, August 11, 2026 - Aramark (NYSE: ARMK) today reported third quarter fiscal 2026 results.

"The Company delivered another impressive quarter of strong top and bottom-line results,” said John Zillmer, Aramark’s Chief Executive Officer. “We continue to build on the momentum across the portfolio, including industry-leading client retention, broad-based revenue growth in the U.S. and International, record levels of new client wins, and the continued expansion of Aramark Nexus. Given the strong business trends across sectors and geographies, we’ve once again raised our Organic Revenue growth expectations for fiscal 2026. Our performance is a testament to the dedication of our teams, whose unwavering commitment to serving our clients, delivering exceptional hospitality experiences, and performing at a high level every day has been instrumental in our success.”

THIRD QUARTER RESULTS

In the third quarter, consolidated revenue increased 9% year-over-year to $5.1 billion. The favorable effect of currency translation increased revenue by approximately $33 million. Organic Revenue, which excludes the effect of currency translation, was also higher by 9% compared to the same year-ago period. Performance was driven by broad-based net new business and base business momentum across sectors and geographies. The calendar shift from the 53rd week in the prior year reduced Revenue and Organic Revenue growth by an estimated 2%, primarily occurring in the Education sector within the FSS United States segment. Revenue growth in the quarter would have increased approximately 11% without the calendar shift.

Revenue

Q3 '26Q3 '25Change (%)Organic Revenue Change (%)

FSS United States$3,496M$3,247M8 %8 %

FSS International1,5621,37913 %11 %

Total Company$5,058M$4,626M9 %9 %

May not total due to rounding

Difference between Change (%) and Organic Revenue Change (%) is the effect of currency translation

•FSS United States revenue growth was led by 1) Sports, Leisure & Corrections primarily from higher per cap spending and fan attendance levels in Sports & Entertainment, which included FIFA World Cup matches and the NBA/NHL playoffs, along with an expanded client portfolio across the sector; 2) Business & Industry from sustained double-digit growth with the contribution from significant new business, high client retention rates, and continued base business performance; and 3) Healthcare as a result of both new business and base business expansion. Revenue and Organic Revenue growth would have increased an estimated 10% without the calendar shift, primarily in the Education sector.

•FSS International revenue growth was broad-based across all geographies as a result of continued base business strength and net new business performance—lar

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cik0-202602100001584509false00015845092026-02-102026-02-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

February 10, 2026 Date of Report (Date of earliest event reported)

Aramark (Exact name of Registrant as Specified in its Charter)

Delaware001-3622320-8236097 (State or other Jurisdiction of Incorporation)(Commission File Number)(IRS Employer Identification No.) 2400 Market Street19103 Philadelphia,Pennsylvania (Address of Principal Executive Offices)(Zip Code)

(215) 238-3000

(Registrant's Telephone Number, Including Area Code)

N/A (Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below): ☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Securities registered pursuant to Section 12(b) of the Act: Title of Each ClassTrading Symbol(s)Name of Each Exchange on which Registered Common Stock, par value $0.01 per shareARMKNew York Stock Exchange

Item 2.02.     Results of Operations On February 10, 2026, Aramark (the “Company”) issued a press release announcing the results of the Company’s operations for the quarter ended January 2, 2026. The full text of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference in this Item 2.02. The information set forth under this Item 2.02 of this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be deemed incorporated by reference in any filing made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01.     Financial Statements and Exhibits

(d)Exhibits

Exhibit No. Description

Exhibit 99.1 Press release of Aramark, dated February 10, 2026, announcing results for the quarter ended January 2, 2026.

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Aramark

Date:February 10, 2026By:/s/ JAMES J. TARANGELO Name:JAMES J. TARANGELO Title:Senior Vice President and Chief Financial Officer

EXHIBIT INDEX

Exhibit No.Description

Exhibit 99.1 Press release of Aramark, dated February 10, 2026, announcing results for the quarter ended January 2, 2026.