Every material Form 8-K Aramark has filed with the SEC since November 12, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Aramark reported third-quarter fiscal 2026 revenue of $5.1 billion, up 9% from a year earlier, with GAAP diluted EPS of $0.36, up 34%. The company raised its full-year organic revenue growth outlook to +9% to +10% and reaffirmed its adjusted operating income and adjusted EPS outlooks; the filing says a calendar shift from a 53rd week in the prior year reduced reported growth by an estimated 2%.
Q3 revenue rose 9% to $5.1 billion; organic revenue also rose 9%
GAAP diluted EPS was $0.36 versus $0.27 a year earlier; adjusted EPS was $0.52, up 29%
Full-year organic revenue growth outlook raised to +9% to +10%, from a prior high-end range of +7% to +9%
Adjusted operating income growth outlook of +12% to +17% and adjusted EPS growth outlook of +20% to +25% were reaffirmed
Aramark's board increased its size to 12 directors on August 4, 2026, and elected Antony F. Spring, Chairman and CEO of Macy's, Inc., as a director. The filing says his committee assignments have not been decided and that he will receive compensation under the company's director program and sign the standard indemnification agreement. This is a board composition change that adds an experienced retail executive, with no financial results or guidance in the filing.
Board expanded to 12 directors; Antony F. Spring, age 61, elected effective August 4, 2026
Spring has been Chairman and CEO of Macy's, Inc. since 2024, and previously served as its President (2023-2024) and Chairman and CEO of Bloomingdales (2014-2023)
Committee assignments not yet determined; he will enter the standard indemnification agreement
Filing states no arrangements or family relationships tied to his appointment and no related-party transactions under Item 404(a)
Aramark reported fiscal second-quarter 2026 revenue of $4.9 billion, up 15% year over year, with GAAP diluted EPS of $0.38 versus $0.23 and Adjusted EPS of $0.49, up 40% on a constant currency basis. The company raised its fiscal 2026 organic revenue growth outlook to the high end of its previously stated 7% to 9% range and reaffirmed its profit and leverage targets, which points to continued growth for shareholders, though the filing says a new hyperscaler agreement is not yet in the outlook.
Revenue of $4.9 billion, up 15%; organic revenue up 12%, with about 3% from the calendar shift
GAAP diluted EPS of $0.38 versus $0.23; Adjusted EPS of $0.49, up 40% on a constant currency basis
Fiscal 2026 organic revenue growth now expected at the high end of 7% to 9%
Adjusted Operating Income growth of 12% to 17% and Adjusted EPS growth of 20% to 25% reaffirmed
Aramark's Compensation Committee approved special restricted stock unit grants worth $3,000,000 each to Chief Operating Officer Marc Bruno (U.S. Food and Facilities) and Chief Operating Officer, International Carl Mittleman, effective February 19, 2026 for Bruno. The RSUs vest on the earlier of a third anniversary of grant or six months after a permanent successor CEO starts, which signals the company is tying these executives to the leadership transition.
Special RSU grant to Marc Bruno with grant date fair value of $3,000,000, effective February 19, 2026
Special RSU grant to Carl Mittleman with grant date fair value of $3,000,000, same terms as Bruno's
Vesting: earlier of third anniversary of grant or six months after a permanent successor CEO begins work
Both grants approved February 17, 2026; accelerated vesting applies on certain qualifying terminations
Aramark reported first quarter fiscal 2026 results for the quarter ended January 2, 2026, with revenue up 6% to $4.8 billion and organic revenue up 5%. Operating income was $218 million, roughly flat, and adjusted operating income rose 1% to $263 million, but GAAP diluted EPS fell 8% to $0.36 while adjusted EPS was unchanged at $0.51. The company said a calendar shift from a 53rd week in the prior year reduced growth this quarter and is expected to help the second quarter, and it provided fiscal 2026 outlook ranges.
Revenue of $4.8 billion rose 6% year-over-year; organic revenue rose 5%, and about 8% without the calendar shift.
GAAP diluted EPS was $0.36, down from $0.39; adjusted EPS was unchanged at $0.51.
Fiscal 2026 outlook: revenue of $19.55 billion to $19.95 billion and adjusted EPS of $2.18 to $2.28.
The company repurchased $30 million of stock and declared a quarterly dividend of $0.12 per share, payable March 4, 2026.
Aramark's subsidiary Aramark Services, Inc. entered into Amendment No. 19 to its credit agreement on December 11, 2025, refinancing all outstanding U.S. Term B-8 Loans with new U.S. Term B-10 Loans of $2,384,140,862.90 due June 2030. The filing describes the change as a repricing of this term debt, with an initial margin of 1.75% over Term SOFR for the new loans. The filing does not state a change in total debt or cash savings, so the effect on shareholders is not quantified.
New U.S. Term B-10 Loans total $2,384,140,862.90, due June 2030, and were funded in full on December 11, 2025.
Proceeds were used to refinance the entire principal of the U.S. Term B-8 Loans.
Initial margin is 1.75% over Term SOFR, or 0.75% over the base rate; quarterly principal payments of $6,290,609.14 begin December 31, 2028.
Aramark reported fiscal 2025 results for the year ended October 3, 2025, with revenue up 6% to $18.5 billion and GAAP earnings per share up 23% to $1.22. Fourth-quarter GAAP EPS fell 28% to $0.33, which included a non-cash asset impairment, while adjusted EPS rose 6% to $0.57. The company also guided fiscal 2026 adjusted operating income to $1.10 billion to $1.15 billion and raised its quarterly dividend 14% to $0.12 per share.
Fiscal 2025 revenue was $18.5 billion, up 6%; organic revenue grew 7%.
Fiscal 2025 GAAP EPS rose 23% to $1.22; adjusted EPS rose 19% to $1.82.
Fourth-quarter GAAP EPS fell 28% to $0.33; adjusted EPS rose 6% to $0.57.
Fiscal 2026 outlook: revenue of $19.55 billion to $19.95 billion and adjusted EPS of $2.18 to $2.28.
On August 15, 2025, Aramark's subsidiary Aramark Services, Inc. signed Amendment No. 18 to its credit agreement, refinancing all outstanding U.S. Term B-7 Loans with new U.S. Term B-9 Loans totaling $730,458,023.44. The new loans are due April 2028 and carry an initial margin of 1.75% over Term SOFR, or 0.75% over the base rate, which the filing describes as the repricing of the B-7 loans. The filing does not state a change in total debt or a cash impact beyond the refinancing itself.
Amendment No. 18 dated August 15, 2025, with JPMorgan Chase Bank, N.A. as administrative agent
New U.S. Term B-9 Loans of $730,458,023.44 due April 2028 fully replaced the U.S. Term B-7 Loans
Initial margin of 1.75% over Term SOFR, or 0.75% over the base rate, with no required quarterly principal repayments
Aramark reported third-quarter fiscal 2025 revenue of $4.6 billion, up 6% year over year, with operating income up 13% to $183 million. GAAP earnings per share rose to $0.27 from $0.22, and the company said it continues to expect its full-year fiscal 2025 outlook, which it describes as on pace for the high end of its net new business target.
Revenue of $4,626 million for the quarter ended June 27, 2025, up 6% from $4,376 million (organic revenue up 5%)
Operating income of $183 million, up 13%; adjusted operating income of $230 million, up 19% on a constant currency basis
GAAP diluted EPS of $0.27 versus $0.22 a year earlier; adjusted EPS of $0.40, up 29%
Full-year fiscal 2025 outlook was reiterated, including organic revenue growth of +7.5% to +9.5% and adjusted EPS growth of +23% to +28%
Aramark reported second-quarter fiscal 2025 results for the quarter ended March 28, 2025, with revenue up 2% year-over-year to $4.3 billion and operating income up 9% to $174 million. The company reaffirmed its full-year fiscal 2025 outlook for organic revenue, Adjusted Operating Income, Adjusted EPS and leverage, which matters to shareholders because the headline profit and per-share measures improved and guidance was not cut.
Revenue $4.3 billion, up 2%; organic revenue up 3%; the currency translation effect reduced revenue by $51 million
GAAP diluted EPS $0.23, up from $0.20; Adjusted EPS $0.34, up 22% on a constant currency basis
Operating income $174 million, up 9%; Adjusted Operating Income $205 million, up 11% on a constant currency basis
Fiscal 2025 outlook reaffirmed: organic revenue growth of 7.5% to 9.5%, Adjusted Operating Income growth of 15% to 18%, Adjusted EPS growth of 23% to 28%; repurchased nearly $140 million of stock under a $500 million program
An indirect subsidiary of Aramark issued €400.0 million of 4.375% senior notes maturing April 15, 2033, under an indenture dated March 19, 2025. Part of the proceeds will repay at maturity €325 million of 3.125% notes due April 1, 2025, with the remainder for general corporate purposes. The company expects the transactions to be net leverage neutral, with fiscal 2025 interest expense comparable to its prior outlook assumptions.
Issued €400.0 million of 4.375% senior notes due April 15, 2033; interest payable April 15 and October 15, starting October 15, 2025
Proceeds will repay €325,000,000 of 3.125% senior notes maturing April 1, 2025, with the remainder for general corporate purposes
Aramark expects the transactions to be net leverage neutral and fiscal 2025 interest expense to be comparable to its February 4, 2025 outlook assumptions
Aramark Services, Inc., an indirect wholly owned subsidiary of Aramark, entered into Incremental Amendment No. 17 to its credit agreement on February 18, 2025, establishing $1,395,000,000 of new U.S. Term B-8 Loans due June 2030. The proceeds were used to refinance the U.S. Term B-4 Loans, redeem the company's 5.000% Senior Notes due 2025, and pay related fees and costs. The filing describes a refinancing of existing debt rather than new borrowing for an acquisition or other stated purpose.
New U.S. Term B-8 Loans totaling $1,395,000,000, fungible with existing B-8 loans due June 2030
Loans bear interest at Term SOFR or a base rate, plus a margin of 2.00% (Term SOFR) or 1.00% (base rate)
Proceeds refinanced U.S. Term B-4 Loans and redeemed the 5.000% Senior Notes due 2025
Quarterly principal installments begin March 31, 2025, with a balloon payment of $2,346,397,208.12 at maturity
Aramark reported first-quarter fiscal 2025 revenue of $4.6 billion, up 3% year over year, and operating income of $217 million, up 30%. GAAP diluted EPS was $0.39 versus $0.11 a year earlier, and the company reaffirmed its full-year fiscal 2025 outlook, which matters to shareholders because it signals the company expects continued growth.
Revenue of $4.55 billion, up 3% (5% organic); operating income of $217 million, up 30%
Adjusted operating income of $258 million, up 13% on a constant currency basis
GAAP diluted EPS of $0.39 versus $0.11; adjusted EPS of $0.51, up 25%
Fiscal 2025 outlook reaffirmed, including organic revenue growth of 7.5% to 9.5%
Aramark's board increased its size to 11 directors and appointed Richard Dreiling, a retired Dollar Tree chairman and CEO, as a director effective December 9, 2024. He joins the Compensation and Human Resources and Nominating, Governance and Corporate Responsibility Committees and will stand for a shareholder vote at the 2025 annual meeting.
Richard Dreiling, age 71, retired Chairman and CEO of Dollar Tree, Inc. (CEO February 2023 to November 2024)
Dreiling previously served on Aramark's board from 2016 to 2022 and is on the Lowe's Companies board
Filing states he will receive director compensation under existing policies and sign a standard indemnification agreement
Aramark reported fiscal 2024 revenue of $17.4 billion, up 8%, and operating income of $707 million, up 13%. GAAP earnings per share fell 42% to $0.99 because the prior year included a gain from the sale of its stake in AIM Services, while adjusted EPS rose 35% to $1.55. The board approved a $500 million share repurchase program and an 11% increase in the quarterly dividend, and guided fiscal 2025 adjusted operating income growth of 15% to 18%.
Fiscal 2024 revenue was $17.4 billion, up 8%, with organic revenue up 10%
Operating income rose 13% to $707 million; adjusted operating income rose 20% to $882 million
GAAP EPS was $0.99 versus $1.71 a year earlier; adjusted EPS was $1.55, up 35%
Fiscal 2025 outlook: organic revenue growth of 7.5% to 9.5%, adjusted operating income growth of 15% to 18%, and adjusted EPS growth of 23% to 28%
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