ARMK Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $55.55
Capitalizzazione di Mercato (MRQ) $14.64B
P/E (TTM) 38.8
EPS (TTM) $1.43
Ricavi (TTM) $19.85B
Rendimento div. 0.76%
ROE (TTM) 11.8%
Intervallo 52 sett. $35–$63

ARMK Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 1
Data ex-dividendo Split Tipo
02 Ottobre 2023 277-for-200 Avanti

Informazioni su Aramark Common Stock Panoramica della società da Wikipedia

05 · wikidata

Aramark is an American food service and facilities services provider to clients in areas including education, prisons, healthcare, business, and leisure. It operates in North America (United States and Canada) and an additional 14 countries, including the United Kingdom, Germany, Chile, Ireland, and Spain.

It also provides most food served on Amtrak trains.

The company is headquartered in Center City, Philadelphia, Pennsylvania. Aramark's revenues totaled US $18.854 billion in 2023, and the company was listed as the 21st-largest employer on the Fortune 500.

History

Davidson Brothers and beginnings of ARA

Aramark was founded as Davidson Brothers in 1936 by Davre and Henry Davidson. Davidson Brothers began by providing vending services to plant employees in the aviation industry in Southern California.

In 1959, Davre Davidson partnered with William Fishman to establish ARA (Automatic Retailers of America), which became publicly traded a year later in 1960.

In 1968, ARA provided services at the Mexico City Olympic Games, the first of 16 Games they have serviced, including Athens in 2004 and Beijing in 2008.

In 1969, ARA amended its name and became known as ARA Services, intended to reflect its growing range of businesses.

In 1983, Joseph Neubauer was elected CEO of ARA Services, and a year later, Neubauer led a group of executives to fend off a hostile takeover bid by coordinating a management buyout.

Rename to Aramark and 2006 Neubauer takeover

ARA Services changed its name again to its present name, Aramark, in 1994.

In 2001, Aramark returned to the New York Stock Exchange as a public company under the RMK ticker.

In 2006, a group of investors led by Neubauer (and including CCMP Capital, Goldman Sachs Alternatives, Thomas H. Lee Partners, and Warburg Pincus) proposed the acquisition of all outstanding shares of the Aramark Corporation, which was approved by shareholders. The merger was completed in 2007.

Acquisitions, innovations and present leadership

Since the 2000s after its renaming, Aramark has increased its frequency of acquisitions, mostly in the US and Ireland. Its first was in 2000, Aramark purchased the concessions arm of the Ogden Corporation for $225 million in cash and $11 million in assumed debt, expanding its business to locations that included several major sports league venues, such as Staples Center in Los Angeles, and the Arrowhead Pond and Edison International Field in Anaheim. Aramark followed this with a 2004 acquisition of a 90% stake in Campbell Catering, an Irish firm. Two years later, Aramark acquired Seamless (today a subsidiary of Grubhub), though it sold its stake in 2012. The company then acquired Van Houtte USA from Green Mountain Coffee Roasters (today part of Keurig Dr Pepper) in 2011. In 2015, Aramark expanded its footprint in the Irish retail and premium hospitality sector by acquiring Avoca, an Irish lifestyle brand and food hall operator, for a reported €60 million.

Aramark additionally gained traction in the press for its innovations starting in 2009. In July of that year, Aramark and the Colorado Rockies opened what is believed to be the first gluten-free concession stand in major league baseball. By 2010, Aramark made gluten-free foods available at all 12 of its major league baseball accounts. Aramark partnered with The Humane Society in August 2017 as part of their initiative to increase plant-based food offerings for consumers. The training partnership includes a series of plant-based culinary trainings over a six-month period.

In May 2012, Aramark announced that its board of directors had elected Eric J. Foss as CEO and that Neubauer would remain the company's Chairman. In December 2014, Joseph Neubauer announced his retirement and Foss was elected as the company's next chairman. Foss remained as CEO until his retirement in August 2019; he was succeeded by John Zillmer in October that same year.

In 2023, Aramark spun off its uniform services division into an independent publicly traded company, Vestis.

Purchasing

Aramark negotiates pricing and makes purchases directly from national manufacturers and through distributors such as Sysco Corporation. The products range from healthcare, dairy, meats, seafood, frozen, canned and dry, paper & disposables, chemicals & janitorial, supplies & equipment, produce, and beverage. Aramark has had distribution agreements with Sysco for more than 20 years.

In 2016, Aramark strengthened its purchasing power through acquiring the group purchasing organization HPSI. In 2017, Aramark acquired the group purchasing organization Avendra.

Controversies

Injuries due to negligent National Park Service concession maintenance

In 2022, Aramark was repeatedly ordered to repair documented "extensive deterioration and rot of railings", but in June 2023, "a guest fell from the porch of the Clark building of the Wawona Hotel after the railing failed when leaned on," according to a National Park Service report.

Labor disputes

In April 2010, Aramark and the Coalition of Immokalee Workers reached a resolution that called for a 70–80% increase in wages for tomato pickers.

Aramark has also been the subject of a number of scandals regarding labor practices and business ethics. These include firing workers for reporting unsanitary food conditions, paying fringe wages, not paying for all hours worked, not paying backpay, and firing or eliminating the positions of those who file Equal Employment Opportunity Commission (EEOC) claims.

In September 2024, Aramark concessions workers with UNITE HERE at the South Philadelphia Sports Complex initiated a four-day strike, seeking a better contract. Major grievances included low wages, insufficient health insurance, and the separate counting of hours worked at different facilities to avoid full-time classification and benefits. Workers asked fans to continue boycotting the concessions stands and buying team merchandise online.

Food safety issues

In 2013, an investigation by journalist Chris Hedges discovered that the food provided to inmates at Burlington County Jail in New Jersey was substandard and spoiled, and often made prisoners sick with diarrhea and vomiting. Maggots found in the food preparation areas at Parnall Correctional Facility in Jackson, Michigan, may have been the source of an outbreak of food-borne illness. Maggots were also found in Aramark food products at Michigan's Charles Egeler Reception & Guidance Center and two Ohio prisons, the Ohio Reformatory for Women and Trumbull Correctional Institute. Aramark, however, was cleared by the Michigan Department of Corrections of any responsibility for inmate illness and for pests in Michigan. Ohio and Michigan fined Aramark $270,000 and $200,000, respectively.

In April 2015, the managing board of The Cavalier Daily, a student-run newspaper at the University of Virginia, reported that Aramark literally "served garbage" to inmates in the Saginaw Correctional Facility in Freeland, Michigan. It also noted that Aramark has in the past "underfed inmates and fed them dog food, worms and scraps of food from old meals" and argued that the university should reconsider its relationship with the food services contractor in light of these ethical issues. Michigan's oversight of Aramark's performance was criticized as inadequate in a report released in August 2015 by the group Progress Michigan after Michigan moved to end the contract.

Likewise, Aramark has been criticized for skimping portion sizes, food safety issues, and overcharging state governments (Michigan, Kentucky, and Florida) that have used their food in prisons; a Kentucky prison riot is reputed to have been caused by the low quality of food Aramark provided to inmates.

Direct provision asylum centres

In Ireland, Aramark has been criticised for its management of three direct provision centres, where those seeking asylum in Ireland must stay until their application is complete, sometimes for a matter of years. Activists have called for boycotting Aramark for profiting off the direct provision system, as well as the alleged mistreatment of asylum seekers in Aramark-run centres.

In 2014, asylum seekers in County Meath launched a hunger strike over the "unacceptable living standards" in the Aramark-run centre. In 2018, Aramark was forced to apologise after a mother of three from Zimbabwe was refused a slice of bread for her sick child. Soon after, the Union of Students in Ireland (USI) voted to support a boycott of Aramark over its direct provision links, following on from the "Aramark off our campus" campaigns at Trinity College Dublin (TCD), University College Dublin (UCD), and the University of Limerick.

Trademark dispute with Delaware North

Delaware North provided visitor services to Yosemite National Park from 1991 to 2015. In 2015 Aramark took over these services and Delaware North then sued, saying that they (Delaware North) owned the trademarks to the names of the various Yosemite hotels, lodges, campgrounds, etc. After about three years the suit was settled and the names were restored.

Notable clients

Chicago Public Schools

Aramark has been criticized for the "filthy conditions" in Chicago Public Schools following the privatization of janitorial services and Aramark receiving a $260 million contract for their management. Responding to these reports, Chicago Mayor Rahm Emanuel said "Aramark's job is to clean the schools, so our principals and teachers can focus on their fundamental responsibility: education. They will either live up to that contract and clean up the schools or they can clean out their desks and get out."

Wichita Falls Independent School District

Aramark was hired for $2.65 million per year to provide janitorial services on 28 schools and three administration buildings by the Wichita Falls Independent School District in 2015. The district cancelled Aramark's contract and hired another firm because of numerous complaints about bad service. A report issued by the Wichita Falls-Wichita County Public Health District determined that one high school was infested with rats and mice. Janet Powell, the district's director of support services said, "Everyone on the committee felt lied to and deceived (by Aramark)."

Ohio Department of Rehabilitation and Correction

Since 2013, numerous Aramark employees providing food services in Ohio prisons have been fired or otherwise disciplined for inappropriate behavior towards prisoners such as sexual relations, letter writing, and smuggling contraband. At least 204 Aramark employees have been banned from entering Ohio prisons for such violations. On December 1, 2015, inmates working in the kitchen under Aramark management held a strike because they were required to cut meat with pan lids instead of being allowed to use meat slicers. An Aramark employee was given a written reprimand over the incident.

Since the state started using Aramark in 2013, the Ohio Civil Services Employee Association has been trying to regain control of the food services contract. A bid submitted by the union in spring of 2015 failed after a state review found it did not properly reflect projected costs. Aramark's contract was renewed. The head of the union said Aramark "continues to violate their contract every day with food shortages, health and safety violations, bad employee conduct, low food quality." As of late 2015, the union was pursuing arbitration against the state over this contract.

In 2014, Aramark was issued two fines totaling $272,200 for contract violations. The state offered to credit money spent on additional employee training towards the fines. The same year nine Aramark employees were fired for contraband violations and 15 were fired for "security violations."

An inspection conducted by the Ohio State Corrections officials on June 30, 2014 discovered maggots in the Ohio Reformatory for Women in Marysville. Similar findings occurred in Michigan and Kansas correctional facilities.

Cage-free eggs

In 2017, Aramark committed to sourcing 100% cage-free eggs globally by 2025, responding to pressure from governmental regulations and animal activist groups.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreConsumer Discretionary industriaHotels, Restaurants & Leisure dipendenti278.390 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$18.51B
2016-09-30 → 2025-10-03
EPS$1.22
2021-10-01 → 2025-10-03
Flusso di cassa libero$432M
2016-09-30 → 2025-10-03
Margine netto1.9%
2016-09-30 → 2025-10-03
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni ARMK media 5 anni Mediana dei peer Verdetto
P/E (TTM) 38.8media 5 anni ≈7.8 ≈7.8 21.0 Sopravvalutato
P/S (TTM) 0.7media 5 anni ≈0.5 ≈0.5 2.1 Sottovalutato
P/B (MRQ) 4.3media 5 anni ≈2.5 ≈2.5 8.1 Sottovalutato
Prezzo / FCF (TTM) 33.8media 5 anni ≈24.9 ≈24.9 · ·
Prezzo / Flusso di cassa (TTM) 16.1media 5 anni ≈10.4 ≈10.4 14.4 Sottovalutato
Prezzo / Valore contabile tangibile (MRQ) 9.9 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield0.76%
Rapporto di Distribuzione Utili34.0%
Pagamento annualizzato≈$0.48Pagato trimestralmente
CAGR Dividendi 5Y≈5.7%Per azione, rettificato per lo split
Striscia di crescita≈3Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Ago 19, 2026$0,12USD≈0.80%
Mag 20, 2026$0,12USD≈0.90%
Feb 18, 2026$0,12USD≈1.1%
Dic 5, 2025$0,12USD≈1.1%
Ago 6, 2025$0,11USD≈1.1%
Mag 14, 2025$0,11USD≈1.1%
Feb 10, 2025$0,11USD≈1.1%
Dic 2, 2024$0,11USD≈0.97%
Ago 19, 2024$0,10USD≈1.1%
Mag 10, 2024$0,10USD≈1.1%
Feb 13, 2024$0,10USD≈1.2%
Nov 27, 2023$0,10USD≈1.2%
Ago 15, 2023$0,08USD≈1.2%
Mag 16, 2023$0,08USD≈1.2%
Feb 21, 2023$0,08USD≈1.2%
Nov 21, 2022$0,08USD≈1.1%
Ago 16, 2022$0,08USD≈1.2%
Mag 17, 2022$0,08USD≈1.3%
Feb 15, 2022$0,08USD≈1.2%
Nov 29, 2021$0,08USD≈1.3%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media -0.77%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Settembre 2026 $0.52 $0.49 5.1%
30 Giugno 2026 Ago 11, 2026 $0.52 $0.49 5.1%
31 Marzo 2026 $0.48 $0.48 -0.64%
31 Dicembre 2025 $0.51 $0.51 -0.62%
30 Settembre 2025 $0.57 $0.67 -14.4%
30 Giugno 2025 $0.40 $0.41 -1.8%
31 Marzo 2025 $0.34 $0.33 1.9%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 15
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $18.51B$17.40B$16.08B$13.69B$12.10B$12.83B$16.23B$15.79B$14.60B$14.42B$14.33B$14.83B
Cost of Revenue ···$14.77B$11.01B$11.99B$14.53B$14.00B$13.00B$12.89B$12.88B$13.36B
SG&A Expense $278M$284M$274M$258M$347M$307M$367M$377M$299M$283M$317M$383M
Operating Expenses $17.71B$16.69B$15.46B$13.27B$11.90B$13.09B$15.34B$14.97B$14.08B$13.98B$13.70B$14.27B
Operating Income $792M$707M$625M$415M$191M$-265M$891M$818M$802M$746M$628M$565M
Interest Expense ··$441M$382M$414M$389M$353M$353M$286M$315M$286M$334M
Interest Income $22M$22M$30M$17M········
Pretax Income $430M$365M$564M$47M$-133M$-648M$556M$472M$521M$431M$342M$230M
Income Tax $104M$103M$116M$8M$-41M$-186M$108M$-97M$146M$143M$105M$80M
Net Income $326M$263M$674M$194M$-91M$-462M$449M$568M$374M$288M$236M$149M
EPS (Basic) $1.24$1.00$2.59$0.76$-0.36·····$0.99$0.66
EPS (Diluted) $1.22$0.99$2.57$0.75$-0.36·····$0.96$0.63
Shares (Basic) 263,863,000263,045,000260,592,000257,314,000254,748,000251,828,000246,854,000245,771,000244,453,000242,286,000237,616,000225,866,000
Shares (Diluted) 267,349,000266,200,000262,594,000259,074,000254,748,000251,828,000252,010,000253,352,000251,557,000248,763,000246,616,000237,451,000
EBITDA $1.27B$1.14B$1.41B$1.16B$742M$330M$1.48B$1.42B$1.32B$1.24B$1.13B$1.09B
Stato Patrimoniale 27
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $639M$672M$1.93B$306M$533M$2.51B$247M$215M$239M$153M$122M$112M
Receivables $2.21B$2.10B$1.97B$2.15B$1.75B$1.43B$1.81B$1.79B$1.62B$1.48B$1.44B$1.58B
Inventory $419M$388M$404M$552M$413M$436M$411M$725M$611M$587M$575M$554M
Prepaid Expense $255M$250M$298M$262M$205M$299M$193M$171M$188M$276M$237M$217M
Current Assets $3.52B$3.41B$5.22B$3.29B$2.90B$4.68B$2.66B$2.90B$2.65B$2.49B$2.38B$2.46B
PP&E (Net) $1.73B$1.57B$1.43B$2.03B$2.04B$2.05B$2.18B$1.38B$1.04B$1.02B$959M$997M
PP&E (Gross) $4.50B$4.31B$4.08B$5.52B$5.34B$5.11B$4.94B$3.20B$2.68B$2.53B$2.38B$2.36B
Accum. Depreciation $2.77B$2.74B$2.65B$3.49B$3.30B$3.06B$2.76B$1.82B$1.63B$1.51B$1.43B$1.36B
Goodwill $4.87B$4.68B$4.62B$5.52B$5.49B$5.34B$5.52B$5.61B$4.72B$4.63B$4.56B$4.59B
Intangibles $1.87B$1.80B$1.80B$2.11B$2.03B$1.93B$2.03B$2.14B$1.12B$1.11B$1.11B$1.25B
Other Non-current Assets $597M$574M$729M$1.54B$1.34B$1.16B$1.34B$1.69B$1.47B$1.33B$1.19B$1.15B
Total Assets $13.30B$12.67B$16.87B$15.08B$14.38B$15.71B$13.74B$13.72B$11.01B$10.58B$10.20B$10.46B
Accounts Payable $1.52B$1.39B$1.27B$1.32B$919M$663M$1000M$1.02B$956M$848M$850M$986M
Accrued Liabilities $1.39B$1.28B$1.29B$1.17B$1.14B$940M$1.13B$1.02B$846M$776M$727M$771M
Current Liabilities $3.55B$4.21B$5.03B$3.29B$2.86B$2.35B$2.71B$2.49B$2.37B$2.18B$2.18B$2.38B
Capital Leases $255M$241M$246M$306M$314M$342M$0·$114M$79M$58M$54M
Deferred Tax ··$610M$501M$383M$399M$520M$503M$571M$608M$535M$553M
Other Non-current Liabilities $555M$490M$503M$241M$276M$211M$167M·····
Long-term Debt ······$0·····
Total Debt ··$1.60B$65M$59M$100M$70M$31M$78M$47M$81M$90M
Common Stock $3M$3M$3M$3M$3M$3M$3M$3M$3M$3M$3M$3M
Retained Earnings $453M$240M$964M$407M$328M$532M$1.11B$711M$247M$-34M$-229M$-382M
Treasury Stock $1.18B$1.00B$982M$951M$933M$908M$809M$725M$682M$549M$509M$371M
AOCI $-167M$-132M$-98M$-112M$-208M$-307M$-217M$-91M$-124M$-181M$-167M$-106M
Stockholders' Equity $3.15B$3.04B$3.71B$3.03B$2.72B$2.74B$3.32B$3.03B$2.46B$2.16B$1.88B$1.72B
Liabilities + Equity $13.30B$12.67B$16.87B$15.08B$14.38B$15.71B$13.74B$13.72B$11.01B$10.58B$10.20B$10.46B
Shares Outstanding 262,899,495263,939,983261,450,373258,728,942255,998,119253,042,169247,756,091246,744,438245,593,961244,713,580239,917,320233,910,487
Flusso di cassa 20
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $476M$436M$410M$398M$551M$595M$593M$596M$508M$496M$504M$522M
Stock-based Comp $59M$63M$76M$82M$71M$30M$55M$88M$65M$57M$66M$96M
Deferred Tax $14M$-7M$100M$16M$-43M$-134M$41M$-104M$-38M$52M$-4M$37M
Amort. of Intangibles $125M$107M$90M$83M$116M$118M$117M$112M$88M$98M$133M$158M
Restructuring $36M$20M$32M·········
Other Non-cash $45M$-27M$-656M$-163M$169M$147M$-153M$-101M$144M$-86M$-119M$-406M
Operating Cash Flow $921M$727M$512M$464M$657M$177M$984M$1.05B$1.05B$867M$802M$398M
CapEx $489M$427M$384M$312M$408M$419M$503M$629M$553M$513M$524M$545M
Investing Cash Flow ··$209M$-831M$-634M$-361M$-210M$-2.87B$-678M$-680M$-504M$-505M
Debt Issued $1.97B$571M$1.29B$100M$894M$3.24B$78M$3.18B$3.85B$1.40B$72M$1.57B
Net Debt Issued $1.97B$571M$2.79B$100M$894M$3.24B$78M$3.18B$3.85B$1.40B$72M$1.57B
Stock Issued $43M$37M$46M$43M$42M$90M$39M$22M$29M$36M$40M$4M
Stock Repurchased $170M$14M$24M$0$0$7M$50M$24M$100M$749.0K$50M$5M
Net Stock Activity $-127M$37M$47M$49M$42M$83M$-11M$-3M$-71M$35M$-10M$-322.0K
Dividends Paid $111M$100M$115M$113M$112M$111M$108M$103M$101M$92M$82M$52M
Financing Cash Flow ··$654M$-38M$-2.01B$2.44B$-735M$1.79B$-289M$-157M$-287M$108M
Net Change in Cash $-25M$-1.24B$1.64B$-222M$-1.98B$2.26B$32M$-24M$86M$30M$11M$692.0K
Taxes Paid $116M$116M$46M$12M$-105M$40M$139M$-1M$126M$56M··
Free Cash Flow $432M$299M$305M$306M$249M$-242M$481M$419M$501M$294M$159M$-147M
Levered FCF ··$-44M$16M$-38M$-519M$197M$-7M$295M$83M$-40M$-365M
Redditività 7
Metrica Tendenza 202520242023202220212020201920182017201620152014
Operating Margin 4.3%4.1%4.6%3.9%1.6%-2.1%5.5%5.2%5.5%5.2%4.4%3.8%
Net Margin 1.8%1.5%3.6%1.2%-0.75%-3.6%2.8%3.6%2.6%2.0%1.7%1.0%
Pretax Margin 2.3%2.1%4.5%1.6%-1.1%-5.1%3.4%3.0%3.6%3.0%2.4%1.6%
EBITDA Margin 6.9%6.6%7.5%7.1%6.1%2.6%9.1%9.0%9.0%8.6%7.9%7.3%
ROA 2.5%1.8%4.2%1.3%-0.60%-3.1%3.3%4.6%3.5%2.8%2.3%1.4%
ROE 10.6%8.8%18.6%6.5%-3.4%-16.4%14.1%20.7%16.2%14.2%12.6%8.7%
ROIC 19.1%16.7%12.9%15.4%4.8%-6.7%21.2%32.5%22.9%22.6%22.1%20.3%
Liquidità e Solvibilità 4
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 1.00.81.01.01.02.01.01.21.11.11.11.0
Quick Ratio 0.80.70.90.80.81.70.80.80.80.70.70.7
Debt / Equity ··0.40.00.00.00.00.00.00.00.00.1
Interest Coverage ··2.01.60.5-0.72.52.32.82.42.21.7
Efficienza 3
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 1.41.21.21.10.80.91.21.31.41.41.41.4
Inventory Turnover ···30.625.928.325.621.021.722.222.824.4
Receivables Turnover 8.68.68.48.47.67.99.09.39.49.99.59.9
Per Azione 6
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share $11.97$11.51$14.20$11.71$10.64$10.81$13.40$12.28$10.01$8.83$7.85$7.34
Revenue / Share $69.22$65.37$71.80$63.02$47.48$50.95$64.39$62.32$58.06$57.95$58.10$62.47
Cash Flow / Share $3.45$2.73$2.92$2.68$2.58$0.70$3.91$4.13$4.19$3.24$2.77$1.68
Cash / Share $2.43$2.55$7.51$1.27$2.08$9.92$1.00$0.87$0.97$0.62$0.51$0.48
Dividend / Share $0.42$0.38$0.44$0.44$0.44$0.44$0.44·····
EPS (TTM) $1.22$0.99$2.57$0.75$-0.36$-0.90$1.78$2.25$1.49$1.16$0.96$0.63
Tassi di Crescita 8
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 6.3%8.2%17.5%13.2%-5.7%·······
Revenue CAGR 3Y 10.6%12.9%7.8%·········
Revenue CAGR 5Y 7.6%···········
EPS YoY 23.2%-61.5%242.7%·········
EPS CAGR 3Y 17.6%···········
Net Income YoY 24.3%-61.1%246.6%·········
Net Income CAGR 3Y 18.8%···········
Dividends Paid CAGR 5Y -0.01%···········
Valutazione (TTM) 16
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $18.51B$17.40B$16.08B$13.69B$12.10B$12.83B$16.23B$15.79B$14.60B$14.42B$14.33B$14.83B
Net Income TTM $326M$263M$674M$194M$-91M$-462M$449M$568M$374M$288M$236M$149M
Market Cap $10.25B$10.15B$6.55B$5.83B$6.61B$5.03B$7.70B$7.66B$7.20B$6.72B$5.34B$4.47B
Enterprise Value ··$6.18B$5.56B$6.14B$2.62B$7.52B$7.48B$7.04B$6.61B$5.30B$4.44B
P/E 32.038.89.730.0-71.8-22.117.513.819.723.723.230.3
P/S 0.60.60.40.40.50.40.50.50.50.50.40.3
P/B 3.33.31.81.92.41.82.32.52.93.12.82.6
P / Cash Flow 11.114.08.58.410.128.57.87.36.88.37.811.2
P / FCF 23.733.921.519.026.5-20.816.018.314.422.833.7-30.4
EV / EBITDA ··4.44.88.37.95.15.35.35.34.74.1
EV / FCF ··20.318.224.6-10.915.617.914.122.533.4-30.2
EV / Revenue ··0.40.40.50.20.50.50.50.50.40.3
Dividend Yield 1.1%0.98%1.8%1.9%1.7%2.2%1.4%1.4%1.4%1.4%1.5%1.2%
Earnings Yield 3.1%2.6%10.3%3.3%-1.4%-4.5%5.7%7.2%5.1%4.2%4.3%3.3%
Payout Ratio 34.0%38.0%17.0%58.2%-123.3%-24.0%24.2%18.2%27.0%32.0%34.7%35.0%
Annual Payout $111M$100M$115M$113M$112M$111M$108M$103M$101M$92M$82M$52M

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-10-032024-09-272023-09-292022-09-302021-10-01
Ricavi $18.51B $17.40B $16.08B $13.69B $12.10B
Margine Operativo % 4.3% 4.1% 4.6% 3.9% 1.6%
Utile netto $326M $263M $674M $194M $-91M
EPS Diluito $1.22 $0.99 $2.57 $0.75 $-0.36

Proprietari istituzionali (13F) 574 filer · $15.0B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 574
Valore detenuto $15.0B
Nuove posizioni 127
Posizioni chiuse 40
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
127 (+24 vs trimestre precedente) 40 (-13 vs trimestre precedente) 193 (+23 vs trimestre precedente) 161 (+20 vs trimestre precedente) -11.3M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
BlackRock, Inc. $1.411.585.900 24.808.188 9,44% Azioni
VANGUARD GROUP INC $907.763.864 24.627.343 6,07% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $903.057.258 15.576.375 6,04% Azioni
JANUS HENDERSON GROUP PLC $729.104.278 17.984.812 4,88% Azioni
MORGAN STANLEY $677.119.223 11.900.157 4,53% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $674.803.445 11.859.463 4,51% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $636.086.579 11.179.026 4,25% Azioni
Capital International Investors $564.284.142 9.921.419 3,77% Azioni
STATE STREET CORP $465.780.953 8.185.957 3,12% Azioni
AQR CAPITAL MANAGEMENT LLC $457.391.485 8.147.337 3,06% Azioni
DIMENSIONAL FUND ADVISORS LP $381.892.396 6.711.827 2,55% Azioni
FIDUCIARY MANAGEMENT INC /WI/ $371.016.165 6.520.495 2,48% Azioni
GOLDMAN SACHS GROUP INC $340.617.959 5.986.256 2,28% Azioni
VICTORY CAPITAL MANAGEMENT INC $305.805.579 5.374.439 2,05% Azioni
MILFORD FUNDS LTD $296.237.275 5.206.279 1,98% Azioni
GEODE CAPITAL MANAGEMENT, LLC $277.595.277 4.877.386 1,86% Azioni
FARALLON CAPITAL MANAGEMENT, L.L.C. $206.304.094 3.625.731 1,38% Azioni
NORGES BANK $195.403.476 3.434.156 1,31% Azioni
CITADEL ADVISORS LLC $182.203.985 3.202.179 1,22% Azioni
MILLENNIUM MANAGEMENT LLC $179.685.250 3.157.913 1,20% Azioni
Grantham, Mayo, Van Otterloo & Co. LLC $164.645.840 2.893.600 1,10% Azioni
FMR LLC $149.292.169 2.623.764 1,00% Azioni
D. E. Shaw & Co., Inc. $146.283.868 2.570.894 0,98% Azioni
Bank of New York Mellon Corp $140.853.204 2.475.451 0,94% Azioni
BANK OF AMERICA CORP /DE/ $137.741.719 2.420.768 0,92% Azioni
PointState Capital LP $135.077.072 2.373.938 0,90% Azioni
JANE STREET GROUP, LLC $133.679.210 2.349.371 0,89% Azioni
COOKE & BIELER LP $132.542.917 2.329.401 0,89% Azioni
NORTHERN TRUST CORP $124.380.101 2.185.942 0,83% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $122.382.627 2.176.465 0,82% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $107.398.295 1.887.492 0,72% Azioni
Junto Capital Management LP $105.141.186 1.847.824 0,70% Azioni
KR Capital LP $102.291.406 1.797.740 0,68% Azioni
Permian Investment Partners, LP $102.118.316 1.794.698 0,68% Azioni
Balyasny Asset Management L.P. $98.065.272 1.723.467 0,66% Azioni
NEUBERGER BERMAN GROUP LLC $95.530.268 1.678.915 0,64% Azioni
VANGUARD FIDUCIARY TRUST CO $94.674.488 1.663.875 0,63% Azioni
PINEBRIDGE INVESTMENTS LLC $88.142.140 1.549.071 0,59% Azioni
UBS Group AG $87.671.179 1.540.794 0,59% Azioni
Fisher Asset Management, LLC $82.517.061 1.450.212 0,55% Azioni
Nuveen, LLC $60.138.450 1.056.915 0,40% Azioni
Sunriver Management LLC $60.113.371 1.056.474 0,40% Azioni
MANE GLOBAL CAPITAL MANAGEMENT LP $60.043.611 1.055.248 0,40% Azioni
Artisan Partners Limited Partnership $59.627.957 1.047.943 0,40% Azioni
FIL Ltd $59.357.739 1.043.194 0,40% Azioni
RENAISSANCE TECHNOLOGIES LLC $56.285.480 989.200 0,38% Azioni
JPMORGAN CHASE & CO $49.856.817 874.460 0,33% Azioni
Invesco Ltd. $48.845.693 858.448 0,33% Azioni
PRUDENTIAL FINANCIAL INC $48.625.374 854.576 0,33% Azioni
Gotham Asset Management, LLC $47.838.504 840.747 0,32% Azioni

Mostra tutti i 574 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Mantle Ridge LP, MR BridgeStone Advisor LLC, Paul C. Hilal ×8 depositi 10 Agosto 2023 · Deposito iniziale Struttura del capitale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 46 insider · 18 dirigenti · 28 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
John J Zillmer Chief Executive Officer 09 Settembre 2026 A 1.021.792 0 0 $0
Eric J Foss Chairman, President and CEO 30 Maggio 2019 A 1.680.412 0 0 $0
James J. Tarangelo EVP and CFO 09 Settembre 2026 A 63.234 0 0 $0
Thomas Gerard Ondrof Executive VP and CFO 07 Gennaio 2024 F 116.729 0 0 $0
Frederick L Sutherland Exec Vice President, CFO 09 Marzo 2015 A 658.707 0 0 $0
Marc A Bruno COO, U.S. Food & Facilities 09 Settembre 2026 A 371.588 0 2 $-4.310.717
Abigail Charpentier EVP & Chief HR Officer 09 Settembre 2026 A 81.004 0 0 $0
Christopher T. Schilling SVP, Controller and CAO 09 Settembre 2026 A 40.430 0 0 $0
Lauren A Harrington EVP and General Counsel 09 Settembre 2026 A 127.068 0 2 $-974.226
Lynn Mckee EVP, Human Resources 13 Dicembre 2022 M 281.714 0 0 $0
Keith Bethel Chief Growth Officer 03 Giugno 2020 M 50.837 0 0 $0
Stephen R Reynolds EVP, GC and Secretary 28 Febbraio 2019 A 77.649 0 0 $0
Brian P Pressler SVP, Controller, CAO 06 Dicembre 2018 A 28.545 0 0 $0
Harrald F.K. Kroeker SVP, Integration 06 Dicembre 2018 A 55.411 0 0 $0
Christian Dirx Vice President and Treasurer 06 Settembre 2016 A 1.539 0 0 $0
Christina Morrison Senior Vice President, Finance 07 Marzo 2016 A 68.522 0 0 $0
Joseph M Munnelly SVP, Controller and CAO 20 Dicembre 2015 F 57.050 0 0 $0
Karen A Wallace Vice President and Treasurer 20 Dicembre 2014 F 16.950 0 0 $0
Brian M Delghiaccio Direttore 09 Settembre 2026 A 16.421 0 0 $0
Karen Marie King Direttore 09 Settembre 2026 A 42.827 0 0 $0
Patricia E Lopez Direttore 09 Settembre 2026 A 29.204 0 0 $0
Kenneth M Keverian Direttore 09 Settembre 2026 A 29.204 0 0 $0
Bridgette P Heller Direttore 09 Settembre 2026 A 35.897 0 0 $0
Greg Creed Direttore 09 Settembre 2026 A 68.232 0 0 $0
Kevin Wills Direttore 09 Settembre 2026 A 21.975 0 0 $0
Susan M. Cameron Direttore 09 Settembre 2026 A 48.436 0 0 $0
Richard W Dreiling Direttore 09 Settembre 2026 A 15.041 0 0 $0
Stephen I Sadove Direttore 09 Settembre 2026 A 102.694 0 0 $0
Arthur B Winkleblack Direttore 29 Gennaio 2024 A 19.408 0 0 $0
Daniel J Heinrich Direttore 05 Dicembre 2022 A 43.118 0 0 $0
Irene M Esteves Direttore 07 Gennaio 2022 A 52.328 0 0 $0
Calvin Darden Direttore 09 Giugno 2021 A 16.799 0 0 $0
John Quelch Direttore 04 Ottobre 2019 A 28.781 0 0 $0
Pierre-Olivier Beckers-Vieujant Direttore 29 Agosto 2019 A 22.750 0 0 $0
Lisa Bisaccia Direttore 29 Agosto 2019 A 22.603 0 0 $0
Patricia Morrison Direttore 29 Agosto 2019 A 13.362 0 0 $0
Sanjeev K Mehra Direttore 04 Gennaio 2019 A 45.620 0 0 $0
ABBRECHT TODD M Direttore 08 Dicembre 2016 A 15.439 0 0 $0
Leonard S Coleman JR Direttore 08 Dicembre 2016 A 72.901 0 0 $0
BABBIO LAWRENCE T JR Direttore 08 Dicembre 2016 A 72.901 0 0 $0
David Barr Direttore 09 Dicembre 2015 A 9.939 0 0 $0
LEE THOMAS H ADVISORS LLC Direttore 09 Giugno 2015 A 10.284 0 0 $0
Stephen Murray Direttore 17 Dicembre 2014 S 13.266.378 0 0 $0
James E Ksansnak Direttore 16 Dicembre 2014 A 62.529 0 0 $0
NEUBAUER JOSEPH Proprietario del 10% 09 Giugno 2015 A 12.405.870 0 0 $0
Stephen P Bramlage JR · 25 Novembre 2019 G 126.072 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 66 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
PEJ · Invesco Exchange-Traded Fund Trust 2,72% 180.015 SH 01 Ottobre 2026 Giornaliero
PBJ · Invesco Exchange-Traded Fund Trust 2,66% 41.617 SH 01 Ottobre 2026 Giornaliero
BSJS · Invesco Exchange-Traded Self-Indexe… 1,11% 8.589.000 01 Ottobre 2026 Giornaliero
XMLV · Invesco Exchange-Traded Fund Trust … 0,97% 123.984 SH 01 Ottobre 2026 Giornaliero
RFV · Invesco Exchange-Traded Fund Trust 0,87% 52.112 SH 01 Ottobre 2026 Giornaliero
IVOV · VANGUARD ADMIRAL FUNDS 0,86% 225.783 SH 19 Agosto 2026 Giornaliero
RWK · Invesco Exchange-Traded Fund Trust … 0,78% 182.486 SH 01 Ottobre 2026 Giornaliero
LSEQ · Harbor ETF Trust 0,76% 2.044 NS 31 Luglio 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,55% 31.949 NS 31 Luglio 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0,46% 34.645 SH 01 Ottobre 2026 Giornaliero
PTMC · Pacer Funds Trust 0,42% 28.941 NS 31 Luglio 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,41% 424.798 SH 19 Agosto 2026 Giornaliero
BKMC · BNY Mellon ETF Trust 0,36% 41.263 NS 31 Luglio 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,32% 114.899 NS 31 Luglio 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,32% 3.861 NS 31 Luglio 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0,32% 3.827.854 SH 19 Agosto 2026 Giornaliero
FDIS · FIDELITY COVINGTON TRUST 0,29% 85.660 NS 31 Luglio 2026 N-PORT
REVS · Columbia ETF Trust I 0,28% 16.489 NS 31 Luglio 2026 N-PORT
VCR · VANGUARD WORLD FUND 0,28% 340.424 SH 19 Agosto 2026 Giornaliero
IYC · iShares Trust 0,26% 52.458 SH 11 Settembre 2026 Giornaliero
DFAS · Dimensional ETF Trust 0,22% 592.178 NS 31 Luglio 2026 N-PORT
SMMD · iShares Trust 0,21% 139.562 SH 11 Settembre 2026 Giornaliero
DFAT · Dimensional ETF Trust 0,19% 492.552 NS 31 Luglio 2026 N-PORT
ESML · iShares Trust 0,19% 94.452 SH 11 Settembre 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,18% 6.030.621 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,17% 3.017.692 SH 19 Agosto 2026 Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,16% 23.842 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,15% 66.866 NS 31 Luglio 2026 N-PORT
IWS · iShares Trust 0,15% 391.793 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,14% 16.658 SH 11 Settembre 2026 Giornaliero
RECS · Columbia ETF Trust I 0,14% 145.269 NS 31 Luglio 2026 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0,14% 60.403 NS 31 Luglio 2026 N-PORT
IWR · iShares Trust 0,11% 1.073.194 SH 11 Settembre 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,08% 218.840 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,07% 6.782 NS 31 Luglio 2026 N-PORT
DFSU · Dimensional ETF Trust 0,06% 24.529 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 8.774 SH 01 Ottobre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,05% 446.708 NS 31 Luglio 2026 N-PORT
IUSV · iShares Trust 0,05% 227.924 SH 11 Settembre 2026 Giornaliero
IUS · Invesco Exchange-Traded Self-Indexe… 0,05% 8.376 SH 01 Ottobre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,04% 26.326 NS 31 Luglio 2026 N-PORT
DSI · iShares Trust 0,04% 40.260 SH 11 Settembre 2026 Giornaliero
IWD · iShares Trust 0,04% 585.630 SH 11 Settembre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,04% 158.089 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,03% 59.243 SH 19 Agosto 2026 Giornaliero
TILT · FlexShares Trust 0,03% 10.204 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,03% 57.436 NS 31 Luglio 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,03% 46.770 SH 01 Ottobre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,02% 79.729 NS 31 Luglio 2026 N-PORT
IWB · iShares Trust 0,02% 182.113 SH 11 Settembre 2026 Giornaliero
IYY · iShares Trust 0,02% 11.264 SH 11 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,02% 345.501 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,02% 71.778 SH 10 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,02% 8.344.012 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,02% 43.717 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,02% 22.036 SH 19 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,01% 213.395 SH 19 Agosto 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 5.165 SH 01 Ottobre 2026 Giornaliero
DFLV · Dimensional ETF Trust 0,01% 6.530 NS 31 Luglio 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0,01% 272.000 SH 09 Settembre 2026 Giornaliero
IJH · iShares Trust · 9.227.255 SH 11 Settembre 2026 Giornaliero
IJJ · iShares Trust · 1.342.311 SH 31 Agosto 2026 Giornaliero
XJH · iShares Trust · 35.921 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 11.783 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 58.168 SH 11 Settembre 2026 Giornaliero
SMMV · iShares Trust · 17.808 SH 19 Agosto 2026 Giornaliero

ARMK Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 22 analisti COMPRA
Target mediano $70.00 +26,0%
8 36,4% Acquisto forte
11 50,0% Compra
3 13,6% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

16 analisti · 2026-10-02

Target medio $68.50 +23,3%

Ora Prezzo attuale $55.55
Basso$47.00 Media$68.50 Alto$75.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
ARMK $10.25B 32.0 6.3% 1.8% 10.6% ·
DASH · 106.3 27.9% 6.8% · ·
YUM · 27.3 8.8% 19.0% -20.8% ·
CMG · 32.5 5.4% 12.9% 48.3% ·
QSR $23.63B 29.0 12.2% 11.4% 31.9% ·
DRI $23.27B 19.6 9.4% 9.1% 56.3% 20.3%
TXRH $11.03B 27.4 9.4% 7.0% 29.4% ·
DPZ $14.31B 24.2 5.0% 12.2% -15.3% 40.0%
EAT $7.17B 15.6 7.9% 8.4% 118.3% ·
BROS · 95.7 27.9% 4.9% 13.1% ·
CAVA $6.99B 111.4 22.4% 5.4% 8.3% ·

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-Q depositato Ago 11, 2026