あなたのバッジ 52週レンジ $35–$63 74% of range アナリスト評価 BUY 22 analysts 目標株価 $68 +23% upside P/E 38.8 ROE 11.8% 純利益率 1.9%

ARMK 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

03
株価 $55.55
時価総額 (MRQ) $14.64B
P/E (TTM) 38.8
EPS (TTM) $1.43
収益 (TTM) $19.85B
配当利回り 0.76%
ROE (TTM) 11.8%
52週レンジ $35–$63

ARMK 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

04
範囲
バー

バーの粒度は選択した期間に合わせて調整されます。バーの始値/高値/安値/終値を確認するにはチャートにカーソルを合わせてください。

株式分割 1
権利落ち日 分割 タイプ
2023年10月2日 277-for-200 順

Aramark Common Stock について Wikipediaからの企業概要

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.

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

セクターConsumer Discretionary 業種Hotels, Restaurants & Leisure 従業員278,390 国US

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

06
収益$18.51B
2016-09-30 → 2025-10-03
EPS$1.22
2021-10-01 → 2025-10-03
フリーキャッシュフロー$432M
2016-09-30 → 2025-10-03
純利益率1.9%
2016-09-30 → 2025-10-03
バリュエーションと指標 07–12

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標 5年トレンド ARMK 5年平均 競合中央値 結論
P/E (TTM) 38.85年平均 ≈7.8 ≈7.8 21.0 割高
P/S (TTM) 0.75年平均 ≈0.5 ≈0.5 2.1 割安
株価純資産倍率 (MRQ) 4.35年平均 ≈2.5 ≈2.5 8.1 割安
株価FCF倍率 (TTM) 33.85年平均 ≈24.9 ≈24.9 · ·
株価収益率(P/CF) (TTM) 16.15年平均 ≈10.4 ≈10.4 14.4 割安
株価純資産倍率(P/TB) (MRQ) 9.9 · · ·

同業他社の中央値は、指標ごとに標準化された基準で計算されており、この銘柄に表示されているTTM/MRQ基準と常に一致するとは限りません。

バリュエーション · ≈ 5年平均 · 業界中央値 · 中央値に対する評価

配当金 利回り、配当性向、配当履歴、5年CAGR

13
配当利回り0.76%
配当性向34.0%
年次配当≈$0.48四半期払い
5年配当CAGR≈5.7%1株当たり、株式分割調整後
成長連続記録≈3配当成長の連続年数
権利落ち日金額通貨利回り
8月 19, 2026$0.12USD≈0.80%
5月 20, 2026$0.12USD≈0.90%
2月 18, 2026$0.12USD≈1.1%
12月 5, 2025$0.12USD≈1.1%
8月 6, 2025$0.11USD≈1.1%
5月 14, 2025$0.11USD≈1.1%
2月 10, 2025$0.11USD≈1.1%
12月 2, 2024$0.11USD≈0.97%
8月 19, 2024$0.10USD≈1.1%
5月 10, 2024$0.10USD≈1.1%
2月 13, 2024$0.10USD≈1.2%
11月 27, 2023$0.10USD≈1.2%
8月 15, 2023$0.08USD≈1.2%
5月 16, 2023$0.08USD≈1.2%
2月 21, 2023$0.08USD≈1.2%
11月 21, 2022$0.08USD≈1.1%
8月 16, 2022$0.08USD≈1.2%
5月 17, 2022$0.08USD≈1.3%
2月 15, 2022$0.08USD≈1.2%
11月 29, 2021$0.08USD≈1.3%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

14
平均サプライズ -0.77%
期間レポートEPS ActualEPS 予想サプライズ
2026年9月30日 $0.52 $0.49 5.1%
2026年6月30日 8月 11, 2026 $0.52 $0.49 5.1%
2026年3月31日 $0.48 $0.48 -0.64%
2025年12月31日 $0.51 $0.51 -0.62%
2025年9月30日 $0.57 $0.67 -14.4%
2025年6月30日 $0.40 $0.41 -1.8%
2025年3月31日 $0.34 $0.33 1.9%

完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー

15
損益計算書 15
指標 トレンド 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
貸借対照表 27
指標 トレンド 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
キャッシュフロー 20
指標 トレンド 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
収益性 7
指標 トレンド 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%
流動性と支払能力 4
指標 トレンド 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
効率性 3
指標 トレンド 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
1株あたり 6
指標 トレンド 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
成長率 8
指標 トレンド 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%···········
バリュエーション(TTM) 16
指標 トレンド 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

最新期間は左側 · null値は・として表示

財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間

16
指標 2025-10-032024-09-272023-09-292022-09-302021-10-01
収益 $18.51B $17.40B $16.08B $13.69B $12.10B
営業利益率 % 4.3% 4.1% 4.6% 3.9% 1.6%
純利益 $326M $263M $674M $194M $-91M
希薄化後EPS $1.22 $0.99 $2.57 $0.75 $-0.36

機関投資家(13F) 574 提出者 · $15.0B合計 · 時点 2026年9月30日

17

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

保有者 574
保有価値 $15.0B
新規ポジション 127
解消済みポジション 40
機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
127 (+24 前期比) 40 (-13 前期比) 193 (+23 前期比) 161 (+20 前期比) -11.3M

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
BlackRock, Inc. $1,411,585,900 24,808,188 9.44% 株式数
VANGUARD GROUP INC $907,763,864 24,627,343 6.07% 株式数
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $903,057,258 15,576,375 6.04% 株式数
JANUS HENDERSON GROUP PLC $729,104,278 17,984,812 4.88% 株式数
MORGAN STANLEY $677,119,223 11,900,157 4.53% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $674,803,445 11,859,463 4.51% 株式数
VANGUARD PORTFOLIO MANAGEMENT LLC $636,086,579 11,179,026 4.25% 株式数
Capital International Investors $564,284,142 9,921,419 3.77% 株式数
STATE STREET CORP $465,780,953 8,185,957 3.12% 株式数
AQR CAPITAL MANAGEMENT LLC $457,391,485 8,147,337 3.06% 株式数
DIMENSIONAL FUND ADVISORS LP $381,892,396 6,711,827 2.55% 株式数
FIDUCIARY MANAGEMENT INC /WI/ $371,016,165 6,520,495 2.48% 株式数
GOLDMAN SACHS GROUP INC $340,617,959 5,986,256 2.28% 株式数
VICTORY CAPITAL MANAGEMENT INC $305,805,579 5,374,439 2.05% 株式数
MILFORD FUNDS LTD $296,237,275 5,206,279 1.98% 株式数
GEODE CAPITAL MANAGEMENT, LLC $277,595,277 4,877,386 1.86% 株式数
FARALLON CAPITAL MANAGEMENT, L.L.C. $206,304,094 3,625,731 1.38% 株式数
NORGES BANK $195,403,476 3,434,156 1.31% 株式数
CITADEL ADVISORS LLC $182,203,985 3,202,179 1.22% 株式数
MILLENNIUM MANAGEMENT LLC $179,685,250 3,157,913 1.20% 株式数
Grantham, Mayo, Van Otterloo & Co. LLC $164,645,840 2,893,600 1.10% 株式数
FMR LLC $149,292,169 2,623,764 1.00% 株式数
D. E. Shaw & Co., Inc. $146,283,868 2,570,894 0.98% 株式数
Bank of New York Mellon Corp $140,853,204 2,475,451 0.94% 株式数
BANK OF AMERICA CORP /DE/ $137,741,719 2,420,768 0.92% 株式数
PointState Capital LP $135,077,072 2,373,938 0.90% 株式数
JANE STREET GROUP, LLC $133,679,210 2,349,371 0.89% 株式数
COOKE & BIELER LP $132,542,917 2,329,401 0.89% 株式数
NORTHERN TRUST CORP $124,380,101 2,185,942 0.83% 株式数
SCHRODER INVESTMENT MANAGEMENT GROUP $122,382,627 2,176,465 0.82% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $107,398,295 1,887,492 0.72% 株式数
Junto Capital Management LP $105,141,186 1,847,824 0.70% 株式数
KR Capital LP $102,291,406 1,797,740 0.68% 株式数
Permian Investment Partners, LP $102,118,316 1,794,698 0.68% 株式数
Balyasny Asset Management L.P. $98,065,272 1,723,467 0.66% 株式数
NEUBERGER BERMAN GROUP LLC $95,530,268 1,678,915 0.64% 株式数
VANGUARD FIDUCIARY TRUST CO $94,674,488 1,663,875 0.63% 株式数
PINEBRIDGE INVESTMENTS LLC $88,142,140 1,549,071 0.59% 株式数
UBS Group AG $87,671,179 1,540,794 0.59% 株式数
Fisher Asset Management, LLC $82,517,061 1,450,212 0.55% 株式数
Nuveen, LLC $60,138,450 1,056,915 0.40% 株式数
Sunriver Management LLC $60,113,371 1,056,474 0.40% 株式数
MANE GLOBAL CAPITAL MANAGEMENT LP $60,043,611 1,055,248 0.40% 株式数
Artisan Partners Limited Partnership $59,627,957 1,047,943 0.40% 株式数
FIL Ltd $59,357,739 1,043,194 0.40% 株式数
RENAISSANCE TECHNOLOGIES LLC $56,285,480 989,200 0.38% 株式数
JPMORGAN CHASE & CO $49,856,817 874,460 0.33% 株式数
Invesco Ltd. $48,845,693 858,448 0.33% 株式数
PRUDENTIAL FINANCIAL INC $48,625,374 854,576 0.33% 株式数
Gotham Asset Management, LLC $47,838,504 840,747 0.32% 株式数

574件の機関投資家をすべて表示 →

アクティビストおよび5%超のオーナー 1保有

18

SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。

提出者 提出済み 保有 ステータス 目的 提出書類
Mantle Ridge LP, MR BridgeStone Advisor LLC, Paul C. Hilal ×8 提出書類 2023年8月10日 · 初回提出 資本構成 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.

企業インサイダー 46 人のインサイダー · 18人の役員 · 28人の取締役

19
インサイダー 役職 最終アクティビティ 保有株式数 12ヶ月購入 12ヶ月売却 12ヶ月純額
John J Zillmer Chief Executive Officer 2026年9月9日 A 1,021,792 0 0 $0
Eric J Foss Chairman, President and CEO 2019年5月30日 A 1,680,412 0 0 $0
James J. Tarangelo EVP and CFO 2026年9月9日 A 63,234 0 0 $0
Thomas Gerard Ondrof Executive VP and CFO 2024年1月7日 F 116,729 0 0 $0
Frederick L Sutherland Exec Vice President, CFO 2015年3月9日 A 658,707 0 0 $0
Marc A Bruno COO, U.S. Food & Facilities 2026年9月9日 A 371,588 0 2 $-4,310,717
Abigail Charpentier EVP & Chief HR Officer 2026年9月9日 A 81,004 0 0 $0
Christopher T. Schilling SVP, Controller and CAO 2026年9月9日 A 40,430 0 0 $0
Lauren A Harrington EVP and General Counsel 2026年9月9日 A 127,068 0 2 $-974,226
Lynn Mckee EVP, Human Resources 2022年12月13日 M 281,714 0 0 $0
Keith Bethel Chief Growth Officer 2020年6月3日 M 50,837 0 0 $0
Stephen R Reynolds EVP, GC and Secretary 2019年2月28日 A 77,649 0 0 $0
Brian P Pressler SVP, Controller, CAO 2018年12月6日 A 28,545 0 0 $0
Harrald F.K. Kroeker SVP, Integration 2018年12月6日 A 55,411 0 0 $0
Christian Dirx Vice President and Treasurer 2016年9月6日 A 1,539 0 0 $0
Christina Morrison Senior Vice President, Finance 2016年3月7日 A 68,522 0 0 $0
Joseph M Munnelly SVP, Controller and CAO 2015年12月20日 F 57,050 0 0 $0
Karen A Wallace Vice President and Treasurer 2014年12月20日 F 16,950 0 0 $0
Brian M Delghiaccio 取締役 2026年9月9日 A 16,421 0 0 $0
Karen Marie King 取締役 2026年9月9日 A 42,827 0 0 $0
Patricia E Lopez 取締役 2026年9月9日 A 29,204 0 0 $0
Kenneth M Keverian 取締役 2026年9月9日 A 29,204 0 0 $0
Bridgette P Heller 取締役 2026年9月9日 A 35,897 0 0 $0
Greg Creed 取締役 2026年9月9日 A 68,232 0 0 $0
Kevin Wills 取締役 2026年9月9日 A 21,975 0 0 $0
Susan M. Cameron 取締役 2026年9月9日 A 48,436 0 0 $0
Richard W Dreiling 取締役 2026年9月9日 A 15,041 0 0 $0
Stephen I Sadove 取締役 2026年9月9日 A 102,694 0 0 $0
Arthur B Winkleblack 取締役 2024年1月29日 A 19,408 0 0 $0
Daniel J Heinrich 取締役 2022年12月5日 A 43,118 0 0 $0
Irene M Esteves 取締役 2022年1月7日 A 52,328 0 0 $0
Calvin Darden 取締役 2021年6月9日 A 16,799 0 0 $0
John Quelch 取締役 2019年10月4日 A 28,781 0 0 $0
Pierre-Olivier Beckers-Vieujant 取締役 2019年8月29日 A 22,750 0 0 $0
Lisa Bisaccia 取締役 2019年8月29日 A 22,603 0 0 $0
Patricia Morrison 取締役 2019年8月29日 A 13,362 0 0 $0
Sanjeev K Mehra 取締役 2019年1月4日 A 45,620 0 0 $0
ABBRECHT TODD M 取締役 2016年12月8日 A 15,439 0 0 $0
Leonard S Coleman JR 取締役 2016年12月8日 A 72,901 0 0 $0
BABBIO LAWRENCE T JR 取締役 2016年12月8日 A 72,901 0 0 $0
David Barr 取締役 2015年12月9日 A 9,939 0 0 $0
LEE THOMAS H ADVISORS LLC 取締役 2015年6月9日 A 10,284 0 0 $0
Stephen Murray 取締役 2014年12月17日 S 13,266,378 0 0 $0
James E Ksansnak 取締役 2014年12月16日 A 62,529 0 0 $0
NEUBAUER JOSEPH 10%オーナー 2015年6月9日 A 12,405,870 0 0 $0
Stephen P Bramlage JR · 2019年11月25日 G 126,072 0 0 $0

SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ

ETF保有状況 66のETFが保有

20

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
PEJ · Invesco Exchange-Traded Fund Trust 2.72% 180,015 SH 2026年10月1日 日次
PBJ · Invesco Exchange-Traded Fund Trust 2.66% 41,617 SH 2026年10月1日 日次
BSJS · Invesco Exchange-Traded Self-Indexe… 1.11% 8,589,000 2026年10月1日 日次
XMLV · Invesco Exchange-Traded Fund Trust … 0.97% 123,984 SH 2026年10月1日 日次
RFV · Invesco Exchange-Traded Fund Trust 0.87% 52,112 SH 2026年10月1日 日次
IVOV · VANGUARD ADMIRAL FUNDS 0.86% 225,783 SH 2026年8月19日 日次
RWK · Invesco Exchange-Traded Fund Trust … 0.78% 182,486 SH 2026年10月1日 日次
LSEQ · Harbor ETF Trust 0.76% 2,044 NS 2026年7月31日 N-PORT
IQSM · New York Life Investments ETF Trust 0.55% 31,949 NS 2026年7月31日 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.46% 34,645 SH 2026年10月1日 日次
PTMC · Pacer Funds Trust 0.42% 28,941 NS 2026年7月31日 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.41% 424,798 SH 2026年8月19日 日次
BKMC · BNY Mellon ETF Trust 0.36% 41,263 NS 2026年7月31日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.32% 114,899 NS 2026年7月31日 N-PORT
MIDU · Direxion Shares ETF Trust 0.32% 3,861 NS 2026年7月31日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.32% 3,827,854 SH 2026年8月19日 日次
FDIS · FIDELITY COVINGTON TRUST 0.29% 85,660 NS 2026年7月31日 N-PORT
REVS · Columbia ETF Trust I 0.28% 16,489 NS 2026年7月31日 N-PORT
VCR · VANGUARD WORLD FUND 0.28% 340,424 SH 2026年8月19日 日次
IYC · iShares Trust 0.26% 52,458 SH 2026年9月11日 日次
DFAS · Dimensional ETF Trust 0.22% 592,178 NS 2026年7月31日 N-PORT
SMMD · iShares Trust 0.21% 139,562 SH 2026年9月11日 日次
DFAT · Dimensional ETF Trust 0.19% 492,552 NS 2026年7月31日 N-PORT
ESML · iShares Trust 0.19% 94,452 SH 2026年9月11日 日次
VB · VANGUARD INDEX FUNDS 0.18% 6,030,621 SH 2026年8月19日 日次
VXF · VANGUARD INDEX FUNDS 0.17% 3,017,692 SH 2026年8月19日 日次
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.16% 23,842 NS 2026年7月31日 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 66,866 NS 2026年7月31日 N-PORT
IWS · iShares Trust 0.15% 391,793 SH 2026年9月11日 日次
WSML · iShares Trust 0.14% 16,658 SH 2026年9月11日 日次
RECS · Columbia ETF Trust I 0.14% 145,269 NS 2026年7月31日 N-PORT
FTLS · First Trust Exchange-Traded Fund III 0.14% 60,403 NS 2026年7月31日 N-PORT
IWR · iShares Trust 0.11% 1,073,194 SH 2026年9月11日 日次
DFUV · Dimensional ETF Trust 0.08% 218,840 NS 2026年7月31日 N-PORT
DXUV · Dimensional ETF Trust 0.07% 6,782 NS 2026年7月31日 N-PORT
DFSU · Dimensional ETF Trust 0.06% 24,529 NS 2026年7月31日 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 8,774 SH 2026年10月1日 日次
DFAC · Dimensional ETF Trust 0.05% 446,708 NS 2026年7月31日 N-PORT
IUSV · iShares Trust 0.05% 227,924 SH 2026年9月11日 日次
IUS · Invesco Exchange-Traded Self-Indexe… 0.05% 8,376 SH 2026年10月1日 日次
DCOR · Dimensional ETF Trust 0.04% 26,326 NS 2026年7月31日 N-PORT
DSI · iShares Trust 0.04% 40,260 SH 2026年9月11日 日次
IWD · iShares Trust 0.04% 585,630 SH 2026年9月11日 日次
VONV · VANGUARD SCOTTSDALE FUNDS 0.04% 158,089 SH 2026年8月19日 日次
ESGV · VANGUARD WORLD FUND 0.03% 59,243 SH 2026年8月19日 日次
TILT · FlexShares Trust 0.03% 10,204 NS 2026年7月31日 N-PORT
DFAU · Dimensional ETF Trust 0.03% 57,436 NS 2026年7月31日 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 46,770 SH 2026年10月1日 日次
DFUS · Dimensional ETF Trust 0.02% 79,729 NS 2026年7月31日 N-PORT
IWB · iShares Trust 0.02% 182,113 SH 2026年9月11日 日次
IYY · iShares Trust 0.02% 11,264 SH 2026年9月11日 日次
ITOT · iShares Trust 0.02% 345,501 SH 2026年9月11日 日次
IWV · iShares Trust 0.02% 71,778 SH 2026年9月10日 日次
VTI · VANGUARD INDEX FUNDS 0.02% 8,344,012 SH 2026年8月19日 日次
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 43,717 SH 2026年8月19日 日次
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 22,036 SH 2026年8月19日 日次
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 213,395 SH 2026年8月19日 日次
OMFL · Invesco Exchange-Traded Self-Indexe… 0.01% 5,165 SH 2026年10月1日 日次
DFLV · Dimensional ETF Trust 0.01% 6,530 NS 2026年7月31日 N-PORT
NEAR · iShares U.S. ETF Trust 0.01% 272,000 SH 2026年9月9日 日次
IJH · iShares Trust · 9,227,255 SH 2026年9月11日 日次
IJJ · iShares Trust · 1,342,311 SH 2026年8月31日 日次
XJH · iShares Trust · 35,921 SH 2026年9月8日 日次
ISCB · iShares Trust · 11,783 SH 2026年9月11日 日次
ISCV · iShares Trust · 58,168 SH 2026年9月11日 日次
SMMV · iShares Trust · 17,808 SH 2026年8月19日 日次

ARMK アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

21
レーティング · 22 アナリスト 買い
中央値ターゲット $70.00 +26.0%
8 36.4% 強い買い
11 50.0% 買い
3 13.6% 保有
0 0.0% 売り
0 0.0% 強い売り

12ヶ月目標株価

16 アナリスト · 2026-10-02

平均値ターゲット $68.50 +23.3%

現在 現在価格 $55.55
安値$47.00 平均値$68.50 高値$75.00

同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較

22

FY基準、価格は各社の直近年度末終値。

ティッカー 時価総額 P/E 売上高 YoY 純利益率 ROE 粗利益率
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% ·

最新ニュース この会社に言及した最近の見出し

23

マイ指標 あなた専用のウォッチリスト — 決算詳細から選択した行

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重視する指標を選択してください — 上記の「財務諸表」の任意の行の横にある「+」をクリックしてください。

選択内容は保存され、すべてのティッカーで引き継がれます。

出典:SEC 10-Q 提出日 8月 11, 2026