Aramark (ARMK)
Market Price (2/20/2026): $40.45 | Market Cap: $10.6 BilSector: Consumer Discretionary | Industry: Distributors
Aramark (ARMK)
Market Price (2/20/2026): $40.45Market Cap: $10.6 BilSector: Consumer DiscretionaryIndustry: Distributors
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Low stock price volatilityVol 12M is 30% | Weak multi-year price returns2Y Excs Rtn is -2.8%, 3Y Excs Rtn is -17% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and Sustainable Resource Management. Themes include Organic & Natural Products, Show more. | Key risksARMK key risks include [1] its dependence on client retention and favorable contract renewals and [2] significant margin pressure from rising labor costs and workforce management challenges. |
| Low stock price volatilityVol 12M is 30% |
| Megatrend and thematic driversMegatrends include Health & Wellness Trends, Vegan & Alternative Foods, and Sustainable Resource Management. Themes include Organic & Natural Products, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -2.8%, 3Y Excs Rtn is -17% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 58% |
| Key risksARMK key risks include [1] its dependence on client retention and favorable contract renewals and [2] significant margin pressure from rising labor costs and workforce management challenges. |
Qualitative Assessment
AI Analysis | Feedback
1. Aramark's strong fiscal first-quarter 2026 performance and reaffirmed optimistic full-year outlook. The company reported better-than-expected adjusted earnings per share of $0.51 and revenue of $4.83 billion, surpassing analyst estimates. Management also reiterated its full-year fiscal 2026 guidance, projecting organic revenue growth of 7-9% and adjusted EPS growth of 20-25%, signaling confidence in future profitability.
2. Significant new business wins and extraordinary client retention. Aramark highlighted "extraordinary client retention" and "significant new business" in its recent earnings, noting it is currently outpacing its target for net new business of 4-5% of prior year revenue. A notable healthcare contract win further strengthens the company's growth trajectory through fiscal 2026 and into fiscal 2027.
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Stock Movement Drivers
Fundamental Drivers
The 7.7% change in ARMK stock from 10/31/2025 to 2/19/2026 was primarily driven by a 23.1% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 37.64 | 40.53 | 7.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,875 | 18,786 | 5.1% |
| Net Income Margin (%) | 2.0% | 1.7% | -16.6% |
| P/E Multiple | 27.3 | 33.6 | 23.1% |
| Shares Outstanding (Mil) | 263 | 263 | -0.2% |
| Cumulative Contribution | 7.7% |
Market Drivers
10/31/2025 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ARMK | 7.7% | |
| Market (SPY) | 0.4% | 30.9% |
| Sector (XLY) | -3.1% | 36.6% |
Fundamental Drivers
The -3.9% change in ARMK stock from 7/31/2025 to 2/19/2026 was primarily driven by a -14.6% change in the company's Net Income Margin (%).| (LTM values as of) | 7312025 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 42.18 | 40.53 | -3.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,624 | 18,786 | 6.6% |
| Net Income Margin (%) | 2.0% | 1.7% | -14.6% |
| P/E Multiple | 32.1 | 33.6 | 4.8% |
| Shares Outstanding (Mil) | 265 | 263 | 0.6% |
| Cumulative Contribution | -3.9% |
Market Drivers
7/31/2025 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ARMK | -3.9% | |
| Market (SPY) | 8.6% | 32.5% |
| Sector (XLY) | 5.2% | 29.7% |
Fundamental Drivers
The 5.7% change in ARMK stock from 1/31/2025 to 2/19/2026 was primarily driven by a 11.8% change in the company's Net Income Margin (%).| (LTM values as of) | 1312025 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.36 | 40.53 | 5.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 17,401 | 18,786 | 8.0% |
| Net Income Margin (%) | 1.5% | 1.7% | 11.8% |
| P/E Multiple | 38.6 | 33.6 | -12.7% |
| Shares Outstanding (Mil) | 264 | 263 | 0.3% |
| Cumulative Contribution | 5.7% |
Market Drivers
1/31/2025 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ARMK | 5.7% | |
| Market (SPY) | 14.7% | 55.4% |
| Sector (XLY) | 0.8% | 51.0% |
Fundamental Drivers
The 30.7% change in ARMK stock from 1/31/2023 to 2/19/2026 was primarily driven by a 37.2% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 1312023 | 2192026 | Change |
|---|---|---|---|
| Stock Price ($) | 31.02 | 40.53 | 30.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 13,687 | 18,786 | 37.2% |
| Net Income Margin (%) | 1.4% | 1.7% | 18.7% |
| P/E Multiple | 41.2 | 33.6 | -18.3% |
| Shares Outstanding (Mil) | 258 | 263 | -1.9% |
| Cumulative Contribution | 30.7% |
Market Drivers
1/31/2023 to 2/19/2026| Return | Correlation | |
|---|---|---|
| ARMK | 30.7% | |
| Market (SPY) | 74.7% | 47.3% |
| Sector (XLY) | 60.1% | 42.2% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| ARMK Return | -3% | 14% | -5% | 34% | -0% | 9% | 54% |
| Peers Return | 5% | -0% | 12% | 47% | 28% | 14% | 150% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 83% |
Monthly Win Rates [3] | |||||||
| ARMK Win Rate | 42% | 50% | 50% | 75% | 33% | 100% | |
| Peers Win Rate | 50% | 53% | 56% | 64% | 50% | 67% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| ARMK Max Drawdown | -17% | -20% | -19% | -1% | -18% | -1% | |
| Peers Max Drawdown | -15% | -20% | -14% | -9% | -21% | -3% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ABM, EME, HCSG. See ARMK Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/19/2026 (YTD)
How Low Can It Go
| Event | ARMK | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -31.0% | -25.4% |
| % Gain to Breakeven | 45.0% | 34.1% |
| Time to Breakeven | 180 days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -72.3% | -33.9% |
| % Gain to Breakeven | 261.5% | 51.3% |
| Time to Breakeven | 1,547 days | 148 days |
| 2018 Correction | ||
| % Loss | -40.2% | -19.8% |
| % Gain to Breakeven | 67.2% | 24.7% |
| Time to Breakeven | 388 days | 120 days |
Compare to ABM, EME, HCSG
In The Past
Aramark's stock fell -31.0% during the 2022 Inflation Shock from a high on 3/12/2021. A -31.0% loss requires a 45.0% gain to breakeven.
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About Aramark (ARMK)
AI Analysis | Feedback
Here are 1-3 brief analogies to describe Aramark:
- It's like Amazon Web Services (AWS), but for a company's physical operations such as dining, facility maintenance, and uniforms.
- Imagine ADP, but instead of payroll and HR, Aramark manages a company's essential physical services like food, cleaning, and uniform rental.
- It's like FedEx or UPS, but for delivering and managing a company's onsite operational needs, from food services to facility upkeep and uniforms.
AI Analysis | Feedback
- Food Service Management: Aramark provides comprehensive dining solutions, catering, and food operations for businesses, educational institutions, healthcare facilities, and sports venues.
- Facilities Management: This service offers integrated solutions including building maintenance, custodial, landscaping, and energy management for various client sites.
- Uniform Services: Aramark provides rental, sale, and laundering of work uniforms, protective apparel, and related textile products to a wide range of industries.
AI Analysis | Feedback
Aramark (ARMK) - Major Customers
Aramark (symbol: ARMK) primarily sells its services to other companies and institutions, not directly to individual consumers. Due to the diverse nature of its business, which includes food services, facilities management, and uniform services across various sectors, Aramark does not typically have a few publicly disclosed "major customer companies" that account for a significant portion of its revenue. Instead, its customer base consists of a vast array of organizations and institutions globally.
The company serves the following major categories of customers:
- Educational Institutions: This category includes K-12 school districts, colleges, and universities that contract Aramark for comprehensive dining services, catering, and facilities management for their campuses.
- Healthcare Institutions: Hospitals, clinics, and senior living facilities are major clients, utilizing Aramark for patient and staff dining services, retail food operations, and a range of facilities management services including environmental services, clinical technology services, and energy management.
- Businesses & Industry: Aramark provides food services (such as employee cafeterias and executive dining), facilities management (e.g., cleaning, maintenance), and uniform services to corporate offices, manufacturing plants, industrial sites, and other commercial enterprises across various sectors.
- Sports & Entertainment Venues: Professional sports stadiums, arenas, convention centers, cultural attractions, and other entertainment venues engage Aramark for concessions, premium dining experiences, catering, and event-related facilities services.
- Correctional Institutions: Aramark provides food services and other support services to prisons and various other correctional facilities.
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John Zillmer, Chief Executive Officer
John Zillmer returned to Aramark as CEO in October 2019, having previously spent 18 years with the company, where he ultimately became President of Global Food & Support Services. After his initial tenure at Aramark, he served as Chairman and CEO of Allied Waste Industries and later as CEO and Executive Chairman of Univar, a global chemical and ingredients distributor. Allied Waste Industries merged with Republic Services, Inc. in December 2008 while he was Chairman and CEO.
Jim Tarangelo, Senior Vice President and Chief Financial Officer
Jim Tarangelo was appointed Aramark's CFO in January 2024. He has over 20 years of experience within Aramark, having held various leadership positions including Senior Vice President and Treasurer, and CFO of Aramark International. Tarangelo played a lead role in the execution of Aramark's 2023 spin-off of its uniforms business. Prior to joining Aramark, he worked at PricewaterhouseCoopers and Legg Mason.
Abigail Charpentier, Senior Vice President & Chief Human Resources Officer
Abigail Charpentier was appointed Senior Vice President and Chief Human Resources Officer in 2023. Her previous roles include Senior Vice President of Human Resources and Diversity for Aramark’s U.S. Food & Facilities from August 2021 to January 2023, and Vice President of People & Culture of the Americas at Four Seasons Hotels & Resorts from 2018 to 2021. She also held various human resources and operational positions from 1995 until 2018, including Vice President of Human Resources at Aramark Headquarters from 2017 to 2018 and Vice President, Human Resources of Aramark Education from 2014 to 2017.
Lauren Harrington, Senior Vice President & General Counsel
Lauren Harrington serves as Senior Vice President and General Counsel for Aramark, leading the legal team responsible for corporate matters and all lines of business, as well as overseeing global compliance and corporate security. She joined Aramark in 2006 and was promoted to Vice President and Associate General Counsel in 2009. She has led legal teams for numerous domestic businesses within Aramark.
Marc Bruno, Chief Operating Officer, U.S. Food & Facilities
Marc Bruno serves as the Chief Operating Officer for U.S. Food & Facilities at Aramark.
AI Analysis | Feedback
The key risks to Aramark's business (symbol: ARMK) are:
- Client Retention, Contract Renewals, and Economic Sensitivity: Aramark's business model relies heavily on securing and renewing client contracts, and a failure to do so on favorable terms could significantly impact revenue and profitability. This risk is amplified by its susceptibility to economic downturns, which can reduce demand for its services and affect consumer spending.
- Labor Costs and Workforce Management Challenges: As a service-intensive company, Aramark faces significant challenges from rising labor costs, including increasing wages and union negotiations. High employee turnover and the complexities of managing a large workforce also pose ongoing risks to its operating margins.
- Intense Competition: The food and facilities services industry is highly competitive, with a multitude of local, regional, national, and international players. This competitive landscape puts continuous pressure on Aramark to innovate, maintain service quality, and manage costs effectively to retain market share and profitability.
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1. Shifting Landscape of Business & Industry (B&I) Dining due to Hybrid Work Models: The widespread adoption of hybrid and remote work models is fundamentally reshaping the demand for traditional corporate dining services. Companies are reducing office footprints, seeing fewer employees onsite daily, and consequently re-evaluating the need for large-scale, full-service cafeterias. This shift directly impacts Aramark's largest segment, leading to reduced contract values, cancellations, or a pivot by clients towards more flexible, on-demand, or localized food solutions (e.g., meal stipends, micro-markets, partnerships with local food vendors, expanded delivery services) that may bypass traditional contract food service providers.
2. Accelerating Automation and AI Adoption in Facilities and Food Service Operations: The rapid development and commercial deployment of automation (e.g., robotic cleaning, automated food preparation, inventory management systems) and artificial intelligence (e.g., predictive maintenance for facilities, personalized ordering algorithms) pose an emerging threat. As these technologies become more sophisticated and cost-effective, clients may increasingly choose to invest in these automated solutions directly or partner with specialized technology providers. This could reduce the reliance on human labor provided by companies like Aramark for routine tasks, or even allow clients to insource certain functions that were previously outsourced due to complexity or labor intensity.
AI Analysis | Feedback
Aramark (symbol: ARMK) operates primarily in two main addressable markets: Food Services and Facilities Management. Aramark's Uniform Services division was spun off into an independent publicly traded company, Vestis (NYSE: VSTS), on October 2, 2023, and is therefore no longer a part of Aramark's main products or services.
Food Services
The addressable market for Food Services in the United States was valued at approximately USD 1.02 trillion in 2024. This market is projected to grow to approximately USD 1.53 trillion by 2030, exhibiting a Compound Annual Growth Rate (CAGR) of 6.73% during the forecast period. Other estimates place the U.S. food services market at USD 1,202.65 billion in 2024, with a projection to reach USD 2,066.21 billion by 2032 at a CAGR of 7.0% from 2025–2032.
Facilities Management
For Facilities Management in the United States, the market size was estimated at around USD 315.78 billion in 2024. It is expected to reach approximately USD 403.42 billion by 2030, with a CAGR of 6.07% during the forecast period (2025-2030). Another source indicates the U.S. facility management market size at USD 365.93 billion in 2025, projected to rise to USD 422.8 billion by 2030, at a CAGR of 2.93%.
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Expected Drivers of Future Revenue Growth for Aramark (ARMK)
Over the next 2-3 years, Aramark (ARMK) is anticipated to drive revenue growth through several key strategies and market dynamics:
- Net New Business Growth: Aramark expects to continue expanding its client base by securing new contracts across its diverse service sectors. The company highlighted $760 million in new client wins year-to-date in a recent earnings call, contributing to a projected 4%-5% net new business growth for fiscal 2025. Management has also reaffirmed fiscal 2025 guidance, anticipating double-digit revenue growth in the latter half of the year, partly fueled by new business expansion.
- Base Business Volume Expansion: Growth within Aramark's existing client relationships, referred to as base business volume, is a significant revenue driver. This was evident in fiscal 2024, where consolidated revenue increased by 8% year-over-year due to record base business volume, pricing, and net new business growth. The company's focus on "driving strong profitable top-line growth from base business" is a strategic priority for fiscal 2025.
- Strategic Pricing Actions: Aramark utilizes strategic pricing to contribute to its revenue growth, alongside increases in volume and new business. While pricing is normalizing from previous favorable inflation trends, it remains a component of the company's overall revenue strategy.
- High Client Retention Rates: Maintaining strong relationships with existing clients and achieving high retention rates are crucial for consistent revenue. Aramark reported an "unusual high" client retention rate above 98% in both its U.S. and international operations. More recently, client retention rates have exceeded 97% across both its Food and Support Services (FSS) U.S. and International segments.
- International Market Growth: Aramark's international segment is demonstrating strong performance and is expected to contribute significantly to future revenue growth. The FSS International segment saw an 8% increase in revenue, led by services in Latin America and the United Kingdom. International revenue also grew by 10% year-over-year, with strong contributions from the UK, Spain, Chile, and Canada. The international segment has been noted to be growing faster than the U.S. segment in the first half of fiscal year 2025.
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Share Repurchases
- Aramark's Board authorized a new share repurchase program of up to $500 million in November 2024.
- Since the November 2024 authorization and as of the third quarter of fiscal year 2025, Aramark has repurchased approximately 4 million shares for an aggregate purchase price of around $140 million.
- Aramark's buyback yield for fiscal years ending October 2020 to 2024 averaged -0.6%.
Share Issuance
- Aramark's annual net common equity issued/repurchased was $0.043 billion in 2022 and $0.046 billion in 2023.
- Net common equity issued/repurchased for 2024 was $0.037 billion.
Capital Expenditures
- Aramark's historical capital expenditures were $418 million in fiscal year 2020, $408 million in 2021, $388 million in 2022, $384 million in 2023, and $427 million in 2024.
- Projected capital expenditures are $486 million for fiscal year 2025, $502 million for 2026, and $519 million for 2027.
- Capital expenditures are focused on growth in the business, including investments in digital innovations and AI-driven technology for areas like menu personalization, operational efficiency, purchasing compliance, contract productivity, and labor management.
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| 03312020 | ARMK | Aramark | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 33.5% | 92.1% | -14.9% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 43.06 |
| Mkt Cap | 6.7 |
| Rev LTM | 12,495 |
| Op Inc LTM | 559 |
| FCF LTM | 195 |
| FCF 3Y Avg | 195 |
| CFO LTM | 480 |
| CFO 3Y Avg | 450 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 7.1% |
| Rev Chg 3Y Avg | 7.7% |
| Rev Chg Q | 6.4% |
| QoQ Delta Rev Chg LTM | 1.6% |
| Op Mgn LTM | 4.0% |
| Op Mgn 3Y Avg | 4.0% |
| QoQ Delta Op Mgn LTM | 0.3% |
| CFO/Rev LTM | 5.8% |
| CFO/Rev 3Y Avg | 3.9% |
| FCF/Rev LTM | 4.4% |
| FCF/Rev 3Y Avg | 2.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 6.7 |
| P/S | 0.7 |
| P/EBIT | 17.0 |
| P/E | 28.0 |
| P/CFO | 13.3 |
| Total Yield | 4.1% |
| Dividend Yield | 0.6% |
| FCF Yield 3Y Avg | 5.8% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.3% |
| 3M Rtn | 13.5% |
| 6M Rtn | 17.6% |
| 12M Rtn | 48.3% |
| 3Y Rtn | 46.5% |
| 1M Excs Rtn | 5.3% |
| 3M Excs Rtn | 13.5% |
| 6M Excs Rtn | 10.3% |
| 12M Excs Rtn | 35.9% |
| 3Y Excs Rtn | -12.9% |
Comparison Analyses
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Food and Support Services (FSS) United States | 12,577 | 11,721 | 10,031 | 6,809 | 7,367 |
| Food and Support Services (FSS) International | 4,824 | 4,362 | 3,656 | 2,866 | 2,946 |
| Uniform | 2,639 | 2,420 | 2,517 | ||
| Total | 17,401 | 16,083 | 16,327 | 12,096 | 12,830 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Food and Support Services (FSS) United States | 774 | 650 | 449 | 132 | 5 |
| Food and Support Services (FSS) International | 219 | 114 | 112 | 58 | -344 |
| Gains, losses and settlements impacting comparability | -19 | ||||
| Severance and other charges | -20 | ||||
| Amortization of acquisition-related intangible assets | -107 | ||||
| Unallocated corporate expenses | -141 | ||||
| Corporate | -139 | -151 | -119 | -98 | |
| Uniform | 218 | 121 | 172 | ||
| Total | 706 | 625 | 628 | 191 | -265 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Food and Support Services (FSS) United States | 9,903 | 9,652 | 9,640 | 8,906 | 8,172 |
| Food and Support Services (FSS) International | 2,586 | 2,251 | 1,989 | 2,028 | 1,963 |
| Corporate | 185 | 1,843 | 226 | 242 | 2,418 |
| Discontinued Operations | 3,125 | ||||
| Uniform | 3,227 | 3,201 | 3,160 | ||
| Total | 12,674 | 16,871 | 15,082 | 14,376 | 15,713 |
Price Behavior
| Market Price | $40.53 | |
| Market Cap ($ Bil) | 10.7 | |
| First Trading Date | 12/12/2013 | |
| Distance from 52W High | -7.4% | |
| 50 Days | 200 Days | |
| DMA Price | $38.38 | $39.07 |
| DMA Trend | up | up |
| Distance from DMA | 5.6% | 3.7% |
| 3M | 1YR | |
| Volatility | 26.7% | 30.1% |
| Downside Capture | 22.07 | 65.63 |
| Upside Capture | 70.95 | 68.58 |
| Correlation (SPY) | 34.8% | 56.3% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.30 | 1.02 | 0.57 | 0.73 | 0.86 | 0.86 |
| Up Beta | 2.88 | 1.97 | 0.31 | 0.91 | 1.03 | 0.86 |
| Down Beta | 1.38 | 0.98 | 0.45 | 0.60 | 0.86 | 0.95 |
| Up Capture | 116% | 97% | 71% | 43% | 51% | 48% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 8 | 18 | 28 | 58 | 125 | 379 |
| Down Capture | 44% | 72% | 69% | 101% | 83% | 95% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 11 | 22 | 32 | 65 | 123 | 365 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ARMK | |
|---|---|---|---|---|
| ARMK | 10.3% | 30.1% | 0.33 | - |
| Sector ETF (XLY) | 3.4% | 24.2% | 0.08 | 51.9% |
| Equity (SPY) | 13.0% | 19.4% | 0.51 | 56.2% |
| Gold (GLD) | 71.2% | 25.5% | 2.08 | 7.4% |
| Commodities (DBC) | 7.3% | 16.9% | 0.25 | 24.8% |
| Real Estate (VNQ) | 6.4% | 16.7% | 0.20 | 46.6% |
| Bitcoin (BTCUSD) | -30.2% | 44.9% | -0.66 | 20.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ARMK | |
|---|---|---|---|---|
| ARMK | 10.8% | 29.0% | 0.38 | - |
| Sector ETF (XLY) | 7.3% | 23.7% | 0.27 | 52.3% |
| Equity (SPY) | 13.4% | 17.0% | 0.62 | 56.6% |
| Gold (GLD) | 22.0% | 17.1% | 1.05 | 7.3% |
| Commodities (DBC) | 11.0% | 19.0% | 0.47 | 13.3% |
| Real Estate (VNQ) | 4.8% | 18.8% | 0.16 | 46.8% |
| Bitcoin (BTCUSD) | 6.9% | 57.1% | 0.34 | 23.5% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with ARMK | |
|---|---|---|---|---|
| ARMK | 7.3% | 36.5% | 0.30 | - |
| Sector ETF (XLY) | 14.2% | 21.9% | 0.59 | 52.0% |
| Equity (SPY) | 15.8% | 17.9% | 0.76 | 53.1% |
| Gold (GLD) | 15.0% | 15.6% | 0.80 | -0.4% |
| Commodities (DBC) | 8.7% | 17.6% | 0.41 | 20.5% |
| Real Estate (VNQ) | 6.8% | 20.7% | 0.29 | 51.3% |
| Bitcoin (BTCUSD) | 67.7% | 66.7% | 1.07 | 14.5% |
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Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/10/2026 | 5.6% | 1.5% | |
| 11/17/2025 | -5.2% | -0.5% | -0.4% |
| 8/5/2025 | -8.2% | -9.0% | -9.4% |
| 5/6/2025 | 10.1% | 13.6% | 18.2% |
| 2/4/2025 | -2.1% | -2.0% | -6.5% |
| 11/12/2024 | -1.7% | -3.7% | 5.6% |
| 8/6/2024 | 0.5% | 5.9% | 9.5% |
| 5/7/2024 | -2.8% | 5.6% | 1.1% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 12 | 14 | 13 |
| # Negative | 13 | 11 | 11 |
| Median Positive | 4.4% | 5.5% | 9.5% |
| Median Negative | -2.1% | -2.3% | -4.5% |
| Max Positive | 12.8% | 30.3% | 33.3% |
| Max Negative | -8.2% | -11.0% | -16.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/10/2026 | 10-Q |
| 09/30/2025 | 11/25/2025 | 10-K |
| 06/30/2025 | 08/05/2025 | 10-Q |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/04/2025 | 10-Q |
| 09/30/2024 | 11/19/2024 | 10-K |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/07/2024 | 10-Q |
| 12/31/2023 | 02/06/2024 | 10-Q |
| 09/30/2023 | 11/21/2023 | 10-K |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/07/2023 | 10-Q |
| 09/30/2022 | 11/22/2022 | 10-K |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/10/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Zillmer, John J | Chief Executive Officer | Direct | Buy | 8072025 | 39.07 | 6,387 | 249,569 | 32,503,245 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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