Aramark's Intra-Quarter Contract Wins Could Strengthen Fiscal 2027 Growth Outlook, UBS Says

MT Newswires Live00:54

$Aramark(ARMK-W)$ (ARMK) shares have performed well, and upside revisions to growth estimates are likely warranted, as recent intra-quarter wins suggest net new momentum remains strong and could strengthen the fiscal 2027 growth outlook, UBS Securities said in a note emailed Monday.

The brokerage expects Aramark to potentially reiterate its full-year fiscal 2026 organic growth guidance at the "high-end" of its 7% to 9% range and adjusted operating income guidance of $1.10 billion to $1.15 billion, the note added.

In addition to the datacenter contract win, the company had multiple core wins, partially offset by the loss of the Tulsa Public Schools contract. UBS thinks Aramark is on track to achieve its 4% to 5% net new target for fiscal 2026.

The brokerage raised its fiscal Q3 organic growth estimate to 6.6% from 5.7% and its EPS estimate to $0.48 from $0.47. For fiscal 2026, it now expects organic growth of 6.8% versus 6.7% previously, while raising its EPS estimate to $2.19 from $2.18. The brokerage also lifted its fiscal 2027 organic growth estimate to 7.9% from 6.9% and its EPS estimate to $2.59 from $2.56.

UBS kept a buy rating on Aramark and raised its price target to $67 from $56.

Price: 58.28, Change: +0.40, Percent Change: +0.69

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