ARMK
Market read
The latest filing evidence is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if ARMK's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 32 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Cash Flows Provided by Financing Activities During the nine month period of fiscal 2026, cash provided by financing activities was primarily impacted by net borrowings under both the Receivables Facility ($625.0 million) and the revolving credit facility ($18…”10-Q · Aug 11, 2026 ↗
“The increase was primarily attributable to higher base business volume, net new business and strengthened supply chain economics from revenue growth.”10-Q · Aug 11, 2026 ↗
“The increase during the nine month period was also attributable to a non-cash charge for the impairment of certain assets related to a business held-for-sale ($6.1 million) that was offset by the absence of a prior-year charge related to contingent considerat…”10-Q · Aug 11, 2026 ↗
“The increase was attributable to base business volume growth, cost management and improved supply chain economics and favorable recovery of inflationary costs as compared to the prior year period.”10-K · Nov 25, 2025 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for ARMK. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-12 against the comparable filing from 2025-05-06.
No thresholded deterioration was identified.
“The increase was primarily attributable to higher base business volume, net new business and strengthened supply chain economics from revenue growth.”
“Revenue for each of these sectors is summarized as follows (in millions): Three Months Ended Change Six Months Ended Change April 3, 2026 March 28, 2025 $ % April 3, 2026 March 28, 2025 $ % Business & Industry $ 553.0 $ 449.6 $ 103.4 23.0 % $ 1,063.6 $ 881.8 $ 181.8 20.6 % Education 1,142.9 1,011.5 131.4 13.0 % 2,228.9 2,152.6 76.3 3.5 % Healthcare 443.2 411.5 31.7 7.7 % 864.5 816.1 48.4 5.9 % Sports, Leisure & Corrections 907.4 799.1 108.3 13.6 % 1,868.6 1,749.4 119.2 6.8 % Facilities & Other 383.8 384.7 (0.9) (0.2) % 766.8 757.5 9.3 1.2 % $ 3,430.3 $ 3,056.4 $ 373.9 12.2 % $ 6,792.4 $ 6,357.4 $ 435.0 6.8 % FSS United States segment revenue increased by approximately 12.2% and 6.8% during...”
“ash used in operating assets and liabilities compared to the prior year period was primarily due to: • Receivables by $91.0 million, resulting in a higher use of cash due to base business growth, net new business and the timing of collections; • Accounts payable by $28.4 million, resulting in a higher use of cash due to the timing of disbursements; and • Inventories by $15.0 million, resulting in a higher use of cash due to increased purchases from new business.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In fiscal 2025, Sysco distributed approximately 43% of our food and non-food products in the United States and Canada based on purchase dollars, and we believe that we are one of their largest clients.”
“We purchase most products and other items through food service distribution companies, including Sysco Corporation ("Sysco"), US Foods, Performance Food Group and other regional distributors.”
Depended on by
“The companies included in the peer group are ABM Industries, Inc., Aramark, Rollins, Inc.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
ARMK is currently a Follower in the organic co-movement group Consumer Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.