ARMK — what changed in the latest 10-Q
A section-by-section comparison of ARMK's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-11 vs the prior 10-Q · 2026-05-12
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +9 | −11 | ~33 | 30 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 0 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 1 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-11
During the three and nine month periods of fiscal 2026, revenue increased by approximately 9.3% or $431.5 million and 9.9% or $1,339.0 million compared to the prior year periods, respectively. The increase was primarily attributable to base business growth and net new business. Additionally, foreign…
•Personnel costs rose by $125.3 million and $513.1 million during the three and nine month periods of fiscal 2026 compared to the prior year periods, respectively, reflecting overall business expansion. The increase was partially offset by lower severance charges during the three month period of fis…
Interest Expense, net, decreased by $6.5 million and $7.9 million during the three and nine month periods of fiscal 2026 compared to the prior year periods, respectively. The decrease during the three and nine month periods was due to repayments on term loan balances and lower interest rates, partia…
FSS United States segment revenue increased by approximately 7.7% and 7.1% during the three and nine month periods of fiscal 2026 compared to the prior year periods, respectively, primarily driven by base business growth and net new business. The increase in segment revenue was partially offset by t…
The Facilities & Other sector had an adjusted operating income margin over ten percent in both the three and nine month periods of fiscal 2026 and in the prior year periods. The Business & Industry and Healthcare sectors had high-single digit adjusted operating income margins in both the three and n…
Text removed vs the prior filing · source: 10-Q · 2026-05-12
Cost of services provided (exclusive of depreciation and amortization)8,896.3 8,070.9 825.4 10.2 %
During the three and six month periods of fiscal 2026, revenue increased by approximately 14.7% or $628.0 million and 10.3% or $907.5 million compared to the prior year periods, respectively. The increase was primarily attributable to base business growth and net new business. Additionally, foreign …
•Personnel costs rose by $217.5 million and $387.9 million during the three and six month periods of fiscal 2026 compared to the prior year periods, respectively, reflecting overall business expansion and severance charges ($5.5 million). The increase was partially offset by lower medical costs ($6.…
Interest Expense, net, decreased by $7.5 million and $1.3 million during the three and six month periods of fiscal 2026 compared to the prior year periods, respectively. The decrease during the three and six month periods was due to the prior year payment of $5.8 million of transaction costs related…
FSS United States segment revenue increased by approximately 12.2% and 6.8% during the three and six month periods of fiscal 2026 compared to the prior year periods, respectively, primarily driven by base business growth and net new business. Growth for both the three and six month periods in the Bu…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice