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 · 2026-05-12 vs the prior 10-Q · 2026-02-10
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +26 | −21 | ~23 | 25 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~1 | 0 |
| Controls & procedures | Text added/removed | +1 | 0 | ~1 | 0 |
| 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 · 2026-05-12
Recent developments related to the conflict in the Middle East and evolving tariff policies have increased volatility and uncertainty in the global macroeconomic environment. While we have not experienced material impacts to date, given this elevated level of uncertainty and its potential impact on …
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 …
Cost of services provided (exclusive of depreciation and amortization) componentsSix Months EndedChange
Cost of services provided (exclusive of depreciation and amortization) increased by $561.2 million and $825.4 million during the three and six month periods of fiscal 2026 compared to the prior year periods, respectively, principally attributable to the revenue growth described above. Key drivers of…
Text removed vs the prior filing · source: 10-Q · 2026-02-10
Recent developments regarding tariffs and global trade have resulted in increased volatility and uncertainty for macroeconomic conditions. Given the uncertainty of tariff policy and the resulting impact on current and future macroeconomic conditions, we may see continued volatility in foreign curren…
Revenue increased by approximately 6.1% or $279.4 million during the three month period of fiscal 2026 compared to the prior year period. The increase was primarily attributable to base business growth and net new business. Additionally, foreign currency translation favorably impacted revenue by 1.1…
Cost of services provided (exclusive of depreciation and amortization) increased by $264.2 million during the three month period of fiscal 2026 compared to the prior year period, primarily driven by an increase in revenue as discussed above. Key drivers of the year-over-year increase include:
•Food and support service costs increased by $63.6 million, primarily due to food and beverage costs associated with business growth, partially offset by supply chain efficiencies.
•Personnel costs rose by $170.5 million, reflecting overall business expansion, higher medical claims ($7.5 million) and a multiemployer pension plan withdrawal charge ($5.6 million). In addition, the calendar shift related to the fifty‑third
Controls & procedures
Text added vs the prior filing · source: 10-Q · 2026-05-12
occurred during our second quarter of fiscal 2026 that has materially affected, or is reasonably likely to materially affect, our internal control over financial reporting.
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