US Foods (NYSE:USFD) Announces Quarterly Earnings Results

US Foods (NYSE:USFD) announced its earnings results on Thursday. The company reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.01 by $0.03, Briefing.com reports. The company had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. US Foods had a return on equity of 17.71% and a net margin of 1.43%.US Foods’s quarterly revenue was up 3.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.84 EPS. US Foods updated its FY 2026 guidance to 4.696-4.935 EPS.

Here are the key takeaways from US Foods’ conference call:

• US Foods reported a strong 2025 with adjusted EBITDA up 11% to over $1.9 billion, adjusted EPS up 26% to $3.98, and a record adjusted EBITDA margin of 4.9%, driven by operating leverage and productivity initiatives.
• The company is gaining share across target segments — independent restaurants, healthcare, and hospitality — with independent case volume +4.1% in Q4 and its Pronto small-truck service now live in 46 markets and generating over $1 billion in sales.
• Margin and cost initiatives are accelerating: >$150M in 2025 cost-of-goods savings (management now targets at least $300M over the three-year plan), ~$40M benefit from improved inventory management, and ~$45M in indirect cost savings with more to come.
• Near-term demand headwinds and disruptions — notably a government shutdown, winter storms and severe Q1 weather — pressured chain traffic (chain volumes down ~3.4% in Q4) and are expected to depress Q1 results (upper-single-digit EBITDA growth), adding short-term execution risk.
• Strong capital allocation and credit profile — repurchased ~$934M of stock in 2025 with ~$1.1B repurchase authorization remaining, completed tuck-in M&A, ended year at 2.7x net leverage, and received a one-notch Moody’s upgrade to Ba1.

US Foods Price Performance

USFD traded up $11.93 on Thursday, reaching $101.86. The company had a trading volume of 8,511,963 shares, compared to its average volume of 3,175,046. US Foods has a one year low of $57.36 and a one year high of $102.13. The company has a market capitalization of $22.71 billion, a P/E ratio of 42.44, a PEG ratio of 1.14 and a beta of 1.02. The company has a fifty day moving average of $80.08 and a 200-day moving average of $77.93. The company has a current ratio of 1.15, a quick ratio of 0.70 and a debt-to-equity ratio of 1.08.

Trending Headlines about US Foods

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Q4 EPS topped expectations: US Foods reported $1.04 EPS, beating consensus (~$1.00). The beat and year-over-year EPS improvement helped drive optimism. US Foods (USFD) Tops Q4 Earnings Estimates
• Positive Sentiment: FY2026 EPS guidance was raised and came in above Street consensus (guidance range 4.696–4.935 vs. consensus ~4.56), signaling management expects stronger profitability next year. This upward EPS guidance is a key driver of the stock move. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Positive Sentiment: Profitability improved materially in the quarter: net income surged and adjusted EBITDA grew (management highlighted double‑digit adjusted EBITDA growth and strong margin expansion), supporting the bullish read on earnings quality. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Management hosted the earnings call and provided slides/transcript — useful for hearing color on mix, pricing, and cost initiatives (investors will watch comments on inflation pass‑through, case trends and margin drivers). US Foods (USFD) Q4 2025 Earnings Call Transcript US Foods Holding Corp. (USFD) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed expectations: Q4 sales were $9.8B vs. ~ $9.9B consensus, showing softer top‑line growth even as margins improved — this is a caution for topline momentum. US Foods beats Q4 earnings estimates despite revenue miss
• Negative Sentiment: FY2026 revenue guidance came in below Street expectations ($41.0B–$41.8B vs. ~ $42.0B consensus), which tempers the outlook for volume-driven growth even as EPS guidance was raised. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on USFD. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a research note on Friday, November 7th. Guggenheim upped their price objective on US Foods from $88.00 to $95.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Weiss Ratings reiterated a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Finally, Citigroup boosted their price target on US Foods from $90.00 to $95.00 and gave the company a “buy” rating in a report on Tuesday, January 27th. Nine investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $90.00.

Institutional Trading of US Foods

A number of institutional investors have recently bought and sold shares of the company. Sivia Capital Partners LLC acquired a new position in US Foods in the 2nd quarter valued at $526,000. Certuity LLC acquired a new position in US Foods during the third quarter valued at approximately $246,000. Parallel Advisors LLC raised its holdings in shares of US Foods by 22.9% during the 4th quarter. Parallel Advisors LLC now owns 2,917 shares of the company’s stock worth $220,000 after buying an additional 544 shares in the last quarter. Blair William & Co. IL acquired a new stake in US Foods in the third quarter valued at about $214,000. Finally, GeoWealth Management LLC raised its stake in US Foods by 20.6% during the third quarter. GeoWealth Management LLC now owns 2,735 shares of the company’s stock worth $210,000 after acquiring an additional 467 shares in the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

About US Foods

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.