US Foods (NYSE:USFD) Releases FY 2026 Earnings Guidance

US Foods (NYSE:USFD) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 4.696-4.935 for the period, compared to the consensus estimate of 4.560. The company issued revenue guidance of $41.0 billion-$41.8 billion, compared to the consensus revenue estimate of $42.0 billion.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on USFD shares. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on shares of US Foods and gave the company a “buy” rating in a research note on Friday. Barclays increased their price target on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a report on Friday. BMO Capital Markets boosted their price objective on shares of US Foods from $95.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday. Morgan Stanley set a $94.00 target price on US Foods and gave the company a “mixed” rating in a research note on Friday. Finally, Wells Fargo & Company lifted their target price on US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday. Ten research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, US Foods has an average rating of “Moderate Buy” and an average target price of $107.33.

US Foods Stock Down 2.0%

US Foods stock opened at $99.92 on Friday. The stock has a market cap of $22.28 billion, a PE ratio of 33.99, a price-to-earnings-growth ratio of 1.28 and a beta of 1.02. The company has a debt-to-equity ratio of 1.18, a quick ratio of 0.70 and a current ratio of 1.16. The stock has a fifty day moving average of $81.09 and a 200 day moving average of $78.22. US Foods has a one year low of $57.36 and a one year high of $102.13.

US Foods (NYSE:USFD) last released its quarterly earnings results on Thursday, February 12th. The company reported $1.04 EPS for the quarter, beating the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.71% and a return on equity of 18.74%. The firm had revenue of $9.80 billion during the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the prior year, the firm earned $0.84 EPS. The business’s revenue for the quarter was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts predict that US Foods will post 3.59 EPS for the current year.

More US Foods News

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

• Positive Sentiment: Q4 EPS beat and strong profit metrics — US Foods reported $1.04 EPS vs. a $1.01 consensus and showed meaningful YoY improvement in net income and adjusted EBITDA, supporting the company’s profitability narrative. US Foods Q4 earnings / MarketBeat
• Positive Sentiment: FY‑2026 EPS guidance raised — Management set FY‑2026 EPS guidance at $4.696–$4.935, above the consensus (~$4.56), which supports longer‑term earnings upside. FY2026 guidance / Press Release
• Positive Sentiment: Analyst price target upgrades — Citigroup raised its PT to $118 (Buy) and Wells Fargo to $110 (Overweight), signaling institutional confidence in upside from current levels. Benzinga: Analyst price target updates
• Neutral Sentiment: Coverage and commentary — Several transcripts, summaries and analyst notes are available (earnings call transcript, slide deck, and third‑party commentary), useful for drilling into unit/margin detail and channel trends. Seeking Alpha: Earnings presentation
• Negative Sentiment: Revenue miss and softer top‑line outlook — Q4 revenue came in at $9.80B vs. ~$9.90B expected, and management’s FY revenue guidance ($41.0B–$41.8B) is below the consensus (~$42B). That top‑line softness is the likely driver of intra‑day weakness despite the EPS beat. Revenue miss / MarketBeat

Institutional Investors Weigh In On US Foods

Several hedge funds and other institutional investors have recently modified their holdings of USFD. Bank of Montreal Can lifted its position in US Foods by 8,056.1% during the fourth quarter. Bank of Montreal Can now owns 2,866,721 shares of the company’s stock valued at $215,921,000 after purchasing an additional 2,831,573 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of US Foods by 14.2% during the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock valued at $986,557,000 after acquiring an additional 1,599,033 shares during the period. Boston Partners increased its holdings in US Foods by 6.0% in the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after acquiring an additional 908,993 shares in the last quarter. Holocene Advisors LP bought a new stake in US Foods during the 2nd quarter worth approximately $64,220,000. Finally, Steadfast Capital Management LP purchased a new position in US Foods during the third quarter valued at approximately $60,813,000. 98.76% of the stock is currently owned by hedge funds and other institutional investors.

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.