US Foods (NYSE:USFD) Updates 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.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on USFD shares. Guggenheim upped their price objective on shares of US Foods from $88.00 to $95.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Morgan Stanley set a $92.00 target price on shares of US Foods in a research note on Tuesday, January 20th. Wall Street Zen downgraded US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Barclays cut their price objective on US Foods from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Friday, November 7th. Nine equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, US Foods presently has a consensus rating of “Moderate Buy” and an average target price of $90.00.

US Foods Stock Performance

Shares of NYSE USFD traded up $10.62 during mid-day trading on Thursday, hitting $100.55. The company had a trading volume of 5,223,735 shares, compared to its average volume of 3,051,604. The stock has a market cap of $22.42 billion, a price-to-earnings ratio of 41.94, a PEG ratio of 1.14 and a beta of 1.02. The firm’s 50 day simple moving average is $80.08 and its two-hundred day simple moving average is $77.93. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.15 and a quick ratio of 0.70. US Foods has a 12 month low of $57.36 and a 12 month high of $100.53.

US Foods News Summary

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

• Positive Sentiment: Q4 EPS topped expectations — adjusted EPS of $1.04 beat the consensus (~$1.00) and improved from $0.84 a year ago, giving investors confidence in underlying profitability. US Foods (USFD) Tops Q4 Earnings Estimates
• Positive Sentiment: FY‑2026 EPS guidance raised above consensus — management issued an EPS range (~$4.696–$4.935) that sits above street estimates, supporting upside to earnings per share expectations. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Positive Sentiment: Profitability improved — Q4 net income jumped substantially (reported +178.8% y/y) and adjusted EBITDA grew ~11%, suggesting margin progress that supports valuation expansion. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Top‑line growth was modest — net sales increased ~3.3% to about $9.8B and total case volume rose only 0.8%, with independent restaurant volumes up more noticeably (~4.1%). These mixed demand signals warrant watching. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Management commentary flagged a “softer economic environment”—useful context but not clearly changing the beat/miss narrative; follow the call transcript for detail on margin drivers and pricing. US Foods Holding Corp. (USFD) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed analyst expectations in the quarter — the top line came in softer than consensus, which tempers the EPS beat and raises questions about demand and pricing offsets. US Foods beats Q4 earnings estimates despite revenue miss
• Negative Sentiment: FY‑2026 revenue guidance was issued below consensus (~$41.0–$41.8B vs. ~$42B expected), which could limit upside for sales-driven valuation multiple expansion. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of USFD. Measured Wealth Private Client Group LLC acquired a new position in shares of US Foods during the third quarter worth approximately $26,000. Geneos Wealth Management Inc. grew its stake in shares of US Foods by 120.1% in the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after purchasing an additional 263 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in shares of US Foods during the third quarter valued at $49,000. AlphaCentric Advisors LLC acquired a new stake in US Foods in the fourth quarter worth about $79,000. Finally, Northwestern Mutual Wealth Management Co. grew its position in US Foods by 68.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock valued at $92,000 after buying an additional 487 shares in the last quarter. Institutional investors own 98.76% of the company’s stock.

US Foods Company Profile

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.