US Foods (NYSE:USFD) Issues Quarterly Earnings Results

US Foods (NYSE:USFD) posted its quarterly earnings data on Thursday. The company reported $1.04 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 during the quarter, compared to the consensus estimate of $9.90 billion. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The company’s quarterly revenue was up 3.3% compared to the same quarter last year. During the same quarter 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 Stock Up 13.3%

Shares of USFD traded up $11.93 during midday trading on Thursday, reaching $101.86. 8,511,963 shares of the company were exchanged, compared to its average volume of 3,175,046. US Foods has a 1-year low of $57.36 and a 1-year high of $102.13. The stock has a 50-day moving average price of $80.08 and a 200-day moving average price 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. The company has a market cap of $22.71 billion, a price-to-earnings ratio of 42.44, a P/E/G ratio of 1.14 and a beta of 1.02.

Hedge Funds Weigh In On US Foods

Several hedge funds and other institutional investors have recently bought and sold shares of USFD. Benjamin Edwards Inc. grew its position in US Foods by 3.3% in the second quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock valued at $451,000 after acquiring an additional 185 shares in the last quarter. Geneos Wealth Management Inc. boosted 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 valued at $37,000 after purchasing an additional 263 shares during the period. Measured Wealth Private Client Group LLC purchased a new position in shares of US Foods in the third quarter valued at $26,000. Parallel Advisors LLC grew its holdings in US Foods by 22.0% during the 3rd quarter. Parallel Advisors LLC now owns 2,373 shares of the company’s stock valued at $182,000 after purchasing an additional 428 shares in the last quarter. Finally, GeoWealth Management LLC increased its stake in US Foods by 20.6% during the 3rd quarter. GeoWealth Management LLC now owns 2,735 shares of the company’s stock worth $210,000 after buying an additional 467 shares during the period. 98.76% of the stock is owned by institutional investors and hedge funds.

More US Foods News

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 Analyst Weigh In

USFD has been the subject of several research analyst reports. Barclays dropped their price target on shares of US Foods from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, November 7th. Morgan Stanley set a $92.00 price objective on US Foods in a report on Tuesday, January 20th. Guggenheim lifted their target price on US Foods from $88.00 to $95.00 and gave the company a “buy” rating in a report on Tuesday, January 20th. Wall Street Zen lowered US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Finally, Citigroup raised their price objective on US Foods from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Tuesday, January 27th. Nine analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $90.00.

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.