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US Foods Holding (USFD)
NYSE:USFD
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.81Last Year’s EPS
0.68Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call showcased strong, broad-based execution in FY2025 with record adjusted EBITDA and double-digit adjusted EPS growth, meaningful cost savings and margin expansion, accelerated share gains in target customer types, solid capital returns and technology/AI progress. Near-term headwinds—primarily weather disruptions, softer chain traffic and ongoing macro/food inflation dynamics—create some quarter-to-quarter volatility (notably Q1 2026), and the multiyear sales compensation transition introduces execution risk. Overall, the positives (record performance, upgraded guidance, cost savings upside and robust growth levers) substantially outweigh the transitory negatives, leading management to maintain confident full-year guidance.Company Guidance
Record Adjusted EBITDA and Margin Expansion (FY2025)
Adjusted EBITDA grew 11% to more than $1.9 billion for fiscal 2025, with adjusted EBITDA margin expanding ~30 basis points to a record 4.9% (Q4 margin expanded 35 bps to 5.0%).
Industry-Leading Adjusted EPS Growth
Adjusted diluted EPS increased 26% year-over-year to $3.98 for FY2025 and Q4 adjusted diluted EPS rose 24% to $1.04, driven by EBITDA expansion and share repurchases.
Top-Line Growth and Volume Gains
Net sales grew 4.1% to $39.4 billion for FY2025; Q4 net sales increased 3.3% to $9.8 billion. Total case volume grew 0.8% in Q4 (1.2% excluding Freshway).
Independent Restaurants and Target Customer Strength
Independent restaurant case volume grew 4.1% in Q4 (19th consecutive quarter of share gains) and net new independent account growth was ~4.7% in Q4. Healthcare and hospitality grew 2.9% and 3.1% in Q4, respectively.
Material Cost Savings Delivered and Upside Revised
Realized more than $150 million of cost-of-goods savings in 2025 and now expect at least $300 million of COGS savings over the 3-year plan (vs. prior $260M target).
Operational Productivity and Inventory Improvements
Inventory management improvements delivered approximately $40 million in gross profit benefit in 2025 (up from prior $35M estimate); indirect cost savings of ~$45M in 2025 with expectation of >$100M by 2027. Adjusted gross profit per case increased $0.23 (2.9%) in Q4.
Digital & AI Enhancements
Expanded MOXe platform with embedded AI (AI-driven ordering from photos/PDFs/handwritten notes) and maintained technology leadership to drive customer ease and salesforce productivity.
Pronto Growth and New Offerings
Pronto small-truck delivery live in 46 markets, generated over $1 billion in sales in 2025; Pronto Next Day live in 24 markets with plans to add ~10 markets in 2026.
Capital Allocation and Balance Sheet Strength
Repurchased ~11.9 million shares for $934 million in 2025 (approx. $930M cited elsewhere) and completed two tuck-in acquisitions for $131 million. Generated nearly $1.4 billion in operating cash flow and ended year at 2.7x net leverage (within 2.0-3.0x target).
Safety and Corporate Responsibility
Injury and accident frequency rates improved 16% year-over-year (after a 20% improvement in 2024). Donated more than $12.5 million and over 5 million pounds of food (~4 million meals).
Upgraded Credit Rating
Moody's upgraded the corporate credit rating one notch to Ba1 based on solid operating performance and improved credit metrics.
FY2026 Guidance
Provided FY2026 guidance: net sales growth 4%–6%, total case growth 2.5%–4.5%, independent case growth 4%–7%, adjusted EBITDA growth 9%–13%, and adjusted diluted EPS growth 18%–24% (includes a 53rd week adding ~1%).
USFD Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
USFD Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $89.93 | $101.98 | +13.40% |
Nov 06, 2025 | $74.10 | $71.40 | -3.64% |
Aug 07, 2025 | $84.68 | $80.17 | -5.33% |
May 08, 2025 | $69.12 | $71.81 | +3.89% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does US Foods Holding (USFD) report earnings?
US Foods Holding (USFD) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is US Foods Holding (USFD) earnings time?
US Foods Holding (USFD) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is USFD EPS forecast?
USFD EPS forecast for the fiscal quarter 2026 (Q1) is 0.81.