Us Foods Holding Corp. (USFD)
NYSE:USFD
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Earnings Data
Report Date
Aug 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.37Last Year’s EPS
1.19Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a largely positive tone: US Foods delivered sequential and year-over-year progress across key operational and financial metrics (adjusted EBITDA +6.2%, adjusted EPS +14.7%, independent case growth ~4.4%–4.6%, Ops QC +21%), reaffirmed 2026 guidance, and highlighted structural initiatives (Pronto expansion, MenuIQ adoption, UMOS, private label penetration, cost savings targets). Headwinds from severe weather, elevated fuel costs, and soft chain traffic created notable near-term impacts (reducing adjusted EBITDA growth by ~4 percentage points and pressuring operating cash flow and per-case costs), and management signaled these are being actively managed. Overall, the positives (consistent profitable growth, market-share gains, productivity and digital momentum, balance sheet strength and buybacks, and reaffirmed guidance) materially outweigh the transitory challenges described.Company Guidance
Revenue and Top-Line Growth
Net sales increased 2.8% year-over-year to $9.6 billion in Q1 2026, driven by total case volume growth of 1.4% and food cost inflation/mix of 1.4% (1.6% case growth excluding the Freshway divestiture).
Strong Adjusted Profitability
Adjusted EBITDA grew 6.2% to $413 million and adjusted diluted EPS increased 14.7% to $0.78, reflecting margin expansion and earnings leverage versus EBITDA.
Independent Restaurant and Targeted Channel Momentum
Independent restaurant case growth accelerated to 4.4% (CEO) / 4.6% including 20 bps from acquisitions (CFO); marks 20th consecutive quarter of market share gains with independent restaurants and 22nd consecutive quarter with health care.
Adjusted Gross Profit and Per-Case Improvements
Adjusted gross profit was $1.7 billion, up 4.4% year-over-year. Adjusted gross profit per case rose $0.23 (+2.9%) while adjusted EBITDA per case increased $0.08 to $1.98.
Operational Execution and Productivity
Ops QC (order accuracy/error-free delivery) improved 21% in Q1 (best since 2019). Warehouse and selector productivity improved 3% year-over-year. UMOS deployment live in 70 markets to drive 3%-5% annual productivity goals.
Digital and AI Adoption
Launched MenuIQ (AI-driven menu cost/profitability tool); 15% of independent customers adopted within two months — double early expectations — supporting sales productivity and customer value.
Pronto and Growth Initiatives
Pronto (small truck delivery) now live in 47 markets, Pronto Next Day live in 26 markets; program growing at strong double-digit rates and targeted to generate $1.5 billion in sales in 2027.
Capital Allocation and Balance Sheet Strength
Generated $294 million in operating cash flow (below prior year due to working capital timing), invested $98 million in CapEx, repurchased 1.4 million shares for $125 million with $1 billion remaining authorization, and ended the quarter at 2.6x net leverage (lowest among large public peers).
Expanded Cost Savings and Private Label Progress
Increased three-year cost of goods savings target to at least $300 million (up from $260M). Private label penetration at 54% with core independent customers; 25% of independents penetrated at 70%+ and 45% above 60%.
Guidance Reaffirmation
Reaffirmed 2026 guidance: adjusted EBITDA growth 9%–13% and adjusted diluted EPS growth 18%–24% (includes a 53rd week); Q2 expected mid- to upper-single-digit adjusted EBITDA growth given near-term headwinds.
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 |
|---|---|---|---|
May 07, 2026 | $92.05 | $86.88 | -5.62% |
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% |
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 Corp. (USFD) report earnings?
Us Foods Holding Corp. (USFD) is schdueled to report earning on Aug 06, 2026, Before Open (Confirmed).
What is Us Foods Holding Corp. (USFD) earnings time?
Us Foods Holding Corp. (USFD) earnings time is at Aug 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is USFD EPS forecast?
USFD EPS forecast for the fiscal quarter 2026 (Q2) is 1.37.