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US Foods Holding (USFD)
NYSE:USFD
Earnings Data
Report Date
Feb 12, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
1Last Year’s EPS
0.84Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
US Foods reported strong growth in independent case volumes, strategic vendor management savings, and successful expansion of the Pronto program. Despite these successes, challenges remained in chain restaurant volumes and macroeconomic conditions, including the impact of the government shutdown. The company remains confident in its ability to execute its strategy and achieve long-term growth targets.Company Guidance
Strong Financial Performance
For the first 9 months, US Foods delivered 4.4% net sales growth, 10.9% adjusted EBITDA growth, 29 basis points of adjusted EBITDA margin expansion, and 26.7% adjusted EPS growth.
Independent Case Growth
Independent case growth accelerated by 120 basis points from Q2 to Q3, with a 3.9% increase year-over-year, reflecting strong momentum and outperforming the broader market.
Strategic Vendor Management Success
The strategic vendor management initiative is on track to deliver more than $120 million in cost of goods savings for 2025, with private label penetration among core independent restaurant customers growing to over 53%.
Pronto Program Expansion
The Pronto small truck delivery service is expected to deliver approximately $950 million in sales this year, with plans to reach a $1 billion run rate by year-end.
Safety Improvements
Injury and accident rates improved by 16% compared to the same period last year, and over the past 2 years, safety performance improved by 35%.
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 |
|---|---|---|---|
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% |
Feb 13, 2025 | $69.91 | $71.11 | +1.72% |
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 Feb 12, 2026, Before Open (Confirmed).
What is US Foods Holding (USFD) earnings time?
US Foods Holding (USFD) earnings time is at Feb 12, 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 2025 (Q4) is 1.