US Foods demonstrated strong financial performance with record-breaking adjusted EBITDA and margin expansion, alongside consistent market share gains and a successful share repurchase program. However, challenges persist with declining chain restaurant volumes and limited industry traffic growth, coupled with ongoing inflationary pressures. The company's strong execution on cost savings and strategic initiatives provides a positive outlook despite these challenges.

Company Guidance -

Q3 2025

During the US Foods Holding Corp.'s Second Quarter 2025 Earnings Call, the company provided updated guidance for the fiscal year 2025, reflecting strong performance and strategic execution. The company reported record second quarter adjusted EBITDA of $548 million, with a margin of 5.4%, a 40 basis point increase from the previous year. Year-to-date, the adjusted EBITDA grew by 11%, and adjusted EPS rose by 27%. The company raised the low end of its guidance for adjusted EBITDA growth to 9.5% to 12% and adjusted diluted EPS growth to 19.5% to 23%. The call highlighted significant achievements including a 2.7% independent volume growth, 5% case growth in healthcare, and 2.4% in hospitality. The company also repurchased $250 million in shares during the second quarter, supporting its capital return strategy. Looking forward, US Foods expects continued market share gains, driven by strategic investments and operational efficiencies.

Record-Breaking Financial Performance

US Foods delivered record second quarter adjusted EBITDA of $548 million and a record adjusted EBITDA margin of 5.4%, a 40 basis point increase through a combination of top line growth, strong gross profit gains, and disciplined cost management.

Market Share Gains

US Foods gained market share with independent restaurants for the 17th consecutive quarter and with healthcare for the 19th consecutive quarter.

Successful Share Repurchase Program

US Foods repurchased $250 million of shares in the second quarter, with a total of $273 million repurchased year-to-date, and $800 million remaining on the $1 billion program authorized.

Pronto Program Expansion

The Pronto small truck delivery service is expected to deliver over $900 million in sales this year, with projections to reach $1.5 billion in sales by 2027, up from the previously discussed $1 billion.

Significant Cost Savings Initiatives

The strategic vendor management initiative has delivered more than $50 million in year-to-date cost of goods savings, with an expectation to drive more than $110 million for the full year.

US Foods Holding (USFD) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

USFD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	1.03 / -	0.85	―	―	―
Aug 07, 2025	2025 (Q2)	1.14 / 1.19	0.93	27.96% (+0.26)
May 08, 2025	2025 (Q1)	0.69 / 0.68	0.54	25.93% (+0.14)
Feb 13, 2025	2024 (Q4)	0.80 / 0.84	0.64	31.25% (+0.20)
Nov 07, 2024	2024 (Q3)	0.83 / 0.85	0.7	21.43% (+0.15)
Aug 08, 2024	2024 (Q2)	0.93 / 0.93	0.79	17.72% (+0.14)
May 09, 2024	2024 (Q1)	0.53 / 0.54	0.5	8.00% (+0.04)
Feb 15, 2024	2023 (Q4)	0.66 / 0.64	0.55	16.36% (+0.09)
Nov 09, 2023	2023 (Q3)	0.69 / 0.70	0.6	16.67% (+0.10)
Aug 10, 2023	2023 (Q2)	0.76 / 0.79	0.67	17.91% (+0.12)

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
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%
Nov 07, 2024	$65.80	$66.56	+1.16%

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 Nov 06, 2025, Before Open (Confirmed).

What is Us Foods Holding Corp. (USFD) earnings time?

Us Foods Holding Corp. (USFD) earnings time is at Nov 06, 2025, 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 (Q3) is 1.03.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing