Earnings summaries and quarterly performance for US Foods Holding.
Executive leadership at US Foods Holding.
David E. Flitman
Detailed
Chief Executive Officer
CEO
MH
Martha Ha
Detailed
Executive Vice President, General Counsel and Corporate Secretary
SM
Steven M. Guberman
Detailed
Executive Vice President, Chief Transformation Officer and Nationally Managed Business
AL
AnnMarie Lobred
Senior Vice President, Chief Accounting Officer
DJ
Dirk J. Locascio
Executive Vice President, Chief Financial Officer
JA
John A. Tonnison
Executive Vice President, Chief Information and Digital Officer
WS
William S. Hancock
Executive Vice President, Chief Supply Chain Officer
Board of directors at US Foods Holding.
Research analysts who have asked questions during US Foods Holding earnings calls.
Edward Kelly
Wells Fargo
6 questions for USFD
Also covers: ACI, BJ, COST +11 more
JB
Jake Bartlett
Truist Securities
6 questions for USFD
Also covers: CAVA, CBRL, DENN +12 more
JB
Jeffrey Bernstein
Barclays
6 questions for USFD
Also covers: BJRI, BLMN, BROS +22 more
John Heinbockel
Guggenheim Partners
6 questions for USFD
Also covers: ACI, ASO, COST +14 more
Kelly Bania
BMO Capital Markets
6 questions for USFD
Also covers: ACI, ARKO, CASY +11 more
Lauren Silberman
Deutsche Bank
6 questions for USFD
Also covers: BLMN, CAKE, CMG +13 more
PS
Peter Saleh
BTIG
6 questions for USFD
Also covers: BYND, CHEF, DPZ +14 more
AS
Alexander Slagle
Jefferies
5 questions for USFD
Also covers: BJRI, BLMN, CHEF +10 more
Jacob Aiken-Phillips
Melius Research
5 questions for USFD
Also covers: ACI, BROS, CASY +10 more
Mark Carden
UBS
5 questions for USFD
Also covers: ACI, AZO, BJ +8 more
RK
Rahul Krotthapalli
JPMorgan Chase & Co.
4 questions for USFD
Also covers: BROS, CAKE, CAVA +8 more
AP
Andrew Paul Wolf
CL King & Associates
3 questions for USFD
Also covers: BJRI, CBRL, CHEF +9 more
Karen Holthouse
Citigroup
3 questions for USFD
Also covers: BJRI, CAKE, JACK +2 more
Brian Harbour
Morgan Stanley
2 questions for USFD
Also covers: BLMN, BROS, CAKE +21 more
Danilo Gargiulo
AllianceBernstein
2 questions for USFD
Also covers: CAVA, CMG, DPZ +10 more
John Ivankoe
JPMorgan Chase & Co.
2 questions for USFD
Also covers: BLMN, BROS, CAKE +13 more
Hilary Lee
Morgan Stanley
1 question for USFD
MM
Margaret Ma
Wolfe Research
1 question for USFD
Also covers: CHEF
Margaret-May Binshtok
Wolfe Research LLC
1 question for USFD
Also covers: CHEF, EAT, WEN
MR
Matthew Rothway
UBS
1 question for USFD
Also covers: GO, OLLI, PFGC +1 more
Recent press releases and 8-K filings for USFD.
US Foods Reports Strong Fiscal 2025 Results and Provides 2026 Guidance at CAGNY Conference
USFD
Earnings
Guidance Update
Share Buyback
- US Foods reported strong financial results for fiscal 2025, including over $39 billion in sales and an increase in adjusted EPS over 26%.
- The company achieved record adjusted EBITDA of $1.93 billion and expanded EBITDA margins by 30 basis points in fiscal 2025.
- US Foods is strategically focused on the fastest-growing and most profitable customer types: independent restaurants, healthcare, and hospitality, which represent approximately 83% of its revenue.
- For 2026, the company provided guidance projecting 4%-6% sales growth, 9%-13% EBITDA growth, and 18%-24% adjusted diluted EPS growth.
- In 2025, US Foods generated $1.4 billion in operating cash flow and repurchased $934 million of shares, while also making $130 million in tuck-in acquisitions.
Feb 19, 2026, 8:00 PM
US Foods Reports Strong Fiscal 2025 Results and Provides Positive 2026 Guidance at CAGNY Conference
USFD
Earnings
Guidance Update
Share Buyback
- US Foods reported strong fiscal year 2025 results, with sales exceeding $39 billion and adjusted EPS increasing over 26%, exceeding its long-range plan commitments.
- The company provided positive 2026 guidance, projecting sales growth of 4%-6% and adjusted diluted EPS growth of 18%-24%, with a benefit from a 53rd week.
- Strategic focus on independent restaurants, healthcare, and hospitality, combined with digital innovation through platforms like MOXĒ and Pronto, drove market share gains and contributed to Pronto achieving $1 billion in revenue in 2025.
- In 2025, US Foods deployed capital through $934 million in share repurchases and $130 million for tuck-in acquisitions, reducing net leverage to 2.7.
Feb 19, 2026, 8:00 PM
US Foods Holding Reports Strong 2025 Results and Provides 2026 Guidance at CAGNY Conference
USFD
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- US Foods Holding reported strong full-year 2025 results, including 4.1% top-line growth, 11% adjusted EBITDA growth, and 26% adjusted diluted EPS growth, alongside $1.4 billion of operating cash flow and $934 million in share repurchases.
- The company provided 2026 guidance, projecting 4%-6% sales growth, 9%-13% adjusted EBITDA growth, and 18%-24% adjusted diluted EPS growth, with a 53rd week contributing approximately 1% to case and EBITDA growth.
- Management highlighted its focus on independent restaurants, healthcare, and hospitality, which represent 83% of revenue, and noted a 600 basis point market share gain since 2019 in a highly fragmented industry.
- For its 2025-2027 long-range plan, US Foods committed to generating $4 billion+ of deployable capital, with plans to reinvest 30% into the business, allocate 20% to tuck-in M&A, and return $2 billion to shareholders through share repurchases.
Feb 19, 2026, 8:00 PM
US Foods Holding Reports Strong 2025 Results and Provides 2026 Guidance
USFD
Earnings
Guidance Update
Share Buyback
- US Foods Holding reported strong fiscal year 2025 results, with Net Sales of $39.4 billion, Adjusted EBITDA of $1.93 billion, and Adjusted Diluted EPS of $3.98.
- The company exceeded its 2025-2027 long-range plan targets for Adjusted EBITDA CAGR (11.0%) and Adjusted Diluted EPS CAGR (26.3%).
- For fiscal year 2026, US Foods Holding projects Net Sales Growth of 4% to 6%, Adjusted EBITDA Growth of 9% to 13%, and Adjusted Diluted EPS Growth of 18% to 24%.
- In 2025, the company generated $1.369 billion in Operating Cash Flow, repurchased $934 million in shares, and reduced net leverage to 2.7x.
- Operational achievements included gaining market share with Independent Restaurants, Healthcare, and Hospitality, and expanding Adjusted EBITDA margin by 30 basis points.
Feb 19, 2026, 8:00 PM
US Foods Holding Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance
USFD
Earnings
Guidance Update
Share Buyback
- US Foods Holding delivered strong full-year 2025 results, with net sales growing 4.1% to $39.4 billion, adjusted EBITDA increasing 11% to over $1.9 billion, and adjusted diluted EPS rising 26% to $3.98.
- For Q4 2025, the company achieved net sales of $9.8 billion, up 3.3%, adjusted EBITDA of $490 million, up 11%, and adjusted diluted EPS of $1.04, up 24%.
- The company provided fiscal year 2026 guidance, projecting net sales growth of 4%-6%, adjusted EBITDA growth of 9%-13%, and adjusted diluted EPS growth of 18%-24%. In 2025, the company also repurchased $934 million of shares and completed $131 million in tuck-in acquisitions.
Feb 12, 2026, 2:00 PM
US Foods Holding Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
USFD
Earnings
Guidance Update
Share Buyback
- US Foods Holding reported record Adjusted EBITDA of $1.93 billion and record Adjusted Diluted EPS of $3.98 for fiscal year 2025.
- For fiscal year 2025, Net Sales increased by 4.1% to $39,424 million, Adjusted EBITDA grew by 11.0% to $1,932 million, and Adjusted Diluted EPS rose by 26.3% to $3.98 compared to the prior year.
- The company generated $1,369 million in Operating Cash Flow and repurchased $934 million in shares during fiscal year 2025, reducing net leverage to 2.7x.
- US Foods Holding provided Fiscal Year 2026 guidance, projecting Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%.
Feb 12, 2026, 2:00 PM
US Foods Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
USFD
Earnings
Guidance Update
Share Buyback
- For full-year 2025, US Foods reported record adjusted EBITDA of over $1.9 billion, an 11% increase, and record adjusted diluted EPS of $3.98, a 26% increase, with net sales growing 4.1% to $39.4 billion. In Q4 2025, net sales increased 3.3% to $9.8 billion, adjusted EBITDA grew 11% to $490 million, and adjusted diluted EPS increased 24% to $1.04.
- The company provided fiscal year 2026 guidance, projecting net sales growth of 4%-6%, adjusted EBITDA growth of 9%-13%, and adjusted diluted EPS growth of 18%-24%.
- In 2025, US Foods repurchased $934 million of shares and completed two tuck-in acquisitions for $131 million. The company also achieved over $150 million in cost of goods savings and expanded its adjusted EBITDA margin by 30 basis points to a record 4.9%.
- Moody's upgraded the corporate credit rating one notch to Ba1. Despite anticipating upper single-digit adjusted EBITDA growth for Q1 2026 due to severe weather, the company expects to meet its full-year guidance.
Feb 12, 2026, 2:00 PM
US Foods Reports Strong 2025 Results and Provides 2026 Guidance
USFD
Earnings
Guidance Update
Share Buyback
- US Foods (USFD) reported strong 2025 financial results, exceeding its long-range plan with adjusted EBITDA growing 11% to over $1.9 billion and adjusted earnings per share (EPS) increasing 26% to $3.98. The adjusted EBITDA margin expanded by 30 basis points to a record 4.9%.
- For fiscal year 2026, the company provided guidance projecting 4%-6% total company net sales growth, 9%-13% adjusted EBITDA growth, and 18%-24% adjusted diluted EPS growth. This guidance includes the benefit of a 53rd week.
- In 2025, US Foods executed its capital allocation strategy by repurchasing approximately $930 million of shares and completing two tuck-in acquisitions for over $130 million. The company ended the year with 2.7 times net leverage.
- Strategic initiatives contributed significantly, including over $150 million in cost of goods savings and a $40 million gross profit benefit from enhanced inventory management in 2025. The company is also transitioning its local sales force to a 100% variable compensation structure to drive long-term growth.
Feb 12, 2026, 2:00 PM
US Foods Announces Fourth Quarter and Fiscal Year 2025 Earnings
USFD
Earnings
Guidance Update
Share Buyback
- US Foods reported strong fiscal year 2025 results, with Net Sales growing 4.1% to $39.4 billion, Net Income increasing 36.8% to $676 million, and Adjusted Diluted EPS rising 26.3% to $3.98.
- For the fourth quarter of fiscal 2025, Net sales increased 3.3% to $9.8 billion, and Net income surged 178.8% to $184 million, with Adjusted Diluted EPS up 23.8% to $1.04.
- The company repurchased $934 million of shares during fiscal year 2025 and announced a new $1 billion share repurchase authorization in November 2025, bringing total remaining authorization to approximately $1.09 billion.
- US Foods provided fiscal year 2026 guidance, projecting Net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%.
- In the fourth quarter of fiscal 2025, the company acquired Shetakis, an independent food distributor, and ended the fiscal year with Net Debt of $5.2 billion, resulting in a Net Debt to Adjusted EBITDA ratio of 2.7x.
Feb 12, 2026, 11:48 AM
US Foods Holding Reports Strong Fiscal Year 2025 Earnings and Provides Positive 2026 Guidance
USFD
Earnings
Guidance Update
Share Buyback
- US Foods Holding reported strong fiscal year 2025 results, with Net Sales growing 4.1% to $39.4 billion, Net Income increasing 36.8% to $676 million, and Adjusted Diluted EPS rising 26.3% to $3.98.
- For the fourth quarter of fiscal 2025, the company saw Net Sales increase 3.3% to $9.8 billion and Adjusted EBITDA grow 11.1% to $490 million.
- The company repurchased $934 million of shares in fiscal year 2025 and announced a $1 billion share repurchase authorization.
- US Foods Holding provided fiscal year 2026 guidance, projecting Net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%.
- During the fourth quarter of fiscal 2025, the company acquired Shetakis, an independent food distributor located in Las Vegas.
Feb 12, 2026, 11:45 AM
Quarterly earnings call transcripts for US Foods Holding.
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