US Foods (NYSE:USFD) Issues FY 2026 Earnings Guidance

US Foods (NYSE:USFD) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 4.696-4.935 for the period, compared to the consensus estimate of 4.620. The company issued revenue guidance of $41.0 billion-$41.8 billion, compared to the consensus revenue estimate of $41.4 billion.

US Foods Trading Up 6.5%

USFD stock traded up $6.52 during mid-day trading on Thursday, hitting $107.01. 4,509,786 shares of the company were exchanged, compared to its average volume of 2,384,085. US Foods has a 12-month low of $69.88 and a 12-month high of $110.09. The firm has a market capitalization of $23.57 billion, a P/E ratio of 36.03, a PEG ratio of 1.28 and a beta of 0.81. The business has a fifty day simple moving average of $95.88 and a 200-day simple moving average of $91.82. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.16.

US Foods (NYSE:USFD) last released its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.36 by $0.08. The business had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. US Foods had a net margin of 1.71% and a return on equity of 19.37%. The business’s revenue was up 4.5% on a year-over-year basis. During the same period in the previous year, the firm earned $1.19 EPS. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts predict that US Foods will post 4.35 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms have commented on USFD. Morgan Stanley upped their price target on US Foods from $94.00 to $103.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Zacks Research raised US Foods from a “strong sell” rating to a “hold” rating in a research note on Tuesday, July 28th. JPMorgan Chase & Co. cut their price objective on US Foods from $98.00 to $90.00 and set a “neutral” rating on the stock in a report on Thursday, May 14th. BTIG Research lowered their target price on US Foods from $110.00 to $105.00 and set a “buy” rating for the company in a report on Monday, May 11th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a research report on Wednesday, July 29th. Eleven equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $107.00.

Key Headlines Impacting US Foods

Here are the key news stories impacting US Foods this week:

• Positive Sentiment: Quarterly earnings and revenue beat estimates. US Foods reported adjusted earnings of $1.44 per share, above the $1.36–$1.37 consensus range, while sales reached $10.53 billion versus expectations of $10.46 billion. Revenue grew 4.5% year over year, and earnings improved from $1.19 per share in the prior-year quarter. US Foods Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Profitability and operating momentum strengthened. Net income rose 22.8% to $275 million, adjusted EBITDA increased 10.2% to a record $604 million, and adjusted diluted EPS climbed 21.0%. Total case volume grew 1.9%, led by a 5.1% increase in independent restaurant volume, suggesting continued market-share gains. US Foods Q2 Net Income Rises
• Positive Sentiment: Full-year guidance was reaffirmed at levels above some consensus expectations. US Foods maintained its fiscal 2026 adjusted EPS outlook of $4.696–$4.935, compared with consensus of $4.620, along with projected revenue of $41.0 billion–$41.8 billion. Management also expects adjusted EBITDA growth of 9%–13% and adjusted EPS growth of 18%–24%. US Foods Rallies After Earnings and Guidance Update
• Positive Sentiment: Share repurchases supported investor confidence. The company repurchased approximately $374 million of stock during the quarter, reinforcing its commitment to returning capital while profitability improves. US Foods Q2 2026 Earnings
• Neutral Sentiment: Institutional positioning was mixed, with several major investors increasing holdings while Capital World Investors significantly reduced its position. This provides no clear directional signal.
• Negative Sentiment: Insiders reported three open-market sales and no purchases over the past six months, including sales by the chief financial officer. These transactions could modestly temper enthusiasm, although they did not outweigh the earnings strength.

Institutional Investors Weigh In On US Foods

Large investors have recently bought and sold shares of the stock. Boston Partners increased its stake in shares of US Foods by 6.0% during the third quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after buying an additional 908,993 shares during the period. Wellington Management Group LLP increased its position in shares of US Foods by 7.0% in the 4th quarter. Wellington Management Group LLP now owns 13,780,526 shares of the company’s stock valued at $1,037,949,000 after purchasing an additional 904,556 shares during the last quarter. Invesco Ltd. raised its holdings in shares of US Foods by 8.6% in the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after purchasing an additional 649,950 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of US Foods by 412.9% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 4,165,611 shares of the company’s stock worth $313,755,000 after purchasing an additional 3,353,396 shares during the last quarter. Finally, Primecap Management Co. CA lifted its position in shares of US Foods by 3.1% during the 4th quarter. Primecap Management Co. CA now owns 3,911,610 shares of the company’s stock worth $294,622,000 after purchasing an additional 118,401 shares during the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

US Foods Company Profile

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.