US Foods (NYSE:USFD) Trading Up 8.1% Following Earnings Beat

US Foods Holding Corp. (NYSE:USFD) shares shot up 8.1% during trading on Thursday following a better than expected earnings announcement. The company traded as high as $95.66 and last traded at $97.2230. 609,588 shares were traded during trading, a decline of 79% from the average session volume of 2,888,700 shares. The stock had previously closed at $89.93.

The company reported $1.04 EPS for the quarter, topping the consensus estimate of $1.01 by $0.03. The company had revenue of $9.80 billion for the quarter, compared to analysts’ expectations of $9.90 billion. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The business’s revenue for the quarter was up 3.3% on a year-over-year basis. During the same period last year, the firm earned $0.84 earnings per share. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS.

Key Headlines Impacting US Foods

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

• Positive Sentiment: Q4 EPS topped expectations — adjusted EPS of $1.04 beat the consensus (~$1.00) and improved from $0.84 a year ago, giving investors confidence in underlying profitability. US Foods (USFD) Tops Q4 Earnings Estimates
• Positive Sentiment: FY‑2026 EPS guidance raised above consensus — management issued an EPS range (~$4.696–$4.935) that sits above street estimates, supporting upside to earnings per share expectations. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Positive Sentiment: Profitability improved — Q4 net income jumped substantially (reported +178.8% y/y) and adjusted EBITDA grew ~11%, suggesting margin progress that supports valuation expansion. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Top‑line growth was modest — net sales increased ~3.3% to about $9.8B and total case volume rose only 0.8%, with independent restaurant volumes up more noticeably (~4.1%). These mixed demand signals warrant watching. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Management commentary flagged a “softer economic environment”—useful context but not clearly changing the beat/miss narrative; follow the call transcript for detail on margin drivers and pricing. US Foods Holding Corp. (USFD) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed analyst expectations in the quarter — the top line came in softer than consensus, which tempers the EPS beat and raises questions about demand and pricing offsets. US Foods beats Q4 earnings estimates despite revenue miss
• Negative Sentiment: FY‑2026 revenue guidance was issued below consensus (~$41.0–$41.8B vs. ~$42B expected), which could limit upside for sales-driven valuation multiple expansion. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on USFD. Morgan Stanley set a $92.00 target price on US Foods in a report on Tuesday, January 20th. Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, February 7th. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a report on Monday, December 29th. Barclays dropped their target price on shares of US Foods from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, November 7th. Finally, Guggenheim increased their price target on shares of US Foods from $88.00 to $95.00 and gave the stock a “buy” rating in a research report on Tuesday, January 20th. Nine analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, US Foods presently has an average rating of “Moderate Buy” and an average price target of $90.00.

Hedge Funds Weigh In On US Foods

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Parkside Financial Bank & Trust lifted its stake in shares of US Foods by 303.7% in the 3rd quarter. Parkside Financial Bank & Trust now owns 327 shares of the company’s stock valued at $25,000 after acquiring an additional 246 shares during the last quarter. Measured Wealth Private Client Group LLC acquired a new position in US Foods in the 3rd quarter worth about $26,000. Steph & Co. bought a new position in US Foods in the fourth quarter valued at about $34,000. Geneos Wealth Management Inc. boosted its stake in shares of US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock valued at $37,000 after purchasing an additional 263 shares in the last quarter. Finally, First Horizon Corp bought a new stake in shares of US Foods during the third quarter worth about $39,000. Institutional investors own 98.76% of the company’s stock.

US Foods Price Performance

The company has a 50 day moving average price of $80.08 and a 200-day moving average price of $77.93. The company has a market cap of $22.71 billion, a price-to-earnings ratio of 42.44, a P/E/G ratio of 1.14 and a beta of 1.02. The company has a quick ratio of 0.70, a current ratio of 1.15 and a debt-to-equity ratio of 1.08.

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.