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

US Foods (NYSE:USFD) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 4.696-4.935 for the period, compared to the consensus EPS 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.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on USFD. JPMorgan Chase & Co. reduced their price objective on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a research note on Thursday, May 14th. Zacks Research upgraded US Foods from a “strong sell” rating to a “hold” rating in a research report on Tuesday, July 28th. UBS Group reiterated a “buy” rating and set a $127.00 price objective on shares of US Foods in a research note on Friday. Guggenheim reissued a “buy” rating and set a $120.00 price objective on shares of US Foods in a report on Friday. Finally, Citigroup restated a “buy” rating on shares of US Foods in a research note on Wednesday, July 22nd. Eleven investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $110.69.

US Foods Stock Up 0.1%

NYSE:USFD traded up $0.09 during trading hours on Friday, reaching $107.06. 148,811 shares of the company traded hands, compared to its average volume of 2,727,450. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.16. The stock has a market capitalization of $23.58 billion, a P/E ratio of 36.09, a P/E/G ratio of 1.28 and a beta of 0.81. US Foods has a 1 year low of $69.88 and a 1 year high of $110.08. The business’s 50-day moving average price is $95.88 and its two-hundred day moving average price is $91.82.

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. US Foods had a return on equity of 19.37% and a net margin of 1.71%.The business had revenue of $10.53 billion during the quarter, compared to the consensus estimate of $10.46 billion. During the same period in the previous year, the company posted $1.19 EPS. The business’s quarterly revenue was up 4.5% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Analysts predict that US Foods will post 4.35 earnings per share for the current year.

Key Headlines Impacting US Foods

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

• Positive Sentiment: Strong Q2 earnings: US Foods reported adjusted EPS of $1.44, above the $1.36 analyst consensus, while revenue rose 4.5% year over year to $10.53 billion, exceeding the $10.46 billion estimate. Net income increased 22.8% to $275 million, and adjusted EBITDA reached a record $604 million. US Foods Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Healthy operating trends: Total case volume grew 1.9%, with independent restaurant volume accelerating 5.1%, suggesting continued market-share gains despite a challenging but stable foodservice environment.
• Positive Sentiment: Guidance reaffirmed: Management maintained its fiscal 2026 outlook, including 4%–6% sales growth, 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth. The company also repurchased $374 million of stock during the quarter, supporting per-share results and signaling confidence in cash generation. US Foods Rallies After Solid Earnings and Guidance Update
• Positive Sentiment: Analyst upgrade: BTIG Research raised its USFD price target from $105 to $120 and assigned a “Buy” rating. The higher target reflects improved expectations following the earnings beat and profitability gains. Benzinga
• Neutral Sentiment: Fiscal 2026 adjusted EPS guidance of approximately $4.70–$4.94 is above the consensus estimate of $4.62, while projected revenue of $41.0–$41.8 billion broadly brackets the $41.4 billion consensus.
• Negative Sentiment: Insider activity has consisted of three open-market sales and no purchases over the past six months, including sales by the chief financial officer. This may create a modest sentiment headwind, although it is outweighed by the earnings and analyst-rating news.

Hedge Funds Weigh In On US Foods

Institutional investors have recently bought and sold shares of the stock. Measured Wealth Private Client Group LLC purchased a new stake in shares of US Foods during the 3rd quarter valued at about $26,000. Geneos Wealth Management Inc. lifted its position 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 worth $37,000 after purchasing an additional 263 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of US Foods during the third quarter worth $49,000. AlphaCentric Advisors LLC purchased a new stake in shares of US Foods during the fourth quarter valued at $79,000. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in shares of US Foods by 68.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock valued at $92,000 after purchasing an additional 487 shares during the period. 98.76% of the stock is owned by hedge funds and other institutional investors.

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.