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

US Foods (NYSE:USFD) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 4.696-4.935 for the period, compared to the consensus estimate of 4.720. The company issued revenue guidance of $41.0 billion-$41.8 billion, compared to the consensus revenue estimate of $41.6 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. UBS Group reiterated a “buy” rating and issued a $117.00 price target on shares of US Foods in a report on Friday, February 13th. Deutsche Bank Aktiengesellschaft set a $111.00 price target on shares of US Foods and gave the company a “buy” rating in a report on Friday, February 13th. Piper Sandler lowered shares of US Foods from an “overweight” rating to a “neutral” rating and lifted their price target for the company from $85.00 to $103.00 in a report on Friday, February 13th. Barclays lifted their price target on shares of US Foods from $90.00 to $104.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Finally, BMO Capital Markets raised their target price on shares of US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, US Foods has an average rating of “Moderate Buy” and an average target price of $106.75.

US Foods Trading Down 2.8%

Shares of USFD stock traded down $2.44 during mid-day trading on Friday, reaching $84.44. The company’s stock had a trading volume of 3,339,605 shares, compared to its average volume of 2,686,314. The company’s 50 day simple moving average is $91.75 and its 200-day simple moving average is $83.96. US Foods has a 12-month low of $69.88 and a 12-month high of $102.13. The company has a quick ratio of 0.68, a current ratio of 1.16 and a debt-to-equity ratio of 1.18. The firm has a market capitalization of $18.60 billion, a PE ratio of 28.72, a price-to-earnings-growth ratio of 1.13 and a beta of 0.90.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a net margin of 1.71% and a return on equity of 18.74%. The business had revenue of $9.61 billion during the quarter, compared to analysts’ expectations of $9.66 billion. During the same period in the prior year, the business posted $0.68 EPS. The business’s revenue was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, research analysts predict that US Foods will post 4.51 EPS for the current fiscal year.

Insider Activity at US Foods

In related news, insider James David Works, Jr. sold 65,737 shares of US Foods stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the sale, the insider owned 88,176 shares of the company’s stock, valued at $8,510,747.52. The trade was a 42.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.74% of the company’s stock.

Key US Foods News

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

• Positive Sentiment: US Foods said first-quarter case volume rose 1.4%, with independent restaurant case volume up 4.6%, while net sales increased 2.8% to $9.6 billion and adjusted EBITDA climbed 6.2% to $413 million. US Foods Reports First Quarter Fiscal Year 2026 Earnings
• Positive Sentiment: The company reaffirmed its 2026 outlook for 9% to 13% adjusted EBITDA growth and issued full-year EPS guidance of $4.696 to $4.935, signaling confidence in its operating plans despite near-term cost pressures. US Foods reaffirms 2026 outlook for 9%-13% adjusted EBITDA growth amid elevated fuel costs
• Neutral Sentiment: Management highlighted continued profit improvement on the earnings call, but investors are weighing that against weather disruptions, higher fuel costs, and other headwinds that could pressure margins in coming quarters. US Foods Earnings Call Highlights Profits Amid Headwinds
• Negative Sentiment: Quarterly EPS of $0.78 missed estimates of $0.82, and revenue of $9.61 billion also came in below expectations, which is the main reason the stock is under pressure today. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings

Institutional Investors Weigh In On US Foods

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Orion Porfolio Solutions LLC increased its stake in US Foods by 1.4% during the 4th quarter. Orion Porfolio Solutions LLC now owns 7,108 shares of the company’s stock worth $535,000 after buying an additional 101 shares during the period. Brooklyn Investment Group boosted its holdings in shares of US Foods by 0.9% in the 4th quarter. Brooklyn Investment Group now owns 18,469 shares of the company’s stock valued at $1,413,000 after buying an additional 157 shares during the period. Benjamin Edwards Inc. boosted its holdings in shares of US Foods by 3.3% in the 2nd quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company’s stock valued at $451,000 after buying an additional 185 shares during the period. Quadrant Capital Group LLC boosted its holdings in shares of US Foods by 1.6% in the 4th quarter. Quadrant Capital Group LLC now owns 14,208 shares of the company’s stock valued at $1,070,000 after buying an additional 226 shares during the period. Finally, GeoWealth Management LLC boosted its holdings in shares of US Foods by 8.4% in the 4th quarter. GeoWealth Management LLC now owns 2,964 shares of the company’s stock valued at $223,000 after buying an additional 229 shares during the period. Hedge funds and other institutional investors own 98.76% of the company’s stock.

About US Foods

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.