US Foods Holding Q2 adjusted EPS beats estimates

US Foods Holding

06/08/2026 11:53

Overview
U.S. foodservice distributor's Q2 sales rose 4.5%, slightly beating analyst expectations
Adjusted EPS for Q2 grew 21%, beating analyst expectations
Company repurchased $374 mln of shares during the quarter

Outlook
US Foods sees FY 2026 net sales growth of 4% to 6%
Company expects FY 2026 adjusted EBITDA growth of 9% to 13%
US Foods projects FY 2026 adjusted diluted EPS growth of 18% to 24%

Result Drivers
CASE VOLUME GROWTH - Co said total case volume increased 1.9%, with independent restaurant case volume up 5.1%, driving sales growth
FOOD COST INFLATION - Co said net sales growth was partly driven by 2.3% food cost inflation
PRODUCTIVITY IMPROVEMENTS - Co said margin expansion was supported by improved productivity and streamlined administrative processes

Company press release: ID:nBw5W2lQ7a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Slight Beat*
$10.53 bln
$10.46 bln (13 Analysts)
Q2 Adjusted EPS
Beat
$1.44
$1.36 (14 Analysts)
Q2 Net Income
 
$275 mln
 
Q2 Gross Profit
 
$1.92 bln
 
Q2 Operating Income
 
$443 mln
 
Q2 Pretax Profit
 
$369 mln
 
*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the food retail & distribution peer group is "buy"
Wall Street's median 12-month price target for US Foods Holding Corp. is $110.00, about 9.5% above its August 5 closing price of $100.49
The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 19 three months ago

Reuters Recommended Reads
Aug 4 - Food distributor Sysco forecasts strong annual results on resilient demand
Aug 5 - AMCON Distributing Q3 EPS more than doubles, revenue rises
Aug 5 - World faces fresh food price surge, FAO warns

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)