US Foods Q4 profit beats on productivity improvements

US Foods Holding

12/02/2026 11:55

Overview

Foodservice distributor's Q4 revenue missed analyst expectations, adjusted EPS beat estimates

Net income for Q4 increased 178.8% to $184 million

Company repurchased $934 mln of shares in fiscal 2025

Outlook

US Foods forecasts fiscal 2026 net sales growth of 4% to 6%

Company expects fiscal 2026 adjusted EBITDA growth of 9% to 13%

US Foods anticipates fiscal 2026 adjusted diluted EPS growth of 18% to 24%

Result Drivers

INDEPENDENT RESTAURANT GROWTH - Independent restaurant case volume increased 4.1%, driving overall case volume growth

COST MANAGEMENT - Improved cost of goods sold and inventory management contributed to gross profit increase

PRODUCTIVITY IMPROVEMENTS - Distribution productivity improvements helped offset higher operating expenses

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$9.80 bln
$9.91 bln (13 Analysts)
Q4 Adjusted EPS
Beat
$1.04
$1 (14 Analysts)
Q4 Net Income
$184 mln
Q4 Gross Profit
$1.72 bln
Q4 Operating Income
$321 mln
Q4 Pretax Profit
$244 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 15 "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 $91.00, about 1.2% above its February 11 closing price of $89.93

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw5Yp0jDa

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(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.)