US Foods (USFD) Set to Post Earnings on Thursday

Key Points

• US Foods is expected to report Q3 2026 results before Thursday’s market open, with analysts forecasting $1.25 in EPS and $10.58 billion in revenue. The company’s full-year 2026 EPS guidance is $4.696–$4.935.
• In its latest quarter, US Foods earned $1.44 per share, beating estimates by $0.08, while revenue rose 4.5% year over year to $10.53 billion.
• Wall Street maintains a “Moderate Buy” consensus rating with an average price target of $114.85, compared with the stock’s recent price near $101.75. Several analysts recently raised their targets, though two insiders also sold shares in August.

US Foods (NYSE:USFD - Get Free Report) is projected to announce its Q3 2026 results before the market opens on Thursday, November 5th. Analysts expect US Foods to post earnings of $1.25 per share and revenue of $10.58 billion for the quarter. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Individuals may review the information on the company's upcoming Q3 2026 earnings report for the latest details on the call scheduled for Thursday, November 5, 2026 at 9:00 AM ET.

US Foods (NYSE:USFD - Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The company reported $1.44 EPS for the quarter, beating analysts' consensus estimates of $1.36 by $0.08. The business had revenue of $10.53 billion for the quarter, compared to analyst estimates of $10.46 billion. US Foods had a return on equity of 20.53% and a net margin of 1.81%. The business's revenue for the quarter was up 4.5% compared to the same quarter last year. During the same quarter last year, the company earned $1.19 earnings per share. On average, analysts expect US Foods to post $4.45 EPS for the current fiscal year and $5.07 EPS for the next fiscal year.

US Foods Trading Down 0.8%

US Foods stock opened at $101.75 on Thursday. The stock has a market cap of $22.01 billion, a PE ratio of 31.31, a P/E/G ratio of 1.28 and a beta of 0.86. The stock has a 50-day moving average price of $99.70 and a 200 day moving average price of $94.14. US Foods has a 52 week low of $69.88 and a 52 week high of $111.42. The company has a current ratio of 1.14, a quick ratio of 0.70 and a debt-to-equity ratio of 1.19.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. Wells Fargo & Company raised their price target on shares of US Foods from $110.00 to $125.00 and gave the stock an "overweight" rating in a research note on Friday, August 7th. Guggenheim lifted their price target on shares of US Foods from $115.00 to $120.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Morgan Stanley boosted their price objective on shares of US Foods from $107.00 to $111.00 and gave the company an "equal weight" rating in a research report on Thursday, October 15th. Piper Sandler upped their price objective on shares of US Foods from $88.00 to $108.00 and gave the company a "neutral" rating in a research note on Wednesday, August 12th. Finally, BTIG Research upped their price objective on shares of US Foods from $105.00 to $120.00 and gave the company a "buy" rating in a research note on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, US Foods presently has an average rating of "Moderate Buy" and a consensus target price of $114.85.

Insider Activity

In related news, insider William Spencer Hancock sold 21,754 shares of the firm's stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $108.29, for a total value of $2,355,740.66. Following the sale, the insider directly owned 101,144 shares of the company's stock, valued at approximately $10,952,883.76. This trade represents a 17.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Randy J. Taylor sold 11,630 shares of the firm's stock in a transaction that occurred on Thursday, August 13th. The stock was sold at an average price of $110.37, for a total transaction of $1,283,603.10. Following the completion of the sale, the insider directly owned 73,618 shares in the company, valued at $8,125,218.66. This represents a 13.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.74% of the company's stock.

About US Foods

US Foods Holding Corp. is a leading foodservice distributor serving restaurants, health care and hospitality organizations, educational institutions, government facilities and other commercial customers across the United States. Through its distribution network, the company delivers food, beverages, equipment and related supplies to professional foodservice operators.

The company offers a broad selection of fresh and frozen foods, dry groceries, beverages, meat, seafood, produce, dairy products and disposable supplies.

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