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

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Key Points

  • US Foods raised or updated its FY 2026 guidance to EPS of $4.696–$4.935 and revenue of $41.0–$41.8 billion, broadly ahead of analyst expectations of $4.620 EPS and $41.4 billion in revenue.
  • The company’s latest quarterly results exceeded estimates, with EPS of $1.44 versus the $1.36 consensus and revenue of $10.53 billion compared with expectations of $10.46 billion.
  • Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $107; institutional investors own 98.76% of US Foods shares.
  • Interested in US Foods? Here are five stocks we like better.

US Foods (NYSE:USFD - Get Free Report) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 4.696-4.935 for the period, compared to the consensus earnings per share 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 Analysts Forecast Growth

A number of equities analysts have recently issued reports on USFD shares. Piper Sandler dropped their price target on US Foods from $103.00 to $88.00 and set a "neutral" rating on the stock in a research report on Monday, June 1st. Morgan Stanley lifted their price objective on US Foods from $94.00 to $103.00 and gave the company an "equal weight" rating in a report on Wednesday, July 15th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of US Foods in a research note on Wednesday, July 29th. BTIG Research dropped their target price on shares of US Foods from $110.00 to $105.00 and set a "buy" rating on the stock in a report on Monday, May 11th. Finally, Citigroup reissued a "buy" rating on shares of US Foods in a research report on Wednesday, July 22nd. Eleven equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $107.00.

View Our Latest Analysis on USFD

US Foods Price Performance

Shares of USFD opened at $100.58 on Thursday. The company has a debt-to-equity ratio of 1.16, a current ratio of 1.14 and a quick ratio of 0.70. The company's fifty day moving average price is $95.36 and its 200-day moving average price is $91.67. US Foods has a 1-year low of $69.88 and a 1-year high of $105.17. The firm has a market capitalization of $22.15 billion, a PE ratio of 33.86, a price-to-earnings-growth ratio of 1.26 and a beta of 0.81.

US Foods (NYSE:USFD - Get Free Report) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 EPS for the quarter, topping analysts' consensus estimates of $1.36 by $0.08. The company had revenue of $10.53 billion during the quarter, compared to analysts' expectations of $10.46 billion. US Foods had a return on equity of 19.37% and a net margin of 1.71%.US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, equities research analysts predict that US Foods will post 4.35 EPS for the current year.

Institutional Trading of US Foods

Several institutional investors and hedge funds have recently bought and sold shares of USFD. Orion Porfolio Solutions LLC raised its position 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 last quarter. Brooklyn Investment Group boosted its holdings in shares of US Foods by 0.9% in the fourth quarter. Brooklyn Investment Group now owns 18,469 shares of the company's stock valued at $1,413,000 after acquiring an additional 157 shares in the last quarter. Benjamin Edwards Inc. boosted its holdings in shares of US Foods by 3.3% in the second quarter. Benjamin Edwards Inc. now owns 5,854 shares of the company's stock valued at $451,000 after acquiring an additional 185 shares in the last quarter. Quadrant Capital Group LLC increased its stake in shares of US Foods by 1.6% during the fourth quarter. Quadrant Capital Group LLC now owns 14,208 shares of the company's stock worth $1,070,000 after acquiring an additional 226 shares during the period. Finally, GeoWealth Management LLC increased its stake in shares of US Foods by 8.4% during the fourth quarter. GeoWealth Management LLC now owns 2,964 shares of the company's stock worth $223,000 after acquiring an additional 229 shares during the period. 98.76% of the stock is currently owned by institutional investors and hedge funds.

About US Foods

(Get Free Report)

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.

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