US Foods (NYSE:USFD) Issues 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 4.560. The company issued revenue guidance of $41.0 billion-$41.8 billion, compared to the consensus revenue estimate of $42.0 billion.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the stock. Wall Street Zen cut shares of US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Morgan Stanley set a $92.00 price target on US Foods in a report on Tuesday, January 20th. BMO Capital Markets increased their price objective on US Foods from $95.00 to $115.00 and gave the company an “outperform” rating in a research note on Friday. BTIG Research boosted their target price on shares of US Foods from $82.00 to $110.00 and gave the company a “buy” rating in a research note on Friday. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating on shares of US Foods in a research note on Friday, November 7th. Ten investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, US Foods has an average rating of “Moderate Buy” and an average price target of $98.08.

US Foods Price Performance

US Foods stock opened at $101.86 on Friday. The company has a debt-to-equity ratio of 1.08, a quick ratio of 0.70 and a current ratio of 1.15. The company has a market cap of $22.71 billion, a price-to-earnings ratio of 42.44, a PEG ratio of 1.13 and a beta of 1.02. US Foods has a 1 year low of $57.36 and a 1 year high of $102.13. The firm has a 50 day moving average price of $80.60 and a 200 day moving average price of $78.10.

US Foods (NYSE:USFD) last announced its quarterly earnings data on Thursday, February 12th. The company reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.01 by $0.03. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The company had revenue of $9.80 billion during the quarter, compared to analysts’ expectations of $9.90 billion. During the same period in the previous year, the company earned $0.84 EPS. The business’s quarterly revenue was up 3.3% compared to the same quarter last year. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Sell-side analysts predict that US Foods will post 3.59 earnings per share for the current year.

More US Foods News

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

• Positive Sentiment: Q4 EPS beat and margin improvement — US Foods reported $1.04 EPS vs. ~$1.01 consensus and wide year-over-year profit growth (net income up 178.8% to $184M), showing stronger-than-expected profitability. Business Wire Release
• Positive Sentiment: FY‑2026 EPS guidance raised above consensus — management set full‑year EPS guidance of $4.696–$4.935, above the ~$4.56 Street view, which supports upward revisions to earnings models. TipRanks Coverage
• Positive Sentiment: Operational traction — total case volume rose 0.8% and independent restaurant cases increased 4.1%; adjusted EBITDA grew double digits (reported +11.1%), supporting margin outlook. Business Wire Release
• Neutral Sentiment: Management commentary and supporting materials are available — full earnings slide deck and call transcript provide detail for modeling and questions on cost/revenue drivers. SA Presentation
• Neutral Sentiment: Call transcripts published — analysts and investors can review management Q&A for color on demand trends and margin cadence. Yahoo Finance Transcript SA Transcript
• Negative Sentiment: Revenue miss and conservative top‑line outlook — Q4 sales were $9.8B vs. ~$9.9B expected, and FY‑2026 revenue guidance of $41.0–$41.8B sits below the ~$42B consensus, which could cap multiple expansion. Investing.com Coverage

Institutional Investors Weigh In On US Foods

Several institutional investors and hedge funds have recently modified their holdings of USFD. Boston Partners boosted its holdings in US Foods by 6.0% in the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after acquiring an additional 908,993 shares during the period. Wellington Management Group LLP lifted its position in shares of US Foods by 14.2% during the third quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after purchasing an additional 1,599,033 shares in the last quarter. Invesco Ltd. boosted its stake in shares of US Foods by 8.6% in the third quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock valued at $625,530,000 after purchasing an additional 649,950 shares during the period. Primecap Management Co. CA grew its holdings in US Foods by 3.1% during the 4th quarter. Primecap Management Co. CA now owns 3,911,610 shares of the company’s stock valued at $294,622,000 after purchasing an additional 118,401 shares in the last quarter. Finally, AQR Capital Management LLC lifted its holdings in US Foods by 14.7% in the 2nd quarter. AQR Capital Management LLC now owns 2,910,755 shares of the company’s stock worth $224,157,000 after buying an additional 373,321 shares in the last quarter. Hedge funds and other institutional investors own 98.76% of the company’s stock.

US Foods Company Profile

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.