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

US Foods (NYSE:USFD) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 4.696-4.935 for the period, compared to the consensus EPS 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

Several brokerages recently issued reports on USFD. Wells Fargo & Company lifted their target price on US Foods from $110.00 to $125.00 and gave the company an “overweight” rating in a research note on Friday. Piper Sandler cut their price objective on shares of US Foods from $103.00 to $88.00 and set a “neutral” rating for the company in a report on Monday, June 1st. Morgan Stanley set a $107.00 price objective on shares of US Foods in a research report on Friday. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, BMO Capital Markets reiterated an “outperform” rating and issued a $120.00 price target on shares of US Foods in a report on Friday. Eleven analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $112.38.

US Foods Stock Performance

Shares of NYSE:USFD opened at $108.98 on Friday. US Foods has a 52 week low of $69.88 and a 52 week high of $110.08. The stock has a market capitalization of $24.00 billion, a P/E ratio of 33.53, a PEG ratio of 1.37 and a beta of 0.81. The firm has a fifty day simple moving average of $96.42 and a two-hundred day simple moving average of $91.94. The company has a quick ratio of 0.70, a current ratio of 1.14 and a debt-to-equity ratio of 1.19.

US Foods (NYSE:USFD) last posted its earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.08. US Foods had a net margin of 1.81% and a return on equity of 20.53%. The firm had revenue of $10.53 billion for the quarter, compared to the consensus estimate of $10.46 billion. During the same period in the previous year, the firm posted $1.19 EPS. The business’s quarterly revenue was up 4.5% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. On average, analysts expect that US Foods will post 4.35 earnings per share for the current fiscal year.

Key US Foods News

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

• Positive Sentiment: Solid Q2 earnings: US Foods reported adjusted EPS of $1.44, exceeding the $1.36 consensus estimate, while revenue reached $10.53 billion versus expectations of $10.46 billion. Revenue increased 4.5% year over year, and adjusted EBITDA rose 10.2% to a record $604 million. US Foods earnings report
• Positive Sentiment: Growth and guidance reaffirmed: Independent restaurant case volume accelerated 5.1%, total case volume increased 1.9%, and net income rose 22.8% to $275 million. Management reaffirmed fiscal 2026 targets, including 4%–6% sales growth, 9%–13% adjusted EBITDA growth and 18%–24% adjusted EPS growth. The company also repurchased $374 million of stock during the quarter. US Foods Q2 results and outlook
• Positive Sentiment: Analyst optimism increased: Citigroup raised its price target from $110 to $124 and initiated a “buy” rating. Wells Fargo lifted its target from $110 to $125 with an “overweight” rating, while BTIG increased its target from $105 to $120 and reiterated “buy.” These targets imply additional upside and reinforce the positive reaction to the earnings report. Analyst price-target revisions
• Neutral Sentiment: Valuation remains a consideration: Despite a reported 206% five-year return, one analysis cautioned that US Foods stock may now look expensive, potentially limiting further gains unless earnings continue to grow rapidly. US Foods valuation analysis
• Negative Sentiment: Insider selling: Company insiders have reported three open-market sales and no purchases over the past six months, including sales by the chief financial officer. While not necessarily a fundamental concern, the activity is a potential sentiment headwind.

Institutional Investors Weigh In On US Foods

Several institutional investors have recently modified their holdings of the stock. Measured Wealth Private Client Group LLC purchased a new stake in US Foods during the 3rd quarter valued at $26,000. Geneos Wealth Management Inc. boosted its stake in US Foods by 120.1% during the second quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after buying an additional 263 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in US Foods during the third quarter worth $49,000. AlphaCentric Advisors LLC bought a new position in US Foods during the fourth quarter valued at $79,000. Finally, Northwestern Mutual Wealth Management Co. increased its position in US Foods by 68.5% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock valued at $92,000 after acquiring an additional 487 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

About US Foods

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.