US Foods (NYSE:USFD) Trading Up 8.1% Following Earnings Beat

Shares of US Foods Holding Corp. (NYSE:USFD) were up 8.1% during trading on Thursday after the company announced better than expected quarterly earnings. The stock traded as high as $95.66 and last traded at $97.2230. Approximately 609,588 shares traded hands during mid-day trading, a decline of 79% from the average daily volume of 2,888,700 shares. The stock had previously closed at $89.93.

The company reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.03. US Foods had a return on equity of 17.71% and a net margin of 1.43%.The firm had revenue of $9.80 billion for the quarter, compared to analyst estimates of $9.90 billion. During the same quarter in the previous year, the firm earned $0.84 EPS. The business’s quarterly revenue was up 3.3% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS.

Key US Foods News

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

• Positive Sentiment: Q4 EPS topped expectations — adjusted EPS of $1.04 beat the consensus (~$1.00) and improved from $0.84 a year ago, giving investors confidence in underlying profitability. US Foods (USFD) Tops Q4 Earnings Estimates
• Positive Sentiment: FY?2026 EPS guidance raised above consensus — management issued an EPS range (~$4.696–$4.935) that sits above street estimates, supporting upside to earnings per share expectations. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Positive Sentiment: Profitability improved — Q4 net income jumped substantially (reported +178.8% y/y) and adjusted EBITDA grew ~11%, suggesting margin progress that supports valuation expansion. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Top?line growth was modest — net sales increased ~3.3% to about $9.8B and total case volume rose only 0.8%, with independent restaurant volumes up more noticeably (~4.1%). These mixed demand signals warrant watching. US Foods Reports Fourth Quarter and Fiscal Year 2025 Earnings
• Neutral Sentiment: Management commentary flagged a “softer economic environment”—useful context but not clearly changing the beat/miss narrative; follow the call transcript for detail on margin drivers and pricing. US Foods Holding Corp. (USFD) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue missed analyst expectations in the quarter — the top line came in softer than consensus, which tempers the EPS beat and raises questions about demand and pricing offsets. US Foods beats Q4 earnings estimates despite revenue miss
• Negative Sentiment: FY?2026 revenue guidance was issued below consensus (~$41.0–$41.8B vs. ~$42B expected), which could limit upside for sales-driven valuation multiple expansion. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q4 CY2025 Earnings

Analyst Ratings Changes

USFD has been the topic of several recent analyst reports. Wall Street Zen lowered shares of US Foods from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a report on Friday, November 7th. Barclays lowered their price target on US Foods from $95.00 to $90.00 and set an “overweight” rating on the stock in a research report on Friday, November 7th. Citigroup raised their price objective on US Foods from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Tuesday, January 27th. Finally, Morgan Stanley set a $92.00 target price on US Foods in a report on Tuesday, January 20th. Nine research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, US Foods currently has a consensus rating of “Moderate Buy” and an average price target of $90.00.

Hedge Funds Weigh In On US Foods

Institutional investors and hedge funds have recently made changes to their positions in the company. Securian Asset Management Inc. lifted its holdings in US Foods by 0.7% during the 2nd quarter. Securian Asset Management Inc. now owns 17,618 shares of the company’s stock worth $1,357,000 after purchasing an additional 121 shares during the last quarter. Choreo LLC increased its position in US Foods by 2.4% during the 4th quarter. Choreo LLC now owns 5,707 shares of the company’s stock worth $433,000 after buying an additional 133 shares during the period. Crossmark Global Holdings Inc. lifted its holdings in shares of US Foods by 0.7% during the fourth quarter. Crossmark Global Holdings Inc. now owns 18,357 shares of the company’s stock worth $1,383,000 after buying an additional 134 shares in the last quarter. Archer Investment Corp boosted its position in shares of US Foods by 8.8% in the second quarter. Archer Investment Corp now owns 1,850 shares of the company’s stock valued at $142,000 after acquiring an additional 150 shares during the period. Finally, True Wealth Design LLC grew its stake in shares of US Foods by 12.2% in the third quarter. True Wealth Design LLC now owns 1,402 shares of the company’s stock valued at $107,000 after acquiring an additional 152 shares in the last quarter. Institutional investors and hedge funds own 98.76% of the company’s stock.

US Foods Price Performance

The firm has a market capitalization of $22.71 billion, a price-to-earnings ratio of 42.44, a P/E/G ratio of 1.14 and a beta of 1.02. The company’s 50 day moving average is $80.08 and its 200 day moving average is $77.93. The company has a quick ratio of 0.70, a current ratio of 1.15 and a debt-to-equity ratio of 1.08.

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.