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

US Foods (NYSE:USFD) updated its FY 2026 earnings guidance on Thursday morning. The company provided EPS 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 research firms recently weighed in on USFD. TD Cowen initiated coverage on US Foods in a research note on Tuesday, July 7th. They issued a “buy” rating and a $116.00 price target on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of US Foods in a report on Wednesday, July 29th. JPMorgan Chase & Co. cut their price target on shares of US Foods from $98.00 to $90.00 and set a “neutral” rating for the company in a report on Thursday, May 14th. Wall Street Zen downgraded shares of US Foods from a “buy” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, BTIG Research lowered their price target on US Foods from $110.00 to $105.00 and set a “buy” rating on the stock in a report on Monday, May 11th. Eleven analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, US Foods presently has an average rating of “Moderate Buy” and an average target price of $107.00.

US Foods Stock Up 1.6%

Shares of NYSE USFD opened at $100.58 on Thursday. The firm has a market cap of $22.15 billion, a P/E ratio of 33.86, a price-to-earnings-growth ratio of 1.26 and a beta of 0.81. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.70 and a current ratio of 1.14. US Foods has a 1 year low of $69.88 and a 1 year high of $105.17. The firm’s 50 day moving average price is $95.36 and its 200 day moving average price is $91.67.

US Foods (NYSE:USFD) last issued its quarterly earnings results on Thursday, August 6th. The company reported $1.44 earnings per share for the quarter, beating the consensus estimate of $1.36 by $0.08. US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $10.53 billion during the quarter, compared to the consensus estimate of $10.46 billion. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, sell-side analysts anticipate that US Foods will post 4.35 earnings per share for the current year.

Institutional Trading of US Foods

A number of hedge funds have recently added to or reduced their stakes in USFD. Sivia Capital Partners LLC acquired a new position in shares of US Foods in the second quarter worth about $526,000. Boston Family Office LLC acquired a new stake in US Foods during the 4th quarter valued at approximately $221,000. Parallel Advisors LLC grew its stake in US Foods by 22.9% during the 4th quarter. Parallel Advisors LLC now owns 2,917 shares of the company’s stock valued at $220,000 after purchasing an additional 544 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. purchased a new stake in US Foods during the 3rd quarter worth approximately $103,000. Finally, NorthRock Partners LLC purchased a new stake in US Foods during the 3rd quarter worth approximately $201,000. 98.76% of the stock is owned by institutional investors and hedge funds.

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.