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

US Foods (NYSE:USFD) issued an update on 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 EPS estimate of 4.720. The company issued revenue guidance of $41.0 billion-$41.8 billion, compared to the consensus revenue estimate of $41.6 billion.

US Foods Stock Down 2.8%

USFD traded down $2.44 during midday trading on Friday, reaching $84.44. 3,388,538 shares of the company were exchanged, compared to its average volume of 2,144,802. The company has a debt-to-equity ratio of 1.16, a quick ratio of 0.68 and a current ratio of 1.14. The company’s fifty day moving average price is $91.75 and its 200 day moving average price is $83.96. The company has a market cap of $18.60 billion, a price-to-earnings ratio of 28.43, a price-to-earnings-growth ratio of 1.07 and a beta of 0.90. US Foods has a one year low of $69.88 and a one year high of $102.13.

US Foods (NYSE:USFD) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.78 EPS for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a return on equity of 19.37% and a net margin of 1.71%.The company had revenue of $9.61 billion for the quarter, compared to the consensus estimate of $9.66 billion. During the same period in the prior year, the firm posted $0.68 earnings per share. The business’s revenue for the quarter was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. As a group, analysts expect that US Foods will post 4.51 EPS for the current year.

Wall Street Analyst Weigh In

USFD has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft set a $111.00 price objective on US Foods and gave the company a “buy” rating in a research note on Friday, February 13th. UBS Group restated a “buy” rating and set a $117.00 price objective on shares of US Foods in a research note on Friday, February 13th. Piper Sandler cut US Foods from an “overweight” rating to a “neutral” rating and raised their price objective for the company from $85.00 to $103.00 in a research note on Friday, February 13th. Morgan Stanley set a $94.00 price objective on US Foods and gave the company a “mixed” rating in a research note on Friday, February 13th. Finally, Weiss Ratings cut US Foods from a “buy (b+)” rating to a “buy (b)” rating in a research note on Friday, May 1st. Ten equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, US Foods currently has a consensus rating of “Moderate Buy” and an average target price of $106.75.

Insider Activity

In other news, insider James David Works, Jr. sold 65,737 shares of the firm’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $96.52, for a total transaction of $6,344,935.24. Following the completion of the sale, the insider directly owned 88,176 shares of the company’s stock, valued at $8,510,747.52. This trade represents a 42.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 0.74% of the stock is currently owned by corporate insiders.

Key Headlines Impacting US Foods

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

• Positive Sentiment: US Foods said first-quarter case volume rose 1.4%, with independent restaurant case volume up 4.6%, while net sales increased 2.8% to $9.6 billion and adjusted EBITDA climbed 6.2% to $413 million. US Foods Reports First Quarter Fiscal Year 2026 Earnings
• Positive Sentiment: The company reaffirmed its 2026 outlook for 9% to 13% adjusted EBITDA growth and issued full-year EPS guidance of $4.696 to $4.935, signaling confidence in its operating plans despite near-term cost pressures. US Foods reaffirms 2026 outlook for 9%-13% adjusted EBITDA growth amid elevated fuel costs
• Neutral Sentiment: Management highlighted continued profit improvement on the earnings call, but investors are weighing that against weather disruptions, higher fuel costs, and other headwinds that could pressure margins in coming quarters. US Foods Earnings Call Highlights Profits Amid Headwinds
• Negative Sentiment: Quarterly EPS of $0.78 missed estimates of $0.82, and revenue of $9.61 billion also came in below expectations, which is the main reason the stock is under pressure today. US Foods (NYSE:USFD) Reports Sales Below Analyst Estimates In Q1 CY2026 Earnings

Institutional Investors Weigh In On US Foods

Several large investors have recently made changes to their positions in USFD. Measured Wealth Private Client Group LLC purchased a new stake in shares of US Foods during the 3rd quarter valued at $26,000. Geneos Wealth Management Inc. increased its holdings in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after acquiring an additional 263 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in US Foods in the 3rd quarter worth about $49,000. AlphaCentric Advisors LLC purchased a new stake in US Foods in the 4th quarter worth about $79,000. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in US Foods by 68.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock worth $92,000 after acquiring an additional 487 shares during the last quarter. 98.76% of the stock is owned by hedge funds and other institutional investors.

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.