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 4.720. 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 Performance

Shares of NYSE USFD traded down $2.44 during mid-day trading on Friday, reaching $84.44. 3,339,606 shares of the company’s stock were exchanged, compared to its average volume of 2,686,314. The firm has a market capitalization of $18.60 billion, a price-to-earnings ratio of 28.72, a price-to-earnings-growth ratio of 1.13 and a beta of 0.90. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.16 and a quick ratio of 0.68. US Foods has a 52 week low of $69.88 and a 52 week high of $102.13. The firm has a 50-day moving average price of $91.75 and a two-hundred day moving average price of $83.96.

US Foods (NYSE:USFD) last released its earnings results on Thursday, May 7th. The company reported $0.78 earnings per share for the quarter, missing analysts’ consensus estimates of $0.82 by ($0.04). US Foods had a net margin of 1.71% and a return on equity of 18.74%. 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 company earned $0.68 earnings per share. The firm’s revenue was up 2.8% on a year-over-year basis. US Foods has set its FY 2026 guidance at 4.696-4.935 EPS. Analysts predict that US Foods will post 4.51 EPS for the current year.

Analysts Set New Price Targets

Several research firms have recently weighed in on USFD. Sanford C. Bernstein reiterated an “outperform” rating and issued a $106.00 target price on shares of US Foods in a research note on Friday, February 13th. Zacks Research cut shares of US Foods from a “strong-buy” rating to a “hold” rating in a report on Monday, April 20th. Citigroup cut their price target on US Foods from $115.00 to $111.00 and set a “buy” rating for the company in a report on Friday. Wells Fargo & Company increased their price objective on US Foods from $87.00 to $110.00 and gave the stock an “overweight” rating in a report on Friday, February 13th. Finally, Deutsche Bank Aktiengesellschaft set a $111.00 target price on US Foods and gave the company a “buy” rating in a report on Friday, February 13th. Ten research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $106.75.

Insider Buying and Selling

In related news, insider James David Works, Jr. sold 65,737 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 88,176 shares in the company, valued at $8,510,747.52. The trade was a 42.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.74% of the stock is currently owned by insiders.

US Foods News Summary

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

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Sivia Capital Partners LLC purchased a new position in shares of US Foods in the 2nd quarter worth about $526,000. Certuity LLC purchased a new position in shares of US Foods during the third quarter valued at approximately $246,000. Evolve Private Wealth LLC bought a new position in shares of US Foods during the fourth quarter valued at approximately $227,000. GeoWealth Management LLC lifted its stake in US Foods by 8.4% in the fourth quarter. GeoWealth Management LLC now owns 2,964 shares of the company’s stock worth $223,000 after acquiring an additional 229 shares during the period. Finally, Boston Family Office LLC bought a new position in US Foods in the 4th quarter worth $221,000. 98.76% of the stock is owned by hedge funds and other 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.