U

    US Foods Holding Corp (USFD)

    Official site

    CONSUMER DEFENSIVE • FOOD DISTRIBUTION • NYSE

    $104.84
    -2.43 (-2.27%)

    Market Cap: $23.21B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    73%(29/40)
    Avg Surprise
    +7.66%
    Streak
    1 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$1.25
    Range$1.20 - $1.29
    14 analysts
    EPS Revisions
    2
    0
    7d
    2
    7
    30d
    EPS Estimate Drift
    90d ago$1.26+0.8%
    60d ago$1.25+0.2%
    30d ago$1.26+0.4%
    7d ago$1.25-0.4%
    Current$1.25
    Revenue Consensus
    $10.6B
    Range$10.5B - $10.9B
    13 analysts
    Dec 31, 2026
    EPS Consensus$1.37
    Range$1.28 - $1.45
    15 analysts
    Revenue Consensus
    $10.8B
    Range$10.5B - $11.0B
    16 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.37---
    Sep 26EST
    		-$1.25---
    Jun 26
    		$1.33$1.30+2.31%Beat+19.8%
    Mar 26
    		$0.78$0.81-3.70%Miss+14.7%
    Dec 25
    		$1.04$1.01+2.97%Beat+23.8%
    Sep 25
    		$1.07$1.03+3.88%Beat+25.9%
    Jun 25
    		$1.11$1.09+1.83%Beat+19.4%
    Mar 25
    		$0.68$0.69-1.45%Miss+25.9%
    Dec 24
    		$0.84$0.80+5.00%Beat+31.2%
    Sep 24
    		$0.85$0.83+2.41%Beat+21.4%
    Jun 24
    		$0.93$0.93+0.00%Beat+17.7%
    Mar 24
    		$0.54$0.54+0.00%Beat+8.0%
    Dec 23
    		$0.64$0.66-3.03%Miss+16.4%
    Sep 23
    		$0.70$0.69+1.45%Beat+16.7%
    Jun 23
    		$0.79$0.76+3.95%Beat+17.9%
    Mar 23
    		$0.50$0.42+19.05%Beat+38.9%
    Dec 22
    		$0.55$0.53+3.77%Beat+44.7%
    Sep 22
    		$0.60$0.61-1.64%Miss+25.0%
    Jun 22
    		$0.67$0.68-1.47%Miss+15.5%
    Mar 22
    		$0.36$0.34+5.88%Beat+200.0%
    Dec 21
    		$0.38$0.40-5.00%Miss+660.0%
    Sep 21
    		$0.48$0.48+0.00%Beat+220.0%
    Jun 21
    		$0.58$0.35+65.71%Beat+332.0%
    Mar 21
    		$0.12$0.04+200.00%Beat-20.0%
    Dec 20
    		$0.05$0.09-44.44%Miss-92.4%
    Sep 20
    		$0.15$0.17-11.76%Miss-75.4%
    Jun 20
    		$-0.25$-0.35+28.57%Beat-139.1%
    Mar 20
    		$0.15$0.16-6.25%Miss-59.5%
    Dec 19
    		$0.66$0.65+1.54%Beat+17.9%
    Sep 19
    		$0.61$0.61+0.00%Beat+10.9%
    Jun 19
    		$0.64$0.63+1.59%Beat+12.3%
    Mar 19
    		$0.37$0.36+2.78%Beat+5.7%
    Dec 18
    		$0.56$0.59-5.08%Miss+27.3%
    Sep 18
    		$0.55$0.51+7.84%Beat+41.0%
    Jun 18
    		$0.57$0.58-1.72%Miss+54.1%
    Mar 18
    		$0.35$0.32+9.38%Beat+94.4%
    Dec 17
    		$0.44$0.43+2.33%Beat-17.0%
    Sep 17
    		$0.39$0.37+5.41%Beat+0.0%
    Jun 17
    		$0.37$0.37+0.00%Beat-
    Mar 17
    		$0.18$0.18+0.00%Beat-
    Dec 16
    		$0.53$0.50+6.00%Beat-
    Sep 16
    		$0.39$0.36+8.33%Beat-

    Key Metrics

    Valuation
    P/E Ratio24.84EV/EBITDA16.48x
    Price/FCF24.27xFCF Yield4.12%
    Profitability
    Profit Margin1.81%Operating Margin4.20%
    ROE16.40%ROIC10.09%
    Financial Health
    Debt/Equity1.22xInterest Coverage4.14x
    Current Ratio1.14xQuick Ratio0.70x
    Trading Statistics
    Beta0.82Avg Volume2.12M
    52-Week High$111.4252-Week Low$69.88

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$107.91
    SMA 20$107.61
    SMA 50$102.50
    SMA 200$89.70
    EMA 10$107.47
    EMA 20$106.59
    EMA 50$102.37
    EMA 200$91.64

    MACD

    Line: 1.68Signal: 2.38Hist: -0.70

    ADX

    ADX: 24.0+DI: 20.5-DI: 22.7

    Aroon & PSAR

    Aroon Up48.0
    Aroon Down24.0
    PSAR$111.28

    Bollinger Bands

    Upper Band$113.67
    Lower Band$101.56
    %B Position1125%(Upper)
    Band Width0.27

    RSI (14-Day)

    Neutral
    47.5

    Momentum Oscillators

    Stoch %K22.3
    Stoch %D38.1
    Williams %R-94.0
    ROC (10d)-3.5%
    Momentum-3.77
    CCI (20d)-65.2
    MFI (14d)42.5

    Volatility Measures

    ATR (14d)$2.66(2.5%)
    StdDev (20d)3.03
    Hist Vol28.6%(Moderate)

    Volume Flow

    VWAP$105.64
    OBV50.9M
    AD Line92.0M
    CMF (20d)0.182

    Volume Metrics

    Avg Vol (20d)2.1M
    Vol Ratio1.1x
    VWMA (20d)$107.19

    Pivot Points

    R3$109.35
    R2$108.72
    R1$107.99
    Pivot Point$107.36
    S1$106.63
    S2$106.00
    S3$105.27

    Advanced Oscillators

    TSI19.85
    Ultimate Osc47.2
    KST70.70

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$10.53B$9.61B$9.80B$10.19B$10.08B$9.35B$9.49B$9.73B$9.71B$8.95B$8.94B$9.11B
    Cost of Revenue$8.61B$7.96B$8.08B$8.44B$8.30B$7.74B$7.83B$8.06B$8.00B$7.45B$7.35B$7.56B
    Gross Profit$1.92B$1.65B$1.72B$1.75B$1.78B$1.61B$1.67B$1.67B$1.71B$1.50B$1.59B$1.54B
    Operating Expenses$1.48B$1.44B$1.40B$1.47B$1.41B$1.39B$1.36B$1.39B$1.35B$1.33B$1.31B$1.31B
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$1.48B$1.43B$1.39B$1.46B$1.40B$1.39B$1.36B$1.38B$1.35B$1.32B$1.30B$1.31B
    Operating Income$443.00M$216.00M$321.00M$282.00M$372.00M$224.00M$302.00M$279.00M$353.00M$165.00M$278.00M$230.00M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$77.00M$75.00M$78.00M$76.00M$74.00M$77.00M$90.00M$75.00M$81.00M$79.00M$80.00M$102.00M
    Income Before Tax$369.00M$142.00M$244.00M$206.00M$300.00M$148.00M$87.00M$201.00M$269.00M$87.00M$200.00M$129.00M
    Income Tax Expense$94.00M$26.00M$60.00M$53.00M$76.00M$33.00M$21.00M$53.00M$71.00M$5.00M$53.00M$34.00M
    Net Income$275.00M$116.00M$184.00M$153.00M$224.00M$115.00M$66.00M$148.00M$198.00M$82.00M$147.00M$95.00M
    EBITDA$564.00M$336.00M$439.00M$400.00M$489.00M$337.00M$288.00M$390.00M$458.00M$271.00M$385.00M$332.00M
    EBIT$446.00M$217.00M$322.00M$282.00M$374.00M$225.00M$177.00M$276.00M$350.00M$166.00M$280.00M$231.00M
    * Some calculated fields are derived from available data when not provided by source

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    Government Contracts

    Gov Obligations (TTM)
    $591.49M
    Gov Obligations / Revenue
    1.5%
    Obligations YoY
    -13.7%
    Active Awards
    30,447
    New Awards (TTM)
    30,413
    Avg Remaining Term
    2.7 mo

    Top agency: Department of Defense at 68.3% of trailing twelve month obligations across 6 agencies

    Recent Awards

    Award IDAgencyObligatedStart
    HT940825FE004Department of DefenseDefense Health Agency$25.25MOct 1, 2025
    36C24026K0003Department of Veterans AffairsDepartment of Veterans Affairs$14.13MDec 1, 2025
    36C24025K0012Department of Veterans AffairsDepartment of Veterans Affairs$13.87MSep 1, 2025
    36C24026K0007Department of Veterans AffairsDepartment of Veterans Affairs$13.29MApr 1, 2026
    36C24026K0006Department of Veterans AffairsDepartment of Veterans Affairs$13.16MMar 1, 2026
    36C24026K0001Department of Veterans AffairsDepartment of Veterans Affairs$13.08MOct 1, 2025
    36C24026K0004Department of Veterans AffairsDepartment of Veterans Affairs$12.80MJan 1, 2026
    36C24026K0008Department of Veterans AffairsDepartment of Veterans Affairs$12.43MMay 1, 2026
    36C24025K0011Department of Veterans AffairsDepartment of Veterans Affairs$12.29MAug 1, 2025
    36C24026K0005Department of Veterans AffairsDepartment of Veterans Affairs$11.78MFeb 1, 2026

    Federal contract obligations are bookings recorded by the awarding agency, not recognized revenue. They can exceed 100% of revenue and can be negative when contracts are de-obligated. Source: USAspending.gov prime awards, data through Jul 31, 2026.

    News

    US Foods Chief Financial Officer to Join Barclays Chat Sept. 9

    US Foods Holding Corp. (NYSE: USFD) announced that Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the Barclays 19th Annual Global Consumer Conference on September 9th at 1:30 p.m. EDT. A live audio webcast will be available on the company's investor relations page, with a replay accessible later that day. US Foods is a leading foodservice distributor headquartered in Rosemont, Ill.

    Stock Titan•8/26/26•
    Neutral

    The Manufacturers Life Insurance Company Buys Shares of 751,810 US Foods Holding Corp. $USFD

    The Manufacturers Life Insurance Company has acquired a new stake of 751,810 shares in US Foods Holding Corp. (NYSE:USFD) valued at approximately $76.87 million during the second quarter. This move makes them a significant institutional investor, owning about 0.35% of US Foods. The article also details other institutional investment changes, recent analyst rating adjustments, the company's financial performance, and insider trading activities.

    MarketBeat•8/26/26•
    Bullish

    Primecap Management Co. CA Makes New $407 Million Investment in US Foods Holding Corp. $USFD

    Primecap Management Co. CA has made a new investment of approximately $407 million in US Foods Holding Corp. (NYSE:USFD), acquiring 3.98 million shares, which represents a 1.84% stake in the company. Institutional investors now collectively own 98.76% of US Foods. The company recently surpassed quarterly earnings expectations, reporting $1.44 EPS and $10.53 billion in revenue, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $113.92.

    MarketBeat•8/26/26•
    Bullish

    Here's How Much $100 Invested In US Foods Holdings 10 Years Ago Would Be Worth Today

    US Foods Holdings (NYSE: USFD) has demonstrated strong market outperformance over the past decade, yielding an average annual return of 16.25%. An initial investment of $100 in USFD stock ten years ago would now be valued at $447.93, highlighting the significant impact of compounded returns. The company currently holds a market capitalization of $23.67 billion.

    Benzinga•8/25/26•
    Bullish

    Osterweis Capital Management Inc. Makes New Investment in US Foods Holding Corp. $USFD

    Osterweis Capital Management Inc. has acquired a new stake in US Foods Holding Corp. (NYSE:USFD), purchasing 353,146 shares valued at approximately $36.1 million, making it 1.7% of their portfolio. Other institutional investors like BlackRock Inc. and Price T Rowe Associates Inc. MD have also significantly adjusted their positions in US Foods. The company has a "Moderate Buy" consensus rating from analysts with an average price target of $113.92, and recently surpassed quarterly earnings and revenue expectations.

    MarketBeat•8/25/26•
    Bullish

    Frequently Asked Questions About USFD

    Does USFD pay dividends?
    US Foods Holding Corp (USFD) does not currently pay a regular dividend.
    What is USFD's P/E ratio?
    US Foods Holding Corp has a price-to-earnings (P/E) ratio of 24.84.
    What is USFD's market cap?
    US Foods Holding Corp (USFD) has a market capitalization of $23.21B with a current stock price of $104.84.

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