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    US Foods Holding Corp (USFD)

    Official site

    CONSUMER DEFENSIVE • FOOD DISTRIBUTION • NYSE

    $98.48
    +0.58 (+0.59%)

    Market Cap: $21.18B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    72%(28/39)
    Avg Surprise
    +7.64%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$1.25
    Range$1.20 - $1.29
    13 analysts
    EPS Revisions
    1
    0
    7d
    4
    0
    30d
    EPS Estimate DriftChange to current
    90d ago$1.25-0.0%
    60d ago$1.25-0.0%
    30d ago$1.25+0.2%
    7d ago$1.25+0.1%
    Current$1.25
    Revenue Consensus
    $10.6B
    Range$10.5B - $10.8B
    12 analysts
    Period ending Dec 31, 2026
    EPS Consensus$1.35
    Range$1.25 - $1.41
    15 analysts
    Revenue Consensus
    $10.8B
    Range$10.4B - $11.0B
    15 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$1.35---
    Sep 26EST
    		-$1.25---
    Jun 26
    Reported Aug 6
    		$1.33$1.30+2.31%Beat+19.8%
    Mar 26
    Reported May 7
    		$0.78$0.81-3.70%Miss+14.7%
    Dec 25
    Reported Feb 12
    		$1.04$1.01+2.97%Beat+23.8%
    Sep 25
    Reported Nov 6
    		$1.07$1.03+3.88%Beat+25.9%
    Jun 25
    Reported Aug 7
    		$1.11$1.09+1.83%Beat+19.4%
    Mar 25
    Reported May 8
    		$0.68$0.69-1.45%Miss+25.9%
    Dec 24
    Reported Feb 13
    		$0.84$0.80+5.00%Beat+31.2%
    Sep 24
    Reported Nov 7
    		$0.85$0.83+2.41%Beat+21.4%
    Jun 24
    Reported Aug 8
    		$0.93$0.93+0.00%Beat+17.7%
    Mar 24
    Reported May 9
    		$0.54$0.54+0.00%Beat+8.0%
    Dec 23
    Reported Feb 15
    		$0.64$0.66-3.03%Miss+16.4%
    Sep 23
    Reported Nov 9
    		$0.70$0.69+1.45%Beat+16.7%
    Jun 23
    Reported Aug 10
    		$0.79$0.76+3.95%Beat+17.9%
    Mar 23
    Reported May 11
    		$0.50$0.42+19.05%Beat+38.9%
    Dec 22
    Reported Feb 16
    		$0.55$0.53+3.77%Beat+44.7%
    Sep 22
    Reported Nov 10
    		$0.60$0.61-1.64%Miss+25.0%
    Jun 22
    Reported Aug 11
    		$0.67$0.68-1.47%Miss+15.5%
    Mar 22
    Reported May 12
    		$0.36$0.34+5.88%Beat+200.0%
    Dec 21
    Reported Feb 17
    		$0.38$0.40-5.00%Miss+660.0%
    Sep 21
    Reported Nov 8
    		$0.48$0.48+0.00%Beat+220.0%
    Jun 21
    Reported Aug 9
    		$0.58$0.35+65.71%Beat+332.0%
    Mar 21
    Reported May 10
    		$0.12$0.04+200.00%Beat-20.0%
    Dec 20
    Reported Feb 16
    		$0.05$0.09-44.44%Miss-92.4%
    Sep 20
    Reported Nov 2
    		$0.15$0.17-11.76%Miss-75.4%
    Jun 20
    Reported Aug 4
    		$-0.25$-0.35+28.57%Beat-139.1%
    Mar 20
    Reported May 5
    		$0.15$0.16-6.25%Miss-59.5%
    Dec 19
    Reported Feb 11
    		$0.66$0.65+1.54%Beat+17.9%
    Sep 19
    Reported Nov 5
    		$0.61$0.61+0.00%Beat+10.9%
    Jun 19
    Reported Aug 6
    		$0.64$0.63+1.59%Beat+12.3%
    Mar 19
    Reported May 7
    		$0.37$0.36+2.78%Beat+5.7%
    Dec 18
    Reported Feb 12
    		$0.56$0.59-5.08%Miss+27.3%
    Sep 18
    Reported Nov 6
    		$0.55$0.51+7.84%Beat+41.0%
    Jun 18
    Reported Jul 30
    		$0.57$0.58-1.72%Miss+54.1%
    Mar 18
    Reported May 8
    		$0.35$0.32+9.38%Beat+94.4%
    Dec 17
    Reported Feb 15
    		$0.44$0.43+2.33%Beat-17.0%
    Sep 17
    Reported Nov 7
    		$0.39$0.37+5.41%Beat-
    Jun 17
    Reported Aug 9
    		$0.37$0.37+0.00%Beat-
    Mar 17
    Reported May 9
    		$0.18$0.18+0.00%Beat-
    Dec 16
    Reported Feb 15
    		$0.53$0.50+6.00%Beat-

    Key Metrics

    Valuation
    P/E Ratio23.34EV/EBITDA15.38x
    Price/FCF22.80xFCF Yield4.39%
    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
    Beta0.86Avg Volume2.36M
    52-Week High$111.4252-Week Low$69.88

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$96.67
    SMA 20$95.07
    SMA 50$100.91
    SMA 200$92.99
    EMA 10$96.84
    EMA 20$96.66
    EMA 50$97.96
    EMA 200$92.79

    MACD

    Line: -0.34Signal: -1.17Hist: 0.83

    ADX

    ADX: 22.1+DI: 18.9-DI: 17.9

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down16.0
    PSAR$92.64

    Bollinger Bands

    Upper Band$99.04
    Lower Band$91.10
    %B Position835%(Upper)
    Band Width0.93

    RSI (14-Day)

    Neutral
    55.6

    Momentum Oscillators

    Stoch %K94.9
    Stoch %D92.0
    Williams %R-1.4
    ROC (10d)6.8%
    Momentum6.28
    CCI (20d)112.3
    MFI (14d)58.3

    Volatility Measures

    ATR (14d)$2.27(2.3%)
    StdDev (20d)1.99
    Hist Vol19.6%(Low)

    Volume Flow

    VWAP$97.77
    OBV40.9M
    AD Line69.8M
    CMF (20d)-0.019

    Volume Metrics

    Avg Vol (20d)2.2M
    Vol Ratio0.9x
    VWMA (20d)$94.70

    Pivot Points

    R3$99.82
    R2$98.92
    R1$98.41
    Pivot Point$97.51
    S1$97.00
    S2$96.10
    S3$95.59

    Advanced Oscillators

    TSI-5.13
    Ultimate Osc64.0
    KST-41.97

    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

    What US Foods Holding (USFD)'s Southern California Labor Contract Means For Shareholders

    US Foods Holding (USFD) has ratified a new Teamsters contract for over 500 workers in Southern California, setting new benchmarks for wages, pensions, automation protections...

    Simply Wall Street•10/15/26•Somewhat-Bearish

    USFD Maintained by Morgan Stanley -- Price Target Raised to $111

    Morgan Stanley has maintained an "Equal-Weight" rating for US Foods Holdings (USFD) and raised its price target from $107 to $111. Despite this positive outlook on growth potential...

    GuruFocus•10/15/26•Somewhat-Bullish

    US Foods to Host Third Quarter 2026 Financial Results Conference Call and Webcast

    US Foods Holding Corp. (NYSE: USFD) announced it will host a conference call and webcast on Thursday, November 5, 2026...

    StreetInsider•10/15/26•Neutral

    US Foods to host Q3FY26 earnings call on November 5

    US Foods Holding Corp will host a live conference call and webcast on Thursday, November 5, 2026, at 8:00 am CST to discuss its third quarter 2026 financial results. Investors and analysts can access the call by dialing...

    scanx.trade•10/15/26•Bullish

    Bernstein raises target for US Foods stock to USD 112.00

    Bernstein has increased its price target for US Foods stock from USD 106.00 to USD 112.00, maintaining a Buy rating. This adjustment follows US Foods' reported Q2 sales increase of 4.50 percent to USD 10.53 billion...

    ad-hoc-news.de•10/15/26•Bullish

    USFD Valuation and Fair Value

    P/E
    23.3x
    Forward P/E
    17.0x
    EV/EBITDA
    15.4x
    P/FCF
    22.8x
    PEG
    0.9x
    P/B
    5.0x
    See GNG's fair value

    USFD Profitability: Margins, ROIC and FCF

    Gross margin
    17.6%
    Operating margin
    4.2%
    Net margin
    1.8%
    ROIC
    10.1%
    ROE
    16.4%
    FCF margin
    2.4%
    FCF yield
    4.4%

    USFD Competitors

    CompanyTicker
    Constellation Brands Inc Class ASTZ
    Bunge Global SABG
    Dollar Tree IncDLTR
    Tyson Foods IncTSN
    Coca-Cola Femsa SAB de CV ADRKOF
    General Mills IncGIS
    Church & Dwight Company IncCHD
    Performance Food Group CoPFGC

    Sector: Consumer Defensive

    USFD Analyst Ratings

    Consensus
    Buy
    Analysts
    16
    Strong Buy
    0
    Buy
    12
    Hold
    3
    Sell
    1
    Strong Sell
    0

    USFD Bull Case vs Bear Case

    Bull case

    • USFD beat EPS estimates in 75.0% of its last 8 reported quarters.
    • 75.0% of USFD's analyst ratings are Buy or Strong Buy.

    USFD Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    1.7%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $1.25
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    4 up, 0 down

    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 23.34.

    What is USFD's market cap?

    US Foods Holding Corp (USFD) has a market capitalization of $21.18B with a current stock price of $98.48.

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