Us Foods Holding Stock Earnings Reports

US Foods reported strong Q3 and year-to-date results with continued share gains in independent restaurants, health care and hospitality. Key operational highlights include accelerated independent case growth (3.9% in Q3), improved service metrics (AI-powered search driving ~1.3 million incremental annualized cases; 2.3% improvement in cases per mile), and productivity gains from routing and UMOS deployments. Pronto small-truck delivery is a major growth driver (expected ~$950M sales in 2025 and >$1B run-rate by year-end) and the company plans its largest annual Pronto investment in 2026. Management announced a strategic tuck-in acquisition (Shetakis in Las Vegas) and continues disciplined capital allocation — $335M of share buybacks in Q3 and $467M remaining under the $1B repurchase authorization; net leverage ended at ~2.6x. Financials: net sales +4.8% to $10.2B, adjusted EBITDA +11% to $505M, adjusted diluted EPS +26% to $1.07. Management tightened FY25 case growth guidance to 1%–2% (was 1%–3%), now expects net sales +4%–5%, adjusted EBITDA growth 10%–12%, and adjusted diluted EPS growth 24%–26%. Strategic initiatives include a move to 100% variable compensation for local sellers (pilots in Q4, full deployment in early 2026), expanded private-label penetration (>53% among core independents), semi-automation ramp (Aurora facility), and continued AI deployments across the business. Management reiterated confidence in executing the long-range plan (5% sales CAGR, 10% adjusted EBITDA CAGR, ≥20 bps annual margin expansion, 20% adjusted EPS CAGR through 2027) and said there is no new information on any potential combination with PFG.