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US Foods Holding Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.81 |
| EPS actual | $0.780 |
| EPS Surprise | -3.70% |
| Revenue estimate | 9.658B |
| Revenue actual | 9.61B |
| Revenue Surprise | -0.496% |
| Release date | Feb 12, 2026 |
| EPS estimate | $1.00 |
| EPS actual | $1.04 |
| EPS Surprise | 4.00% |
| Revenue estimate | 9.887B |
| Revenue actual | 9.8B |
| Revenue Surprise | -0.88% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.04 |
| EPS actual | $1.07 |
| EPS Surprise | 2.88% |
| Revenue estimate | 10.17B |
| Revenue actual | 10.191B |
| Revenue Surprise | 0.210% |
| Release date | Aug 06, 2026 |
| EPS estimate | $1.36 |
| EPS actual | - |
| Revenue estimate | 10.447B |
| Revenue actual | - |
| Expected change | +/- 6.49% |
Last 4 Quarters for US Foods Holding
Below you can see how USFD performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2026 |
| Price on release | - |
| EPS estimate | $1.36 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jun 15, 2026 | $93.44 |
| Jun 16, 2026 | $93.22 |
| Jun 17, 2026 | $93.72 |
| Jun 18, 2026 | $91.91 |
| Jun 22, 2026 | $92.76 |
| Release date | Nov 06, 2025 |
| Price on release | $71.40 |
| EPS estimate | $1.04 |
| EPS actual | $1.07 |
| EPS surprise | 2.88% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $72.62 |
| Nov 03, 2025 | $73.70 |
| Nov 04, 2025 | $73.39 |
| Nov 05, 2025 | $74.10 |
| Nov 06, 2025 | $71.40 |
| Nov 07, 2025 | $73.48 |
| Nov 10, 2025 | $72.34 |
| Nov 11, 2025 | $72.14 |
| Nov 12, 2025 | $72.90 |
| 4 days before | -1.68% |
| 4 days after | 2.10% |
| On release day | 2.91% |
| Change in period | 0.386% |
| Release date | Feb 12, 2026 |
| Price on release | $101.98 |
| EPS estimate | $1.00 |
| EPS actual | $1.04 |
| EPS surprise | 4.00% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $90.33 |
| Feb 09, 2026 | $90.12 |
| Feb 10, 2026 | $90.67 |
| Feb 11, 2026 | $89.93 |
| Feb 12, 2026 | $101.98 |
| Feb 13, 2026 | $99.93 |
| Feb 17, 2026 | $97.11 |
| Feb 18, 2026 | $96.59 |
| Feb 19, 2026 | $96.38 |
| 4 days before | 12.90% |
| 4 days after | -5.49% |
| On release day | -2.01% |
| Change in period | 6.70% |
| Release date | May 07, 2026 |
| Price on release | $86.88 |
| EPS estimate | $0.81 |
| EPS actual | $0.780 |
| EPS surprise | -3.70% |
| Date | Price |
|---|---|
| May 01, 2026 | $93.09 |
| May 04, 2026 | $91.06 |
| May 05, 2026 | $91.93 |
| May 06, 2026 | $92.05 |
| May 07, 2026 | $86.88 |
| May 08, 2026 | $84.40 |
| May 11, 2026 | $83.61 |
| May 12, 2026 | $83.97 |
| May 13, 2026 | $85.16 |
| 4 days before | -6.67% |
| 4 days after | -1.98% |
| On release day | -2.85% |
| Change in period | -8.52% |
US Foods Holding Earnings Call Transcript Summary of Q1 2026
US Foods delivered a resilient Q1 2026 amid weather disruptions, higher fuel costs and macro uncertainty. Key operational wins included accelerating organic independent restaurant case growth (4.4% in the quarter; 4.6% including acquisitions), the company’s 20th consecutive quarter of share gains with independents (22nd with health care), and continued margin expansion: adjusted EBITDA rose 6.2% to $413M and adjusted diluted EPS increased 14.7% to $0.78. Management said weather and fuel reduced adjusted EBITDA growth by ~4 percentage points and reiterated full-year 2026 guidance: adjusted EBITDA growth of 9–13% and adjusted diluted EPS growth of 18–24% (including a 53rd week), but cautioned that sustained elevated fuel or a weak macro would push results to the low end of the range. Strategic highlights: expanded digital/AI tools (MenuIQ adoption ~15% of independents in two months), launch of Signature for hospitality, Pronto small-truck program now in its 47th market and targeting $1.5B sales in 2027, rollout of UMOS supply-chain program (live in 70 markets), and a company-wide transition of local sellers to a fully variable compensation plan going live next month (expected to ramp over 2–3 years). Financial priorities remain investing in growth (Q1 CapEx $98M), share repurchases ($125M retired in Q1; $1B remaining authorization), maintaining a strong balance sheet (net leverage 2.6x), and raising COGS savings target to at least $300M by 2027. Safety and productivity improvements were also emphasized (injuries down 12% YoY; selector productivity up 3% YoY).
