US Foods
Foodservice distributor combining broadline delivery, cash-and-carry stores, private brands, and digital ordering.
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Profile
Distributes fresh, frozen, and dry food and non-food supplies to U.S. restaurants and institutional customers. Operating as a single reportable segment, revenue comes through broadline delivery and CHEF'STORE cash-and-carry locations, supported by Exclusive Brands, MOXe digital ordering, and Pronto delivery options.
Distributes fresh, frozen, and dry food alongside non-food supplies to restaurants and institutional customers across the United States. Broadline delivery is complemented by CHEF'STORE cash-and-carry locations, Exclusive Brands, the MOXe e-commerce platform, and Pronto delivery options.
Operating as a single reportable segment, the nationwide network combines broadline distribution with cash-and-carry stores. Sales teams work as consultants, matching products, tools, and service choices to customer needs, while acquisitions have extended regional reach and added distribution channels.
Demand depends on food-away-from-home activity. Performance also rests on supplier availability, distribution-center and transport continuity, fuel and commodity costs, labor availability, collective bargaining, customer relationships, and reliable technology.
Company facts
Key statistics
Year to date +43.8% · Average volume (30d) 2.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | Piper Sandler | Reiterate | Neutral | $88 | $108 |
| Aug 7, 2026 | Morgan Stanley | Target | $103 | $107 | |
| Aug 7, 2026 | BMO Capital | Reiterate | Outperform | $115 | $120 |
| Aug 7, 2026 | UBS | Reiterate | Buy | $117 | $127 |
| Aug 7, 2026 | BTIG | Reiterate | Buy | $105 | $120 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 6, 2026Q2 FY26 | $1.36 | $1.44 | +5.9% | $10.46B | $10.53B | +0.7% | +6.45% |
| May 7, 2026Q1 FY26 | $0.82 | $0.78 | −4.9% | $9.66B | $9.61B | −0.5% | −2.85% |
| Feb 12, 2026Q4 FY25 | $1.00 | $1.04 | +4.0% | $9.89B | $9.80B | −0.9% | −2.01% |
| Nov 6, 2025Q3 FY25 | $1.04 | $1.07 | +2.9% | $10.17B | $10.19B | +0.2% | +2.91% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $9.35B | $10.08B | $10.19B | $9.80B | $9.61B | $10.53B | |
| Gross profit | $1.61B | $1.78B | $1.75B | $1.72B | $1.65B | $1.92B | |
| Operating income | $229.0M | $374.0M | $295.0M | $334.0M | $216.0M | $443.0M | |
| Net income | $115.0M | $224.0M | $153.0M | $184.0M | $116.0M | $275.0M | |
| Diluted EPS | $0.49 | $0.96 | $0.67 | $0.82 | $0.52 | $1.24 | |
| Gross margin | 17.3% | 17.6% | 17.2% | 17.6% | 17.2% | 18.2% | |
| Operating margin | 2.4% | 3.7% | 2.9% | 3.4% | 2.2% | 4.2% |
Fiscal years (4-quarter sums)FY21 $29.49B · FY22 $34.06B · FY23 $35.60B · FY24 $37.88B · FY25 $39.42B
Revenue by product · Q2 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $56.0M · Total debt $5.24B · Total assets $14.34B · Shareholders' equity $4.28B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 220.22M · Float 218.52M · 99.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Wellington Management Group LLP | 23.01M | 10.45% | 13F | Aug 14, 2026 |
| BlackRock, Inc. | 20.85M | 9.47% | 13F | Aug 7, 2026 |
| Boston Partners | 18.61M | 8.45% | 13F | Aug 4, 2026 |
| Vanguard Portfolio Management LLC | 10.14M | 4.60% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 9.96M | 4.52% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Randy J. Taylor | officer: See Remarks | −11,630 | $110.37 |
| Aug 7, 2026 | William Spencer Hancock | officer: See Remarks | −21,754 | $108.29 |
| Mar 30, 2026 | Dirk J. Locascio | officer: EVP, Chief Financial Officer | −20,000 | $91.19 |
| Feb 25, 2026 | Dirk J. Locascio | officer: EVP, Chief Financial Officer | −25,101 | $96.59 |
| Feb 18, 2026 | James David Jr Works | officer: See Remarks | −65,737 | $96.52 |
Peers
- Sysco
Largest national rival across broadline and institutional foodservice
- Performance Food Group
National rival across independent, chain, and institutional accounts
- The Chefs' Warehouse
Specialty distributor to chefs, restaurants, hotels, and caterers
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| US Foods | $107.27 | −0.03% | $23.62B | 33.0 | 20.6 | 0.6 | +4.5% |
| Sysco | $82.10 | +0.20% | $39.18B | 22.4 | 16.2 | 0.5 | +4.7% |
| Performance Food Group | $100.85 | +0.03% | $15.84B | 44.0 | 17.9 | 0.2 | +6.4% |
| The Chefs' Warehouse | $115.00 | −0.04% | $4.69B | 54.8 | 41.7 | 1.1 | +12.9% |
| Median | 44.0 | 17.9 | 0.5 | +6.4% |