US Foods Holding Q2 adjusted EPS beats estimates
USFD•Outlook
- US Foods sees FY 2026 net sales growth of 4% to 6%
- Company expects FY 2026 adjusted EBITDA growth of 9% to 13%
- US Foods projects FY 2026 adjusted diluted EPS growth of 18% to 24%
Overview
- U.S. foodservice distributor's Q2 sales rose 4.5%, slightly beating analyst expectations
- Adjusted EPS for Q2 grew 21%, beating analyst expectations
- Company repurchased $374 mln of shares during the quarter
Key details
| Metric | Beat/Miss | Actual | Consensus Estimate |
|---|---|---|---|
| Q2 Sales | Slight Beat* | $10.53 bln | $10.46 bln (13 Analysts) |
| Q2 Adjusted EPS | Beat | $1.44 | $1.36 (14 Analysts) |
| Q2 Net Income | $275 mln | ||
| Q2 Gross Profit | $1.92 bln | ||
| Q2 Operating Income | $443 mln | ||
| Q2 Pretax Profit | $369 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst coverage
- The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
