USFD
US Foods Holding Corp
NYSE: USFD · CONSUMER DEFENSIVE · FOOD DISTRIBUTION
$91.28
+1.00% today
Updated 2026-04-29
Market cap
$20.13B
P/E ratio
31.05
P/S ratio
0.51x
EPS (TTM)
$2.94
Dividend yield
—
52W range
$67 – $102
Volume
2.3M
US Foods Holding Corp (USFD) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
7 of 8
Last 8 quarters
Avg EPS surprise
+1.9%
Last 4 quarters
Revenue YoY growth
+3.3%
Most recent quarter
EPS YoY growth
-2.4%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
+1.6%
Last 3 reports
Positive reaction rate
33%
1 of 3 quarters
Largest single-day move
+11.1%
2026-02-12
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-12 | $0.82 | +0.0% | $89.93 | $99.93 | +11.1% |
| 2025-11-06 | $1.07 | +3.9% | $74.10 | $73.48 | -0.8% |
| 2025-08-07 | $1.19 | +5.3% | $84.68 | $80.06 | -5.5% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $0.82 | $0.82 | +0.0% | $9.80B | +3.3% |
| 2025-09-30 | $1.03 | $1.07 | +3.9% | $10.19B | +4.8% |
| 2025-06-30 | $1.13 | $1.19 | +5.3% | $10.08B | +3.8% |
| 2025-03-31 | $0.69 | $0.68 | -1.4% | $9.35B | +4.5% |
| 2024-12-31 | $0.80 | $0.84 | +5.0% | $9.49B | +6.2% |
| 2024-09-30 | $0.83 | $0.85 | +2.4% | $9.73B | +6.8% |
| 2024-06-30 | $0.93 | $0.93 | +0.0% | $9.71B | +7.7% |
| 2024-03-31 | $0.54 | $0.54 | +0.0% | $8.95B | — |
| 2023-12-31 | $0.66 | $0.64 | -3.0% | $8.94B | — |
| 2023-09-30 | $0.69 | $0.70 | +1.4% | $9.11B | — |
| 2023-06-30 | $0.76 | $0.79 | +3.9% | $9.01B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $4.88 | $42.4B | +7.6% | 11 | high |
| 2027 (E) | $5.68 | $44.1B | +3.9% | 11 | high |
| 2028 (E) | $6.10 | $45.6B | +3.5% | 11 | medium |
| 2029 (E) | $6.55 | $47.3B | +3.6% | 11 | medium |
| 2030 (E) | $7.05 | $49.1B | +3.7% | 11 | medium |
Frequently asked questions
Has US Foods Holding Corp beaten earnings estimates?
US Foods Holding Corp has beaten Wall Street EPS estimates in 7 of its last 8 quarterly reports, with an average EPS surprise of +1.9% over the last 4 quarters.
How does USFD stock react to earnings?
USFD stock has moved an average of +1.6% in the trading day following earnings over its last 3 reports, with positive reactions in 33% of those quarters.
What is US Foods Holding Corp's revenue growth rate?
US Foods Holding Corp reported year-over-year revenue growth of +3.3% in its most recent quarter, with EPS growing -2.4% year-over-year.
What is the expected EPS for USFD in 2026?
Analysts expect US Foods Holding Corp to report EPS of $4.88 for fiscal year 2026, on revenue of $42.4B, based on estimates from 11 analysts.