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US Foods

USFD · Consumer Staples

Last earnings Aug 6, 2026

Key results

Net incomefull-year

13.1%

Net income increased 13.1% to $224 million Adjusted EBITDA 1 increased 12.1% to $548 million

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

EPSfull-year

20.0%

Diluted EPS increased 20.0% to $0.96 Adjusted Diluted EPS 1 increased 28.0% to $1.19 Our second quarter performance underscores the strength of our team's continued focus on execution and delivering value to our customers.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Adjusted EPSfull-year

28.0%

Diluted EPS increased 20.0% to $0.96 Adjusted Diluted EPS 1 increased 28.0% to $1.19 Our second quarter performance underscores the strength of our team's continued focus on execution and delivering value to our customers.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net incomequarter

$224 million

Net income of $224 million, increased by $26 million, or 13.1%, from the prior year.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net income margin was 2.2%, an increase of 18 basis points compared to the prior year.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

EPSquarter

$0.96

Diluted EPS was $0.96 Adjusted Diluted EPS was $1.19.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Adjusted EPSquarter

$1.19

Diluted EPS was $0.96 Adjusted Diluted EPS was $1.19.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Cash Flow and Debt Cash flow provided by operating activities for the first six months of fiscal year 2025 was $725 million, an increase of $104 million from the prior year driven by higher net income.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q2 FY2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

EPS · Q2 FY2025
$0.96
EX-99 · Aug 7, 2025
Net income · Q2 FY2025
$224M
EX-99 · Aug 7, 2025
Adjusted EPS · Q2 FY2025
$1.19
EX-99 · Aug 7, 2025

Headline figures

MetricQ2 FY2025Prior qtrYear ago
Net income$224 million——
EPS$0.96——
Adjusted EPS$1.19——

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: Raised

Revenue$10.1 Billion

“com US Foods Reports Second Quarter Fiscal Year 2025 Earnings Grew Net Sales 3.8% to $10.1 Billion, Net Income 13.1% to $224 Million and Diluted EPS 20.0% to $0.96 Grew Adjusted EBITDA 12.1% to $548 Million and Adjusted Diluted EPS 28.0% to $1.19 Raises Full Year Adjusted EBITDA and Adjusted Diluted EPS Guidance Repurchased $250 Million of Shares and Reduced Net Leverage to 2.6x ROSEMONT, Ill.”

Revenue

“2 Outlook for Fiscal Year 2025 2 The Company is updating its Fiscal Year 2025 guidance provided on February 13, 2025 of Net Sales growth of 4% to 6%, remains unchanged Adjusted EBITDA growth of 9.5% to 12%, compared to previous guidance of 8% to 12% Adjusted Diluted EPS growth of 19.5% to 23%, compared to previous guidance of 17% to 23% Conference Call and Webcast Information US Foods will host a live webcast to discuss the second quarter of fiscal year 2025 results on Thursday, August 07, 2025, at 8 a.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Earnings Grew Net revenuefull year3.8%
Earnings Grew Net revenue$10.1B
Net income13.1%
EPS20.0%
EPSfull year28%
Cash capexfull year$161M

com US Foods Reports Second Quarter Fiscal Year 2025 Earnings Grew Net Sales 3.8% to $10.1 Billion, Net Income 13.1% to $224 Million and Diluted EPS 20.0% to $0.96 Grew Adjusted EBITDA 12.1% to $548 Million and Adjusted Diluted EPS 28.0% to $1.19 Raises Full Year Adjusted EBITDA and Adjusted Diluted EPS Guidance Repurchased $250 Million of Shares and Reduced Net Leverage to 2.6x ROSEMONT, Ill.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Our results demonstrate the consistent execution of our strategy and continued progress on our self-help initiatives, added Dirk Locascio, CFO

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “com US Foods Reports Second Quarter Fiscal Year 2025 Earnings Grew Net Sales 3.8% to $10.1 Billion, Net Income 13.1% to $224 Million and Diluted EPS 20.0% to $0.96 Grew Adjusted EBITDA 12.1% to $548 Million and Adjusted Diluted EPS 28.0% to $1.19 Raises Full Year Adjusted EBITDA and Adjusted Diluted EPS Guidance Repurchased $250 Million of Shares and Reduced Net Leverage to 2.6x ROSEMONT, Ill.”

Revenue: “2 Outlook for Fiscal Year 2025 2 The Company is updating its Fiscal Year 2025 guidance provided on February 13, 2025 of Net Sales growth of 4% to 6%, remains unchanged Adjusted EBITDA growth of 9.5% to 12%, compared to previous guidance of 8% to 12% Adjusted Diluted EPS growth of 19.5% to 23%, compared to previous guidance of 17% to 23% Conference Call and Webcast Information US Foods will host a live webcast to discuss the second quarter of fiscal year 2025 results on Thursday, August 07, 2025, at 8 a.”

Revenue — Raised (“Raises”)
“com US Foods Reports Second Quarter Fiscal Year 2025 Earnings Grew Net Sales 3.8% to $10.1 Billion, Net Income 13.1% to $224 Million and Diluted EPS 20.0% to $0.96 Grew Adjusted EBITDA 12.1% to $548 Million and Adjusted Diluted EPS 28.0% to $1.19 Raises Full Year Adjusted EBITDA and Adjusted Diluted EPS Guidance Repurchased $250 Million of Shares and Reduced Net Leverage to 2.6x ROSEMONT, Ill.”

Revenue — Reiterated (“remains unchanged”)
“2 Outlook for Fiscal Year 2025 2 The Company is updating its Fiscal Year 2025 guidance provided on February 13, 2025 of Net Sales growth of 4% to 6%, remains unchanged Adjusted EBITDA growth of 9.5% to 12%, compared to previous guidance of 8% to 12% Adjusted Diluted EPS growth of 19.5% to 23%, compared to previous guidance of 17% to 23% Conference Call and Webcast Information US Foods will host a live webcast to discuss the second quarter of fiscal year 2025 results on Thursday, August 07, 2025, at 8 a.”

Classified from the release's primary full-year outlook statement.

Capital allocation

com US Foods Reports Second Quarter Fiscal Year 2025 Earnings Grew Net Sales 3.8% to $10.1 Billion, Net Income 13.1% to $224 Million and Diluted EPS 20.0% to $0.96 Grew Adjusted EBITDA 12.1% to $548 Million and Adjusted Diluted EPS 28.0% to $1.19 Raises Full Year Adjusted EBITDA and Adjusted Diluted EPS Guidance Repurchased $250 Million of Shares and Reduced Net Leverage to 2.6x ROSEMONT, Ill.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We delivered top-line growth and margin expansion combined with accretive share buybacks, which resulted in 28% Adjusted EPS growth.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

US Foods continues to generate strong cash flow, funding record capital investment to support growth and drive attractive returns, while delivering on our commitment to return capital to shareholders through share repurchases.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Cash Flow and Debt Cash flow provided by operating activities for the first six months of fiscal year 2025 was $725 million, an increase of $104 million from the prior year driven by higher net income.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Cash capital expenditures for the first six months of fiscal year 2025 totaled $161 million, an increase of $5 million from the prior year, related to investments in information technology, property and equipment and improvement of distribution facilities.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net Debt at the end of the second quarter fiscal year 2025 was $4.8 billion.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

Second Quarter Fiscal 2025 Highlights Total case volume increased 0.9% independent restaurant case volume increased 2.7% Net sales increased 3.8% to $10.1 billion Gross profit increased 4.2% to $1.8 billion Net income increased 13.1% to $224 million Adjusted EBITDA 1 increased 12.1% to $548 million Diluted EPS increased 20.0% to $0.96 Adjusted Diluted EPS 1 increased 28.0% to $1.19 Our second quarter performance underscores the strength of our team's continued focus on execution and delivering value to our customers.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Our results demonstrate the consistent execution of our strategy and continued progress on our self-help initiatives, added Dirk Locascio, CFO.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We delivered top-line growth and margin expansion combined with accretive share buybacks, which resulted in 28% Adjusted EPS growth.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

We use Adjusted Gross profit and Adjusted Operating expenses as supplemental measures to GAAP measures to focus on period-over-period changes in our business and believe this information is helpful to investors.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

(4) Transformational costs represent non-recurring expenses prior to formal launch of strategic projects with anticipated long-term benefits to the Company.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Risks & headwinds

For a detailed discussion of these risks, uncertainties and other factors that could cause our actual results to differ materially from those anticipated or expressed in any forward-looking statements, see the section entitled Risk Factors in US Foods' Annual Report on Form 10-K for the fiscal year ended December 28, 2024 filed with the Securities and Exchange Commission ( SEC ) on February 13, 2025.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Additional risks and uncertainties are discussed from time to time in current, quarterly and annual reports filed by the Company with the SEC, which are available on the SEC s website at www.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Additionally, we operate in a highly competitive and rapidly changing environment new risks and uncertainties may emerge from time to time, and it is not possible to predict all risks nor identify all uncertainties.

SEC original ↗US Foods — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 26 Item 1A.

SEC original ↗US Foods — 10-Q Quarterly report10-QAug 6, 2026

Legal Proceedings The Company is subject to a number of legal proceedings arising in the normal course of business.

SEC original ↗US Foods — 10-Q Quarterly report10-QAug 6, 2026

These legal proceedings, whether pending, threatened or unasserted, if decided adversely to or settled by the Company, may result in liabilities material to its financial position, results of operations, or cash flows.

SEC original ↗US Foods — 10-Q Quarterly report10-QAug 6, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

30 documents

Earnings releases

13 documents

Presentations

0 documents

No presentations for US Foods are held in this edition of the library.

Transcripts

0 documents

No transcripts for US Foods are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention US Foods by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.