US Foods Holding Corp.
No SEC Form 4 filings for $USFD in the last 30 days.
US Foods Holding Corp. reported Q2 drivers including 5.1% independent restaurant case growth, $50M+ cost-of-goods savings in H1, and 13% YoY improvement in operations quality. Management raised 2027 Pronto sales to $1.7B and expects 2026 indirect spend benefits of $75M+. The company repurchased $374M of shares and cited higher fuel costs and sales-comp changes raising adjusted operating expenses by $0.21 per case.
U.S. stocks opened mixed, with the Nasdaq Composite down about 50 points to 26,299.39. US Foods Holding Corp (NYSE:USFD) reported Q2 earnings of $1.44 per share, above the $1.36 consensus, and sales of $10.532 billion versus $10.461 billion. Oil rose to $76.05 and initial jobless claims were 199,000.
US Foods (NYSE:USFD) reported Q2 CY2026 revenue of $10.53 billion, up 4.5% year on year and 0.6% above Wall Street estimates, according to the company. Non-GAAP adjusted EPS was $1.44, up from $1.19, and 5.7% above consensus. Analysts expect full-year EPS to rise from $4.33 to $5.13.
Over the past 7 days, alphai's AI scored 6 news stories mentioning USFD (US Foods Holding Corp.). Coverage has skewed bullish: 5 bullish, 1 neutral, and 0 bearish.
Recent USFD coverage spans earnings, financial news and market movers.
Raised Pronto growth outlook plus cost savings and buyback support earnings power, but higher fuel and comp-transition costs cap near-term margin upside.
Earnings beat suggests near-term upside to estimates and sentiment, but the article provides no guidance or forward-looking details.
The beat on revenue and adjusted EPS, plus stable operating margin, supports near-term upside bias for USFD versus consensus expectations.
The earnings beat and reiterated guidance support a bullish near-term bias, with the pre-market move suggesting traders are rewarding the outlook confirmation.
The 8-K provides fresh earnings and guidance confirmation, plus buyback and leverage metrics that can drive near-term positioning.
alphai scores every news story that mentions USFD with an AI model for sentiment and relevance, and aggregates insider trades from US Foods Holding Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
US Foods Holding Corp. reported Q2 drivers including 5.1% independent restaurant case growth, $50M+ cost-of-goods savings in H1, and 13% YoY improvement in operations quality. Management raised 2027 Pronto sales to $1.7B and expects 2026 indirect spend benefits of $75M+. The company repurchased $374M of shares and cited higher fuel costs and sales-comp changes raising adjusted operating expenses by $0.21 per case.
7 min readU.S. stocks opened mixed, with the Nasdaq Composite down about 50 points to 26,299.39. US Foods Holding Corp (NYSE:USFD) reported Q2 earnings of $1.44 per share, above the $1.36 consensus, and sales of $10.532 billion versus $10.461 billion. Oil rose to $76.05 and initial jobless claims were 199,000.
3 min readUS Foods (NYSE:USFD) reported Q2 CY2026 revenue of $10.53 billion, up 4.5% year on year and 0.6% above Wall Street estimates, according to the company. Non-GAAP adjusted EPS was $1.44, up from $1.19, and 5.7% above consensus. Analysts expect full-year EPS to rise from $4.33 to $5.13.
4 min readUS Foods Holding Corp. (USFD) reported Q2 net income of $275 million, or $1.24 per share, up from $224 million, or $0.96, a year earlier. Net sales rose 4.5% to $10.532 billion. Adjusted EPS was $1.44. The company confirmed full-year outlook for 4% to 6% net sales growth and 18% to 24% adjusted EPS growth.
2 min readUS Foods Holding Corp. (USFD) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 usfd06272026ex991.htm EX-99.1 Document Exhibit 99.1 INVESTOR CONTACT: MEDIA CONTACT: Mike Neese Sara Matheu (847) 232-5894 (773) 580-3775 Michael.Neese@usfoods.com Sara.Matheu@usfoods.com US Foods Reports Second Quarter Fiscal Year 2026 Earnings Grew Net Sales 4.5% to $
6 min readUS Foods (NYSE: USFD) will report earnings Thursday before the bell. The company previously missed analysts’ revenue, posting $9.61B revenue (+2.8% YoY), and also missed EPS and EBITDA estimates. For the upcoming quarter, analysts expect revenue growth of 3.8% YoY. USFD shares are down 3.7% over the past month; average analyst price target is $105.75 vs $99.08.
4 min readMultiple analysts issued rating changes and new coverage across tech, travel, solar, biotech and airlines. Scotiabank upgraded Cloudflare (NET) to Outperform with a $300 target (from $225). Deutsche Bank upgraded First Solar (FSLR) to Buy with $272; Erste upgraded Meta (META) to Buy. Coverage initiations included SpaceX (SPCX) at $800 and EchoStar (ECHO) at $143.
4 min readAnalyst notes covered upgrades, reiterations, and initiations across multiple stocks. Deutsche Bank upgraded First Solar to buy from hold; KeyBanc reiterated Nvidia as overweight. JPMorgan raised Apple’s price target to $345. Bank of America upgraded Figma to buy with a $30 PO and reinstated Shopify at $150. RBC raised Tesla’s PT to $500; Morgan Stanley initiated SpaceX as overweight.
2 min readUS Foods (NYSE:USFD) said the Defense Logistics Agency Troop Support modified its military food supply contract by up to $43.6M to extend it 364 days. The modification extends contract SPE300-21-D-3319; the ordering period now ends July 3, 2027, with fixed-price and economic price adjustment terms.
2 min readPiper Sandler reiterated a Neutral rating on US Foods Holding Corp. (USFD) and cut its price target to $88 from $103, citing weaker traffic risk in chain restaurants. The firm reduced its organic case growth estimate and raised its discount rate to 8.75%. US Foods reported Q1 net sales up 2.8% to $9.6B and 15% adjusted diluted EPS growth to $0.78. Full-year guidance calls for 4%–6% net sales growth and 9%–13% adjusted EBITDA growth.
3 min read
