Price
$108.88+9.45%Social Signal Score
Analyst Ratings
26 analystsRevenue
$10.53B+80.31%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- David E. Flitman
- Sector
- Consumer Defensive
- Industry
- Food Distribution
- Employees
- 30,000
- Beta
- 0.82
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 4.70
Financials
Revenue
$10.53B+80.3%Net Income
$275.00M+106.7%EBITDA
$564.00M+169.0%Free Cash Flow
$355.00M+255.3%EPS (diluted)
$1.24+110.2%Shares Outstanding (diluted)
220.50M-2.0%Operating Expenses
$1.48BCash & Debt
$56.00MReturn of Capital
$370.00MRevenue by Segment (annual)
$39.42BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $39.42B | $676.00M | $2.98 |
| 2024 | $37.88B | $494.00M | $2.05 |
| 2023 | $35.60B | $506.00M | $2.09 |
| 2022 | $34.06B | $265.00M | $1.02 |
| 2021 | $29.49B | $164.00M | $0.55 |
| 2020 | $22.89B | $-226.00M | $-1.15 |
| 2019 | $25.94B | $385.00M | $1.77 |
| 2018 | $24.18B | $407.00M | $1.88 |
| 2017 | $24.15B | $444.00M | $2.00 |
| 2016 | $22.92B | $210.00M | $1.05 |
| 2015 | $23.13B | $167.52M | $0.88 |
| 2014 | $23.02B | $-72.91M | $-0.38 |
| 2013 | $22.30B | $-57.21M | $-0.30 |
| 2012 | $21.66B | $-51.17M | $-0.27 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $4.38
- Implied price
- $113.77
- Return from $94.63
- 3.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $56.56 — -40.2% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 18 | 22 | 26 | 30 | 34 |
|---|---|---|---|---|---|
| -2.0% | -12.5% | -8.9% | -5.9% | -3.1% | -0.7% |
| 3.0% | -8.1% | -4.3% | -1.1% | 1.8% | 4.4% |
| 8.0% | -3.6% | 0.3% | 3.8% | 6.8% | 9.5% |
| 13.0% | 0.9% | 5.0% | 8.6% | 11.7% | 14.5% |
| 18.0% | 5.3% | 9.6% | 13.4% | 16.6% | 19.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
125+24.69%Social Signal Score
Mentions (5)
- News (Marketaux)gurufocus.com·3d ago·Positive
US Foods Holding Corp (USFD) Shares Surge 3.2% -- What GF Score of 83 Tells Investors On October 02, 2026, US Foo[+263 characters]
View source ↗ - News (Marketaux)seekingalpha.com·24d ago·Positive
US Foods Holding: Great Business, Mediocre Investment (NYSE:USFD) US Foods Holding: Great Business, Mediocre Investment (NYSE:USFD)
View source ↗ - Newsseekingalpha.com·26d ago·Positive
US Foods Holding Corp. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript US Foods Holding Corp. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
View source ↗ - Newszacks.com·52d ago·Positive
Here is Why Growth Investors Should Buy US Foods (USFD) Now US Foods (USFD) possesses solid growth attributes, which could help it handily outperform the market.
View source ↗ - Newsmarketbeat.com·58d ago·Neutral
US Foods Q2 Earnings Call Highlights US Foods NYSE: USFD reported record second-quarter adjusted EBITDA and margin, supported by accelerating growth with independent restaurants, healthcare and hospitality customers, while reaffirming its full-year 2026 outlook.
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $1.25 per share
Typical surprise +4.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$1.44 vs $1.36beat
- Thu, May 7$0.78 vs $0.81miss
- Thu, Feb 12$1.04 vs $1.00beat
- Thu, Nov 6$1.07 vs $1.04beat
- Thu, Aug 7$1.19 vs $1.14beat
- Thu, May 8$0.68 vs $0.69miss
Estimates and results for USFD via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by USFD officers and directors.
- Bought
- —
- Sold
- $14.2m
0 trades
7 trades
- Taylor Randy Jsold
- Taylor Randy Jsold
- Hancock William Spencersold
- Locascio Dirk J.sold
- Locascio Dirk J.sold
- Works James David Jrsold
- Works James David Jrsold
93 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Sep 15, 2025 (33d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Sep 12, 2025 (318d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (34d later)Buy$1,001 - $15,000
- Tim Moorehouse · NC14 · disclosed Apr 14, 2025 (41d later)Buy$15,001 - $50,000
- Susie Leehouse · NV03 · disclosed Dec 29, 2022 (29d later)Sell$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed May 5, 2021 (56d later)Buy$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed Dec 8, 2020 (34d later)Buy$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed Jul 21, 2020 (47d later)Buy$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed Jul 21, 2020 (0d later)Buy$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed Jul 21, 2020 (28d later)Sell$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed Jun 15, 2020 (69d later)Sell$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed Jun 10, 2020 (37d later)Buy$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed Jun 10, 2020 (15d later)Sell$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed May 7, 2020 (30d later)Buy$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed May 7, 2020 (34d later)Buy$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed May 7, 2020 (31d later)Sell$1,001 - $15,000
- Adam Kinzingerhouse · IL16 · disclosed May 7, 2020 (17d later)Sell$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed Apr 28, 2020 (42d later)Sell$1,001 - $15,000
- Susie Leehouse · NV03 · disclosed Oct 21, 2019 (38d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.