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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
US Foods (USFD) investor relations material
US Foods Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Delivered strong Q3 and year-to-date results, with net sales up 4.8% to $10.2B and Adjusted EBITDA up 11% to $505M, aligned to long-range growth targets and operational rigor driving sustainable growth.
Achieved double-digit Adjusted EBITDA and EPS growth, with Adjusted Diluted EPS rising 25.9% to $1.07 and consistent share gains in independent, healthcare, and hospitality segments.
Independent restaurant case volume grew 3.9% year-over-year, with market share gains for 18 consecutive quarters.
Announced acquisition of Shetakis, a Las Vegas-based food distributor, marking the fifth acquisition in 2.5 years.
Focused on long-term shareholder value through sustainable earnings growth and disciplined capital allocation.
Financial highlights
Net sales increased 4.8% to $10.2B in Q3, with YTD net sales up 4.4% to $29.6B; Adjusted EBITDA grew 11% to $505M in Q3 and 10.9% to $1.44B YTD.
Adjusted Diluted EPS rose 25.9% to $1.07 in Q3; YTD up 26.7% to $2.94.
Gross profit increased 5.2% to $1.8B; Adjusted gross profit per case improved $0.41 (5.2%) year-over-year.
Operating cash flow YTD increased by $185M to $1.08B.
Free cash flow for the nine months was $806M, up from $658M a year ago.
Outlook and guidance
Fiscal 2025 guidance: net sales growth of 4–5%, Adjusted EBITDA growth of 10–12%, Adjusted Diluted EPS growth of 24–26%.
Total case growth expected at 1–2%; sales inflation and mix at ~3%.
Cash CapEx projected at $395M–$410M; tax rate ~26%.
Long-range plan targets: 5% sales CAGR, 10% Adjusted EBITDA CAGR, 20+ bps annual margin expansion, 20% Adjusted EPS CAGR through 2027.
Management believes liquidity and borrowing capacity are sufficient to meet obligations and capital needs for the next 12 months.
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Q4 202512 Feb, 2026
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Frequently asked questions
US Foods Holding Corp. distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. It operates through two segments, Culinary and Supply Chain Solutions. The Culinary segment offers culinary products, such as proteins, including raw and pre-portioned beef, pork, poultry and seafood; meat case products; prepared foods; ethnic foods; imported specialties; a full line of non-protein food items; scallops; lobster tails; crab legs; shrimp; value-added appetizers comprising stuffed mushrooms, chicken tenders, mozzarella sticks, and crab cakes; desserts comprising cakes, pies, brownies and cookies; and thin crust pizza.
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