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US Foods
US Foods (USFD) investor relations material
US Foods Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Adjusted EBITDA grew 11% to $1.93 billion and adjusted EPS rose 26.3% to $3.98, with record margin expansion and strong share gains in independent restaurants, healthcare, and hospitality.
Net sales increased 4.1% to $39.4 billion for fiscal 2025, with net income up 36.8% to $676 million.
Operational excellence and productivity initiatives delivered over $150 million in cost of goods savings and significant margin expansion.
Generated $1.4 billion in operating cash flow, repurchased $934 million in shares, completed two tuck-in acquisitions, and reduced net leverage to 2.7x.
Technology leadership advanced with new AI capabilities and digital platform enhancements.
Financial highlights
FY 2025 net sales rose 4.1% to $39.4 billion; adjusted EBITDA increased 11% to $1.93 billion; adjusted EPS grew 26.3% to $3.98.
Q4 2025 net sales up 3.3% to $9.8 billion; adjusted EBITDA up 11.1% to $490 million; adjusted EPS up 24% to $1.04.
Gross profit margin improved to 17.6% for the year; adjusted EBITDA margin expanded 30 basis points to 4.9%.
Operating cash flow reached $1.37 billion, supporting significant capital returns and investments.
11.9 million shares repurchased for $934 million; two tuck-in acquisitions completed for $131 million.
Outlook and guidance
Fiscal 2026 guidance: net sales growth of 4%-6%, adjusted EBITDA growth of 9%-13%, and adjusted EPS growth of 18%-24%.
Total case growth expected at 2.5%-4.5%, with independent case growth projected at 4%-7%.
Guidance includes a 53rd week, expected to add about 1% to case and adjusted EBITDA growth.
Cash CapEx projected at $400M–$440M; net leverage target range maintained at 2.0x–3.0x.
First quarter 2026 EBITDA growth expected in the upper single digits due to weather disruptions, but full-year guidance reaffirmed.
Strategy for chain volume decline?
Future share repurchase strategy?
Drivers for post-2027 double-digit EPS growth?
How will the sales comp transition affect productivity?
Future productivity gains from Descartes and UMOS
M&A strategy for deal size and market focus
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Next US Foods earnings date
Consumer Analyst Group of New York Conference (CAGNY) 202619 Feb, 2026
US Foods
Next US Foods earnings date
Consumer Analyst Group of New York Conference (CAGNY) 202619 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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