USFD

USFD's Q3 earnings beat estimates on stronger margins and case volumes, but sales fall short as it narrowed the fiscal 2026 growth outlook.

US Foods (USFD) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.07 per share a year ago.

ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, today announced results for the third quarter of fiscal year 2026. Third Quarter Fiscal 2026 Highlights Total case volume increased 1.3%; independent restaurant case volume increased 5.0% Net sales increased 2.1% to $10.4 billion Gross profit increased 8.6% to $1.9 billion Net income increased 42.5% to $218 million Net income margin increased 60 basis points to.

USFD's third-quarter results are likely to benefit from customer wins, digital capabilities and operational efficiencies, despite weak restaurant traffic and rising costs.

USFD shares jump 11.8% in a month as customer growth, margin gains and AI initiatives strengthen, but restaurant traffic pressure and rich valuation pose risks.

USFD's projected 20.1% earnings growth and strong cash flow bolster its appeal, but a premium valuation and rising costs raise questions about buying now.

US Foods' Q2 earnings rise 21% as independent restaurant demand accelerated and margins widened, supporting its reaffirmed fiscal 2026 growth outlook.

US Foods (USFD) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The portfolio generated a negative absolute return but outpaced the Russell Midcap Growth Index. During the quarter, we initiated new positions in Manhattan Associates, Okta and Clean Harbors. We ended our investment campaign in Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals during the quarter.

ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) will host a live conference call and webcast to discuss third quarter 2026 results on Thursday, November 5, 2026, at 8 a.m. CST. The conference call can be accessed live over the phone by dialing (888) 660-6196. Listeners should dial in 10 minutes prior to the call start time and provide the Conference ID USFDQ326 to be connected. A replay will be available after the call. To listen to a replay of the conference call, please r.