Sysco Q2 2025 Earnings Report
Key Takeaways
Sysco reported a 4.5% increase in sales, reaching $20.2 billion, and a 3.9% increase in gross profit to $3.7 billion. Operating income rose by 1.7% to $712 million, with adjusted operating income up 5.1% to $783 million. EPS was $0.82, while adjusted EPS increased by 4.5% to $0.93. The company reiterated its FY25 guidance, projecting sales growth of 4-5% and adjusted EPS growth of 6-7%.
Sales increased by 4.5%, with U.S. Foodservice volume up by 1.4%.
Gross profit increased by 3.9% to $3.7 billion.
Operating income increased by 1.7% to $712 million, while adjusted operating income increased by 5.1% to $783 million.
Adjusted EPS increased 4.5% to $0.93.
Sysco
Sysco
Sysco Revenue by Segment
Forward Guidance
Sysco is reiterating FY25 guidance, with sales growth of 4-5% and adjusted EPS growth of 6-7%.
Positive Outlook
- Expectations regarding future improvements in productivity
- Belief that improvements in our organizational capabilities will deliver compelling outcomes in future periods
- Expectations regarding improvements in international volume
- Expectations that our transformational agenda will drive long-term growth
- Expectations regarding volume growth and benefits to gross margins
Challenges Ahead
- Expectations regarding the continuation of an inflationary environment
- Expectations regarding improvements in the efficiency of our supply chain
- Expectations regarding the impact of our Recipe for Growth strategy and the pace of progress in implementing the initiatives under that strategy
- Expectations regarding Sysco’s ability to outperform the market in future periods
- Expectations that our strategic priorities will enable us to grow faster than the market
Revenue & Expenses
Visualization of income flow from segment revenue to net income