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Dec 27, 2025
Sysco Q2 2026 Earnings Report
Sysco reported a 3.0% increase in sales for Q2 2026, with adjusted EPS rising to $0.99 and net income falling slightly to $389 million.
Key Takeaways
Sysco's Q2 2026 showed steady revenue growth and expanding gross profit, though GAAP net income and operating income declined. Adjusted metrics improved, reflecting gains in local case volume and margin management.
Revenue rose 3.0% YoY to $20.8 billion.
Net income declined 4.2% YoY to $389 million.
Adjusted EPS grew 6.5% YoY to $0.99.
Local case volume in U.S. Foodservice increased 1.2%, marking the third quarter of sequential improvement.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sysco raised its full-year adjusted EPS guidance to the high end of its prior range ($4.50–$4.60), reflecting strong momentum, especially in local case growth.
Positive Outlook
- Expecting at least 2.5% local case growth in the second half of FY26.
- Full-year adjusted EPS anticipated to be at the high end of the $4.50–$4.60 range.
- Strong progress on strategic growth initiatives.
- Continued margin expansion supports profitability.
- Underlying business momentum cited as strong.
Challenges Ahead
- Facing a $100 million headwind from lower prior-year incentive compensation.
- Decelerating industry foot traffic to restaurants.
- Net income declined despite revenue growth.
- Operating income fell 2.8% YoY.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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