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Jun 28, 2025
Sysco Q4 2025 Earnings Report
Sysco reported modest sales growth and beat adjusted EPS expectations in Q4 2025.
Key Takeaways
Sysco's Q4 2025 performance showed a 2.8% increase in revenue and solid margin management. Despite a decrease in GAAP net income, adjusted earnings per share rose, reflecting operational improvements and stronger industry trends.
Q4 revenue rose to $21.1 billion, up 2.8% year-over-year.
GAAP net income declined 13.2% to $531 million, but adjusted net income increased.
Adjusted EPS rose 6.5% to $1.48, exceeding expectations.
U.S. Foodservice segment revenue grew 2.4% despite flat volume trends.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Sysco expects FY26 sales to grow 3–5% with adjusted EPS between $4.50 and $4.60, factoring in a $100 million incentive comp headwind.
Positive Outlook
- Sales expected to reach $84–85 billion in FY26.
- Adjusted EPS growth target of 1–3%, or 5–7% excluding comp headwind.
- Strong momentum continued into July post-Q4.
- Operational drivers showed sequential acceleration in Q4.
- Plans for ~$2B capital return to shareholders through buybacks and dividends.
Challenges Ahead
- FY26 EPS guidance includes $100M headwind from FY25 comp reversal.
- Macroeconomic uncertainties remain a concern.
- Local volume within U.S. Foodservice remains under pressure.
- Free cash flow declined nearly 19% YoY in FY25.
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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