Loading...
•
Jun 28
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.
Sysco
Sysco
Sysco Revenue by Segment
Sysco Revenue by Geographic Location
Revenue by Segment
U.S. Foodservice Revenue
CapyFin.comInternational Foodservice Revenue
CapyFin.comSYGMA Revenue
CapyFin.comOther Revenue
CapyFin.comRevenue by Geographic Location
Total Revenue
CapyFin.com 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.
- Goodwill impairment impacted Q4 GAAP results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income