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US Foods Q1 2025 Earnings Report
Reported First Quarter Fiscal Year 2025 Earnings
Key Takeaways
US Foods reported a strong first quarter for fiscal year 2025, exceeding industry performance with growth in net sales, net income, and adjusted EBITDA. The company demonstrated consistent share gains with target customer types and announced a new $1 billion share repurchase program.
Net Sales increased 4.5% to $9.4 billion.
Net Income increased 40.2% to $115 million.
Adjusted EBITDA increased 9.3% to $389 million.
Adjusted Diluted EPS increased 25.9% to $0.68.
US Foods
US Foods
Forward Guidance
The company reaffirmed its fiscal year 2025 guidance for Net Sales growth, Adjusted EBITDA growth, and Adjusted Diluted EPS growth.
Positive Outlook
- Reaffirms Net Sales growth guidance of 4% to 6%.
- Reaffirms Adjusted EBITDA growth guidance of 8% to 12%.
- Reaffirms Adjusted Diluted EPS growth guidance of 17% to 23%.
- Expects to return to more meaningful share repurchases in the second quarter and balance of the year.
- Confidence in achieving long-range plan.
Challenges Ahead
- Challenging operating environment mentioned.
- Weather-related headwinds noted.
- Near-term macro uncertainty acknowledged.
- Unable to provide reconciliation of certain forward-looking non-GAAP financial measures due to uncertainty of significant items.
- Various risks and uncertainties could cause actual results to differ materially from forward-looking statements.