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Dec 27, 2025
US Foods Q4 2025 Earnings Report
US Foods reported strong fourth quarter 2025 results with solid sales growth and significant earnings expansion.
Key Takeaways
US Foods delivered 9800000000 in net sales in Q4 2025, with net income rising sharply to 184000000 and Adjusted EBITDA increasing to 490000000, supported by volume growth and margin expansion.
Net sales increased to 9800000000.
Net income rose to 184000000 with margin at 1.9%.
Adjusted EBITDA grew to 490000000 with 5.0% margin.
Independent restaurant case volume increased 4.1%.
Forward Guidance
For fiscal year 2026, US Foods expects continued sales and earnings growth, supported by volume expansion and an additional 53rd week impact.
Positive Outlook
- Net sales growth expected between 4% and 6%.
- Adjusted EBITDA growth expected between 9% and 13%.
- Adjusted Diluted EPS growth expected between 18% and 24%.
- 53rd week expected to add approximately 1% to total case and Adjusted EBITDA growth.
- Continued focus on productivity and margin expansion.
Challenges Ahead
- Exposure to food cost inflation volatility.
- Macroeconomic softness impacting demand.
- Competitive industry pricing pressure.
- Labor and distribution cost pressures.
- Potential variability from integration and transformation costs.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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