Seeking Alpha·Sep 9, 2026
US Foods Holding Corp. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference TranscriptUS Foods Holding Corp. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
US Foods is executing a steady margin expansion story, with gross margin reaching 18.2% in 2026Q2 and operating leverage driving 18.4% operating income growth on 4.5% revenue growth. The company's low capital intensity (CapEx/Revenue of 1.7%) and strong cash c...
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Revenue growth has moderated to 4.5% in 2026Q2, yet gross margin expanded to 18.2% and operating margin reached 4.2%, reflecting improved operating leverage.
US Foods Holding Corp. has a composite score of 78.4/100 in a quantitative model, placing it firmly in 'Strong Buy' territory, the highest conviction rating.
The company recorded steady revenue growth, rising 33.7% from 2021 to 2025, indicating strong top-line performance.
Gross profit expanded 5.05% year-over-year in 2025, supporting a stable gross margin near 17.4%, reflecting operational efficiency.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 6, 2026 | $1.44+5.9% vs $1.36 | $10.5B+0.7% vs $10.5B |
Q2 2026 May 7, 2026 | $0.78-3.7% vs $0.81 | $9.6B-0.5% vs $9.7B |
Q1 2026 Feb 12, 2026 | $1.04+4.0% vs $1.00 | $9.8B-0.9% vs $9.9B |
Q4 2025 Nov 6, 2025 | $1.07+2.9% vs $1.04 | $10.2B+0.2% vs $10.2B |
US Foods Holding Corp. (USFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
Nykredit A S acquired a new position in shares of US Foods Holding Corp. (NYSE: USFD) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 8,647 shares of the company's stock, valued at approximately $884,000. Several other hedge funds also recently
Hsbc Holdings PLC bought a new position in US Foods Holding Corp. (NYSE: USFD) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 8,831 shares of the company's stock, valued at approximately $903,000. A number of other hedge funds
Trump's 90-day beef tariff waiver could lower costs for fast-food chains and meat distributors, benefiting ETFs with exposure to these companies.
Benchmark USFD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for US Foods Holding Corp. (USFD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $94.20 | $20.74B | 32.04 | 4.08% | 1.71% | 15.3% | — | |
| $78.67 | $37.62B | 21.49 | 3.91% | 2.08% | 74.67% | — | |
| $92.19 | $14.48B | 40.26 | 7.17% | 0.53% | 7.63% | — | |
| $108.36 | $4.42B | 64.50 | 9.36% | 2.09% | 15.09% | — | |
| $45.86 | $2.78B | -23.40 | 2.6% | 0.27% | 5.32% | — | |
| $194.23 | $2.61B | 29.03 | 4.98% | 13.22% | 33.05% | — |
US Foods Holding Corp. (USFD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
US Foods Holding Corp. (USFD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 6, 2026·SEC
Jun 2, 2026·SEC
May 15, 2026·SEC
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US Foods Holding Corp. (USFD) stock FAQ — growth, dividends, profitability & financials explained
US Foods Holding Corp. (USFD) reported $40.47B in revenue for fiscal year 2025. This represents a 82% increase from $22.30B in 2013.
US Foods Holding Corp. (USFD) grew revenue by 4.1% over the past year. Growth has been modest.
Yes, US Foods Holding Corp. (USFD) is profitable, generating $850.0M in net income for fiscal year 2025 (1.7% net margin).
US Foods Holding Corp. (USFD) has a return on equity (ROE) of 15.3%. This is reasonable for most industries.
US Foods Holding Corp. (USFD) generated $1.06B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
