US Foods (USFD) to Release Quarterly Earnings on Thursday

US Foods (NYSE:USFD) is projected to issue its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect US Foods to post earnings of $1.01 per share and revenue of $9.9005 billion for the quarter. Individuals may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Thursday, February 12, 2026 at 9:00 AM ET.

US Foods (NYSE:USFD) last issued its earnings results on Thursday, November 6th. The company reported $1.07 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.05 by $0.02. The business had revenue of $10.19 billion for the quarter, compared to analysts’ expectations of $10.18 billion. US Foods had a net margin of 1.43% and a return on equity of 17.71%. The business’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.85 EPS. On average, analysts expect US Foods to post $4 EPS for the current fiscal year and $4 EPS for the next fiscal year.

US Foods Trading Down 0.1%

NYSE:USFD opened at $87.84 on Thursday. US Foods has a 1 year low of $57.36 and a 1 year high of $88.32. The stock’s fifty day moving average price is $78.87 and its two-hundred day moving average price is $77.70. The company has a debt-to-equity ratio of 1.08, a current ratio of 1.15 and a quick ratio of 0.70. The company has a market cap of $19.58 billion, a P/E ratio of 36.60, a P/E/G ratio of 1.11 and a beta of 1.02.

Insider Buying and Selling

In related news, insider Steven Guberman sold 58,632 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $72.00, for a total value of $4,221,504.00. Following the transaction, the insider owned 113,410 shares of the company’s stock, valued at $8,165,520. This represents a 34.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.60% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On US Foods

Several institutional investors have recently modified their holdings of USFD. Wellington Management Group LLP lifted its position in US Foods by 14.2% in the 3rd quarter. Wellington Management Group LLP now owns 12,875,970 shares of the company’s stock worth $986,557,000 after buying an additional 1,599,033 shares during the last quarter. Boston Partners lifted its holdings in shares of US Foods by 6.0% in the 3rd quarter. Boston Partners now owns 16,130,224 shares of the company’s stock worth $1,235,585,000 after acquiring an additional 908,993 shares during the last quarter. Holocene Advisors LP purchased a new stake in shares of US Foods in the 2nd quarter valued at $64,220,000. Steadfast Capital Management LP bought a new position in shares of US Foods during the 3rd quarter valued at $60,813,000. Finally, Invesco Ltd. raised its position in US Foods by 8.6% in the 3rd quarter. Invesco Ltd. now owns 8,164,062 shares of the company’s stock worth $625,530,000 after purchasing an additional 649,950 shares during the period. 98.76% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on USFD. Guggenheim increased their price objective on US Foods from $88.00 to $95.00 and gave the stock a “buy” rating in a report on Tuesday, January 20th. Weiss Ratings restated a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Wall Street Zen cut shares of US Foods from a “strong-buy” rating to a “buy” rating in a research note on Monday, January 19th. Barclays reduced their price target on shares of US Foods from $95.00 to $90.00 and set an “overweight” rating for the company in a research report on Friday, November 7th. Finally, Morgan Stanley set a $92.00 price target on shares of US Foods in a report on Tuesday, January 20th. Nine investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $90.00.

US Foods Company Profile

US Foods (NYSE: USFD) is a leading foodservice distributor in the United States that supplies a wide range of products and services to professional food operators. The company provides fresh, frozen and dry food items as well as non-food restaurant supplies and kitchen equipment. Its customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators.

Beyond commodity and branded food products, US Foods offers value-added solutions designed to help customers run their businesses.