US Foods Holding Corp. (USFD) AI Stock Analysis

US Foods Holding Corp., operating through its subsidiary US Foods, Inc., markets and distributes fresh, frozen, and dry food products alongside non-food items across the United States. The company serves foodservice customers including independently owned single and multi-unit restaurants, regional and national chains, healthcare facilities like hospitals and nursing homes, hotels, country clubs, educational institutions, and retail establishments. Its operational network includes 70 broadline facilities and 80 cash and carry locations as of July 2022, enabling efficient supply chain management and product delivery.

US Foods expanded annual revenue from $29.49B in FY2021 to $39.42B in FY2025, achieving a 5-year revenue CAGR of 11.5% from FY2020 to FY2025. Annual revenue grew 4.1% in FY2025, while gross margin reached 17.4% and operating margin rose to 3.1%. Net income improved from $164.0M in FY2021 to $676.0M in FY2025, lifting diluted earnings per share to $3.90. Over the trailing twelve months ended June 30, 2026, revenue totaled $40.13B with an operating margin of 4.2% and EPS of $3.25. In the latest quarter, quarterly revenue rose 4.5% year-over-year, while quarterly earnings grew 29.2%.

As of June 30, 2026, US Foods held $56.0M in cash and short-term investments against total debt of $5.24B, resulting in net debt of $5.18B. Shareholders' equity stood at $4.28B, yielding a debt-to-equity ratio of 1.22 and a current ratio of 1.14 on total assets of $14.34B. In FY2025, the company generated $1.37B in operating cash flow, directing $410.0M toward capital expenditures and $976.0M toward share buybacks.

USFD trades at a trailing P/E of 31.4x and a forward P/E of 17.0x, compared to the median of its US-listed Consumer Defensive peers of 18.6x and 14.3x, respectively. Its enterprise value of $25.67B represents an EV/EBITDA multiple of 14.8x, above the peer group median of 11.7x. The company has a PEG ratio of 0.91 and a price-to-sales ratio of 0.5x. Over the past year, USFD returned 36.0%, outperforming the S&P 500 (SPY) return of 16.8%, while its 5-year return of 170.2% also exceeded the index return of 83.0%.

Wall Street coverage consists of 12 Strong Buy, 2 Hold, and 1 Strong Sell ratings. The mean price target of $116.27 represents a 14.0% upside relative to the last close of $101.96. Analysts project FY2026 revenue of $41.50B and EPS of $4.78, reflecting 20.1% EPS growth. For FY2027, 15 analysts forecast revenue of $43.19B and EPS of $5.55. US Foods beat EPS expectations in 3 of the last 4 quarters, and its next earnings date is November 5, 2026.

This page is an AI-written research summary of US Foods Holding Corp. (USFD). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: USFD income statement, USFD balance sheet, USFD key metrics, USFD analyst forecast, USFD chart. See the USFD stock overview for the latest quote and news.