US Foods (USFD) Expected to Announce Earnings on Thursday

US Foods (NYSE:USFD) will likely be announcing its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect the company to announce earnings of $1.01 per share and revenue of $9.9005 billion for the quarter. Individuals are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Thursday, February 12, 2026 at 9:00 AM ET.

US Foods (NYSE:USFD) last announced its quarterly earnings results on Thursday, November 6th. The company reported $1.07 earnings per share for the quarter, beating the consensus estimate 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 firm’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same quarter last year, the firm earned $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 Stock Performance

Shares of USFD opened at $87.84 on Thursday. The firm has a market capitalization 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. US Foods has a 52 week low of $57.36 and a 52 week high of $88.32. The stock has a 50 day moving average price of $78.87 and a two-hundred day moving average price of $77.70. The company has a debt-to-equity ratio of 1.08, a quick ratio of 0.70 and a current ratio of 1.15.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Morgan Stanley set a $92.00 price target on US Foods in a research report on Tuesday, January 20th. Citigroup upped their target price on shares of US Foods from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Tuesday, January 27th. Sanford C. Bernstein reiterated an “outperform” rating on shares of US Foods in a report on Friday, November 7th. Barclays cut their price target on shares of US Foods from $95.00 to $90.00 and set an “overweight” rating on the stock in a report on Friday, November 7th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of US Foods in a research report on Monday, December 29th. Nine equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, US Foods presently has an average rating of “Moderate Buy” and a consensus price target of $90.00.

Insiders Place Their Bets

In related news, insider Steven Guberman sold 58,632 shares of the stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $72.00, for a total transaction of $4,221,504.00. Following the completion of the transaction, the insider owned 113,410 shares in the company, valued at approximately $8,165,520. This represents a 34.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.60% of the company’s stock.

Hedge Funds Weigh In On US Foods

Institutional investors and hedge funds have recently bought and sold shares of the company. Measured Wealth Private Client Group LLC bought a new stake in shares of US Foods in the third quarter valued at $26,000. Geneos Wealth Management Inc. increased its holdings in US Foods by 120.1% in the 2nd quarter. Geneos Wealth Management Inc. now owns 482 shares of the company’s stock worth $37,000 after acquiring an additional 263 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new stake in US Foods in the 3rd quarter worth about $49,000. Northwestern Mutual Wealth Management Co. raised its stake in US Foods by 68.5% in the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 1,198 shares of the company’s stock valued at $92,000 after acquiring an additional 487 shares during the period. Finally, Larson Financial Group LLC lifted its holdings in US Foods by 144.9% during the third quarter. Larson Financial Group LLC now owns 1,276 shares of the company’s stock valued at $98,000 after purchasing an additional 755 shares during the last quarter. 98.76% of the stock is owned by institutional investors.

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.