Food Service Distribution & Supply Chain Management
Strategic Profile
US Foods' customer base includes independent restaurants, multi-unit chains, healthcare and senior living facilities, hospitality businesses, government and educational institutions, and other foodservice operators. The company demonstrated operational traction with total case volume rising 0.8% and independent restaurant cases increasing 4.1%, with adjusted EBITDA growing double digits.
Cyborg Score Rationale
Net income jumped 36.8% to $676M as US Foods boosted Adjusted EBITDA to $1.93B and repurchased $934M of stock. The company provided FY 2026 EPS guidance of 4.696-4.935, above consensus of 4.560. Strong profitability trends and positive analyst sentiment support institutional confidence.
Top Insights
The company reported Q4 EPS of $1.04, topping analysts' consensus estimates of $1.01.
US Foods has 30,000 associates dedicated to serving customers and creating shareholder value.
FY 2026 revenue guidance of $41.0–$41.8B sits below the ~$42B consensus, which could cap multiple expansion.
Nine analysts have rated the stock with a Buy rating and two have given a Hold rating to the company.
Named Competitors
Sysco — Leading US foodservice distributor
US Foods — Second-largest US foodservice distributor