Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

US Foods Holding Corp.
Next earnings Aug 5, 2026 (before open) · consensus $1.39 EPS, $10.7B rev
Last earnings -5.6% on 2026-05-07
High-quality foodservice distributor compounding earnings and buying back stock, but 31x P/E leaves little margin of safety.
Sources: SEC EDGAR (CIK 0001665918, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:41:46 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals offset by an attractive price (~19% below fair value) — worth a look on the value angle.
US Foods is executing well as a scaled broadline foodservice distributor. FY2025 revenue grew 4.1% to $39.4B on 1.0% case volume growth plus 2.6% food cost inflation, while net income jumped 36.8% to $676M and diluted EPS rose 45.5% to $2.94. Gross margin nudged up to 17.4% and operating margin to 3.0%, and the multi-year trajectory is consistently upward — revenue has climbed from $34.1B in FY2022 to $39.4B, with net income roughly tripling over the same span. ROE of 15.7% and operating cash flow of $1.37B (up 16.6%) confirm a genuinely improving earnings engine.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $22.9B | $34.1B | $35.6B | $37.9B | $39.4B |
| Gross profit | $3.72B | $5.49B | $6.15B | $6.53B | $6.86B |
| Operating income | -$77.0M | $594M | $1.02B | $1.10B | $1.20B |
| Net income | -$226M | $265M | $506M | $494M | $676M |
| Diluted EPS | -$1.15 | $1.01 | $2.02 | $2.02 | $2.94 |
| Net margin | -1.0% | 0.8% | 1.4% | 1.3% | 1.7% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
| 2026-06-05 | Taylor Randy J See Remarks | Tax | 1.27K @ $84.61 | $108K |
| 2026-05-19 | TEHLE DAVID M Director | Exercise | 406.00 @ $23.50 | $9.54K |
| 2026-05-19 | TEHLE DAVID M Director | Tax | 117.00 @ $81.87 | $9.58K |
| 2026-05-19 | TEHLE DAVID M Director | Exercise | 406.00 @ $23.50 | $9.54K |
| 2026-05-19 | TEHLE DAVID M Director | Tax | 117.00 @ $81.87 | $9.58K |
| 2026-05-19 | TEHLE DAVID M Director | Exercise | 1.62K @ $23.50 | $38.2K |
| 2026-05-19 | TEHLE DAVID M Director | Tax | 467.00 @ $81.74 | $38.2K |
| 2026-05-14 | ZIEGLER ANN ELIZABETH Director | Award | 2.20K | |
| 2026-05-14 | ROACH QUENTIN Director | Award | 2.20K | |
| 2026-05-14 | TEHLE DAVID M Director | Award | 2.20K | |
| 2026-05-14 | Pforzheimer Carl Andrew Director | Award | 2.20K | |
| 2026-05-14 | GOTTSCHALK MARLA C Director | Award | 2.20K |
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.