US Foods Holding Corp.
USFD
NYSE·Consumer Defensive·Food Distribution·Mkt cap $23.0B
$104.41
▼ -0.36%
P/E
31.93
Mkt Cap
$23.0B
52-Wk Range
$69.88–$111.42
52-Week Range
$69.88 - $111.42
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 35.3% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Extensive distribution network with 150+ facilities providing broad geographic coverage and operational scale
- Diversified customer base reducing dependence on single segments or restaurant concepts
- Established relationships with national restaurant chains and institutional customers creating switching costs
- Integrated supply chain capabilities enabling efficient product sourcing and delivery
Bear Case
2 risks
- Average volatility.
- Premium valuation to Food Retail & Grocery peers
Growth
Stable outlook
Foodservice industry recovery and expansion post-pandemic driving increased order volumes
Value
Premium valuation to Food Retail & Grocery peers
Momentum
Hot
+25.6% over 3m
Quality
Thin
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying USFD right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $1.44 vs $1.36 consensus (+5.9% surprise). Revenue of $10.5B vs $10.5B expected (+0.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+5.9%
Revenue trend · last 8Q
—
+6%
+4%
+4%
+5%
+3%
+3%
+4%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$9.7B
$9.5B
$9.4B
$10.1B
$10.2B
$9.8B
$9.6B
$10.5B
Margins · last 8Q
Gross
18.2%
Operating
4.2%
Profit
2.6%
Wall Street consensus
8 analysts · 63% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
63%
Hold
38%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Aug 12, 2026
vs Industry
How USFD stacks vs Food Distribution
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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