US Foods Holding Corp
USFD
ISIN null / Valor 31506859
US Foods Holding Corp
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About company
US Foods Holding Corp is a prominent player in the American food industry, primarily operating as a foodservice distributor. The company plays a crucial role in the supply chain, serving around 250,000 restaurants and foodservice operators across the United States. With a workforce of 30,000 employees and a network spanning over 70 locations, US Foods is dedicated to supporting the operational success of its clientele. The company distinguishes itself by offering a wide range of food products alongside a robust portfolio of e-commerce, technology, and business solutions designed to meet the diverse needs of its customers. This comprehensive approach enables US Foods to cater to the evolving demands of the foodservice sector, reinforcing its position as a key facilitator in the industry's ecosystem.
Summarized from source with an LLMView SourceSector: Consumer Non-CyclicalsLatest Results (11.11.2025):
US Foods Holding Corp reported strong financial results for the third quarter of fiscal year 2025, with notable growth in net sales, net income, and adjusted earnings per share. The company’s performance was driven by increased case volumes and effective cost management, alongside strategic capital allocation including share repurchases and a definitive acquisition agreement for Shetakis.
Revenue and Profit Growth
Net sales increased by 4.8% to $10.2 billion and gross profit grew by 5.2% to $1.8 billion. Net income saw a 3.4% rise to $153 million, aided by higher case volumes and improved cost of goods sold, despite a modest decline in net income margin.
Adjusted EBITDA and EPS Improvement
Adjusted EBITDA grew by 11.0% to $505 million, bolstered by a 28 basis point expansion in the adjusted EBITDA margin. Diluted EPS increased by 9.8% to $0.67, while adjusted diluted EPS surged by 25.9% to $1.07, highlighting the firm’s ability to enhance core profitability.
Capital Management and Strategic Initiatives
The company repurchased approximately $335 million of shares during the quarter and signed a definitive agreement to acquire Shetakis, an independent distributor, targeting a close in the fourth quarter of 2025. These moves underscore its commitment to disciplined capital allocation and strategic growth through tuck-in acquisitions.
Operational and Market Performance
Total case volume grew by 1.1%, with independent restaurant case volume increasing by 3.9%. The operational efficiency combined with targeted market initiatives contributed significantly to the top-line growth and margin improvements during the quarter.
Guidance Update
US Foods Holding Corp updated its fiscal year 2025 guidance, projecting net sales growth between 4% and 5%, adjusted EBITDA growth between 10% and 12%, and adjusted diluted EPS growth of 24% to 26%, reflecting its confidence in maintaining profitable growth amidst a dynamic market environment.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
15969 M
Market cap (USD)
1,902,413
Daily traded volume (Shares)
67.91 / 67.3
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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