$USFD · US Foods Holding Corp.
US Foods reported Q3 FY2026 (ended Sept 26, 2026) results: net sales rose 2.1% to $10.402B, net income rose 42.5% to $218M, and diluted EPS rose 49.3% to $1.00 (adjusted $1.26). Adjusted EBITDA grew 9.9% to $555M. The company repurchased $191M of stock in Q3 ($690M YTD) and closed the Prime Line Distributors acquisition in October. It tightened FY2026 guidance, citing a slower macro environment and elevated fuel costs.
- Net sales +2.1% to $10.402B; independent restaurant case volume +5.0%
- Net income +42.5% to $218M; diluted EPS +49.3% to $1.00
- Adjusted EBITDA +9.9% to $555M; adjusted diluted EPS +17.8% to $1.26
- Repurchased $191M of stock in Q3; $690M YTD; $450M remaining authorization
- FY26 guidance tightened: net sales 4-5%, adjusted EBITDA 9-11%, adjusted EPS 18-20%
Markets closed — no regular-session reaction yet; extended-hours move not captured here.
Strong double-digit earnings growth paired with a guidance trim shows US Foods compounding profits while flagging macro and fuel-cost headwinds.
Foodservice distribution peer results show continued independent-restaurant share gains (22 consecutive quarters) offset by chain volume declines and fuel-cost pressure.
Guidance cut reflects sustained slower macro environment and elevated fuel costs; chain volume fell 1.5% and food cost inflation was only 0.4%.