Earnings Releases·Nov 5, 2026, 6:49 AM ET

US Foods — Third Quarter Fiscal 2026 Earnings Summary

Net sales rose 2.1% year-over-year to $10.4 billion, while net income surged 42.5% to $218 million and diluted EPS increased 49.3% to $1.00.
Fiscal 2026 guidance was tightened across the board: net sales growth to 4–5%, Adjusted EBITDA growth to 9–11%, and Adjusted Diluted EPS growth to 18–20%, reflecting a 53rd week and a slower macroeconomic environment.
The company acquired Prime Line Distributors in October to expand its gourmet Italian portfolio and reported market share gains for 22 consecutive quarters with independent restaurants.
Capital allocation included $191 million in share repurchases during the quarter, leaving $450 million authorized under the current program, while net debt to Adjusted EBITDA improved to 2.4x.