US Foods Holding Corp. (NYSE: USFD) reported fourth-quarter adjusted earnings that topped analyst expectations, although revenue came in marginally below forecasts. Shares advanced more than 9% intra-day Thursday following the announcement.
The foodservice distributor posted adjusted EPS of $1.04, exceeding the analyst consensus of $1.01.
Quarterly revenue reached $9.8 billion, marking a 3.3% increase year over year but falling short of the $9.94 billion analysts had projected. Total case volume grew 0.8% in the quarter, with independent restaurant case volume showing stronger growth of 4.1%.
Net income surged 178.8% to $184 million, while adjusted EBITDA rose 11.1% to $490 million. Adjusted EBITDA margin expanded 35 basis points to 5.0% compared to the prior-year quarter.
For full-year 2025, US Foods generated net sales of $39.4 billion, up 4.1% year over year, and net income rose 36.8% to $676 million.
Looking ahead to fiscal 2026, the company projected net sales growth of 4% to 6%, adjusted EBITDA growth of 9% to 13%, and adjusted diluted EPS growth of 18% to 24%. Management noted that fiscal 2026 will include a 53rd week, which is expected to contribute approximately 1% to total case growth and adjusted EBITDA growth.
