US Foods Holding Corp. · USFD · Next earnings

US Foods Holding Corp. reports Thursday, Feb 11, 2027

USFD reports before market open with consensus EPS at $1.32 and revenue at $10.76B. Last quarter: US Foods lifts FY2026 outlook as share gains and AI support growth

Reports Before market open97 days awayDate estimated Consumer Defensive

What the street expects

Consensus for the coming report
Consensus EPS $1.32 Calendar consensus
Consensus revenue $10.76B Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 97 days away

Where USFD left off: FY2026 Q3

Full report

US Foods lifts FY2026 outlook as share gains and AI support growth

EPS surprise +0.8% Reported $1.26 vs $1.25
Revenue surprise -1.7% Reported $10.40B vs $10.58B
Stock move -2.8% Event window
Subsequent drift 0.0% Up to 20 sessions

Management updated FY2026 guidance to 4–5% sales growth, 9–11% adjusted EBITDA growth and 18–20% adjusted EPS growth, according to the supplied call analysis. The prior-quarter analysis said guidance had been reaffirmed; no further prior numerical guidance is supplied here.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Weaker consumer confidence or labor conditions could slow case-volume growth.
  • Fuel-price volatility, inflation and delayed surcharge recovery could pressure margins.
  • Management cited a temporary Q4 selling-cost headwind.
  • Competition in value-tier and education segments could constrain growth.
  • Returns from scaling AI, automation and the Prime Line integration are execution-dependent.

Questions analysts left open

  • Whether reduced sales-force headcount growth affects future earnings or selling capacity.
  • Whether the reported AI-related adjusted EBITDA contribution is sustainable and can reach the stated next-year target.
  • Fuel and inflation recovery assumptions and the temporary Q4 selling-cost headwind.
  • Competitive conditions across independent restaurants, healthcare, hospitality and education.
  • The depth of the M&A pipeline and how acquisition spending fits with other capital-allocation priorities.

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Recent USFD quarters

All USFD earnings
-2.8%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.