Abstract
US Foods Holding Corp will release its quarterly results on February 12, 2026 Pre-Market. This preview consolidates forecasts and recent performance trends to frame expectations for revenue, margins, net income, and adjusted EPS, alongside prevailing institutional commentary.
Market Forecast
Consensus points to US Foods Holding Corp delivering revenue of $9.91 billion this quarter, with year-over-year growth of 4.37%, EBIT of $0.37 billion with an estimated year-over-year increase of 14.40%, and adjusted EPS of $1.00 with an estimated year-over-year increase of 24.17%. Margin expectations trend stable to modestly higher, with focus on mix optimization and ongoing operating efficiency; explicit gross margin and net margin forecasts were not disclosed. The company’s core distribution portfolio continues to center on meat and seafood, dry grocery, and frozen/refrigerated categories, and the near-term highlight remains volume resilience and pricing discipline across broadline customers. The segment with the most promising momentum is meat and seafood, supported by resilient away-from-home demand; last quarter this segment delivered $3.70 billion in revenue, and its YoY trajectory remains constructive.
Last Quarter Review
US Foods Holding Corp reported revenue of $10.19 billion, a gross profit margin of 17.20%, GAAP net profit attributable to the parent company of $0.15 billion, a net profit margin of 1.50%, and adjusted EPS of $1.07, with year-over-year adjusted EPS growth of 25.88%. A quarter-on-quarter decline in net income of 31.70% reflected seasonal dynamics and cost normalization after prior-period benefits. Main business highlights included meat and seafood revenue of $3.70 billion, dry grocery at $1.71 billion, frozen/refrigerated at $1.69 billion, dairy at $1.08 billion, equipment and disposables at $0.90 billion, beverage products at $0.61 billion, and produce at $0.51 billion.
Current Quarter Outlook
Main Broadline Distribution Engine
The broadline distribution engine underpins revenue scale and margin stability, with meat and seafood, dry grocery, and frozen/refrigerated categories comprising the majority of sales. Near-term performance is likely to be supported by sustained restaurant traffic in nonfine-dining formats and resilient institutional demand, which favor consistent case volume growth. Pricing discipline across contract and spot channels has been a focus, enabling the company to offset commodity swings while maintaining customer retention. Operational investments in route density, warehouse productivity, and procurement analytics should continue to drive modest margin improvement, even if volume growth is moderate. The balance of mix, including cross-selling of equipment and disposables, supports contribution margin, while tighter inventory management aims to reduce shrink and improve working capital.
Most Promising Segment: Meat and Seafood
Meat and seafood remains the largest and most dynamic revenue contributor, with last quarter revenue of $3.70 billion and stable demand from casual dining, quick-service, and independent restaurants. Forward momentum hinges on a combination of steady away-from-home consumption and disciplined sourcing strategies that mitigate input cost volatility. Margin uplift could come from value-added cuts, private label penetration, and improved logistics coordination that reduces waste and enhances freshness metrics. Volume patterns are expected to remain consistent, and if broader food-at-home inflation moderates, relative affordability of dining out can support traffic levels, aiding case volumes. Procurement scale and supplier partnerships are likely to sustain competitive pricing, maintaining customer loyalty and share gains among independents.
Key Stock Price Drivers This Quarter
Investors will scrutinize adjusted EPS delivery around the $1.00 mark and the EBIT trajectory toward $0.37 billion in light of margin efficiency programs. Any signal of gross margin expansion beyond the recent 17.20% level—via mix and procurement benefits—could catalyze positive sentiment. Revenue cadence relative to the $9.91 billion estimate, along with commentary on case volume growth and pricing, will influence views on the durability of mid-single-digit growth against a normalized inflation backdrop. Guidance around capital allocation, including balance sheet discipline and potential buybacks, can shape the equity narrative if free cash flow remains healthy. Finally, management’s commentary on independent restaurant wins, private label growth, and technology-enabled operations will likely guide expectations for incremental margin leverage through the year.
Analyst Opinions
The balance of recent institutional views skews constructive, with the majority expecting in-line to modestly better revenue growth and incremental margin progress driven by cost discipline and mix optimization. Analysts highlight consistent execution on pricing and procurement and see potential upside if case volume trends remain stable through seasonal fluctuations. Notable views anticipate adjusted EPS around $1.00 and EBIT near $0.37 billion, citing operational initiatives and a supportive demand backdrop. The prevailing position emphasizes cautious optimism, acknowledging commodity price variability and competitive dynamics, but expecting US Foods Holding Corp to meet or slightly exceed consensus on key profitability metrics.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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