US Foods Holding (USFD) earnings for the quarter ended September 2026: EPS beats estimates
US Foods Holding reported results for the quarter ended September 2026 on November 5, 2026. Adjusted earnings per share came in at $1.26 against the analysts’ average forecast of $1.25, a beat of 1.1%.
Revenue for the quarter was $10.40 billion, up 2.1% from $10.19 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 3.0% on the first trading day after the report.
The last four quarters
US Foods Holding has beaten the analysts’ EPS forecast in 3 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $1.26 | $1.25 | +1.1% | +2% | −3.0% |
| Jun 2026 | $1.44 | $1.36 | +5.7% | +4% | +8.3% |
| Mar 2026 | $0.78 | $0.81 | −3.6% | +3% | −8.3% |
| Sep 2025 | $1.07 | $1.03 | +3.7% | +5% | −0.8% |
What comes next
Analysts expect EPS of $1.28 for the next quarter on average and $4.75 for the fiscal year ending December 31, 2026.
The average analyst price target is $118.07, 9% above the current price of $108.45.
Valuation and score
US Foods Holding scores 1.6 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 30.3, and its intrinsic value under moderate assumptions is about 56% below the current market value. Full US Foods Holding analysis with 10 years of financials
Frequently asked questions
What was US Foods Holding’s EPS for the quarter ended September 2026?
$1.26 adjusted per share, against an analyst consensus of $1.25.
How much revenue did US Foods Holding report?
$10.40 billion, up 2.1% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.