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US Foods USFD Q1 2026 earnings

Reported May 7, 2026 · Before market open

Revenue$9.6BMiss by $47.9MDiluted EPS$0.78Miss by $0.04
Revenue estimate$9.7B
EPS estimate$0.82

Next report

Aug 6, 2026 (In 3 weeks)
Revenue estimate$10.5B
EPS estimate$1.36

Financials

Q1 2026

Income statement

See full
Revenue$9.6B+2.8%
Gross profit$1.7B+2.4%
Operating income$216.0M-3.6%
Net income$116.0M+0.9%
EPS (diluted)$0.52+6.1%

Balance sheet

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Cash & equivalents$49.0M-51.5%
Total debt$5.2B+7.5%
Total equity$4.3B-6.1%
Total assets$14.2B+3.8%

Cash flow

See full
Operating cash flow$294.0M-24.8%
CapEx$98.0M+16.7%
Free cash flow$196.0M-36.2%

Valuation & ratios

Valuation

as of 07/13/26
See full
Market cap$22.24B+22.2%
Enterprise value$27.36B+19.1%
P/E32.9×-0.1×
P/S0.6×+0.1×

Profitability

See full
Gross margin17.4%0.0pp
Operating margin3%0.0pp
Net margin1.7%+0.3pp
FCF margin2.1%-0.7pp

Returns & leverage

See full
Return on equity15.1%+4.0pp
Debt / equity1.2×+0.2×
Current ratio1.1×0.0×

Segments

By product

See full
Meats and seafood$3.4B+6.3%
Dry grocery products$1.7B+3.0%
Refrigerated and frozen grocery products$1.6B+2.4%
Dairy$918.0M-13.2%
Equipment, disposables and supplies$896.0M+4.1%

By segment

See full
Reportable Segment$9.6B+2.8%

Versus estimates

Revenue

Q1 2026$9.6BMiss by $47.9M
Q4 2025$9.8BMiss by $87.2MQ3 2025$10.2BBeat by $21.4MQ2 2025$10.1BMiss by $95.6MQ1 2025$9.4BMiss by $33.5MQ4 2024$9.5BIn line

Diluted EPS

Q1 2026$0.78Miss by $0.04
Q4 2025$1.04Beat by $0.04Q3 2025$1.07Beat by $0.03Q2 2025$1.19Beat by $0.05Q1 2025$0.68Miss by $0.01Q4 2024$0.84Beat by $0.05

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Questions, answered.

When did US Foods report Q1 2026 earnings?
US Foods (USFD) reported Q1 2026 earnings on May 7, 2026 before market open.
What were US Foods's Q1 2026 revenue and EPS?
US Foods reported revenue of $9.6B and diluted EPS of $0.78 for Q1 2026.
Did US Foods beat estimates in Q1 2026?
Revenue missed the consensus estimate of $9.7B by $47.9M. EPS missed the consensus estimate of $0.82 by $0.04.
How did US Foods's Q1 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 2.8% from $9.4B a year earlier and diluted EPS grew 14.7% from $0.68.
Where can I find US Foods's Q1 2026 SEC filings?
You can read the 8-K earnings release (0001665918-26-000030) and the 10-Q periodic report (0001665918-26-000032) directly on SEC EDGAR. The filing index links above go to sec.gov.