01—Abstract
Summary
Summary of the 8-K filed September 10, 2025. Cited figures are marked; the original filing is the authoritative source.
US Foods Holding Corp. (NYSE: USFD) issued a press release dated September 10, 2025, reaffirming its fiscal year 2025 guidance and its 2025 to 2027 long-range plan growth algorithm, both first provided on its second quarter earnings call on August 7, 2025.
The company stated that it expects fiscal 2025 Net Sales growth of 4%a to 6%, Adjusted EBITDA growth of 9.5% to 12%, and Adjusted Diluted EPS growth of 19.5% to 23%. No new financial results were reported in the filing. The long-range plan reiterated by the company targets a 5% Net Sales compound annual growth rate, a 10% Adjusted EBITDA CAGR, at least 20 basis points of annual Adjusted EBITDA margin expansion, and a 20% Adjusted Diluted EPS CAGR through 2027.
CEO Dave Flitman cited first-half 2025 growth of approximately 11%b in Adjusted EBITDA and 27% in Adjusted EPS, and said he remains highly confident in achieving the long-range plan. The filing also announced that Chief Financial Officer Dirk Locascio will participate in a fireside chat at the 2025 Piper Sandler Growth Frontiers Conference in Nashville on September 10, 2025, at 10 a.m.
CDT, with a live audio webcast and replay available on the company's Investor Relations page. The Item 2.02 disclosure and Exhibit 99.1 are furnished, not filed, under the Exchange Act.
02—Key points
Key Highlights
- Reaffirmed fiscal year 2025 guidance: Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 9.5% to 12%, and Adjusted Diluted EPS growth of 19.5% to 23%.
- Reiterated 2025 to 2027 long-range plan: 5% Net Sales CAGR, 10% Adjusted EBITDA CAGR, at least 20 basis points of annual Adjusted EBITDA margin expansion, and 20% Adjusted Diluted EPS CAGR.
- First-half 2025 Adjusted EBITDA grew approximately 11% and Adjusted EPS grew 27%, per CEO Dave Flitman.
- No new financial results or guidance changes were announced; the guidance was previously provided on the August 7, 2025 second quarter earnings call.
- CFO Dirk Locascio will speak at the Piper Sandler Growth Frontiers Conference on September 10, 2025 at 10 a.m. CDT, with a webcast available.
- The company notes it cannot reconcile forward-looking non-GAAP measures due to uncertainty around items such as restructuring, share-based compensation, LIFO adjustments, and debt extinguishment losses.
03—Questions
Frequently Asked Questions
Did US Foods change its financial outlook in this filing?
No. The company reaffirmed the fiscal year 2025 guidance and 2025 to 2027 long-range plan growth algorithm it had provided on its August 7, 2025 second quarter earnings call.
What are US Foods' fiscal 2025 guidance targets?
The company expects Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 9.5% to 12%, and Adjusted Diluted EPS growth of 19.5% to 23%.
What does the long-range plan target through 2027?
A 5% Net Sales CAGR, a 10% Adjusted EBITDA CAGR, at least 20 basis points of annual Adjusted EBITDA margin expansion, and a 20% Adjusted Diluted EPS CAGR.
How did US Foods perform in the first half of 2025?
CEO Dave Flitman said Adjusted EBITDA grew approximately 11% and Adjusted EPS grew 27% through the first half of 2025.
Where can investors hear from management on this news?
CFO Dirk Locascio will take part in a fireside chat at the Piper Sandler Growth Frontiers Conference in Nashville on September 10, 2025 at 10 a.m. CDT. A live audio webcast and replay will be available on the company's Investor Relations page.
04—Continue