01—Abstract
Summary
Summary of the 8-K filed January 12, 2026. Cited figures are marked; the original filing is the authoritative source.
US Foods Holding Corp. (NYSE: USFD) furnished this Form 8-K under Item 2.02 (Results of Operations and Financial Condition) on January 12, 2026, to report that it is reaffirming its fiscal year 2025 guidance first announced on its third quarter earnings call on November 6, 2025.
The reaffirmed outlook calls for Net Sales growth of 4%a to 5%, Adjusted EBITDA growth of 10% to 12%, and Adjusted Diluted EPS growth of 24% to 26%. The company states it cannot reconcile these forward-looking non-GAAP measures to GAAP because it cannot predict with reasonable certainty the financial impact of items such as restructuring, asset impairment charges, share-based compensation, LIFO reserve adjustments, debt extinguishment losses, and acquisition and divestiture costs. The filing also announces that CEO Dave Flitman and CFO Dirk Locascio will take part in a fireside chat at the 28th Annual ICR Conference in Orlando, Florida, on Monday, January 12, 2026, at 4:30 p.m.
EST. A live audio webcast will be available on the company's Investor Relations page, with a replay available later that day. The information in Item 2.02 and Exhibit 99.1 is furnished rather than filed, so it is not subject to the liabilities of Section 18 of the Exchange Act. The filing contains no new financial results; its substance is a reaffirmation of prior guidance and an investor-conference announcement.
02—Key points
Key Highlights
- Reaffirmed FY2025 guidance: Net Sales growth of 4% to 5%, Adjusted EBITDA growth of 10% to 12%, and Adjusted Diluted EPS growth of 24% to 26%, all as previously announced on the November 6, 2025 third quarter earnings call.
- No new financial results are reported in this filing; the guidance is reaffirmed rather than updated.
- Non-GAAP guidance is not reconciled to GAAP because the company cannot predict with reasonable certainty items such as restructuring, asset impairments, share-based compensation, LIFO adjustments, and debt extinguishment losses.
- CEO Dave Flitman and CFO Dirk Locascio will participate in a fireside chat at the 28th Annual ICR Conference on January 12, 2026, at 4:30 p.m. EST.
- A live audio webcast of the fireside chat will be available on the Investor Relations page, with a replay later the same day.
- Exhibit 99.1 is a press release dated January 12, 2026, announcing the guidance reaffirmation and conference participation.
- The information is furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act.
03—Questions
Frequently Asked Questions
Did US Foods change its fiscal year 2025 guidance in this filing?
No. The company reaffirmed the fiscal year 2025 guidance it previously announced on its November 6, 2025 third quarter earnings call: Net Sales growth of 4% to 5%, Adjusted EBITDA growth of 10% to 12%, and Adjusted Diluted EPS growth of 24% to 26%.
Why doesn't the company reconcile its Adjusted EBITDA and Adjusted Diluted EPS guidance to GAAP?
The company states it is unable to predict with reasonable certainty the financial impact of significant items, including restructuring and asset impairment charges, share-based compensation, non-cash LIFO reserve adjustments, debt extinguishment losses, business transformation costs, other gains and losses, acquisition and integration costs, divestiture costs, and diluted earnings per share. These items could materially affect GAAP results.
What investor events are scheduled around this announcement?
CEO Dave Flitman and CFO Dirk Locascio will take part in a fireside chat at the 28th Annual ICR Conference in Orlando, Florida, on Monday, January 12, 2026, at 4:30 p.m. EST. A live audio webcast will be available through the Investor Relations page of the company's website, with a replay later that day.
Is the information in this 8-K considered filed with the SEC?
No. The information in Item 2.02 and Exhibit 99.1 is furnished and not deemed filed for purposes of Section 18 of the Exchange Act, and it is not incorporated by reference into the company's Securities Act or Exchange Act filings.
04—Continue