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US Foods Holding 8-K Report, Financial Results (Aug 6, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed August 6, 2026
Period End
August 6, 2026
Security
USFD
In the record · 2016–202610-K1010-Q318-K141

USFD filed 10 annual reports (10-K), 31 quarterly reports (10-Q) and 141 current reports (8-K) between 2016 and 2026.

  1. Material agreement8-K · Jun ’16Jun ’16
  2. Leadership change8-K · Sep ’18Sep ’18
  3. Material agreement8-K · Feb ’21Feb ’21
  4. Leadership change8-K · May ’25May ’25

01—Abstract

Summary

Summary of the 8-K filed August 6, 2026. Cited figures are marked; the original filing is the authoritative source.

US Foods Holding Corp. (NYSE: USFD) reported results for its fiscal second quarter ended June 27, 2026, in a press release furnished as Exhibit 99.1 to this Form 8-K.

Net sales rose 4.5% to $10.5 billiona, gross profit increased 8.0% to $1.9 billion, and net income grew 22.8% to $275 million. Diluted EPS increased 29.2% to $1.24, and Adjusted Diluted EPS increased 21.0% to $1.44. Adjusted EBITDA rose 10.2% to a record $604 million, with Adjusted EBITDA margin up 29 basis points to 5.7%.

Total case volume increased 1.9%, led by a 5.1% increase in independent restaurant case volume, which the company described as accelerating. Cash flow and capital returns were also in focus. Cash flow from operating activities was $725 millionb for the first six months of fiscal 2026, the same as the prior-year period.

The company repurchased 4.4 million shares for $374 millionc in the second quarter and approximately $500 million year to date, leaving $640 million remaining under the November 2025 authorization. Net Debt was $5.2 billion, and the net leverage ratio was 2.6x, compared with 2.7x at fiscal year-end 2025. The company reaffirmed its fiscal 2026 guidance from February 12, 2026, calling for net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%.

The guidance includes a 53rd week in fiscal 2026, which is expected to add approximately 1%d to total case growth and Adjusted EBITDA growth. The filing notes that Adjusted EBITDA and Adjusted Diluted EPS are non-GAAP measures and that the company does not provide a reconciliation of forward-looking non-GAAP guidance.

02—Key points

Key Highlights

  1. Net sales increased 4.5% to $10.5 billion for the quarter, driven by case volume growth and food cost inflation of 2.3%.
  2. Net income rose 22.8% to $275 million, and diluted EPS rose 29.2% to $1.24 from $0.96.
  3. Adjusted EBITDA increased 10.2% to a record $604 million, with Adjusted EBITDA margin up 29 basis points to 5.7%.
  4. Adjusted Diluted EPS increased 21.0% to $1.44, versus $1.19 in the prior-year quarter.
  5. Independent restaurant case volume grew 5.1%, with total case volume up 1.9%; chain volume decreased 1.5%.
  6. The company repurchased $374 million of shares in the quarter and about $500 million year to date, with $640 million remaining under the November 2025 program.
  7. Fiscal 2026 guidance was reaffirmed: net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%, including a 53rd week.

03—Questions

Frequently Asked Questions

  1. How did US Foods perform in the second quarter of fiscal 2026?

    Net sales increased 4.5% to $10.5 billion, gross profit rose 8.0% to $1.9 billion, and net income increased 22.8% to $275 million. Adjusted EBITDA grew 10.2% to a record $604 million, and Adjusted Diluted EPS grew 21.0% to $1.44.

  2. What drove volume growth in the quarter?

    Total case volume rose 1.9%. Independent restaurant case volume increased 5.1%, healthcare volume rose 3.5%, and hospitality volume increased 4.4%. These gains were partially offset by a 1.5% decrease in chain volume.

  3. How much capital has been returned to shareholders?

    The company repurchased 4.4 million shares for $374 million in the second quarter and 5.8 million shares for approximately $500 million in the first six months of fiscal 2026. It had $640 million remaining under the November 2025 share repurchase program.

  4. What is the company's leverage and liquidity position?

    Net Debt was $5.2 billion at the end of the second quarter, and the ratio of Net Debt to Adjusted EBITDA was 2.6x, compared with 2.7x at the end of fiscal 2025. Cash flow from operating activities was $725 million for the first six months of fiscal 2026, and cash capital expenditures were $174 million.

  5. Has the company changed its fiscal 2026 outlook?

    No. The company reaffirmed its February 12, 2026 guidance: net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%. The guidance includes a 53rd week, which is expected to add about 1% to total case growth and Adjusted EBITDA growth.

04—Continue

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