US Foods Holding Corp. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
US Foods reported Q2 FY2026 net sales of $10.5B (up 4.5% YoY), net income of $275M (up 22.8%), and diluted EPS of $1.24 (up 29.2%). Adjusted EBITDA reached record $604M (up 10.2%), with adjusted diluted EPS up 21% to $1.44. The company repurchased 4.4M shares for $374M in Q2 (5.8M shares/$500M YTD), maintaining net leverage at 2.6x. Independent restaurant case volume accelerated to 5.1% growth. Guidance reaffirmed: FY2026 net sales +4-6%, Adjusted EBITDA +9-13%, Adjusted Diluted EPS +18-24%.
Why this rating
Solid Q2 execution with margin expansion and volume acceleration, but within expected range vs. $19.7B market cap. Share buyback ($500M YTD) is meaningful self-allocation. Not transformational.
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