US Foods Holding Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.9%projected annual EPS growth
Analyst Coverage
16analysts covering
FY Revenue (est.)
$41.5Bnext fiscal year
FY EPS (est.)
$4.73next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 5 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Independent Restaurant Case Volume Growth Quarterly460.0%Target: Outperform broad market case growth by 100-200 bps
Adjusted EBITDA Growth Annually620.0%Target: 9% to 13%
Adjusted Diluted EPS Growth Annually1,470.0%Target: 18% to 24%
Net Leverage Ratio Quarterly2.6xTarget: 2.0x - 3.0x
Watch Items
- Fuel Cost Volatility and SurchargesTrigger: Fuel costs rising >10% quarter-over-quarterAction: Adjust pricing surcharges and optimize route density to mitigate margin compression.
- Independent Restaurant Traffic SlowdownTrigger: Organic case growth dropping below 2.0%Action: Increase penetration of private label brands (Serve Good/Exclusive Brands) to offer value alternatives.
Research as of 2 Sep 2026