USFD Earnings

USFD reported its earnings on 2026-02-12, showcasing a revenue of 9.80B against an estimate of 9.86B, resulting in a -0.61% surprise. The EPS was 1.04, surpassing the expected 1.01 by 2.97%. The stock experienced a 13.4% price change on the earnings day and a 7.41% change over the next five days, reflecting market reactions to the results.

Following USFD's earnings announcement on 2026-02-12, the stock price moved by 13.4% on the day of the release. Over the subsequent five days, it saw a 7.41% change. Historically, USFD's stock price tends to shift by an average of -4.51% in the 10 days leading up to earnings and 1.97% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate USFD's annual revenue to reach 9.83B, while the EPS is projected at 0.84. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between USFD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, USFD's stock price typically moves by -4.51% in the 10 days before its earnings and 1.97% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.84 and revenue of 9.83B.

The company demonstrated strong financial performance with raised EPS guidance and positive case growth expectations. Pronto program expansion and semi-automation initiatives signal future growth. While some responses lacked specific quantifications, the overall sentiment from management was optimistic, with a focus on continuous improvement and leveraging AI for productivity gains. The positive feedback on sales compensation changes and a focus on margin improvement further support a positive outlook. Despite some uncertainties, the overall tone suggests a positive stock price movement in the short term.