AI brief of an SEC Form 8-K · US Foods (USFD)

US Foods Q1 2025 net income rises 40% to $115 million; full-year guidance reaffirmed

Positive Impact 4 of 5 earnings Written later

US Foods reported fiscal first-quarter 2025 net sales of $9.4 billion, up 4.5%, and net income of $115 million, up 40.2% from a year earlier. The company reaffirmed its fiscal 2025 guidance and authorized a new $1 billion share repurchase program, which it expects to use for more meaningful buybacks starting in the second quarter.

Key points

  • Net sales rose 4.5% to $9.4 billion; independent restaurant case volume rose 2.5%
  • Diluted EPS was $0.49, up 48.5%; Adjusted Diluted EPS was $0.68, up 25.9%
  • Board authorized a new $1 billion share repurchase program on May 7, 2025; about $52 million remained under the prior program at quarter end
  • Fiscal 2025 guidance reaffirmed: Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 8% to 12%, Adjusted Diluted EPS growth of 17% to 23%

The filing

CompanyUS Foods (USFD)
Form8-K, current report
Filed with the SECMay 8, 2025, 6:48 AM ET
Accession number0001665918-25-000080

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 12:42 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 08, 2025.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.