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

US Foods reaffirms 2025 guidance, citing first-half Adjusted EBITDA up about 11%

Positive Impact 3 of 5 guidance Written later

US Foods reaffirmed its fiscal 2025 guidance and its 2025 to 2027 long-range plan growth algorithm, both first given on its August 7, 2025 second-quarter earnings call. The company said first-half 2025 Adjusted EBITDA grew approximately 11% and Adjusted EPS grew 27%, and it did not change any outlook figures.

Key points

  • FY2025 guidance reaffirmed: Net Sales growth of 4% to 6%, Adjusted EBITDA growth of 9.5% to 12%, Adjusted Diluted EPS growth of 19.5% to 23%
  • First-half 2025 Adjusted EBITDA grew approximately 11% and Adjusted EPS grew 27%
  • Long-range plan through 2027 reiterated, including 5% Net Sales CAGR, 10% Adjusted EBITDA CAGR and 20% Adjusted Diluted EPS CAGR
  • CFO Dirk Locascio will take part in a fireside chat at the Piper Sandler Growth Frontiers Conference in Nashville on September 10, 2025 at 10 a.m. CDT

The filing

CompanyUS Foods (USFD)
Form8-K, current report
Filed with the SECSep 10, 2025, 6:48 AM ET
Accession number0001665918-25-000138

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 12:42 AM ET, from this filing 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 September 10, 2025.

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