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

US Foods Q3 Net Income Rises 3.4% to $153 Million; Raises EPS Outlook

Positive Impact 4 of 5 earnings Written later

US Foods reported fiscal third-quarter 2025 results for the period ended September 27, 2025, with net sales up 4.8% to $10.2 billion and diluted EPS up 9.8% to $0.67. The company raised its Adjusted Diluted EPS growth outlook to 24% to 26% and its Adjusted EBITDA growth outlook to 10% to 12%, but lowered the top end of its net sales growth outlook to 4% to 5%. The company also repurchased about $335 million of shares and signed an agreement to acquire Shetakis.

Key points

  • Net sales rose 4.8% to $10.2 billion; net income rose 3.4% to $153 million; diluted EPS was $0.67 versus $0.61 a year earlier
  • Adjusted Diluted EPS growth guidance raised to 24% to 26% from 19.5% to 23%
  • Net sales growth guidance narrowed to 4% to 5% from 4% to 6%
  • Repurchased 4.1 million shares for about $335 million; agreed to acquire Shetakis, targeting closing in Q4 2025

The filing

CompanyUS Foods (USFD)
Form8-K, current report
Filed with the SECNov 6, 2025, 6:47 AM ET
Accession number0001665918-25-000144

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 November 06, 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.