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

US Foods FY2025 net income rose 36.8% to $676 million; 2026 guidance given

Positive Impact 4 of 5 earnings Written later

US Foods reported fiscal fourth-quarter and full-year 2025 results, with net sales of $39.4 billion (up 4.1%), net income of $676 million (up 36.8%) and diluted EPS of $2.94 (up 45.5%). The company also gave fiscal 2026 guidance calling for Adjusted EBITDA growth of 9% to 13% and Adjusted Diluted EPS growth of 18% to 24%, and it announced a $1 billion share repurchase authorization, which matters to shareholders because it signals expected growth and returns capital to them.

Key points

  • Q4 2025 net sales rose 3.3% to $9.8 billion, and Q4 net income rose to $184 million from $66 million, a period that included a $124 million pension settlement charge in the prior year
  • Full-year 2025 Adjusted EBITDA rose 11.0% to $1.93 billion, and Adjusted Diluted EPS rose 26.3% to $3.98
  • Fiscal 2026 guidance: net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%, including a 53rd week
  • The company repurchased $934 million of its shares in fiscal 2025 and has a $1 billion repurchase authorization approved by the Board on November 24, 2025

The filing

CompanyUS Foods (USFD)
Form8-K, current report
Filed with the SECFeb 12, 2026, 6:48 AM ET
Accession number0001665918-26-000005

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 February 12, 2026.

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.