Every material Form 8-K US Foods filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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.
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
US Foods reported fiscal second quarter 2025 net sales of $10.1 billion, up 3.8%, and net income of $224 million, up 13.1%, with diluted EPS of $0.96. The company raised its adjusted EBITDA growth guidance to 9.5% to 12% and its adjusted diluted EPS growth guidance to 19.5% to 23%, while net sales growth guidance was unchanged at 4% to 6%.
Net sales rose 3.8% to $10.1 billion; net income rose 13.1% to $224 million
Adjusted EBITDA rose 12.1% to $548 million; adjusted diluted EPS rose 28.0% to $1.19
Fiscal 2025 adjusted EBITDA growth guidance raised to 9.5% to 12% from 8% to 12%
Company repurchased 3.2 million shares for about $250 million in the quarter
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.
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%
US Foods elected AnnMarie Lobred, its Senior Vice President and Chief Accounting Officer, as Principal Accounting Officer effective May 7, 2025. Dirk Locascio, who had been interim Principal Accounting Officer, stops in that role and remains Executive Vice President and Chief Financial Officer. The filing describes a routine administrative change with no new pay for Ms. Lobred in the new role.
AnnMarie Lobred elected Principal Accounting Officer effective May 7, 2025
Dirk Locascio ceases interim Principal Accounting Officer role and continues as EVP and Chief Financial Officer
Ms. Lobred joined the company on January 20, 2025, after more than 10 years as Vice President of Financial Reporting and Corporate Controller at Performance Food Group
No additional compensation for the new role; existing base salary and incentive plan participation continue
US Foods reported fourth-quarter and full-year 2024 results, with net sales and adjusted EBITDA up from the prior year. GAAP net income fell in the quarter because of a $124 million non-recurring pension settlement charge, while adjusted diluted EPS rose 31.3% to $0.84. The company also gave fiscal 2025 guidance for net sales growth of 4% to 6%, adjusted EBITDA growth of 8% to 12%, and adjusted diluted EPS growth of 17% to 23%.
Q4 net sales were $9.5 billion, up 6.2%; GAAP net income was $66 million versus $147 million a year earlier, hit by a $124 million pension settlement expense.
Q4 adjusted EBITDA rose 13.7% to $441 million; GAAP diluted EPS was $0.28 and adjusted diluted EPS was $0.84.
Full-year 2024 net sales rose 6.4% to $37.9 billion; net income available to common shareholders was $494 million, and diluted EPS was $2.02.
The company repurchased $958 million of shares in 2024 and expects fiscal 2025 adjusted diluted EPS growth of 17% to 23%.
US Foods reaffirmed its fiscal 2024 guidance, first given on its Nov. 7, 2024 third quarter earnings call, and did not change any of the ranges. The company also said CEO Dave Flitman and CFO Dirk Locascio will take part in a fireside chat at the 27th Annual ICR Conference on Jan. 14, 2025, which investors can hear by live webcast.
Net sales guidance reaffirmed at $37.7 billion to $38.0 billion for fiscal 2024
Adjusted EBITDA guidance reaffirmed at $1.72 billion to $1.74 billion
Adjusted diluted EPS guidance reaffirmed at $3.05 to $3.15
Fireside chat with Dave Flitman and Dirk Locascio on Jan. 14, 2025 at 9:30 a.m. EST
US Foods Holding Corp. increased its board from eight to nine directors and appointed David W. Bullock, a former CFO with prior public-company board and finance experience, effective January 7, 2025. The filing says the board deems him independent under NYSE rules and that he will receive standard non-employee director compensation.
Board appointment made January 7, 2025; board increased to nine directors
Bullock also joins the Nominating and Corporate Governance Committee
Bullock, age 60, is former CFO of Pinnacle Agriculture Holdings and Graham Packaging Company
Filing states no related-party transactions requiring disclosure under Item 404(a)
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