Every material Form 8-K US Foods filed with the SEC in 2026, 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 Holding Corp. reported its third quarter fiscal 2026 financial results, posting net sales of $10.4 billion and net income of $218 million. The company also tightened its full-year 2026 outlook ranges for net sales growth, adjusted EBITDA growth, and adjusted diluted EPS growth.
Net sales grew 2.1% to $10.4 billion for the third quarter ended September 26, 2026.
Net income increased 42.5% to $218 million, with diluted EPS rising 49.3% to $1.00.
The company repurchased $191 million of common stock during the third quarter.
Full-year 2026 net sales growth outlook was updated to a range of 4% to 5%.
US Foods, Inc. entered into a Fourteenth Amendment to its credit agreement on October 2, 2026, adding a new $810 million senior secured term loan due October 2, 2033. Proceeds, along with cash on hand, were used to repay and prepay existing term loans and certain revolving loans under its asset-based facility, and to pay fees and expenses. The filing does not report earnings or guidance, so its direct effect on shareholders is a refinancing of existing debt and new secured borrowing terms.
New 2026 Term Loan Facility totals $810 million and matures October 2, 2033.
Interest is Term SOFR plus 1.50%, or an alternative base rate plus 0.50%.
Loans amortize at 1% per year in quarterly installments, with the balance due at maturity.
Loans are secured by the company's capital stock and substantially all non-real estate assets, with a 1.00% premium on repricing transactions within six months of closing.
US Foods reported fiscal second-quarter 2026 results for the 13 weeks ended June 27, 2026, with net sales up 4.5% to $10.5 billion and net income up 22.8% to $275 million. The company reaffirmed its fiscal 2026 guidance, which it had first given on February 12, 2026, so shareholders have no change to the outlook.
Diluted EPS rose 29.2% to $1.24; Adjusted Diluted EPS rose 21.0% to $1.44.
Adjusted EBITDA rose 10.2% to $604 million, with margin up 29 basis points to 5.7%.
Company repurchased $374 million of shares in the quarter and had $640 million remaining under the November 2025 program.
Fiscal 2026 guidance reaffirmed: net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, Adjusted Diluted EPS growth of 18% to 24%.
US Foods amended its existing ABL Credit Agreement on May 28, 2026, increasing total commitments from $2.3 billion to $2.5 billion and extending the maturity date to May 28, 2031. The amendment also changed pricing, the financial covenant, reporting obligations and other terms, which the filing does not detail in this 8-K.
Total commitments increased from $2.3 billion to $2.5 billion
Maturity date extended to May 28, 2031, with a springing maturity tied to more than $300 million of earlier maturing debt
Amendment also changed pricing, financial covenant and reporting terms; full text filed as Exhibit 10.1
US Foods reported fiscal first-quarter 2026 results for the period ended March 28, 2026, with net sales up 2.8% to $9.6 billion, net income up 0.9% to $116 million and diluted EPS up 6.1% to $0.52. The company reaffirmed its fiscal 2026 guidance, including Adjusted Diluted EPS growth of 18% to 24%, while operating cash flow fell $97 million to $294 million.
Net sales rose 2.8% to $9.6 billion; net income rose 0.9% to $116 million
Diluted EPS rose 6.1% to $0.52; Adjusted Diluted EPS rose 14.7% to $0.78
Fiscal 2026 guidance reaffirmed: Adjusted EBITDA growth of 9% to 13% and Adjusted Diluted EPS growth of 18% to 24%
Cash flow from operations was $294 million, down $97 million; the company repurchased $125 million of shares
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.
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
US Foods reaffirmed the fiscal 2025 guidance it first gave on its November 6, 2025 third quarter earnings call, and the filing reports no new financial results. The company also said CEO Dave Flitman and CFO Dirk Locascio will take part in a fireside chat at the ICR Conference on January 12, 2026, with a webcast available to the public.
Reaffirmed fiscal 2025 guidance: net sales growth of 4% to 5%, Adjusted EBITDA growth of 10% to 12%, and Adjusted Diluted EPS growth of 24% to 26%
Guidance was originally announced on the third quarter earnings call on November 6, 2025
Fireside chat at the 28th Annual ICR Conference in Orlando, Fla., on Monday, January 12, 2026, at 4:30 p.m. EST
Live audio webcast available on the Investor Relations page, with a replay later the same day
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every US Foods filing is on SEC EDGAR ↗. 8-K briefs of other companies →