US Foods Holding Corp. reported fourth‑quarter 2025 results on February 12, 2026, showing net sales of $9.8 billion, a 3.2% increase from the $9.5 billion recorded in Q4 2024. Net income for the quarter was $184 million, and adjusted diluted earnings per share were $1.04, beating the consensus estimate of $1.01 by $0.03 (about 3%). Adjusted EBITDA for the quarter rose to $490 million, a 11% increase from the same period a year earlier, and the company’s adjusted EBITDA margin remained at 4.9%.
For the full fiscal year 2025, US Foods posted net sales of $39.4 billion, up 4.1% from $37.9 billion in 2024. Net income reached $676 million, and adjusted diluted EPS climbed to $3.98, a 26% increase from the prior year. Adjusted EBITDA for the year totaled $1.93 billion, an 11% gain over 2024, and the adjusted EBITDA margin expanded by 30 basis points to 4.9%.
The company completed the acquisition of Shetakis, an independent food distributor in Las Vegas, Nevada, on November 24, 2025, using cash on hand. In addition, US Foods repurchased $934 million of its own shares during fiscal 2025, and a new $1 billion share‑repurchase authorization was announced, underscoring management’s confidence in the company’s cash‑flow generation and commitment to returning capital to shareholders.
CEO Dave Flitman said, "2025 was a strong start to our three‑year long‑range plan. We grew Adjusted EBITDA 11% to a record $1.9 billion, expanded Adjusted EBITDA margin by 30 basis points to 4.9%, and increased Adjusted Diluted EPS 26% to a record $3.98." He added, "Our fourth‑quarter performance capped off a solid 2025, underscoring the strength and resilience of our business model, profitable growth engine, and disciplined capital allocation framework." The company guided for fiscal 2026 net sales growth of 4% to 6%, adjusted EBITDA growth of 9% to 13%, and adjusted diluted EPS growth of 18% to 24%, signaling confidence in continued operational improvement and market expansion.
Market reaction to the announcement was muted. The stock traded flat in pre‑market sessions, reflecting a balance between the EPS beat and the revenue miss. The revenue miss—$9.8 billion versus analyst estimates of $9.90 billion to $9.94 billion—was attributed to a softer macro environment, while the EPS beat was driven by disciplined cost control and share‑repurchase activity that amplified earnings per share.
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