US Foods Holding

At the Barclays conference US Foods confirmed its 2026 guidance: revenue +4–6%, volumes +2.5–4.5%, EBITDA +9–13% and EPS +18–24%. The company highlights market share gains, stronger digital tools and margin expansion and continues to target an annual improvement in adjusted EBITDA margin of at least 20 basis points. The Pronto platform is expected to generate around $1.3 billion in revenue in 2026 and around $1.7 billion in 2027, while US Foods is increasing investment in truck fleets, AI-powered sales and forecasting tools and sales compensation with a more variable pay model. » Więcej na de.investing.com

US Foods reported adjusted EPS of $1.44 for Q2 2026 (expectation $1.37) on revenue of $10.5 billion, beating analysts' estimates. Adjusted EBITDA reached a record $604 million, margin rose to 5.7%, and the company recorded market-share gains, particularly with independent restaurants. US Foods reaffirmed its full-year guidance, highlighted the role of delivery service Pronto, and cited further margin and earnings growth as targets. The stock jumped sharply in premarket trading on the stronger results and the confirmed outlook. » Więcej na de.investing.com

US Foods received a contract modification from the Defense Logistics Agency Troop Support valued at up to $43,585,769, extending the master contract SPE300-21-D-3319 by 364 days to July 3, 2027. The agreement is a Fixed-Price with Economic-Price-Adjustment IDIQ contract under which US Foods supplies the Air Force, Army and Navy. Funding comes from the Department of Defense working capital fund for fiscal years 2026 and 2027. » Więcej na de.investing.com

U.S. Foods was awarded a firm‑fixed‑price frame contract worth $166,967,289 to deliver a full range of food and beverages to the U.S. Navy. The award went to the Los Angeles/La Mirada branch and is structured as an indefinite‑delivery/indefinite‑quantity agreement with a 329‑day performance period; orders may be placed through May 8, 2027. The contract contains no option for extension, was awarded on a sole‑source basis under 10 U.S. Code 3204(a)(1), and will be funded with Defense operations and maintenance funds for 2026–2027. » Więcej na de.investing.com

US Foods is leveraging its Great Kitchens and Innovative Products programs to help restaurants adopt cell-cultivated meat as a high-margin menu option. The company reported Q1 2026 revenue of $9.6 billion and net income of $116 million, with trailing twelve-month EPS of $3.02 and net margins improving to 1.7%. US Foods is prioritizing higher-margin independent restaurant accounts, supporting its long-term margin expansion thesis. » Więcej na finance.yahoo.com