Wholesale-Groceries & Related Products · SIC 5140

US Foods Holding Corp.

USFD

Watch

Latest revenue

$9.61B

as of 2026-03-28

Latest net income

$116.0M

as of 2026-03-28

Net margin

1.2%

as of 2026-03-28

Price · 5Y

+15.7% / yr 1.9 pts / yr vs S&P 500 106.7% total
Compare:

Live market

delayed ≤15 min
$80.47
0.95%
Market cap
$17.72B
Enterprise value
$17.72B
P/E (trailing)
26.2×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$102.13
52-wk low
$69.88
Beta
Shares out
220.2M

5-year trend

What this company does

AI

Item 1. Business US Foods Holding Corp. and its consolidated subsidiaries are referred to in this Annual Report as “we,” “our,” “us,” the “Company,” or “US Foods.” US Foods Holding Corp. conducts all of its operations through its wholly owned subsidiary US Foods, Inc. (“USF”) and its subsidiaries. Our Company At US Foods, we strive to inspire and empower chefs and foodservice operators to bring great food experiences to consumers. This mission is supported by our brand promise of WE HELP YOU MAKE IT®. Our promise brings three key elements to the forefront for our customers; (1) more quality products, like our large and diverse Exclusive Brand portfolio that is based on consistency,…

AI summary unavailable — showing raw filing excerpt

Generated from USFD's filing dated 2026-02-12

Key risks

AI

Item 1A. Risk Factors We are subject to many risks and uncertainties. Some of these risks and uncertainties, including those described below, may cause our business, financial condition and results of operations to vary, and they may materially or adversely affect our financial performance. The risks and uncertainties described below are not the only ones we face. Other risks and uncertainties, which are not currently known to us or which we currently believe are immaterial, may also materially or adversely affect our business, financial condition and results of operations. Risks Relating to Our Business and Industry An economic downturn, public health crisis, and/or other factors affecting…

AI summary unavailable — showing raw filing excerpt

Generated from USFD's filing dated 2026-02-12

Profitability

Gross margin

17.4%

0.9%

Operating margin

3.0%

4.8%

Net margin

1.7%

31.5%

Return on equity

15.7%

50.9%

Return on assets

4.8%

31.9%

Leverage

Debt / equity

2.24×

22.3%

Long-term debt / equity

1.18×

15.8%

Debt / assets

69.1%

6.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-28

$9.61B+2.8%$116.0M+0.9%1.2%

Q4 2025

2025-12-27

$9.80B+3.3%$184.0M+178.8%1.9%

Q3 2025

2025-09-27

$10.19B+4.8%$153.0M+3.4%1.5%

Q2 2025

2025-06-28

$10.08B+3.8%$224.0M+13.1%2.2%

Q1 2025

2025-03-29

$9.35B+4.5%$115.0M+40.2%1.2%

Q4 2024

2024-12-28

$9.49B$66.0M0.7%

Q3 2024

2024-09-28

$9.73B+6.8%$148.0M+55.8%1.5%

Q2 2024

2024-06-29

$9.71B+7.7%$198.0M+8.8%2.0%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Wholesale-Groceries & Related Products · SIC 5140

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$15.4M

Net activity

−$15.4M

Distinct insiders

3

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-30

Dirk J. Locascio

EVP, Chief Financial Officer

Sale20,000$91.19$1.8M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns USFD

Institutional value

$10.73B

Total shares held

120.3M

Distinct holders

459

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.20.4M$1.88BNew
2Boston Partners16.4M$1.51BNew
3VANGUARD PORTFOLIO MANAGEMENT LLC10.2M$940.7MNew
4VANGUARD CAPITAL MANAGEMENT LLC9.9M$913.0MNew
5Capital World Investors7.8M$716.9MNew
6Invesco Ltd.6.1M$563.9MNew
7PRIMECAP MANAGEMENT CO/CA/3.9M$363.9MNew
8DIMENSIONAL FUND ADVISORS LP3.4M$315.6MNew
9Artisan Partners Limited Partnership3.0M$278.5MNew
10BANK OF MONTREAL /CAN/2.7M$250.0MNew
11JPMORGAN CHASE & CO2.2M$196.0MNew
12UBS Group AG2.0M$183.8MNew
13Capital International Investors1.9M$171.8MNew
14Bank of New York Mellon Corp1.4M$133.6MNew
15DEUTSCHE BANK AG\1.4M$127.3MNew
16VANGUARD FIDUCIARY TRUST CO1.4M$126.2MNew
17Sumitomo Mitsui Trust Group, Inc.1.2M$114.7MNew
18FRANKLIN RESOURCES INC1.2M$114.5MNew
19UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.2M$113.9MNew
20PARNASSUS INVESTMENTS, LLC810.1K$74.7MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once USFD's latest filing finishes processing.