Every 8-K that US Foods Holding Corp. (USFD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow USFD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full USFD filings page.
US Foods Holding Corp. reported second quarter fiscal 2026 results with net sales of $10.5 billion, up 4.5% year over year, as total case volume rose 1.9% and independent restaurant volume grew 5.1%. Gross profit increased 8.0% to $1.9 billion. Net income rose 22.8% to $275 million, producing a 2.6% net margin, while Adjusted EBITDA grew 10.2% to $604 million with a 5.7% margin. Diluted EPS was $1.24 and Adjusted Diluted EPS was $1.44, increases of 29.2% and 21.0%, respectively.
For the first six months of fiscal 2026, operating cash flow was $725 million and cash capital expenditures were $174 million. Net Debt stood at $5.2 billion, corresponding to a Net Debt to Adjusted EBITDA ratio of 2.6x. The company repurchased 4.4 million shares for $374 million in the quarter and 5.8 million shares for approximately $500 million year to date, with $640 million remaining under its share repurchase authorization. Guidance for fiscal 2026 was reaffirmed, calling for net sales growth of 4% to 6%, Adjusted EBITDA growth of 9% to 13%, and Adjusted Diluted EPS growth of 18% to 24%, including the benefit of a 53rd week.
US Foods Holding Corp., through its subsidiary US Foods, Inc., amended its asset-based lending (ABL) credit agreement. The amendment increases total committed capacity from $2.3 billion to $2.5 billion, giving the company a larger revolving credit line.
The maturity date is extended to May 28, 2031, with a springing earlier maturity if more than $300 million of term loan or senior notes maturing sooner remain outstanding without a reserve 60 days before their maturity. The amendment also updates pricing, financial covenants, reporting obligations and other terms of the ABL facility.
US Foods Holding Corp. reported results from its 2026 annual stockholders meeting and a governance change. Stockholders approved a charter amendment giving investors who own at least 25% of the outstanding common stock the right to call a special meeting, subject to detailed procedural and eligibility requirements.
The board adopted amended and restated bylaws to implement this special meeting right, including a “net long” ownership test, blackout periods, and limits on the business that can be brought. Stockholders also elected all director nominees, approved executive compensation on an advisory basis, and ratified Deloitte & Touche LLP as independent auditors for fiscal 2026.
US Foods Holding Corp. announced a Board leadership transition. Chief Executive Officer Dave Flitman has assumed the additional role of Chair of the Board, combining day-to-day management with Board leadership. Former Chair David Tehle remains on the Board and has been elected Lead Independent Director, maintaining a strong independent oversight role.
The company highlights Flitman’s track record over the past three and a half years, citing improvements in safety performance, market share, supply chain productivity, customer service and earnings per share growth. US Foods continues to position its governance structure to support long-term strategic direction and shareholder interests.
US Foods Holding Corp. reported first quarter fiscal 2026 net sales of $9.6 billion, up 2.8% from the prior year, as total case volume grew 1.4% and independent restaurant case volume rose 4.6%.
Net income increased 0.9% to $116 million and diluted EPS rose to $0.52. Adjusted EBITDA grew 6.2% to $413 million, while Adjusted Diluted EPS increased 14.7% to $0.78, reflecting margin expansion and higher adjusted profitability. Cash flow from operations was $294 million and cash capital expenditures were $98 million. Net Debt was $5.1 billion, with a net leverage ratio of 2.6x.
The company repurchased 1.4 million shares for $125 million and reaffirmed its full-year 2026 outlook, targeting net sales growth of 4%–6%, Adjusted EBITDA growth of 9%–13% and Adjusted Diluted EPS growth of 18%–24%, including the benefit of a 53rd week.
US Foods Holding Corp. reported strong fourth quarter and full-year 2025 results, showing solid growth in sales, profits and cash flow. For 2025, net sales rose 4.1% to $39.4 billion, gross profit grew 5.1% to $6.9 billion and net income increased 36.8% to $676 million. Adjusted EBITDA climbed 11.0% to $1.93 billion, with Adjusted EBITDA margin improving 30 basis points to 4.9%. Diluted EPS was $2.94, while Adjusted Diluted EPS rose 26.3% to $3.98.
Fourth quarter 2025 net sales grew 3.3% to $9.8 billion, and net income jumped 178.8% to $184 million. Adjusted EBITDA for the quarter increased 11.1% to $490 million. The company generated $1.37 billion of operating cash flow, invested $410 million in capital expenditures, and ended the year with Net Debt of $5.2 billion and a Net Debt to Adjusted EBITDA ratio of 2.7x.
US Foods also returned significant capital to shareholders, repurchasing $934 million of stock in 2025, including $327 million in the fourth quarter, and has approximately $1.09 billion of remaining repurchase authorization. Management highlighted a recently approved $1 billion buyback program and reaffirmed its long-range plan, guiding for 2026 net sales growth of 4–6%, Adjusted EBITDA growth of 9–13% and Adjusted Diluted EPS growth of 18–24%, aided by a 53rd week.
US Foods Holding Corp. reported that it has reaffirmed its fiscal year 2025 guidance, which was previously announced on its third quarter earnings call on November 6, 2025. This indicates the company is maintaining its existing outlook for the full year rather than updating or changing its expectations.
The company also announced that Chief Executive Officer Dave Flitman and Chief Financial Officer Dirk Locascio will attend the 28th Annual ICR Conference in Orlando and take part in a fireside chat on January 12, 2026 at 4:30 p.m. EST. Media and investors can access a live audio webcast and replay through the investor relations section of the company’s website.
US Foods Holding Corp. (USFD) announced that it and Performance Food Group Company have mutually agreed to end their previously announced information sharing process and will no longer pursue a potential combination. In the same update, US Foods said it is reaffirming its fiscal year 2025 guidance and its 2025–2027 long-range plan growth algorithm that were outlined on its third quarter earnings call.
The company also disclosed its intent to enter into an accelerated share repurchase agreement for an aggregate of $250 million of common stock under its existing repurchase authorization. In addition, the Board of Directors has approved a new $1 billion share repurchase program, signaling a substantial commitment to returning capital through stock buybacks.
US Foods Holding Corp. furnished an update on its recent performance by reporting that it issued a press release with financial results for its fiscal third quarter ended September 27, 2025. The company used a current report to make investors aware of this earnings release and attached the full press release as Exhibit 99.1.
The company also clarified that the earnings information provided under this report and in Exhibit 99.1 is being furnished rather than filed for securities law purposes, which affects how it is treated under certain liability provisions and for incorporation into other regulatory documents.
US Foods Holding Corp. reaffirmed its fiscal year 2025 guidance and its 2025–2027 long-range growth plan, signaling that its outlook remains consistent with what was shared on its second quarter earnings call on August 7, 2025. The company also announced that it will participate in the 2025 Piper Sandler Growth Frontiers Conference in Nashville, Tennessee, where Chief Financial Officer Dirk Locascio will join a fireside chat at 10 a.m. CDT on September 10, 2025. The company is providing a live audio webcast and replay of the event through the Investor Relations section of its website, giving investors and media an opportunity to hear management discuss its plans and performance drivers.