Welcome to our dedicated page for Us Foods Hldg SEC filings (Ticker: USFD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
US Foods Holding Corp.'s SEC filings document results and governance for a public foodservice distributor. Form 8-K reports furnish earnings releases with sales, case volume, gross profit, net income, Adjusted EBITDA, EPS, operating cash flow, capital expenditures and share repurchase activity. Regulation FD disclosures cover guidance updates, long-range plan commentary, investor conference materials and capital-allocation announcements.
The company's proxy materials disclose board and shareholder voting matters, executive compensation and related governance information. Periodic-report references in the filing record connect operating results to risk factors and management's discussion and analysis for the foodservice distribution business.
BACHELDER CHERYL A reported acquisition or exercise transactions in this Form 4 filing.
US Foods Holding Corp. director Cheryl A. Bachelder received a grant of 2,204 restricted stock units on May 14, 2026, as equity compensation. These units vest on the earlier of the one-year anniversary of the grant date or the 2027 annual meeting of stockholders, with each unit delivering one share of common stock when vested.
Following the grant, Bachelder directly holds 35,349 shares of common stock and is also deemed to beneficially own 6,000 shares held by The Cheryl A. Bachelder Revocable Trust.
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.
Wellington Management Group LLP amended a Schedule 13G to report its collective beneficial ownership of 15,750,520 shares of US Foods Holding Corp. common stock. The amendment attributes shared voting power of 14,839,598 shares and shared dispositive power of 15,750,520, representing approximately 7.15–7.2% of the class as reported on the cover pages.
The filing lists related Wellington entities (Wellington Group Holdings LLP; Wellington Investment Advisors Holdings LLP; Wellington Management Company LLP) and states the shares are owned of record by clients of Wellington investment advisers. The signatures show the amendment was signed by a Compliance Manager on 05/15/2026.
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. Schedule 13G/A shows Capital World Investors reports beneficial ownership of 7,795,101 shares of common stock, representing 3.5% of 220,242,295 shares outstanding as of 03/31/2026. The filer reports sole voting and sole dispositive power over the shares. The filing is signed by a Capital Research and Management Company officer on 05/13/2026.
US Foods Holding Corp. reported modestly higher results for the 13 weeks ended March 28, 2026. Net sales rose 2.8% to $9,610 million, driven by 1.4% total case growth and 1.0% food cost inflation. Gross profit increased to $1,653 million, though margin ticked down to 17.2% as LIFO expense climbed to $38 million from $5 million a year earlier.
Operating income slipped to $216 million from $224 million as operating expenses grew 3.4%. Net income was essentially flat at $116 million, with diluted EPS at $0.52 versus $0.49. Adjusted EBITDA improved 6.2% to $413 million, or 4.3% of net sales. Operating cash flow was $294 million, down from $391 million, reflecting higher tax payments and working capital changes.
The company ended the quarter with total assets of $14.2 billion and total debt of $5.2 billion. It continued returning capital to shareholders, repurchasing about 1.4 million shares for approximately $125 million under existing buyback authorizations, including settlement of a $250 million accelerated share repurchase launched in 2025.
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 a Schedule 13G showing Vanguard Capital Management beneficially owned 11,588,192 shares of Common Stock, representing 5.26% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 11,588,192 shares and sole voting power over 1,687,278 shares. The filing attributes ownership to Vanguard Capital Management and affiliated business divisions and is signed on 04/30/2026.
US Foods Holding Corp. is asking stockholders at its virtual May 14, 2026 annual meeting to elect eight directors, approve executive pay on an advisory basis, ratify Deloitte as auditor for 2026, and amend its charter to let holders of 25% of shares call a special meeting.
The Board is majority independent, with all key committees fully independent and chaired by women. Governance practices include annual director elections, a majority vote standard, no poison pill, robust stock ownership guidelines, and an independent Board Chair. The company highlights broad director skills in food, supply chain, finance, technology, and human capital, plus active refreshment.
Executive pay is structured around base salary, an annual bonus tied mainly to Adjusted EBITDA, cost and market share metrics, and long-term equity split between time-based and performance-based RSUs linked to multi‑year Adjusted EBITDA growth and ROIC, with stock price-based multipliers for added stretch. For 2025, Adjusted EBITDA rose 11% to a record $1.932 billion, margin reached 4.9%, and Adjusted diluted EPS grew 26% to $3.98, supporting higher long-term incentive targets and a 7.7% CEO salary increase to $1.4 million. The prior Say‑on‑Pay vote received 96% support, and the Board again recommends a “FOR” vote on executive compensation and all other proposals.
US Foods Holding Corp. EVP and CFO Dirk J. Locascio reported multiple stock transactions in the company’s common stock. On March 30, 2026, he sold 20,000 shares in an open-market transaction at $91.19 per share under a Rule 10b5-1 trading plan adopted on November 25, 2025.
He also made a bona fide gift of 85,464 shares and transferred 42,732 shares to each of The Debra Locascio 2022 Living Trust and The Dirk J. Locascio 2022 Living Trust. Following these moves, he holds 20,798 shares directly and additional shares indirectly through the two living trusts, which are deemed beneficially owned by him.