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.
US Foods Holding Corp. EVP and CFO Dirk J. Locascio exercised employee stock options for 25,101 shares of common stock on February 25, 2026, then sold 25,101 shares of common stock in an open-market transaction at $96.5900 per share under a Rule 10b5-1 trading plan adopted on November 25, 2025.
After these transactions, he made a bona fide gift of 10,000 shares, leaving 105,077 shares of common stock held directly. In addition, 20,000 shares are held by The Debra Locascio 2022 Living Trust and 79,285 shares are held by The Dirk J. Locascio 2022 Living Trust, all deemed beneficially owned by him. The stock option exercised was fully vested and exercisable.
US Foods Holding Corp. officer James David Works Jr. reported option exercises and stock sales in the company’s shares. He exercised employee stock options for 19,291 shares of common stock at a strike price of $33.56 per share, from options that were fully vested since a March 26, 2018 grant.
On the same date, he sold a total of 65,737 shares of common stock in open-market transactions at weighted average prices of about $96.52 and $96.53 per share, with individual trades occurring between roughly $95.99 and $96.85. After these transactions, he held 88,176 shares of US Foods common stock directly.
USFD submitted a Form 144 notice listing the proposed sale of 65,737 shares of common stock with an aggregate value of $6,345,193.87, using Fidelity Brokerage Services LLC as broker on 02/18/2026.
The filing itemizes multiple underlying lots tied to restricted stock vesting dates (03/26/2019 through 03/29/2022) and an option granted (03/26/2018); it also references sales during the past three months.
US Foods Holding Corp. presents its annual report, outlining a national broadline foodservice business built around its WE HELP YOU MAKE IT® strategy. The company focuses on three pillars: more quality products through extensive Exclusive Brands, more tools via its MOXē® digital platform, and more deliveries with omnichannel distribution.
Net sales in fiscal 2025 were $39,424 million, led by meats and seafood at $13,974 million, refrigerated and frozen grocery at $6,635 million, and dry grocery at $6,685 million. No single customer exceeded 2% of sales, while the top 50 customers, including group purchasing organizations, represented about 42%.
US Foods continues to expand through acquisitions, including Jake’s Finer Foods and Gourmet Ranch in Texas for $92 million and Shetakis in Nevada for $46 million. The company employed approximately 30,000 associates as of December 27, 2025, with around 6,600 union members across 58 collective bargaining agreements and operated more than 70 distribution facilities, over 90 CHEF’STORE® locations and a fleet of over 6,500 trucks.
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. chief executive David E. Flitman reported an automatic share withholding tied to equity compensation. On 02/06/2026, 38,405 shares of common stock were withheld at $90.33 per share to cover tax obligations arising from the vesting of restricted stock units. After this tax withholding, he beneficially owned 387,777 shares of US Foods common stock directly.
US Foods Holding Corp. insider activity: AnnMarie M. Lobred, Senior Vice President, Chief Accounting Officer and Principal Accounting Officer, reported a Form 4 transaction dated 02/03/2026. A total of 331 shares of US Foods common stock were withheld at a price of $87.89 per share to satisfy tax obligations related to the vesting of restricted stock units. After this tax withholding, she directly beneficially owns 4,205 shares of US Foods common stock.
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. executive Timothy D. Johnson reported a new equity award. On January 5, 2026, he received a grant of 27,935 shares of restricted common stock at $0 per share. The restricted stock will vest in two equal annual installments beginning on January 5, 2027. After this grant, Johnson directly beneficially owns 28,035 shares of US Foods common stock.