Sysco reported first-quarter sales of $21.7 billion, up 2.8%, adjusted EPS of $1.19, and reiterated adjusted EPS growth guidance of 9%-11%. Brandon Sewell became Executive Vice President and Chief Financial Officer effective November 1, 2026.
On October 6, 2026, Sysco Corporation and Sysco Holdings Corporation issued $10.75 billion of USD Senior Notes, $3.9 billion of USD Junior Subordinated Notes and €1.0 billion of Euro Junior Subordinated Notes to fund the pending JRD Unico, Inc. and Warehouse Realty, LLC acquisitions.
Sysco reported fiscal 2026 sales of $84.6 billion, approximately 4% year-over-year growth, and $3.6 billion in adjusted operating income; it agreed to acquire Jetro Restaurant Depot for approximately $29.1 billion.
779 of 1,652 funds reported for Sep 30 · net +374.2K sh shares · +54 new
Insider flowFlat
No net insider activity over 90 days
Short interestRising
2.50% of shares out · ▲ +1.3% MoM · 3.7 days cover
Volume signalNormal
Volume near normal
Institution breadthMulti-yr high
1,652 holders — near 3-yr high, broad support
Squeeze score64
elevated · 0–100
Fundamentals
Fair
Revenue growth+4%
Y/Y
Gross margin18%
expanding
EPS growth−2%
Y/Y
Buyback$1.3B
remaining
Balance sheet$11.7B
net debt
Quant / Vol
risk profile
Moderate
Volatility29%
annualized · 1-yr
Max drawdown−24%
past year
ATR2.8%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
what management promised — and delivered
Beat or met 1 of last 2
Latest guidance
· from the Earnings Call filed Aug 4, 2026
fiscal 2027
Adjusted EPS growth
Non-GAAP9% – 11%
Local case growth in our USFS segment
2.5%
Reported net sales
$90B
prior FY $84.55Bmidpoint +6.4% Y/Y
Inflation
1.5% – 2%
Cost outs (run rate basis)
$160M
Adjusted EPS
Non-GAAP$5.02 – $5.12
Adjusted corporate expenses
Non-GAAP$900M
Adjusted interest expense
Non-GAAP$675M
Adjusted other expense
Non-GAAP$50M
Adjusted depreciation and amortization
Non-GAAP$850M
Dividends
$1B
CapEx
$720M
Tax rate
Non-GAAP23.7% – 24.2%
Q1 of FY27
Adjusted EPS
Non-GAAP$1.18 – $1.20
Prior guidance
period ended· from the Earnings Call filed Apr 28, 2026
Local volume growth
· Q3at least 2.5%
Local volume growth
· Q4at least 2.5%
National contract case volume growth
· remainder of fiscal yearat least 2%
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Dividends per share over the trailing 365 days by ex-date · buyback figures as last
reported in SEC filings ("spent" derived as authorized − remaining; when several
programs run concurrently, authorized is their combined total per the newest filing) ·
components shown separately — trailing-year buyback spend isn't tracked, so no
combined shareholder yield is derived.
