USFD · US Foods Holding Corp.
$106.96
+6.47 (+6.44%)
At close · Aug 6
Market Cap
$22.13B
Shares
216.33M
US Foods Holding Corp. Earnings Call Transcripts
Every quarterly earnings call for US Foods Holding Corp. (USFD) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲13%
$8.92B
$109.00M
'23 Q3
22-11-10
▲11.5%
$8.52B
$93.00M
'23 Q4
23-02-16
▲9.5%
$8.54B
$82.00M
'24 Q1
23-05-11
▲2.1%
$9.01B
$182.00M
'24 Q2
23-08-10
▲2.1%
$9.11B
$95.00M
'24 Q3
23-11-09
▲4.9%
$8.94B
$147.00M
'24 Q4
24-02-15
▲4.8%
$8.95B
$115.00M
'25 Q1
24-05-09
▲11.9%
$10.08B
$224.00M
'25 Q2
24-08-08
▲6.8%
$9.73B
$148.00M
'25 Q3
24-11-07
▲2%
$9.12B
$7.00M
'25 Q4
25-02-13
▲4.5%
$9.35B
$116.00M
'26 Q1
25-05-08
▲4.8%
$10.19B
$153.00M
'26 Q3
25-11-06
▲4.5%
$10.53B
$275.00M
'26 Q2
25-11-06
▲2.5%
$9.35B
$132.00M
'26 Q4
26-02-12
LATEST
▲2.8%
$9.61B
$116.00M
'27 Q1
26-05-07
Earnings call
FY27 · Q2
2026-08-06
US Foods Holding Corp Q2'26 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-05-07
US Foods Holding Corp. Q1 FY2027 Earnings Call
Revenue
$9.61B
▲ 2.8% YoY Diluted EPS
$0.52
▲ 6.1% YoY Gross margin
17.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-02-12
US Foods Holding Corp. Q4 FY2026 Earnings Call
Confident tone
Long-range plan execution and 2027 targets
Pronto and growth pillar
Independent restaurant share gains
Revenue
$9.35B*
▲ 2.5% YoY Gross margin
16.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q2
2025-11-06
US Foods Holding Corp. Q2 FY2026 Earnings Call
Revenue
$10.53B
▲ 4.5% YoY Diluted EPS
$1.24
▲ 29.2% YoY Gross margin
18.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q3
2025-11-06
US Foods Holding Corp. Q3 FY2026 Earnings Call
Revenue
$10.19B
▲ 4.8% YoY Diluted EPS
$0.67
▲ 9.8% YoY Gross margin
17.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-08
US Foods Holding Corp. Q1 FY2026 Earnings Call
Revenue
$9.35B
▲ 4.5% YoY Diluted EPS
$0.49
▲ 48.5% YoY Gross margin
17.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-02-13
US Foods Holding Corp. Q4 FY2025 Earnings Call
Confident tone
Private label penetration
2025 results vs long-range plan
Operational excellence / productivity
Revenue
$9.12B*
▲ 2% YoY Gross margin
17.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-11-07
US Foods Holding Corp. Q3 FY2025 Earnings Call
Revenue
$9.73B
▲ 6.8% YoY Diluted EPS
$0.61
▲ 60.5% YoY Gross margin
17.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-08
US Foods Holding Corp. Q2 FY2025 Earnings Call
Confident tone
Margin Expansion & Adjusted EBITDA
Market Share Gains & Independent Restaurant Growth
Healthcare and Hospitality Segments
Revenue
$10.08B
▲ 11.9% YoY Diluted EPS
$0.96
▲ 31.5% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-05-09
US Foods Holding Corp. Q1 FY2025 Earnings Call
Positive tone
Healthcare and hospitality share gains
Q1 profitability and EPS results
Independent restaurant case growth and weather headwinds
Revenue
$8.95B
▲ 4.8% YoY Diluted EPS
$0.33
▲ 3.1% YoY Gross margin
16.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-02-15
US Foods Holding Corp. Q4 FY2024 Earnings Call
Revenue
$8.94B*
▲ 4.9% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-09
US Foods Holding Corp. Q3 FY2024 Earnings Call
Revenue
$9.11B
▲ 2.1% YoY Diluted EPS
$0.38
▼ 11.6% YoY Gross margin
16.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-10
US Foods Holding Corp. Q2 FY2024 Earnings Call
Revenue
$9.01B
▲ 2.1% YoY Diluted EPS
$0.73
▲ 170.4% YoY Gross margin
17.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-05-11
US Foods Holding Corp. Q1 FY2024 Earnings Call
Revenue
$8.54B
▲ 9.5% YoY Diluted EPS
$0.32
Gross margin
16.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-02-16
US Foods Holding Corp. Q4 FY2023 Earnings Call
Revenue
$8.52B*
▲ 11.5% YoY Gross margin
17.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-10
US Foods Holding Corp. Q3 FY2023 Earnings Call
Revenue
$8.92B
▲ 13% YoY Diluted EPS
$0.43
▲ 79.2% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-11
US Foods Holding Corp. Q2 FY2023 Earnings Call
Revenue
$8.83B
▲ 15.2% YoY Diluted EPS
$0.27
▲ 35% YoY Gross margin
15.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-05-12
US Foods Holding Corp. Q1 FY2023 Earnings Call
Revenue
$7.80B
▲ 23.9% YoY Diluted EPS
$-0.07
Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-02-17
US Foods Holding Corp. Q4 FY2022 Earnings Call
Revenue
$7.64B*
▲ 24.5% YoY Gross margin
16.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-11-08
US Foods Holding Corp. Q3 FY2022 Earnings Call
Revenue
$7.89B
▲ 34.9% YoY Diluted EPS
$0.24
Gross margin
15.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-08-09
US Foods Holding Corp. Q2 FY2022 Earnings Call
Revenue
$7.66B
▲ 68% YoY Diluted EPS
$0.20
Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-05-10
US Foods Holding Corp. Q1 FY2022 Earnings Call
Revenue
$6.29B
▼ 0.7% YoY Diluted EPS
$-0.18
Gross margin
15.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-02-16
US Foods Holding Corp. Q4 FY2021 Earnings Call
Revenue
$6.14B*
▼ 11.5% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-11-02
US Foods Holding Corp. Q3 FY2021 Earnings Call
Revenue
$5.85B
▼ 10.5% YoY Diluted EPS
$-0.01
▼ 102.1% YoY Gross margin
16.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-04
US Foods Holding Corp. Q2 FY2021 Earnings Call
Revenue
$4.56B
▼ 29.2% YoY Diluted EPS
$-0.44
▼ 183% YoY Gross margin
14.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-05
US Foods Holding Corp. Q1 FY2021 Earnings Call
Revenue
$6.34B
▲ 5.1% YoY Diluted EPS
$-0.60
▼ 287.5% YoY Gross margin
16.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-02-11
US Foods Holding Corp. Q4 FY2020 Earnings Call
Revenue
$6.93B
▲ 14.8% YoY Diluted EPS
$0.42
▼ 8.7% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q1
2019-05-07
US Foods Holding Corp. Q1 FY2020 Earnings Call
Revenue
$6.03B
▲ 3.6% YoY Diluted EPS
$0.32
▲ 3.2% YoY Gross margin
17.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–28 of 28 earnings calls
Key facts
CIK
1665918
CUSIP
912008109
13F (30d)
286 filings
268 filers
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