USFD · US Foods Holding Corp. · Earnings Call Transcripts & Audio
Market Cap
$20.21B
Shares
216.33M
US Foods Holding Corp. Earnings Call Transcripts
Quarterly earnings calls for US Foods Holding Corp. (USFD), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲2.1%
$9.11B
$95.00M
'23 Q3
22-11-10
▲4.9%
$8.94B
$147.00M
'23 Q4
23-02-16
▲4.8%
$8.95B
$82.00M
'24 Q1
23-05-11
▲7.7%
$9.71B
$198.00M
'24 Q2
23-08-10
▲6.8%
$9.73B
$148.00M
'24 Q3
23-11-09
▲6.2%
$9.49B
$66.00M
'24 Q4
24-02-15
▲4.5%
$9.35B
$115.00M
'25 Q1
24-05-09
▲3.8%
$10.08B
$224.00M
'25 Q2
24-08-08
▲4.8%
$10.19B
$153.00M
'25 Q3
24-11-07
▲3.3%
$9.80B
$184.00M
'25 Q4
25-02-13
▲2.8%
$9.61B
$116.00M
'26 Q1
25-05-08
LATEST
▲4.5%
$10.53B
$275.00M
'26 Q2
25-11-06
Conference
Investor event
2026-09-09
US Foods Holding Corp. (USFD) September 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q2
2026-08-06
US Foods Holding Corp. (USFD) Q2 2027 Earnings Call Transcript
Confident tone
Artificial intelligence and productivity
Profitability and margin expansion
Safety and workforce
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY27 · Q1
2026-05-07
US Foods Holding Corp. (USFD) Q1 2027 Earnings Call Transcript
Confident tone
Independent restaurant case growth and market share
Pronto small truck delivery growth
Adjusted EBITDA and EPS results
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-02-19
US Foods Holding Corp. (USFD) February 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q4
2026-02-12
US Foods Holding Corp. (USFD) Q4 2026 Earnings Call Transcript
Confident tone
Long-range plan execution and 2027 targets
Pronto and growth pillar
Independent restaurant share gains
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY26 · Q2
2025-11-06
US Foods Holding Corp. (USFD) Q2 2026 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. (USFD) Q3 2026 Earnings Call
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-08
US Foods Holding Corp. (USFD) Q1 2026 Earnings Call Transcript
Confident tone
Case growth and market share gains
Financial results and profitability
Exclusive brands and private label
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
FY25 · Q4
2025-02-13
US Foods Holding Corp. (USFD) Q4 2025 Earnings Call Transcript
Confident tone
Private label penetration
2025 results vs long-range plan
Operational excellence / productivity
Revenue
$9.80B*
▲ 3.3% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-11-07
US Foods Holding Corp. (USFD) Q3 2025 Earnings Call Transcript
Confident tone
Independent restaurant share gains
Chain business volume and onboardings
Pronto growth and investment
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
FY25 · Q2
2024-08-08
US Foods Holding Corp. (USFD) Q2 2025 Earnings Call Transcript
Confident tone
Margin Expansion & Adjusted EBITDA
Market Share Gains & Independent Restaurant Growth
Healthcare and Hospitality Segments
Revenue
$10.08B
▲ 3.8% YoY Diluted EPS
$0.96
▲ 20% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-05-09
US Foods Holding Corp. (USFD) Q1 2025 Earnings Call Transcript
Positive tone
Healthcare and hospitality share gains
Q1 profitability and EPS results
Independent restaurant case growth and weather headwinds
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
FY24 · Q4
2024-02-15
US Foods Holding Corp. (USFD) Q4 2024 Earnings Call Transcript
Confident tone
M&A and capital deployment
Share gains with target customer types
Cost savings and productivity
Revenue
$9.49B*
▲ 6.2% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-09
US Foods Holding Corp. (USFD) Q3 2024 Earnings Call Transcript
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
FY24 · Q2
2023-08-10
US Foods Holding Corp. (USFD) Q2 2024 Earnings Call Transcript
Revenue
$9.71B
▲ 7.7% YoY Diluted EPS
$0.80
▲ 9.6% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-05-11
US Foods Holding Corp. (USFD) Q1 2024 Earnings Call Transcript
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
FY23 · Q4
2023-02-16
US Foods Holding Corp. (USFD) Q4 2023 Earnings Call Transcript
Revenue
$8.94B*
▲ 4.9% YoY Gross margin
17.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-11-10
US Foods Holding Corp. (USFD) Q3 2023 Earnings Call Transcript
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
FY23 · Q2
2022-08-11
US Foods Holding Corp. (USFD) Q2 2023 Earnings Call Transcript
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
FY23 · Q1
2022-05-12
US Foods Holding Corp. (USFD) Q1 2023 Earnings Call Transcript
Revenue
$8.54B
▲ 9.5% YoY Diluted EPS
$0.32
Gross margin
16.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-02-17
US Foods Holding Corp. (USFD) Q4 2022 Earnings Call Transcript
Revenue
$8.52B*
▲ 11.5% YoY Gross margin
17.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-11-08
US Foods Holding Corp. (USFD) Q3 2022 Earnings Call Transcript
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
FY22 · Q2
2021-08-09
US Foods Holding Corp. (USFD) Q2 2022 Earnings Call Transcript
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
FY22 · Q1
2021-05-10
US Foods Holding Corp. (USFD) Q1 2022 Earnings Call Transcript
Revenue
$7.80B
▲ 23.9% YoY Diluted EPS
$-0.07
Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-02-16
US Foods Holding Corp. (USFD) Q4 2021 Earnings Call Transcript
Revenue
$7.64B*
▲ 24.5% YoY Gross margin
16.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-11-02
US Foods Holding Corp. (USFD) Q3 2021 Earnings Call Transcript
Revenue
$7.89B
▲ 34.9% YoY Diluted EPS
$0.24
Gross margin
15.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-08-04
US Foods Holding Corp. (USFD) Q2 2021 Earnings Call Transcript
Revenue
$7.66B
▲ 68% YoY Diluted EPS
$0.20
Gross margin
15.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-05-05
US Foods Holding Corp. (USFD) Q1 2021 Earnings Call Transcript
Revenue
$6.29B
▼ 0.7% YoY Diluted EPS
$-0.18
Gross margin
15.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-02-11
US Foods Holding Corp. (USFD) Q4 2020 Earnings Call Transcript
Revenue
$6.14B*
▼ 11.5% YoY Gross margin
16.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q1
2019-05-07
US Foods Holding Corp. (USFD) Q1 2020 Earnings Call Transcript
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
Showing 1–30 of 30 earnings calls
Key facts
CIK
1665918
CUSIP
912008109
13F (30d)
20 filings
16 filers
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