US Foods Holding Corp.

NYSE:USFD Voorraadrapport

Marktkapitalisatie: US$20.5b

US Foods Holding Toekomstige groei

Future criteriumcontroles 2/6

US Foods Holding zal naar verwachting groeien in winst en omzet met respectievelijk 15.5% en 4.6% per jaar. De winst per aandeel zal naar verwachting groeien met 18.1% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 26.5% zijn.

Belangrijke informatie

15.5%

Groei van de winst

18.10%

Groei van de winst per aandeel

Consumer Retailing winstgroei9.3%
Inkomstengroei4.6%
Toekomstig rendement op eigen vermogen26.50%
Dekking van analisten

Good

Laatst bijgewerkt09 Jun 2026

Recente toekomstige groei-updates

Analyseartikel • May 09

US Foods Holding Corp. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next

US Foods Holding Corp. ( NYSE:USFD ) shareholders are probably feeling a little disappointed, since its shares fell...

Recent updates

Narratiefupdate • Jun 12

USFD: Lab-Grown Meat Programs And Buybacks Will Support Future Rerating

Analysts have trimmed the blended fair value estimate for US Foods Holding by about $0.67 to $107.40. This reflects lower organic case growth expectations in a softer restaurant traffic backdrop and updated valuation frameworks that modestly adjust discount rate and future P/E assumptions.
Narratiefupdate • May 29

USFD: Buybacks And Tuck In M&A Will Support Future Rerating

Analysts have trimmed their average price target for US Foods Holding by about $1.27 to $108.07, reflecting recent target cuts from multiple firms and slightly more conservative assumptions on fair value, discount rate, revenue, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential relative to a current average target of US$108.07, even after recent trims, which implies room for the stock to rerate if execution stays on track.
Analyseartikel • May 09

US Foods Holding Corp. Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next

US Foods Holding Corp. ( NYSE:USFD ) shareholders are probably feeling a little disappointed, since its shares fell...
Narratiefupdate • Apr 26

USFD: Steady Q4 Execution And Tuck In M&A Will Support Re Rating

The analyst price target for US Foods Holding has been adjusted slightly higher, with the model moving by about $0.20. Analysts point to broadly higher Street targets supported by recent research that presents Q4 as a steady quarter and reflects updated views on growth, profitability, and valuation assumptions.
Seeking Alpha • Apr 13

US Foods Holding: A Truly Defensive Winner Of The Trade-Down Economy

Summary US Foods Holding is rated Buy, leveraging macro weakness to expand private label brands and execute a robust M&A pipeline. USFD delivered strong Q4 and 2025 results: 4.1% net sales growth, 11% Adj. EBITDA growth, and 26.3% Adj. Diluted EPS increase. Guidance for 2026 targets 4–6% net sales growth, 9–13% Adj. EBITDA growth, and 18–24% Adj. Diluted EPS growth, with $400–440M CAPEX. Risks include macro shocks from inflation, Iran conflict, and consumer trade-downs that can lead to a recession, but USFD’s defensive positioning and buybacks support the risk-reward. Read the full article on Seeking Alpha
Narratiefupdate • Apr 12

USFD: Future Execution And M&A Program Will Support Earnings Multiple Re Rating

Analysts have lifted the blended price target for US Foods Holding, with the fair value estimate moving from about $108.20 to roughly $109.53, citing a wave of recent target increases across major firms following what has been described as a mixed but solid Q4 print. Analyst Commentary Recent Street research on US Foods points to a cluster of price target increases around the latest Q4 results, alongside at least one downgrade, giving you a mix of optimism and caution to weigh.
Narratiefupdate • Mar 28

USFD: Future Execution And Buybacks Will Support Earnings Multiple Re Rating

Analyst price targets for US Foods Holding have shifted modestly higher, with multiple firms lifting their views into a broad range that now extends as high as an increase of $28, as analysts factor in recent quarterly results and updated outlooks on the business. Analyst Commentary Recent Street research around US Foods Holding reflects a generally constructive tone on valuation and execution, with several firms adjusting price targets and ratings following the latest quarterly update and sector work.
Narratiefupdate • Mar 14

USFD: Higher Earnings Multiple And Buybacks Will Support Future Upside Potential

Analysts have raised their blended price targets on US Foods Holding, with the range now extending into the high $80s to mid $90s. They cite a mix of generally constructive reactions to recent earnings and sector outlook updates, even as one firm adopted a more cautious stance with a downgrade.
Narratiefupdate • Feb 28

USFD: Higher Earnings Multiple And Buybacks Will Support A Constructive Outlook

Analysts have raised their blended price target for US Foods Holding to $110.20 from $104.07, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E after a series of recent target revisions across the Street. Analyst Commentary Recent research has been active around US Foods Holding, with several firms updating price targets and one making a rating downgrade.
Narratiefupdate • Feb 14

USFD: Recent Buybacks And Guidance Will Shape Balanced Outlook

Analysts have lifted their average price target on US Foods Holding by about $12 to $104.07, citing updated assumptions on fair value, discount rate, revenue growth, profit margins, and future P/E, along with a broad series of recent target increases from major firms with only limited offsets from downgrades and trims. Analyst Commentary Street research on US Foods Holding has been active, with several firms updating their targets and ratings in a short span.
Analyseartikel • Dec 22

What You Can Learn From US Foods Holding Corp.'s (NYSE:USFD) P/E

With a price-to-earnings (or "P/E") ratio of 30.9x US Foods Holding Corp. ( NYSE:USFD ) may be sending very bearish...
Narratiefupdate • Oct 22

Analysts Raise US Foods Target Following Margin Gains and Growth Outlook Amid Mixed Market Views

US Foods Holding’s analyst price target has been raised to $92.40 from $91.33. This reflects analysts’ increased confidence in the company’s growing margins and accelerated revenue, supported by balanced growth strategies.
Narratiefupdate • Sep 04

Digital Automation And Sustainable Sourcing Will Redefine Away Dining

Despite ongoing macroeconomic headwinds, US Foods Holding is benefiting from accelerating case growth, margin expansion, and improved industry demand, leading analysts to maintain their fair value estimate at $91.33. Analyst Commentary Case growth at US Foods accelerated in Q2 despite macroeconomic headwinds, with potential catalysts for further improvement in the second half of 2025.
Analyseartikel • Sep 03

Is US Foods Holding Corp. (NYSE:USFD) Trading At A 31% Discount?

Key Insights The projected fair value for US Foods Holding is US$113 based on 2 Stage Free Cash Flow to Equity US Foods...
Analyseartikel • Aug 15

We Like The Quality Of US Foods Holding's (NYSE:USFD) Earnings

NYSE:USFD 1 Year Share Price vs Fair Value Explore US Foods Holding's Fair Values from the Community and select yours...
Analyseartikel • Jul 31

Why US Foods Holding Corp. (NYSE:USFD) Could Be Worth Watching

US Foods Holding Corp. ( NYSE:USFD ) saw a significant share price rise of 38% in the past couple of months on the...
Analyseartikel • Jul 16

With US Foods Holding Corp. (NYSE:USFD) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 35.6x US Foods Holding Corp. ( NYSE:USFD ) may be sending very bearish...
Seeking Alpha • Feb 24

US Foods Holding: Still Not Likely To Beat The Market

Summary I rated US Foods Holding stock a 'hold' due to its fair valuation, despite impressive operational growth and solid future guidance. The company reported strong revenue and adjusted profit growth, driven by increased case volume and food cost inflation. Management's 2025 guidance projects significant earnings and EBITDA growth, yet the stock remains fairly valued compared to peers. US Foods Holding's acquisition strategy and share buybacks are positive, but I aim to outperform the market, not just match it. Read the full article on Seeking Alpha
Seeking Alpha • Feb 18

US Foods Holding: Rating Downgrade On Cautious FY 2025 Outlook

Summary I am downgrading US Foods Holding to a hold rating due to aggressive 2025 growth assumptions, particularly in independent restaurant case volumes. USFD delivered strong 4Q24 results with revenue up 6.2% y/y and adj EBITDA up 13.7% y/y, driven by strategic initiatives. Concerns arise from weakening demand in the independent restaurant category and the risk of USFD missing its FY25 guidance and consensus estimates. USFD's current valuation at 11x forward EBITDA is at the high end of its historical range, posing a risk of multiple deratings if growth targets are missed. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

US Foods Holding: This Pick Is No Longer On Sale

Summary US Foods Holding has shown strong revenue and profit growth, sending shares up 36.2% since August and 76.5% since February 2023. Despite positive financial performance, including a 6.8% revenue increase year-over-year recently and improved profit margins, the stock is no longer attractively priced. Management's future growth plans include annual revenue growth of 5% and EBITDA growth of 10% from 2025 to 2027, with significant capital allocation. Given the current valuation and recent stock performance, I am downgrading USFD from a 'Buy' to a 'Hold' recommendation. Read the full article on Seeking Alpha
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Nieuw narratief • Aug 22

Descartes Technology And Decisive Acquisitions Set To Propel Revenue And Earnings Growth

Implementation of new technology and digital platforms aims to boost operational efficiency and customer experience, potentially increasing net margins and revenue.
Seeking Alpha • Aug 09

US Foods Holding: Still Appetizing At Current Levels

Summary US Foods Holding has shown strong growth in revenue and earnings, with shares up 36.6% since a bullish article was written about it in October 2023. Recent financial results for the second quarter of the 2024 fiscal year exceeded expectations, with revenue up 7.7% and earnings per share at $0.80. Management forecasts continued growth in revenue, earnings, and cash flow for the company, with plans for acquisitions and growth initiatives between 2025 and 2027. Read the full article on Seeking Alpha
Seeking Alpha • May 16

US Foods Holding: A Leader In A Fragmented And Resilient Industry

Summary US Foods Holding has demonstrated strong top-line growth and expanding profit margins over the past three years. In 1Q24, USFD's net sales continued to grow, driven by case volume growth and food cost inflation. USFD's addressable markets are expected to grow until 2025, and the company has completed the acquisition of IWC Food Service to extend its reach into Tennessee. In addition, USFD's net leverage ratio is well within management's guided range of 2.5x and 3x. Net leverage decreased 0.4x year-over-year. Read the full article on Seeking Alpha
Seeking Alpha • Mar 02

US Foods Holding Shows Great Execution; Upgrading To Buy

Summary US Foods Holding showed strong execution and beat revenue expectations in 4Q23, leading to an upgrade to a buy rating. Margins are expected to continue improving, driving faster EBITDA growth than revenue in the near-to-medium term. Ongoing cost-saving and productivity improvement initiatives should support margin expansion and drive further upside potential. Read the full article on Seeking Alpha

Winst- en omzetgroeiprognoses

NYSE:USFD - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202845,3981,2221,3691,72610
12/31/202743,0911,0471,2621,67814
12/31/202641,4148741,1201,42414
3/28/202639,6836778481,272N/A
12/27/202539,4246769591,369N/A
9/27/202539,1155589781,359N/A
6/28/202538,6525539321,278N/A
3/29/202538,2795271,0881,426N/A
12/28/202437,8774948331,174N/A
9/28/202437,3225757181,096N/A
6/29/202436,7005227511,108N/A
3/30/202436,0045066651,000N/A
12/30/202335,5974998311,140N/A
9/30/202335,1764358561,087N/A
7/1/202334,9874409291,159N/A
4/1/202334,801319632886N/A
12/31/202234,057228500765N/A
10/1/202233,181204210512N/A
7/2/202232,154159118428N/A
4/2/202230,990144101401N/A
1/1/202229,487121145419N/A
10/2/202127,98639192400N/A
7/3/202125,944-18-272-107N/A
4/3/202122,841-161495651N/A
1/2/202122,885-254224413N/A
9/26/202023,681-138479734N/A
6/27/202024,364-318571,136N/A
3/28/202026,247182268544N/A
12/28/201925,939385N/A760N/A
9/28/201925,046392N/A724N/A
6/29/201924,668401N/A692N/A
3/30/201924,383411N/A571N/A
12/29/201824,175407N/A609N/A
9/29/201824,130563N/A687N/A
6/30/201824,181545N/A692N/A
3/31/201824,182484N/A819N/A
12/30/201724,147444N/A749N/A
9/30/201723,829265N/A622N/A
7/1/201723,466302N/A623N/A
4/1/201723,114223N/A540N/A
12/31/201622,919210N/A549N/A
10/1/201623,176123N/A410N/A
7/2/201623,131-5N/A592N/A
4/2/201623,167174N/A592N/A
1/2/201623,128168N/A556N/A
9/26/201522,946225N/A684N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei USFD ( 15.5% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van USFD ( 15.5% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 18.7% per jaar).

Hoge groeiwinsten: De winst van USFD zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van USFD ( 4.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 13% per jaar).

Hoge groei-inkomsten: De omzet van USFD ( 4.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen USFD zal naar verwachting over 3 jaar hoog zijn ( 26.5 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/17 20:28
Aandelenkoers aan het einde van de dag2026/06/17 00:00
Inkomsten2026/03/28
Jaarlijkse inkomsten2025/12/27

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

US Foods Holding Corp. wordt gevolgd door 27 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Jeffrey BernsteinBarclays
Alok PatelBerenberg
Danilo GargiuloBernstein