US Foods Holding Corp.

NYSE:USFD Stok Raporu

Piyasa değeri: US$17.7b

US Foods Holding Gelecekteki Büyüme

Future kriter kontrolleri 2/6

US Foods Holding kazanç ve gelirin sırasıyla yıllık 15.5% ve 4.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 18.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 26.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

15.5%

Kazanç büyüme oranı

18.10%

EPS büyüme oranı

Consumer Retailing kazanç büyümesi9.2%
Gelir büyüme oranı4.6%
Gelecekteki özkaynak getirisi26.50%
Analist kapsamı

Good

Son güncelleme18 May 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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

Analiz Makalesi • 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...
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • May 30

Should You Be Adding US Foods Holding (NYSE:USFD) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
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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Yeni Anlatı • 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
Seeking Alpha • Dec 27

US Foods: A High Quality Defensive Business At An Attractive Price

Summary US Foods Holding Corp. is a leading US foodservice distribution company. The company operates a high-quality business and enjoys competitive advantages due to scale. USFD is expected to grow earnings at an above-market rate over the next few years, driven mostly by margin expansion. The stock is trading at a below-market multiple and is also trading at an attractive valuation relative to peers. I am initiating USFD with a buy rating. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:USFD - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202845,4661,2221,3691,72610
12/31/202743,1221,0471,2621,67814
12/31/202641,4318741,1201,42414
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: USFD 'nin tahmini kazanç büyümesi (yıllık 15.5% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: USFD şirketinin kazançlarının (yıllık 15.5% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: USFD şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: USFD şirketinin gelirinin (yıllık 4.6% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: USFD şirketinin gelirinin (yıllık 4.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: USFD 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 26.5 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/24 20:31
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/27

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

US Foods Holding Corp. 28 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jeffrey BernsteinBarclays
Jeffrey BernsteinBarclays
Alok PatelBerenberg