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US Foods Holding (DE:UFH)
FRANKFURT:UFH
Earnings Data
Report Date
Aug 07, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1Last Year’s EPS
0.83Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 1.71%
|Next Earnings Date:Aug 07, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong profitability growth and consistent market share gains despite external challenges like severe weather and a challenging macro environment. The authorization of a $1 billion share repurchase program and improvements in service levels and employee retention further contributed to a positive outlook. However, there were challenges, including weather impacts, chain restaurant volume declines, and difficulties in selling CHEF'STORE.Company Guidance
During the US Foods Holding Corp First Quarter 2025 Earnings Call, CEO Dave Flitman highlighted key metrics and provided guidance for fiscal 2025. The company reported strong performance with adjusted EBITDA growing over 9% and adjusted diluted EPS increasing by 26%. The Board authorized a new $1 billion share repurchase program, building on $1.3 billion in cumulative buybacks since late 2022. Total volume increased by 1.1% with independent restaurant case growth of 2.5%, while healthcare and hospitality grew 6.1% and 3.6%, respectively. Despite severe weather, US Foods maintained a positive outlook, projecting independent case growth of 2% to 5% for the full year. The company emphasized its resilience and strategic focus on profitable growth, targeting a 5% sales CAGR and 10% adjusted EBITDA CAGR through 2027, with a 20% adjusted EPS CAGR.Strong Profitability Despite Challenges
Adjusted EBITDA grew more than 9% and adjusted diluted EPS increased 26% despite the challenging operating environment and severe weather-related headwinds.
Consistent Market Share Gains
US Foods delivered 16 consecutive quarters of gains with independent restaurants and 18 consecutive quarters with health care.
$1 Billion Share Repurchase Program
The Board authorized a new $1 billion share repurchase program, building upon a cumulative buyback of more than 24 million shares since late 2022.
Record Performance in Healthcare and Hospitality
Healthcare business grew 6.1% and hospitality grew 3.6%, with strong new business wins in both sectors.
Enhanced Service Levels
On-time delivery and service levels are at the best since 2019, with Ops QC metric improving approximately 20% from the prior year.
Innovative AI Tools
Launch of generative AI automatic order guide for sellers to improve efficiency in creating customer proposals and onboarding new business.
Improved Employee Retention
Annualized selector turnover improved by approximately 20 percentage points and driver turnover improved by low single-digits over the prior year.
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DE:UFH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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DE:UFH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 08, 2025 | €58.50 | €65.00 | +11.11% |
| Feb 13, 2025 | €66.50 | €66.00 | -0.75% |
| Nov 07, 2024 | €60.50 | €61.00 | +0.83% |
| Aug 08, 2024 | €47.40 | €46.60 | -1.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does US Foods Holding (DE:UFH) report earnings?
US Foods Holding (DE:UFH) is schdueled to report earning on Aug 07, 2025, TBA Not Confirmed.
What is US Foods Holding (DE:UFH) earnings time?
US Foods Holding (DE:UFH) earnings time is at Aug 07, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of US Foods Holding stock?
The P/E ratio of US Foods Holding is N/A.
What is DE:UFH EPS forecast?
DE:UFH EPS forecast for the fiscal quarter 2025 (Q2) is 1.
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