Wall Street analyst estimates for US Foods Holding Corp. (USFD): consensus price target, buy/hold/sell recommendations and forecasts for revenue and EPS for the upcoming fiscal years.
US Foods Holding Corp., operating primarily via its subsidiary, US Foods, Inc., is a key marketer and distributor within the United States foodservice market, offering an extensive selection of fresh, frozen, and dry food products alongside various non-food supplies.
Consensus price target
$117.67 (+14 % vs price $103.61)
between $108.00 and $127.00 · 7 targets published in the last quarter
Closing price, Oct 30
A twelve-month target is not a fair value: compare it with the range in the Valuation tab.
Revenue and EPS estimates
| Fiscal year | Revenue (average) | Revenue (low – high) | EPS (average) | Analysts |
|---|---|---|---|---|
| 2026E | $41.5B | $41.4B – $41.5B | $4.78 | 8 |
| 2027E | $43.2B | $42.9B – $43.5B | $5.55 | 9 |
| 2028E | $45.5B | $44.5B – $46.7B | $6.55 | 5 |
Figures in USD · consensus as of October 31, 2026
Analyst Consensus
| Strong Buy | 0 |
| Buy | 19 |
| Hold | 7 |
| Sell | 0 |
| Strong Sell | 0 |
| Total analysts | 26 |
| Avg rating (−2 sell to +2 buy) | 0.73 |
Recent Earnings Surprises
| Date | EPS Actual | EPS Est. | vs Est. |
|---|---|---|---|
| 2026-11-05 | $1.25 | ||
| 2026-08-06 | $1.44 | $1.36 | +5.9% |
| 2026-05-07 | $0.78 | $0.81 | -3.7% |
| 2026-02-12 | $1.04 | $1.00 | +4.0% |
| 2025-11-06 | $1.07 | $1.04 | +2.9% |
| 2025-08-07 | $1.19 | $1.14 | +4.4% |
| 2025-05-08 | $0.68 | $0.69 | -1.9% |
| 2025-02-13 | $0.84 | $0.79 | +6.3% |
Valuation Ratios
| P/E Ratio | 31.88 |
| Price / Book | 5.29 |
| EV / EBITDA | 15.87 |
| Dividend Yield | 0.00% |
Income Statement (10y)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $22.92B | $24.15B | $24.18B | $25.94B | $22.89B | $29.49B | $34.06B | $35.60B | $37.88B | $39.42B |
| Cost of Revenue | $18.87B | $19.93B | $19.87B | $21.35B | $19.17B | $24.83B | $28.57B | $29.45B | $31.34B | $32.56B |
| Gross Profit | $4.05B | $4.22B | $4.31B | $4.59B | $3.72B | $4.66B | $5.49B | $6.15B | $6.53B | $6.86B |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Selling, General & Admin | $3.58B | $3.63B | $3.65B | $3.89B | $3.76B | $4.22B | $4.89B | $5.12B | $5.41B | $5.63B |
| Operating Expenses | $3.63B | $3.63B | $3.65B | $3.89B | $3.80B | $4.23B | $4.89B | $5.12B | $5.41B | $5.63B |
| Operating Income | $419.0M | $588.0M | $658.0M | $699.0M | -$77.0M | $424.0M | $606.0M | $1.03B | $1.12B | $1.23B |
| EBITDA | $781.0M | $952.0M | $1.01B | $1.06B | $366.0M | $805.0M | $988.0M | $1.40B | $1.40B | $1.67B |
| Interest Expense | $229.0M | $170.0M | $175.0M | $184.0M | $238.0M | $213.0M | $255.0M | $324.0M | $315.0M | $305.0M |
| Pre-tax Income | $131.0M | $404.0M | $496.0M | $511.0M | -$294.0M | $214.0M | $361.0M | $678.0M | $644.0M | $898.0M |
| Income Tax | -$79.0M | -$40.0M | $89.0M | $126.0M | -$68.0M | $50.0M | $96.0M | $172.0M | $150.0M | $222.0M |
| Net Income | $210.0M | $444.0M | $407.0M | $385.0M | -$226.0M | $164.0M | $265.0M | $506.0M | $494.0M | $676.0M |
| EPS | $1.05 | $2.00 | $1.88 | $1.77 | $-1.15 | $0.55 | $1.02 | $2.09 | $2.05 | $2.98 |
| EPS (Diluted) | $1.03 | $1.97 | $1.87 | $1.75 | $-1.15 | $0.54 | $1.01 | $2.02 | $2.02 | $2.94 |
| Shares Outstanding (Diluted) | 204.0 M | 225.7 M | 217.8 M | 220.0 M | 220.0 M | 225.0 M | 226.0 M | 250.0 M | 244.0 M | 230.0 M |
Price
| Price | $103.61 (closing price, October 30, 2026) |
| Market Cap | $22.4B |
| Exchange | NYSE |
| Country | US |
Related companies: CHEF · SYY · PFGC · UNFI
Explore sector: Consumer Defensive · Food Distribution
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