USFD
Q4 2026 EPS Estimate
$1.25
Nov 5, 2026 · Reports before open
Revenue Estimate
$10.61B
FY2026E EPS$4.72
FY2027E EPS$5.51

Analyst Sentiment

Wall St. Consensus
Buy
24 analysts·High coverage
69
Score
18 Buy (75%)6 Hold (25%)0 Sell (0%)
Rating Breakdown
Strong Buy
00%
Buy
1875%
Hold
625%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$107.00
-1.8%
Consensus
$120.00
+10.2%
Bull
$127.00
+16.6%
12-Month Target Range24 analysts
$107.00$120.00$127.00
Current $108.92Consensus
Current Price
$108.92
Upside to Consensus
$11.08

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+3.98%
EPS+16.66%
FY2028
Rev+5.29%
EPS+16.20%
FY2029
Rev+4.45%
EPS+15.16%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028EFY2029EFY2030E
Revenue Avg$41.46B$43.10B$45.39B$47.40B$49.97B
Low$40.98B$42.59B$43.98B$46.65B$49.18B
High$41.79B$43.61B$47.12B$48.18B$50.79B
EBITDA Avg$2.52B$2.62B$2.76B$2.88B$3.04B
Low$2.49B$2.59B$2.67B$2.84B$2.99B
High$2.54B$2.65B$2.86B$2.93B$3.09B
EBIT Avg$2.06B$2.15B$2.26B$2.36B$2.49B
Low$2.04B$2.12B$2.19B$2.32B$2.45B
High$2.08B$2.17B$2.35B$2.40B$2.53B
Net Income Avg$1.03B$1.25B$1.42B$1.70B$1.86B
Low$1.02B$1.19B$1.31B$1.66B$1.82B
High$1.13B$1.32B$1.54B$1.73B$1.90B
EPS Avg$4.72$5.51$6.40$7.37$8.07
Low$4.45$5.17$5.69$7.22$7.90
High$4.89$5.75$6.70$7.53$8.24
Analysts (Rev / EPS)11 / 911 / 911 / 410 / 15 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027Q1 2028Q2 2028
Revenue Avg$10.59B$10.80B$10.10B$10.95B$11.08B$10.77B$10.54B$11.46B
Low$10.50B$10.70B$10.01B$10.85B$10.98B$10.67B$10.45B$11.35B
High$10.64B$10.89B$10.18B$11.04B$11.17B$10.85B$10.63B$11.55B
EBITDA Avg$643M$656M$614M$665M$673M$654M$641M$696M
Low$638M$650M$608M$659M$667M$648M$635M$690M
High$647M$662M$619M$671M$679M$659M$646M$702M
EBIT Avg$527M$538M$503M$545M$552M$536M$525M$571M
Low$523M$533M$499M$540M$547M$531M$520M$565M
High$530M$542M$507M$550M$556M$541M$529M$575M
Net Income Avg$277M$292M$212M$351M$323M$320M$247M$399M
Low$261M$288M$210M$347M$319M$316M$244M$394M
High$286M$295M$215M$355M$326M$323M$249M$403M
EPS Avg$1.26$1.32$0.96$1.59$1.46$1.45$1.12$1.81
Low$1.18$1.31$0.95$1.57$1.45$1.43$1.11$1.79
High$1.30$1.34$0.97$1.61$1.48$1.46$1.13$1.83
Analysts (Rev / EPS)8 / 94 / 36 / 34 / 66 / 34 / 35 / 53 / 8

Earnings Surprises

Recent Analyst Actions

Aug 12, 2026Piper Sandler
US Foods price target raised to $108 from $88 at Piper Sandler
Target:$108.00
-2.3%from $110.52
Aug 7, 2026Morgan Stanley
US Foods price target raised to $107 from $103 at Morgan Stanley
Target:$107.00
-0.1%from $107.14
Aug 7, 2026BMO Capital
US Foods price target raised to $120 from $115 at BMO Capital
Target:$120.00
+12.1%from $107.00
Aug 7, 2026UBS
US Foods price target raised to $127 from $117 at UBS
Target:$127.00
+18.7%from $106.97
Aug 7, 2026BTIG
US Foods price target raised to $120 from $105 at BTIG
Target:$120.00
+12.2%from $106.97
Aug 7, 2026Guggenheim
US Foods (USFD) PT Raised to $120 at Guggenheim
Target:$120.00
+12.2%from $106.97
Jul 15, 2026Morgan Stanley
US Foods price target raised to $103 from $94 at Morgan Stanley
Target:$103.00
+2.0%from $101.00
Jun 1, 2026Piper Sandler
US Foods price target lowered to $88 from $103 at Piper Sandler
Target:$88.00
+7.5%from $81.84
May 11, 2026BTIG
US Foods price target lowered to $105 from $110 at BTIG
Target:$105.00
+24.4%from $84.40
Feb 13, 2026Morgan Stanley
US Foods price target raised to $94 from $92 at Morgan Stanley
Target:$94.00
-6.4%from $100.43
Feb 13, 2026UBS
US Foods price target raised to $117 from $96 at UBS
Target:$117.00
+16.9%from $100.11
Feb 13, 2026Bernstein
US Foods price target raised to $106 from $95 at Bernstein
Target:$106.00
+5.7%from $100.27
Feb 13, 2026Deutsche Bank
US Foods price target raised to $111 from $102 at Deutsche Bank
Target:$111.00
+11.9%from $99.24
Feb 13, 2026BMO Capital
US Foods price target raised to $115 from $95 at BMO Capital
Target:$115.00
+12.8%from $101.98
Feb 13, 2026BTIG
US Foods price target raised to $110 from $82 at BTIG
Target:$110.00
+7.9%from $101.98
Feb 13, 2026Guggenheim
US Foods price target raised to $115 from $95 at Guggenheim
Target:$115.00
+12.8%from $101.98
Feb 13, 2026Barclays
US Foods price target raised to $104 from $90 at Barclays
Target:$104.00
+2.0%from $101.98
Feb 13, 2026Piper Sandler
Piper Sandler Downgrades US Foods (USFD) to Neutral
Target:$103.00
+1.0%from $101.98
Jan 20, 2026Guggenheim
US Foods price target raised to $95 from $88 at Guggenheim
Target:$95.00
+10.8%from $85.71
Jan 20, 2026Morgan Stanley
US Foods resumed with an Equal Weight at Morgan Stanley
Target:$92.00
+7.3%from $85.71
Oct 22, 2025Bernstein
US Foods initiated with an Outperform at Bernstein
Target:$95.00
+24.6%from $76.26
Sep 2, 2025Piper Sandler
US Foods (USFD) PT Raised to $85 at Piper SandlerMember Login
Target:$85.00
+9.8%from $77.41
Aug 11, 2025Guggenheim
US Foods price target raised to $88 from $80 at Guggenheim
Target:$88.00
+10.9%from $79.32
Dec 18, 2024Melius Research
US Foods a Buy at Melius Research as firm rolls out food distributor coverage
Target:$90.00
+34.9%from $66.72
Nov 11, 2024Piper Sandler
US Foods (USFD) PT Raised to $75 at Piper Sandler
Target:$75.00
+18.8%from $63.14
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.