US Foods Q3 2026 EPS Tops Estimates at $1.26, but Revenue Misses at $10.40B
Revenue of $10.40B vs. $10.58B expected and adjusted EPS of $1.26 vs. $1.25; revenue up 2.1% from a year earlier.
US Foods (USFD) posted mixed third-quarter 2026 results, with adjusted EPS above the estimate and revenue below it. Revenue was $10.40 billion, up 2.1% from a year earlier, below the $10.58 billion estimate, and adjusted EPS was $1.26, up 18% from a year earlier, above the $1.25 estimate.
Shares were unchanged in premarket trading as of 6:45 a.m. ET, to $109.93 from a $109.93 close.
Q3 2026 scorecard
| Parameters | Expected | Actual | Beat/Miss |
|---|---|---|---|
| Adjusted EPS | $1.25 | $1.26 | Beat by 0.8% |
| Revenue | $10.58B | $10.40B | Miss by 1.7% |
| Change | YoY | QoQ |
|---|---|---|
| Adjusted EPS | ▲ 18% | ▼ 12% |
| Revenue | ▲ 2.1% | ▼ 1.2% |
By our calculation, revenue was $181.1 million below the estimate and adjusted EPS was $0.01 above it. The QoQ column compares with the previous quarter's revenue of $10.53 billion and adjusted EPS of $1.44. The YoY column compares with $10.19 billion and $1.07 in the same quarter a year earlier.
Track record
- EPS record. Adjusted EPS beat the estimate in 6 of the last 8 reports, including this one.
- Revenue record. Revenue beat the estimate in 1 of the last 8 reports.
- Revenue trend. Revenue over the last 5 reports, oldest first: $10.19 billion, $9.80 billion, $9.61 billion, $10.53 billion and $10.40 billion.
What to watch
- Next-quarter estimates. Consensus calls for EPS of $1.31 and revenue of $10.76 billion next quarter, based on 8 analysts.
- Revenue growth. Whether revenue keeps growing from a year earlier after this quarter's 2.1% increase to $10.40 billion.
- Estimate record. Whether US Foods extends a record of beating EPS estimates in 6 of its last 8 reports.
- Related coverage. See our reports on Iron Mountain, Tapestry, Cardinal Health and Zai Lab.
Sources: Results are from US Foods's Nov. 5, 2026 quarterly report. Estimates are consensus figures. The prior-quarter and year-ago comparison figures are from US Foods's earlier quarterly reports. Items labeled by our calculation are our own arithmetic. This article is informational only and is not investment advice.
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