US Foods Holding Corp. (NYSE:USFD) on Thursday reported fourth-quarter and full-year fiscal 2025 results and issued fiscal 2026 guidance, delivering an earnings beat and strong margin performance that lifted investor sentiment.
For the fourth quarter, adjusted diluted EPS of $1.04 beat a $1.00 estimate, while net sales of $9.800 billion missed a $9.913 billion estimate.
Fourth Quarter Results
Net sales increased 3.3% to $9.8 billion. Net income increased 178.8% to $184 million. GAAP diluted EPS was 82 cents, while adjusted diluted EPS was $1.04.
Total case volume increased 0.8%, driven by a 4.1% increase in independent restaurant case volume, a 2.9% increase in healthcare volume, and a 3.1% increase in hospitality volume, partially offset by a 3.4% decrease in chain volume.
Total organic case volume increased 0.3%, which includes 3.7% organic independent restaurant case volume growth.
Gross profit increased 3.2% to $1.7 billion, and gross profit as a percentage of net sales was 17.6%. The company cited an “unfavorable year-over-year LIFO adjustment.” Adjusted EBITDA increased 11.1% to $490 million, and adjusted EBITDA margin was 5.0%.
Fiscal 2025 Results
Net sales increased 4.1% to $39.4 billion, and net income increased 36.8% to $676 million. GAAP diluted …