Stocks Consumer discretionary USFD
NYSE · Consumer discretionaryUS Foods Holding Corp. (USFD)
US Foods Holding Corp. brought in $40.1B of revenue over the twelve months to June 27, 2026, up 3.8% from a year earlier. Net income was $728M, a net margin of 1.8%. Operating cash flow minus capital spending left $959M of free cash flow in fiscal 2025. At June 27, 2026 it held $56M in cash against $5.2B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 6, 2026.
Key facts about US Foods Holding Corp.
- Net worth
- US Foods Holding Corp. has a market value (market cap) of $21.1B at the latest share price, and shareholders' equity of $4.3B on its balance sheet at June 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $39.4B (+4.1% year on year), with net income of $676M. Over the 12 months to June 27, 2026: revenue $40.1B, net income $728M.
- Cash flow
- In fiscal 2025 operations brought in $1.4B of cash; after $410M of capital spending, free cash flow was $959M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 6, 2026 and covers the period to June 27, 2026. Open on SEC EDGAR
What US Foods Holding Corp. does
US Foods Holding Corp. is registered with the SEC under industry code SIC 5140 (Wholesale-Groceries & Related Products). Its shares trade on NYSE under the ticker USFD.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $39.4B | $676M | $2.94 | $959M |
| 2024 | $37.9B | $494M | $2.02 | $833M |
| 2023 | $35.6B | $506M | $2.02 | $831M |
| 2022 | $34.1B | $265M | $1.01 | $500M |
| 2021 | $29.5B | $164M | $0.54 | $145M |
| 2020 | $22.9B | -$226M | -$1.15 | $224M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where USFD ranks in Consumer discretionary
Latest SEC filings
What US Foods Holding Corp. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 2, 2026Material agreement8-KUS Foods secured an $810 million senior secured term loan facility maturing in 2033 to refinance existing debt.
- August 6, 2026Quarterly report 10-Q · period to June 27, 2026Revenue rose 4.5% to $10.5B versus the same quarter last year; diluted EPS $1.24 versus $0.96.
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026
- August 4, 2026Passive stake changed SCHEDULE 13G/A
- July 30, 2026Passive stake changed SCHEDULE 13G/A
- July 8, 2026Passive stake changed SCHEDULE 13G/A
- June 2, 2026
- May 15, 2026
- May 15, 2026Passive stake changed SCHEDULE 13G/A
What is USFD worth? A DCF from its reported cash flow
Insider trades
What the people running US Foods Holding Corp. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $3.6M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 14, 2026 | Flitman David ESee remarks, Director | Gave as a gift | 29,000 | - |
| August 14, 2026 | Flitman David ESee remarks, Director | Gave as a giftindirect | 29,000 | - |
| August 14, 2026 | Flitman David ESee remarks, Director | Gave as a gift | 130,000 | - |
| August 14, 2026 | Flitman David ESee remarks, Director | Gave as a giftindirect | 130,000 | - |
| August 13, 2026 | Taylor Randy JSee Remarks | Exercised options | 6,431 | $215.8K |
| August 13, 2026 | Taylor Randy JSee Remarks | Sold | 6,431 | $710K |
| August 13, 2026 | Taylor Randy JSee Remarks | Exercised options | 5,199 | $179.7K |
| August 13, 2026 | Taylor Randy JSee Remarks | Sold | 5,199 | $573.7K |
Who owns USFD
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Wellington Management Group LLP13G, passive with 3 related filers | 10.4% | July 8, 2026 |
| Boston Partners13G, passive | 7.86% | August 4, 2026 |
| Vanguard Capital Management13G, passive | 5.26% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 667 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Wellington Management Group Llp | 23,009,877 | +7,259,357 |
| BlackRock, Inc. | 20,845,367 | +410,093 |
| Boston Partners | 18,606,610 | +2,212,173 |
| Vanguard Portfolio Management LLC | 10,135,613 | -66,102 |
| Vanguard Capital Management LLC | 9,960,262 | +59,348 |
| Fmr LLC | 8,939,057 | -4,838,668 |
| State Street Corp | 6,993,748 | +117,190 |
| Invesco Ltd. | 5,673,337 | -442,143 |
| Victory Capital Management Inc | 5,443,787 | -634,059 |
| Capital World Investors | 5,200,756 | -2,574,343 |
| Lone Pine Capital LLC | 4,914,492 | +1,118,494 |
| D1 Capital Partners L.P. | 4,501,964 | +218,490 |
| Geode Capital Management, LLC | 4,046,079 | -1,222,755 |
| Primecap Management Co | 3,980,409 | +34,099 |
| Dimensional Fund Advisors LP | 3,453,114 | +30,221 |
| Morgan Stanley | 3,162,670 | -147,680 |
| Massachusetts Financial Services Co | 2,832,995 | -1,000,013 |
| Norges Bank | 2,806,952 | new |
| Bank of Montreal | 2,709,712 | -1,964 |
| Artisan Partners Limited Partnership | 2,662,861 | -357,343 |
Insiders
17 insiders reported holding 1,441,593 shares in total, about $140.8M at the last price.
| Holder | Shares |
|---|---|
| Flitman David ESee remarks, Director | 468,587130,000 held indirectly |
| Locascio Dirk J.EVP, Chief Financial Officer | 142,815122,017 held indirectly |
| Guberman StevenSee Remarks | 134,884 |
| Tonnison John ASee Remarks | 133,517 |
| Works James David JrSee Remarks | 106,738 |
| Hancock William SpencerSee Remarks | 101,144 |
| Taylor Randy JSee Remarks | 73,618 |
| Pforzheimer Carl AndrewDirector | 43,423 |
| Poe David L JrEVP, Chief Merchant | 42,111 |
| Tehle David MDirector | 40,956 |
Questions about USFD
What does US Foods Holding Corp. do?
US Foods Holding Corp. is a company in the Consumer discretionary sector, listed on NYSE as USFD. Its shares trade on NYSE under the ticker USFD.
What is US Foods Holding Corp.'s net worth?
US Foods Holding Corp. has a market value (market cap) of $21.1B at the latest share price, and shareholders' equity of $4.3B on its balance sheet at June 27, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is US Foods Holding Corp. profitable?
Yes. Over the twelve months to June 27, 2026 it reported net income of $728M on revenue of $40.1B, a net margin of 1.8%.
How much revenue does US Foods Holding Corp. make?
Over the twelve months to June 27, 2026 US Foods Holding Corp. reported revenue of $40.1B. That is 3.8% more than a year earlier.
When did US Foods Holding Corp. last report?
Its most recent periodic report is the quarterly report (10-Q) filed on August 6, 2026. It covers the period to June 27, 2026. Its newest filing of any kind is the material agreement from October 2, 2026.
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Where the numbers come from
Financial figures are the values US Foods Holding Corp. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.