US Foods reports Q4 earnings beat, issues upbeat 2025 guidance

Published 13/02/2025, 13:02
US Foods reports Q4 earnings beat, issues upbeat 2025 guidance

ROSEMONT, Ill. -On Thursday, US Foods Holding Corp . (NYSE:USFD), one of the largest foodservice distributors in the United States, reported fourth quarter earnings that beat analyst estimates and provided an optimistic outlook for fiscal year 2025.

The stock was down -0.17% following the earnings release. US Foods repurchased $958 million worth of shares in fiscal 2024.

The company posted adjusted earnings per share of $0.84 for Q4, surpassing the analyst consensus of $0.80. Revenue rose 6.2% YoY to $9.5 billion, slightly above expectations of $9.47 billion.

US Foods saw total case volume increase 3.5% in the quarter, with independent restaurant case volume up 3.2%. Adjusted EBITDA grew 13.7% to $441 million.

For the full fiscal year 2024, net sales increased 6.4% to a record $37.9 billion. Adjusted EBITDA rose 11.7% to $1.74 billion, while adjusted EBITDA margin expanded 22 basis points to 4.6%.

Looking ahead, US Foods provided upbeat guidance for fiscal 2025, projecting net sales growth of 4-6%, adjusted EBITDA growth of 8-12%, and adjusted diluted EPS growth of 17-23%.

"We delivered another strong quarter which resulted in Adjusted EBITDA growth of 11.7% to a record $1.74 billion for 2024, capping off the final year of our long-range plan," said CEO Dave Flitman. "As we look ahead to 2025, we will continue to build upon our momentum, which will enable us to deliver on the outcomes of our new growth algorithm over the next three years."

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