US Foods (USFD) Q3 Earnings and Revenues Surpass Estimates

Core Insights - US Foods reported quarterly earnings of $1.07 per share, exceeding the Zacks Consensus Estimate of $1.05 per share, and showing an increase from $0.85 per share a year ago, resulting in an earnings surprise of +1.90% [1] - The company achieved revenues of $10.19 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 0.10% and up from $9.73 billion year-over-year [2] - US Foods has outperformed consensus EPS estimates three times over the last four quarters and has topped revenue estimates twice in the same period [2] Earnings Outlook - The future performance of US Foods' stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.99 on revenues of $9.96 billion, while the estimate for the current fiscal year is $3.90 on revenues of $39.58 billion [7] Industry Context - The Zacks Industry Rank indicates that the Food - Miscellaneous sector is currently in the bottom 31% of over 250 Zacks industries, suggesting potential challenges for stocks in this category [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]