US Food Holdings Corp. (USFD) Wins Indefinite-Delivery DLA Contract Through 2031

Core Insights - US Food Holdings Corp. (NYSE:USFD) is recognized as one of the top-performing consumer staples stocks in February [1] - The company secured a five-year indefinite-delivery/indefinite-quantity contract from the Defense Logistics Agency with a maximum value of $124 million [2] - The contract will utilize defense working capital funds for fiscal years 2026 through 2031 and emphasizes USFD's role in providing foodservice supply solutions to federal clients [3] Financial Performance - For Q4 2025, USFD reported a net income of $184 million and net sales of $9.8 billion, with a gross profit of $1.7 billion [4] - The full-year results showed a net income of $676 million, gross profit of $6.9 billion, and total sales of $39.4 billion [4] - The company ended 2025 with an operating cash flow of $1.37 billion and repurchased 11.9 million shares [5] Future Guidance - USFD outlined guidance for FY2026, projecting net sales growth of 4–6%, adjusted EBITDA growth of 9–13%, and adjusted EPS growth of 18–24% [5] - The company operates as a foodservice distributor, supplying various sectors including restaurants, healthcare, hospitality, and government [5]