U USFD

US Foods Holding Corp

$91.40

-0.73% ($0.67)

Volume 2.12M

52W High $102.13

52W Low $59.43

Market Cap $20.25B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.84

Whisper EPS

$0.86

3.3% above consensus

Last Quarter

$1.04

Current Streak

3 Beats

Avg Surprise (4Q)

+2.68%

Next Earnings Report

Reports in 24 days

Report Date May 7, 2026

Whisper Spread +3.30%

Consensus Estimate

$0.84

Official analyst average

Whisper Number

$0.86

What traders expect

Bullish Sentiment: The whisper number is 3.3% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Feb 12, 2026

1-Day: -2.01%

5-Day: -4.78%

Q3 2025 Nov 6, 2025

1-Day: +2.91%

5-Day: +1.04%

Q2 2025 Aug 7, 2025

1-Day: -0.14%

5-Day: -1.43%

Q1 2025 May 8, 2025

1-Day: -0.15%

5-Day: +2.83%

Revenue & Financial Performance

Revenue Whisper

$10.04B

TWN Proprietary Estimate

Last Quarter Revenue

$9.80B

+3.3% YoY

Gross Margin

17.6%

Net Margin: 1.9%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$9.80B	+3.3%	17.6%	3.7%	$184.0M
Q3'25	$10.19B	+4.8%	17.2%	3.2%	$153.0M
Q2'25	$10.08B	+3.8%	17.6%	3.7%	$224.0M
Q1'25	$9.35B	+4.5%	17.3%	2.4%	$115.0M
Q4'24	$9.49B	+6.2%	17.6%	3.2%	$66.0M
Q3'24	$9.73B	+6.8%	17.1%	2.9%	$148.0M
Q2'24	$9.71B	+7.7%	17.6%	3.6%	$198.0M
Q1'24	$8.95B	+4.8%	16.7%	1.8%	$82.0M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Feb 12, 2026	$1.01	$1.03	$1.04	+2.97%	Met
Q3 2025	Nov 6, 2025	$1.03	$1.06	$1.07	+3.88%	Met
Q2 2025	Aug 7, 2025	$1.13	$1.14	$1.19	+5.31%	Beat
Q1 2025	May 8, 2025	$0.69	$0.71	$0.68	-1.45%	Missed
Q4 2024	Feb 13, 2025	$0.80	$0.79	$0.84	+5.00%	Beat
Q3 2024	Nov 7, 2024	$0.83	$0.83	$0.85	+2.41%	Beat
Q2 2024	Aug 8, 2024	$0.93	$0.93	$0.93	+0.00%	Met
Q1 2024	May 9, 2024	$0.54	$0.56	$0.54	+0.00%	Missed
Q4 2023	Feb 15, 2024	$0.66	$0.69	$0.64	-3.03%	Missed
Q3 2023	Nov 9, 2023	$0.69	$0.73	$0.70	+1.45%	Missed
Q2 2023	Aug 10, 2023	$0.76	$0.79	$0.79	+3.95%	Met
Q1 2023	May 11, 2023	$0.42	$0.43	$0.50	+19.05%	Beat