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USFDUS Foods Holding Corp.Sell5.3·$104.04-0.35%

US Foods Holding (USFD) Q2 2026 earnings — TrendMatrix coverage

BEAT+5.7% vs estimateEPS $1.44 vs $1.36 estCurrent verdict Sell 5.3/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.44
Estimate
$1.36
Surprise
+5.7%
Revenue (period 2026-06-27)
$10.53B
Score today
5.3/10

Revenue source: xbrl.

Report record · Q2 2026

How the report landed

US Foods Holding (USFD) beat the $1.36 estimate with diluted EPS of $1.44 — a clear 5.7% upside surprise.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates USFD Sell at 5.3/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's +5.7% surprise compares with a +2.3% four-quarter average. Next scheduled report: 2026-11-05.

What argues against it

  • Target reached (0.2% upside)
  • Quality below floor (3.9 < 4.0)
  • Momentum score 3.3/10 — below 4.5 minimum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$104.04
Price target
$104.29
Stop
$99.42
Upside to target
+0.2%
Reward-to-risk
0.1:1

The stock trades at 32.2× trailing but 18.9× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Consumer Defensive context

USFD at TrendMatrix's latest read

Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.

Industry
Food Distribution
Market cap
$22.59B
P/E (fwd)
18.9
P/E (ttm)
32.2
52-week range
$69.88$111.42
Off 52-week high
6.6%
RSI (14)
33
Volume vs avg
0.69×
Score today
5.3/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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