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USFDUS Foods Holding Corp.Sell5.2·$105.82

US Foods Holding (USFD) Q3 2026 earnings — TrendMatrix coverage

BEAT+1.1% vs estimateEPS $1.26 vs $1.25 estCurrent verdict Sell 5.2/10

Reported

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

Event detail · Q3 2026

Key numbers

Adjusted EPS
$1.26
Estimate
$1.25
Surprise
+1.1%
Revenue (period 2026-09-26)
$10.40B
Score today
5.2/10

Revenue source: xbrl.

Report record · Q3 2026

How the report landed

US Foods Holding (USFD) beat the $1.25 estimate with adjusted EPS of $1.26 — a modest 1.1% upside surprise.

Around the report

Coverage in the report window

  • BTIG Reiterates Buy on US Foods Holdings, Maintains $120 Price Target — benzinga, 2026-11-06
  • TD Cowen Maintains Buy on US Foods Holdings, Raises Price Target to $125 — benzinga, 2026-11-05
  • US Foods Hldg Q3 2026 Earnings Call Transcript — benzinga, 2026-11-05
Current read · as of 2026-11-06

Where TrendMatrix's rating stands now

TrendMatrix currently rates USFD Sell at 5.2/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's +1.1% surprise compares with a +1.6% four-quarter average.

What argues against it

  • Target reached (-1.3% upside)
  • Quality below floor (3.9 < 4.0)
  • Negative risk/reward — downside exceeds upside

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
$105.82
Stop
$98.44

The stock trades at 33.8× trailing but 19.3× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-11-06 — 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
$23.11B
P/E (fwd)
19.3
P/E (ttm)
33.8
52-week range
$69.88–$112.56
Off 52-week high
6.0%
RSI (14)
59
Volume vs avg
0.17×
Score today
5.2/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from 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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