US Foods (USFD) Q2 2026: Record EBITDA on Independent Restaurant Surge
As seen on the 24/7 Wall St. homepage on August 6, 2026.
Independent restaurant case volume grew 5.1%, the mix shift that pushed adjusted EBITDA to a record and erased the doubts from a soft first quarter. Management reaffirmed full-year adjusted EPS growth of 18% to 24%, so the bar for the second half is now explicit.
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US Foods beat both top and bottom line in Q2 2026, reporting adjusted EPS of $1.44 against the $1.36 consensus estimate — a beat of about 5.7%. Revenue came in at $10.53 billion, edging past estimates by roughly 0.7%. The results mark a sharp rebound from Q1 2026, when the company missed the earnings estimate with a $0.78 print.
The engine behind the outperformance was independent restaurant case volume, which grew 5.1% in the quarter. That mix shift — favoring higher-margin independent accounts over lower-margin chains — was enough to push adjusted EBITDA to a record level, answering the skepticism that had built after the soft first quarter.
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With the strong first-half results in hand, management reaffirmed its full-year guidance for adjusted EPS growth of 18% to 24%. That range sets a clear and public bar for the second half: the company now needs to sustain the independent restaurant momentum that drove Q2 to keep the annual commitment within reach.
Mentioned: USFD