Q4 25 EPS
$-0.11
BEAT +38.31%
Est. $-0.18
Q4 25 Revenue
$7.70B
BEAT +0.76%
Est. $7.64B
vs S&P Since Q4 25
+13.4%
BEATING MARKET
UNFI +25.2% vs S&P +11.8%
Full Year 2025 Results
FY 25 EPS
$0.71
BEAT +11.25%
Est. $0.64
FY 25 Revenue
$31.78B
BEAT +0.20%
Est. $31.72B
Market Reaction
Did UNFI Beat Earnings? Q4 2025 Results
United Natural Foods delivered a better-than-feared fourth quarter for fiscal 2025, posting an adjusted loss of $0.11 per share against a consensus estimate of $0.16, a 31.25% beat, while revenue of $7.70 billion edged past the $7.63 billion Wall Str… Read more United Natural Foods delivered a better-than-feared fourth quarter for fiscal 2025, posting an adjusted loss of $0.11 per share against a consensus estimate of $0.16, a 31.25% beat, while revenue of $7.70 billion edged past the $7.63 billion Wall Street expected despite falling 5.6% year-over-year. The headline numbers masked a quarter shaped by disruption: a cybersecurity incident cost the company $26.00 million in combined gross profit and operating expense impacts, and $59.00 million in restructuring charges, including a $53.00 million hit tied to the termination of a supply agreement with an East region customer, weighed heavily on results. Still, investors focused on the brighter signals beneath the noise, sending shares surging to a 52-week high on a busy trading day for markets. Net debt fell to $1.83 billion, its lowest since 2018, and full-year free cash flow swung to $239.00 million from negative $92.00 million. Looking ahead, management guided fiscal 2026 adjusted EPS of $1.50 to $2.30 and Adjusted EBITDA of $630.00 million to $700.00 million, implying roughly 20% growth at the midpoint.
Key Takeaways
- • Comparable 13-week net sales growth of 1.6% driven by Natural segment growth of 9.1%
- • Free cash flow improvement of $331 million year-over-year for fiscal 2025
- • Net debt reduced to $1.83 billion, lowest level since 2018
- • Net leverage ratio declined 0.7x to 3.3x during fiscal 2025
- • Capital expenditures reduced to $231 million from $345 million in fiscal 2024
- • Lean daily management deployed in 28 distribution centers during fiscal 2025
UNFI YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
UNFI Revenue by Segment
With YoY comparisons, source: SEC Filings
“UNFI delivered a solid fourth quarter as we effectively navigated the cyber incident in collaboration with our customers and suppliers. In fiscal 2025, we continued to enhance our value proposition and delivered above-industry sales growth, while improving our effectiveness and efficiency. This drove higher free cash flow and further strengthened our financial position.”
— Sandy Douglas, Q4 2025 Earnings Press Release
UNFI Earnings Trends
UNFI vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
UNFI EPS Trend
Earnings per share: estimate vs actual
UNFI Revenue Trend
Quarterly revenue: estimate vs actual
UNFI Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 MISS | $0.77 | $0.77 | -0.19% | $7.72B | -1.03% |
| Q2 26 BEAT | $0.51 | $0.62 | +22.70% | $7.95B | -1.99% |
| Q1 26 BEAT | $0.40 | $0.56 | +40.32% | $7.84B | -0.86% |
| Q4 25 BEAT FY | $-0.18 | $-0.11 | +38.31% | $7.70B | +0.76% |
| FY Full Year | $0.64 | $0.71 | +11.25% | $31.78B | +0.20% |
| Q3 25 BEAT | $0.22 | $0.44 | +104.56% | $8.06B | +3.45% |