Stock Market Live June 15, 2026: S&P 500 (SPY) Rocketing on End-of-War News
Q4 24 EPS
$0.84
BEAT +4.37%
Est. $0.80
Q4 24 Revenue
$9.49B
MISS 0.05%
Est. $9.50B
vs S&P Since Q4 24
+16.8%
BEATING MARKET
USFD +40.6% vs S&P +23.9%
Full Year 2024 Results
FY 24 EPS
$3.15
BEAT +0.77%
Est. $3.13
FY 24 Revenue
$37.88B
MISS 0.02%
Est. $37.88B
Market Reaction
Did USFD Beat Earnings? Q4 2024 Results
US Foods closed out fiscal 2024 on a strong note, posting Q4 adjusted diluted EPS of $0.84, beating the consensus estimate of $0.80 by 4.37%, even as net sales of $9.49 billion came in just a hair below the $9.50 billion estimate. Revenue still climb… Read more US Foods closed out fiscal 2024 on a strong note, posting Q4 adjusted diluted EPS of $0.84, beating the consensus estimate of $0.80 by 4.37%, even as net sales of $9.49 billion came in just a hair below the $9.50 billion estimate. Revenue still climbed 6.2% year over year, fueled by total case volume growth of 3.5% and food cost inflation of 2.9%, with independent restaurant case volume, a closely watched margin indicator, rising 3.2% in the quarter. The clearest driver of adjusted outperformance was a 13.7% jump in Q4 Adjusted EBITDA to $441.00 million, reflecting pricing optimization and distribution productivity gains, even as a $124.00 million pension termination charge weighed heavily on GAAP results. The company also flagged a potential sale of its CHEF'STORE business to sharpen focus on delivered broadline operations. Looking ahead, management guided for fiscal 2025 Adjusted Diluted EPS growth of 17% to 23%, anchoring a new three-year plan that targets a 20% Adjusted Diluted EPS CAGR and more than $4.00 billion in cumulative cash flow through 2027.
Key Takeaways
- • Total case volume increased 3.5% in Q4; independent restaurant case volume grew 3.2%
- • Food cost inflation of 2.9% contributed to net sales growth
- • Improved cost of goods sold and pricing optimization drove gross profit growth
- • Continued distribution productivity improvement offset higher labor costs
- • Healthcare volume increased 4.7%, hospitality 2.4%, and chain volume 2.6% in Q4
- • Adjusted EBITDA margin expanded 30 basis points to 4.6% in Q4
USFD YoY Financials
Q4 2024 vs Q4 2023, source: SEC Filings
“We delivered another strong quarter which resulted in Adjusted EBITDA growth of 11.7% to a record $1.74 billion for 2024, capping off the final year of our long-range plan. We are proud to have achieved the key financial outcomes from our three-year plan, underpinned by the focused execution of our strategy.”
— Dave Flitman, Q4 2024 Earnings Press Release
USFD Earnings Trends
USFD vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
USFD EPS Trend
Earnings per share: estimate vs actual
USFD Revenue Trend
Quarterly revenue: estimate vs actual
USFD Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $0.81 | $0.78 | -3.61% | $9.61B | -0.50% |
| Q4 25 BEAT FY | $1.01 | $1.04 | +3.41% | $9.80B | -1.02% |
| FY Full Year | $3.94 | $3.98 | +0.98% | $39.42B | -0.27% |
| Q3 25 BEAT | $1.03 | $1.07 | +3.73% | $10.19B | +0.23% |
| Q2 25 BEAT | $1.13 | $1.19 | +5.13% | $10.08B | -1.01% |
| Q1 25 MISS | $0.69 | $0.68 | -2.05% | $9.35B | -0.43% |
| Q4 24 BEAT FY | $0.80 | $0.84 | +4.37% | $9.49B | -0.05% |
| FY Full Year | $3.13 | $3.15 | +0.77% | $37.88B | -0.02% |