Stock Market Live June 15, 2026: S&P 500 (SPY) Rocketing on End-of-War News
Q1 25 EPS
$0.68
MISS 2.05%
Est. $0.69
Q1 25 Revenue
$9.35B
MISS 0.43%
Est. $9.39B
vs S&P Since Q1 25
-4.4%
TRAILING MARKET
USFD +29.2% vs S&P +33.7%
Market Reaction
Did USFD Beat Earnings? Q1 2025 Results
US Foods came up just short of Wall Street's expectations in the first quarter of fiscal 2025, posting adjusted diluted EPS of $0.68 against a consensus estimate of $0.69, a 2.05% miss, while net sales of $9.35 billion fell narrowly below the $9.39 b… Read more US Foods came up just short of Wall Street's expectations in the first quarter of fiscal 2025, posting adjusted diluted EPS of $0.68 against a consensus estimate of $0.69, a 2.05% miss, while net sales of $9.35 billion fell narrowly below the $9.39 billion forecast despite growing 4.5% year over year. The headline shortfall, however, obscured a quarter of genuine operational progress: Adjusted EBITDA climbed 9.3% to $389.00 million, with margin expanding 18 basis points to 4.2%, as the company wrung meaningful operating leverage from distribution productivity gains and administrative cost controls. Volume growth in higher-margin segments, including a 6.1% increase in healthcare and a 2.5% rise in independent restaurants, drove the mix improvement, while digital tools and AI-enabled services were cited as key contributors to those customer-segment gains. Management reaffirmed its full-year fiscal 2025 guidance calling for net sales growth of 4% to 6% and Adjusted EBITDA growth of 8% to 12%, expressing confidence in the company's ability to navigate near-term macro uncertainty.
Key Takeaways
- • Independent restaurant case volume increased 2.5%
- • Healthcare case volume increased 6.1%
- • Hospitality case volume increased 3.6%
- • Food cost inflation of 3.0% contributed to top-line growth
- • Improved cost of goods sold and pricing optimization
- • Favorable year-over-year LIFO adjustment
- • Distribution productivity improvement and administrative process streamlining
- • Adjusted Gross Profit grew faster than Adjusted Operating Expenses, demonstrating operating leverage
USFD YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
“During the first quarter we outperformed the industry and again delivered strong profitability, with Adjusted EBITDA growing 9% and Adjusted Diluted EPS increasing 26%, despite the challenging operating environment and weather-related headwinds. Our results speak to the strength of our customer value proposition and relentless execution of our strategy.”
— Dave Flitman, Q1 2025 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% |