Stock Market Live June 15, 2026: S&P 500 (SPY) Rocketing on End-of-War News
Q2 25 EPS
$1.19
BEAT +5.13%
Est. $1.13
Q2 25 Revenue
$10.08B
MISS 1.01%
Est. $10.19B
vs S&P Since Q2 25
+1.4%
BEATING MARKET
USFD +20.9% vs S&P +19.4%
Market Reaction
Did USFD Beat Earnings? Q2 2025 Results
US Foods posted a profit beat in the second quarter of fiscal 2025, with adjusted diluted EPS of $1.19 topping the $1.13 consensus by 5.13%, even as revenue of $10.08 billion came in just 1.01% shy of estimates. Net sales still grew 3.8% year over ye… Read more US Foods posted a profit beat in the second quarter of fiscal 2025, with adjusted diluted EPS of $1.19 topping the $1.13 consensus by 5.13%, even as revenue of $10.08 billion came in just 1.01% shy of estimates. Net sales still grew 3.8% year over year, and the more compelling story was underneath the top line: Adjusted EBITDA climbed 12.1% to $548.00 million, with margins expanding 40 basis points to 5.4%, as a deliberate mix shift toward higher-margin independent restaurant and healthcare customers, combined with aggressive share repurchases totaling $250.00 million in the quarter, drove Adjusted Diluted EPS 28.0% higher versus a year ago. Chain restaurant volume declined 4.0%, but independent case volume grew 2.7%, reinforcing the strategic pivot. Management responded to the margin momentum by tightening its full-year outlook, raising the floor on Adjusted EBITDA growth to 9.5% from 8% and narrowing Adjusted Diluted EPS growth guidance to 19.5% to 23%, while holding net sales growth steady at 4% to 6%.
Key Takeaways
- • Independent restaurant case volume grew 2.7%, with 2.3% organic growth
- • Healthcare case volume increased 4.9%
- • Hospitality case volume increased 2.4%
- • Food cost inflation of 2.5% contributed to top-line growth
- • Improved cost of goods sold and inventory management boosted gross profit
- • Continued distribution productivity improvement reduced adjusted operating expense growth to 2.6%
- • Actions to streamline administrative processes and costs
- • Accretive share repurchases contributed to 28% Adjusted EPS growth
USFD YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
“Our second quarter performance underscores the strength of our team's continued focus on execution and delivering value to our customers. This momentum has fueled further market share gains with independent restaurant, healthcare and hospitality customers, resulting in record Adjusted EBITDA of $548 million and a 40 basis point increase in Adjusted EBITDA margin to a record 5.4%.”
— Dave Flitman, Q2 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% |