Analyst Ratings

Date	Action	Analyst	Rating	Target
Jun-01-26	Reiterated	Piper Sandler	Neutral	$103 → $88
May-11-26	Reiterated	BTIG	Buy	$110 → $105
Feb-13-26	Reiterated	Morgan Stanley	Overweight	$92 → $94
Feb-13-26	Reiterated	UBS	Buy	$96 → $117
Feb-13-26	Reiterated	Bernstein		$95 → $106
Feb-13-26	Reiterated	Deutsche Bank	Buy	$102 → $111
Feb-13-26	Reiterated	Guggenheim	Buy	$95 → $115
Feb-13-26	Reiterated	BMO Capital	Outperform	$62 → $115
Feb-13-26	Reiterated	BTIG	Buy	$72 → $110
Feb-13-26	Downgrade	Piper Sandler	Overweight → Neutral	$85 → $103

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/27/2025	FY 2024 12/28/2024	FY 2023 12/31/2023
Total Revenue	39,683	39,424	37,877	Upgrade your experience to unlock full historical data
Cost of Goods Sold Incl. D&A	32,780	32,560	31,343
Gross Profit	6,903	6,864	6,534
Selling, General and Administrative Excl. Other	5,676	5,632	5,412
Research and Development	0	0	0
Other Operating Expense	8	0	0
Operating Income	1,219	1,232	1,122
Interest Expense	303	305	315
Unusual Expense	—	—	—
Non-Operating Income (Expense)	24	29	163
Net Income Before Taxes	892	898	644
Income Taxes	215	222	150
Consolidated Net Income	677	676	494
Net Income From Continuing Operations	677	676	494
Net Income	677	676	494
EPS (Recurring)	3.01	2.98	2.05
EPS (Basic, Before Extraordinaries)	3.01	2.98	2.05
EPS (Diluted)	2.97	2.94	2.02
EBITDA	1,664	1,665	1,397
Other After Tax Adjustments	—	—	—
Stock Option Compensation Expense	—	—	—
Price To Earnings Ratio	30.95	25.98	—
Price To Sales Ratio	0.51	0.44	—
Gross Margin	17.40	17.41	17.25
Operating Margin	3.07	3.13	2.96
Net Margin	1.71	1.71	1.30
Shares Outstanding	220	227	241
Market Capitalization	20,220	17,336	—
Operating Lease Expense	—	—	—

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
TEHLE DAVID M	Director	May 19 '26	Option Exercise	23.50	4,466	104,951	41,423	May 21 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	Mar 30 '26	Sale	91.19	20,000	1,823,800	106,262	Mar 31 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	Feb 25 '26	Option Exercise	30.39	50,202	1,525,638	140,178	Feb 27 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	Feb 25 '26	Sale	96.59	25,101	2,424,506	115,077	Feb 27 12:00 AM
Works James David Jr	See Remarks	Feb 18 '26	Sale	96.52	65,737	6,345,128	88,176	Feb 20 12:00 AM
Works James David Jr	See Remarks	Feb 18 '26	Option Exercise	33.56	38,582	1,294,812	107,467	Feb 20 12:00 AM
Guberman Steven	See Remarks	Nov 11 '25	Option Exercise	25.95	174,284	4,522,512	193,764	Nov 13 12:00 AM
Guberman Steven	See Remarks	Nov 11 '25	Sale	72.00	58,632	4,221,504	113,410	Nov 13 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	Jul 10 '25	Option Exercise	13.29	15,000	199,350	122,577	Jul 14 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	Jul 10 '25	Sale	80.00	7,500	600,000	115,077	Jul 14 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	May 15 '25	Option Exercise	13.29	30,000	398,700	130,077	May 19 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	May 15 '25	Sale	75.00	15,000	1,125,000	115,077	May 19 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	May 08 '25	Sale	70.00	10,000	700,000	115,077	May 12 12:00 AM
Locascio Dirk J.	EVP, Chief Financial Officer	May 08 '25	Option Exercise	13.29	20,000	265,800	125,077	May 12 12:00 AM
Works James David Jr	EVP, CHRO	Mar 05 '25	Option Exercise	0.00	21,567	0	0	Mar 07 12:00 AM


Market Cap	20.64B	Forward P/E	16.64	EPS next Y	5.52	Insider Trans	-0.01%	Shs Float	-	Perf Month	13.12%


Enterprise Value	25.76B	PEG	0.81	EPS next Q	1.36	Inst Own	-	Short Float	-	Perf Quarter	2.89%


Income	676.97M	P/S	0.52	EPS this Y	58.81%	Inst Trans	-	Short Ratio	-	Perf Half Y	20.18%


Sales	39.68B	P/B	4.77	EPS next Y	17.11%	ROA	4.78%	Short Interest	-	Perf YTD	22.03%


Book/sh	19.68	P/C	16.24	EPS next 5Y	12.92%	ROE	15.27%	52W High	102.13 -10.01%	Perf Year	21.54%


Cash/sh	0.22	P/FCF	24.34	EPS past 3/5Y	-	ROIC	8.82%	52W Low	69.88 31.53%	Perf 3Y	-


Dividend Est.	-	EV/EBITDA	15.48	Sales past 3/5Y	5.00% 11.49%	Gross Margin	17.40%	Volatility	1.79% 1.80%	Perf 5Y	-


Dividend TTM	-	EV/Sales	0.65	EPS Y/Y TTM	101.98%	Oper. Margin	3.07%	ATR (14)	2.46	Perf 10Y	-


Dividend Ex-Date	-	Quick Ratio	0.70	Sales Y/Y TTM	4.77%	Profit Margin	1.71%	RSI (14)	62.86	Recom	2.13


Dividend Gr. 3/5Y	-	Current Ratio	1.14	EPS Q/Q	14.71%	SMA20	6.66%	Beta	0.27	Target Price	106.11


Payout	0.00%	Debt/Eq	1.19	Sales Q/Q	2.77%	SMA50	4.52%	Rel Volume	2.04	Prev Close	93.75


Employees	30,000	LT Debt/Eq	1.25	Earnings	Aug 06	SMA200	10.63%	Avg Volume	2.64M	Price	91.91


IPO Date	May 26, 2016	Option/Short	Yes / Yes	EPS/Sales Surpr.	-3.70% -0.50%	Net Debt/EBITDA	3.08	Volume	5,387,767	Change	-1.96%

USFD