US Foods Earnings Preview: Can the Company Deliver on Its Promises?

All eyes are on US Foods as it prepares to release its fourth-quarter and full-year 2025 financial results this Thursday. The report will serve as a critical test of the company's recent guidance, confirming whether it achieved the projected growth in both sales and profit that management affirmed just last January. The key question for investors is whether the performance will align with the high expectations set by market analysts.

• Earnings Release: Thursday, February 12, before the U.S. market opens.
• Investor Conference Call: 9:00 a.m. Eastern Standard Time (15:00 Central European Time).
• Strategic Presentation: Thursday, February 19, at the CAGNY 2026 Conference.

Management's Guidance Sets the Bar

The company's leadership has expressed confidence on multiple occasions, notably in November and again in January. Their forecast for fiscal 2025 projects significant year-over-year increases in adjusted EBITDA and adjusted earnings per share (EPS). Growth is also anticipated for both sales volume and net revenue.

The upcoming figures will be measured directly against these benchmarks. A major focus will be on the progress of ongoing initiatives to expand operating margins and optimize the logistics network. The results must demonstrate that these operational strategies are executing as intended.

Should investors sell immediately? Or is it worth buying US Foods?

A Crucial Week for Strategic Communication

The earnings release is quickly followed by another significant event. Merely one week later, on February 19, US Foods is scheduled to present at the CAGNY 2026 Conference. This forum is widely regarded as a key platform for companies to detail their strategic vision and operational priorities for the coming year, which for US Foods is 2026.

The numbers published on Thursday morning will reveal the momentum with which US Foods is entering the new fiscal period. The market's reaction will likely hinge on the precision with which the company hit—or potentially exceeded—the adjusted EBITDA and EPS targets it reaffirmed in January.