NYSE$SYY

Sysco Corp · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported double-digit top-line and bottom-line growth, ongoing market share gains and continued advancement of Recipe For Growth strategy.

Sysco's Q2 2023 results showed a 13.9% increase in sales, a 15.9% increase in gross profit, and a 44.0% increase in operating income. Adjusted EPS increased by 40.4% to $0.80. The company returned over $249 million of capital to shareholders.

  • Sales increased 13.9% versus the same period in fiscal year 2022
  • U.S. Foodservice volume increased 5.2% versus the same period in fiscal year 2022
  • Gross profit increased 15.9% to $3.3 billion, as compared to the same period last year
  • Adjusted EPS increased 40.4% to $0.80, as compared to $0.57 in the same period last year

Headline financials

Total Revenue

$18.6B

Previous: $16.3B+13.9%
EPS (adj)

$0.80

Previous: $0.57+40.4%
Free Cash Flow

$141M

Previous: $167M-15.7%
Net Income

$141M

Previous: $167M-15.7%
Operating Income

$641M

Previous: $445M+44.0%
Gross Profit

$3.35B

Previous: $2.89B+15.9%
Cash & Equivalents

$500M

Previous: $1.37B-63.6%
Total Assets

$22.1B

Previous: $21.4B+3.1%
Stock-Based Comp

$25.5M

Previous: $30.9M-17.7%

Revenue & EPS history

Sysco · Revenue · Quarterly

$18.6B

Q2 2023+13.9%vs Q2 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Sysco · $18.6B total across 4 segments · Q2 2023

  • U.S. Foodservice
    $13.1B+13.9%
  • International Foodservice
    $3.3B+17.9%
  • SYGMA
    $1.93B+9.2%
  • Other
    $301M+23.1%

Forward guidance

Statements made in this press release or in our earnings call for the second quarter of fiscal year 2023 that look forward in time or that express management’s beliefs, expectations or hopes are forward-looking statements under the Private Securities Litigation Reform Act of 1995.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+0.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.0%

Avg return

30 days after

42%

30 / 71 earnings

Positive

+12.8%

Q1 2017

Best reaction

-9.6%

Q1 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026-1.6%-1.7%-1.7%
Q2 2026+10.4%+10.9%+17.8%
Q1 2026-2.7%-4.8%-2.7%
Q3 2025-0.3%+0.5%+2.3%
Q2 2025-6.0%-5.1%-2.8%
Q1 2025-1.1%-0.1%+2.1%
Q4 2024+4.6%+4.7%+5.8%
Q3 2024-5.4%-2.4%-7.2%
Q2 2024+7.7%+8.4%+7.7%
Q1 2024+0.2%+2.3%+10.1%
Q4 2023-0.9%-3.3%-8.7%
Q3 2023-2.0%-0.1%-7.2%
Q2 2023-0.2%-1.8%-3.3%
Q1 2023-5.9%-5.0%-0.6%
Q4 2022-5.8%-2.3%-4.3%
Q3 2022+3.7%+4.5%+1.7%
Q2 2022+1.8%+3.3%+0.1%
Q1 2022-2.3%-5.2%-8.1%
Q4 2021+6.4%+8.2%+6.2%
Q3 2021-1.2%+2.6%-4.5%
Q2 2021+6.7%+7.7%+11.0%
Q1 2021+6.4%+6.6%+30.8%
Q4 2020-0.7%-0.9%+2.8%
Q3 2020-3.6%-1.0%+8.8%
Q2 2020-8.6%-5.8%-14.0%
Q1 2020-1.5%-1.1%+0.9%
Q4 2019+4.8%+4.2%+10.1%
Q3 2019+3.4%+4.9%+0.5%
Q2 2019+2.8%+4.1%+4.3%
Q1 2019-9.6%-6.3%-7.2%
Q4 2018+8.3%+9.3%+8.8%
Q3 2018+0.7%+0.9%+5.6%
Q2 2018-2.5%-4.7%-1.7%
Q1 2018-7.2%-4.4%+5.0%
Q4 2017+0.0%-0.8%+3.7%
Q3 2017-0.7%-2.5%-1.0%
Q2 2017-0.6%+0.2%-0.4%
Q1 2017+12.8%+10.6%+13.5%
Q4 2016-0.2%+0.5%-5.0%
Q3 2016+5.3%
Q2 2016+7.5%
Q1 2016-0.7%
Q4 2015+2.8%
Q3 2015-2.8%
Q2 2015+0.9%
Q1 2015-3.1%
Q4 2014+3.0%
Q3 2014+1.0%
Q2 2014-1.4%
Q1 2014+2.3%
Q4 2013-5.4%
Q3 2013-0.8%
Q2 2013-2.2%
Q1 2013-2.3%
Q4 2012+5.6%
Q3 2012+0.4%
Q2 2012-5.0%
Q4 2010-1.3%
Q4 2011-1.3%
Q1 2012+1.1%
Q3 2011-1.3%
Q2 2011+0.1%
Q1 2011-0.9%
Q4 2008+3.1%
Q3 2009+0.0%
Q3 2010+0.0%
Q2 2010-2.0%
Q2 2009-2.0%
Q4 2009-0.0%
Q1 2010-0.0%
Q1 2009-0.0%

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