NYSE$SYY

Sysco Corp · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Reported record sales, operating income, and cash flow for the fourth quarter and full year 2023.

Sysco reported a strong fourth quarter in fiscal year 2023, with sales increasing by 4.1% to $19.7 billion and EPS increasing 45.5% to $1.44. The company's gross profit increased 7.0% to $3.7 billion, driven by higher volumes and effective management of product cost inflation. Sysco returned approximately $370.9 million of capital to shareholders via share repurchases and dividends.

  • Sales increased 4.1% compared to the same period last year.
  • Gross profit increased 7.0% to $3.7 billion, compared to the same period last year.
  • Operating income increased 26.5% to $969.4 million, compared to the same period last year.
  • EPS increased 45.5% to $1.44 and adjusted EPS increased 16.5% to $1.34, compared to the same period last year.

Headline financials

Total Revenue

$19.7B

Previous: $19B+4.1%
EPS (adj)

$1.34

Previous: $1.15+16.5%
Free Cash Flow

$2.1B

Previous: $1.2B+75.0%
Net Income

$734M

Previous: $510M+43.9%
Operating Income

$969M

Previous: $767M+26.4%
Gross Profit

$3.7B

Previous: $3.44B+7.4%
Cash & Equivalents

$745M

Previous: $867M-14.1%
Total Assets

$22.8B

Previous: $22.1B+3.3%
Stock-Based Comp

$21.9M

Previous: $31.6M-30.8%

Revenue & EPS history

Sysco · Revenue · Quarterly

$19.7B

Q4 2023+4.1%vs Q4 2022
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Sysco · $19.6B total across 4 segments · Q4 2023

  • U.S. Foodservice
    $13.7B+2.2%
  • International Foodservice
    $3.6B+9.1%
  • SYGMA
    $2B+1.4%
  • Other
    $329M+3.9%

Forward guidance

Sysco plans to drive continued productivity gains and expects growth to continue into fiscal 2024 and beyond, driven by strong profitability, size and scale advantages, and balance sheet health.

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 Q4 2023

Historical avgQ4 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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