NYSE$SYY

Sysco Corp · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Sysco reported Q4 2025 results with sales growth of 2.8% and adjusted EPS growth of 6.5%.

Sysco Corporation announced financial results for the 13-week fourth fiscal quarter ended June 28, 2025. Sales rose 2.8% to $21.1 billion while adjusted operating income increased 1.1% to $1.1 billion. Adjusted EPS grew 6.5% to $1.48, exceeding expectations amid sequential volume improvements.

  • Q4 sales increased 2.8% to $21.1 billion with U.S. Foodservice volume down 0.3%.
  • Adjusted EPS rose 6.5% to $1.48 and adjusted net earnings grew 3.3% to $716 million.
  • U.S. local case volume improved sequentially by 200 bps with strong June exit rate.
  • FY26 guidance issued for sales growth of 3-5% to $84-85 billion and adjusted EPS growth of 1-3% to $4.50-$4.60.

Headline financials

Total Revenue

$21.1B

Previous: $20.6B+2.8%
EPS (adj)

$1.48

Previous: $1.39+6.5%
U.S. Foodservice case growth

-0.3%

No prior period
U.S. local case growth

-1.5%

No prior period
Sysco brand sales local

46.0%

No prior period
Sysco brand sales U.S. Broadline

35.4%

No prior period
Free Cash Flow

$1.82B

No prior period
Net Income

$531M

Previous: $612M-13.2%
Operating Income

$889M

Previous: $977M-9.0%
Cash & Equivalents

$1.07B

No prior period

Revenue & EPS history

Sysco · Revenue · Quarterly

$21.1B

Q4 2025+2.8%vs Q4 2024
Beat estimate in 6 of 16 quarters(38%)
ActualEstimate

Revenue by segment

Sysco · $21.1B total across 4 segments · Q4 2025

  • U.S. Foodservice Operations
    $14.8B
  • International Foodservice Operations
    $3.93B
  • SYGMA
    $2.16B
  • Other
    $288M

Forward guidance

Sysco expects FY26 sales growth of approximately 3% to 5% reaching $84 billion to $85 billion and adjusted EPS growth of approximately 1% to 3% to $4.50 to $4.60, including a $0.16 headwind from incentive compensation.

Tailwinds

  • Momentum in USFS local volumes continuing into July.
  • Approximately $1 billion in dividends and $1 billion in share repurchases planned.
  • Midpoint of EPS outlook in-line with long-term algorithm excluding incentive headwind.

Headwinds

  • Approximate $100 million headwind from lapping lower incentive compensation.
  • Continued macro uncertainties impacting operational execution.

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 2025

Historical avgQ4 2025

+0.1%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.0%

Avg return

30 days after

42%

30 / 72 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%
Q4 2025-2.5%-0.6%-0.9%
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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