NYSE$USFD
US Foods Holding Corp. · Q4 2024 earnings
Q4 2024 earnings · · Before market open · Investor relations
Briefing
US Foods reported a 6.2% YoY increase in revenue to $9.49 billion, driven by strong case volume growth and food cost inflation. However, net income declined 55.1% due to a one-time pension settlement expense and LIFO adjustment impact. Adjusted EBITDA increased 13.7% to $441 million, with margin expansion of 30 basis points.
Headline financials
Revenue & EPS history
US Foods · Revenue · Quarterly
$9.49B
Forward guidance
US Foods expects continued revenue growth of 4-6% in FY25, with margin expansion and strong adjusted EBITDA growth. The company is focused on operational efficiencies and volume growth to drive profitability.
Tailwinds
- Revenue growth expected between 4% and 6%
- Adjusted EBITDA growth forecasted between 8% and 12%
- Adjusted EPS projected to grow between 17% and 23%
- Operational efficiencies and pricing optimization to support margins
- Acquisition of Jake's Finer Foods to expand market presence
Headwinds
- Macroeconomic uncertainties may impact foodservice demand
- Labor cost inflation could pressure margins
- Potential supply chain disruptions remain a risk
- Higher interest rates may impact financing costs
- Ongoing cost inflation could affect pricing strategies
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 2024
+1.6%
Avg return
Earnings day
+1.7%
Avg return
5 days after
+2.6%
Avg return
30 days after
64%
29 / 45 earnings
Positive
+15.5%
Q3 2022
Best reaction
-16.7%
Q2 2018
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -5.7% | -8.8% | -8.1% | |
| Q4 2025 | +13.4% | +8.0% | +5.2% | |
| Q3 2025 | -3.8% | -2.6% | +1.5% | |
| Q1 2025 | +3.8% | +6.8% | +12.5% | |
| Q4 2024 | +1.7% | +1.3% | -6.3% | |
| Q3 2024 | +1.7% | +1.8% | +9.4% | |
| Q2 2024 | +1.8% | +5.3% | +11.8% | |
| Q1 2024 | +4.6% | +4.1% | +2.0% | |
| Q4 2023 | +5.6% | +6.0% | +15.0% | |
| Q3 2023 | +3.5% | +5.8% | +8.7% | |
| Q2 2023 | -2.8% | -5.8% | -7.9% | |
| Q1 2023 | +8.2% | +7.0% | +10.4% | |
| Q4 2022 | +7.2% | +6.3% | -5.1% | |
| Q3 2022 | +15.5% | +15.1% | +17.7% | |
| Q2 2022 | +3.0% | +3.0% | -3.0% | |
| Q1 2022 | +1.6% | +2.4% | -13.2% | |
| Q4 2021 | -2.2% | -3.7% | -5.2% | |
| Q3 2021 | -7.5% | -11.8% | -11.6% | |
| Q2 2021 | +1.7% | +0.6% | -3.3% | |
| Q1 2021 | -4.2% | -2.9% | -3.9% | |
| Q4 2020 | -4.6% | -1.3% | -0.1% | |
| Q3 2020 | +10.2% | +11.6% | +55.8% | |
| Q2 2020 | +9.1% | +15.5% | +20.8% | |
| Q1 2020 | -8.3% | -1.6% | +5.9% | |
| Q4 2019 | -0.7% | -0.6% | -50.8% | |
| Q3 2019 | +0.8% | -2.8% | +0.0% | |
| Q2 2019 | +10.3% | +10.8% | +16.0% | |
| Q1 2019 | +3.6% | +5.5% | -2.1% | |
| Q4 2018 | +0.6% | +0.1% | -1.8% | |
| Q3 2018 | +13.4% | +12.5% | +15.0% | |
| Q2 2018 | -16.7% | -18.5% | -20.9% | |
| Q1 2018 | +1.6% | +1.1% | +10.2% | |
| Q4 2017 | +9.3% | +6.6% | +14.3% | |
| Q3 2017 | -1.1% | -1.3% | +13.6% | |
| Q2 2017 | -5.8% | -6.4% | -5.3% | |
| Q1 2017 | -2.4% | -0.3% | +3.5% | |
| Q4 2015 | -0.9% | -1.2% | -0.3% | |
| Q4 2014 | -0.9% | -1.2% | -0.3% | |
| Q4 2016 | -0.9% | +1.6% | -0.9% | |
| Q3 2016 | +1.1% | +1.8% | +6.6% | |
| Q3 2015 | +1.1% | +1.8% | +6.6% | |
| Q2 2015 | +1.4% | +1.6% | +1.4% | |
| Q1 2016 | +1.4% | +1.6% | +1.4% | |
| Q1 2015 | +1.4% | +1.6% | +1.4% | |
| Q2 2016 | +1.4% | +1.6% | +1.4% |
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