USFD US Foods (USFD) Q2 FY26 earnings call
US Foods delivered a strong second quarter, marked by record adjusted EBITDA and significant adjusted EPS growth, driven by accelerating independent restaurant case volumes and effective self-help initiatives. The company is leveraging technology, including AI, to enhance sales force productivity and supply chain efficiency, while disciplined capital allocation supports share repurchases and strategic investments. Management expressed confidence in achieving its long-range plan and sustaining momentum through its differentiated model.
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USFD operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| Employees | 30KBefore we begin, I want to thank our dedicated team of 30,000 associates for their unwavering commitment to serving our customers, which was clearly evident in the first quarter.Source: earnings call transcript | 30KI thank our 30,000 associates for their unwavering commitment to delivering excellence in serving our customers and to pursuing our ambition to become the undisputed best in our industry.Source: earnings call transcript | 0% |
| Employees Military veterans | 1,500With this being National Military Appreciation Month, I am incredibly grateful for our 1,500 veteran associates and the unique expertise they bring to our company.Source: earnings call transcript | 1,500+Through Valor, we are expanding our veteran recruiting efforts with a dedicated web page, new strategic partnerships and ongoing investments to recognize and support the more than 1,500 and growing number of veteran associates already contributing to our business.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.