US Foods Holding
At a glance
US Foods Holding reported 2025 revenue of $39.42B, up 4.1% from $37.88B in 2024. Over 4 years since 2021 ($29.49B), that is growth of about 7.5% a year. Operating margin was 3%, up from 1.4% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 5 insiders reported 0 open-market purchases and 6 sales ($18.5M). 2 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $6.3M by See Remarks James David Works Jr on Feb 20, 2026.
US Foods Holding filed 10 current reports (Form 8-K) in the last 12 months, most often for results of operations (5), material agreement (2), new financial obligation (2) and bylaws or fiscal year change (1). It reported a material agreement or a completed acquisition or disposal 2 times.
3 of the 20 investors tracked here held US Foods Holding at the last quarter end, worth $682.5M combined. It is the largest weight for Lone Pine Capital (3.1% of its portfolio), followed by Viking Global Investors (0.5%). New this quarter: Viking Global Investors. Added: Lone Pine Capital. Reduced: Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $164M | $265M | $506M | $494M | $676M |
| Diluted EPS | $0.54 | $1.01 | $2.02 | $2.02 | $2.94 |
Fiscal year ends Jan 2 · incorporated in IL
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined