Home › US companies › US Foods Holding

US Foods Holding

USFD · NYSE · Wholesale-Groceries & Related Products
Insider buys (12 months)
0
Insider sales (12 months)
$18.5M
8-K reports (12 months)
10
Tracked investors holding
3

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

2021
Revenue $29.49B
Op. $424M
2022
Revenue $34.06B
Op. $594M
2023
Revenue $35.6B
Op. $1.02B
2024
Revenue $37.88B
Op. $1.1B
2025
Revenue $39.42B
Op. $1.2B
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
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)

Lone Pine CapitalAdded$502.5M · 3.1% · held 2 quarters
Viking Global InvestorsNew$177.3M · 0.5%
Bridgewater AssociatesReduced$2.6M · 0.0% · held 8 quarters

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