US Foods Reports 4.4% Revenue Growth to $29.6 Billion for 39 Weeks Ended September 27, 2025

US Foods Holding Corp. reported a notable increase in financial performance for the 39 weeks ended September 27, 2025, with net sales reaching $29.6 billion, a 4.4% increase from $28.4 billion in the same period last year. The company’s gross profit also rose by 5.7% to $5.1 billion, driven by a combination of case volume growth and improved cost management. Net income for the period was $492 million, up from $428 million, reflecting a 15% increase. The company’s operating income increased to $878 million from $797 million, indicating a solid operational performance.

In the most recent quarter, US Foods reported net sales of $10.2 billion, a 4.8% increase compared to $9.7 billion in the prior year. This growth was attributed to a 1.1% increase in total case volume, with independent restaurant case volume rising by 3.9%. The company also experienced food cost inflation of 3.0% during the quarter. Gross profit for the quarter was $1.75 billion, up 5.2% from $1.67 billion, with gross profit margins slightly improving to 17.2% from 17.1% year-over-year.

Strategically, US Foods has made significant acquisitions, including Jake’s Finer Foods for $92 million, which enhances its distribution capabilities in Texas. The company also acquired IWC Food Service for $220 million, further expanding its reach in Tennessee. These acquisitions are expected to integrate into the company’s existing distribution network without materially affecting its financial position. Additionally, US Foods divested its Freshway business for approximately $38 million, a move that did not represent a strategic shift in operations.

Operationally, US Foods serves approximately 250,000 customer locations across the U.S., including independent and chain restaurants, healthcare facilities, and educational institutions. The company has a workforce of around 4,000 sales associates and operates over 70 distribution facilities. As of September 27, 2025, US Foods reported total assets of $14.0 billion, with total liabilities of $9.6 billion, resulting in shareholders' equity of $4.5 billion. The company’s cash flow from operating activities for the 39 weeks was $1.08 billion, an increase from $891 million in the previous year.

Looking ahead, US Foods anticipates continued growth driven by its strategic initiatives and market conditions. The company plans to maintain its focus on expanding its product offerings and enhancing its distribution capabilities. With a robust liquidity position, including approximately $1.9 billion in cash and available liquidity, US Foods is well-positioned to meet its operational needs and pursue further growth opportunities.