13F Pro Quality Score

60.6/100

Rank #839 of 2,879 stocksTOP 50%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

50.9/100

Profitability

43.3/100

Balance Sheet

66.7/100

Earnings Quality

65.5/100

Free Cash Flow

42.5/100

Institutional Flow

67.4/100

Revenue Scale

96.4/100

Dilution Risk

85.5/100

USFD Stock Analysis & AI Quality Score

AI stock analysis and institutional research for US Foods Holding Corp. (USFD), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores USFD at 60.6/100 on a 32-signal composite quality model, placing it at rank #839 of 2,879 stocks — the top half of the AI-ranked universe. USFD scores in the top quartile across revenue scale (96.4). Based on the latest XBRL financial filings (Q1 2026), US Foods Holding Corp. reports quarterly revenue of $9.6B, net income of $116.0M, an operating margin of 2.3%. Top institutional holders of USFD by reported 13-F value include BlackRock,, Boston Partners, WELLINGTON MANAGEMENT GROUP LLP, based on the most recent SEC filings. USFD trades on the NYSE exchange and files with the SEC under CIK 1665918. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate USFD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for US Foods Holding Corp. directly from SEC EDGAR. US Foods Holding Corp.'s 13F Pro composite quality score has ranged between 8 and 65 since 2021, currently 60.6 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.

Fun facts about US Foods Holding Corp.

Quirks, history, and lore behind USFD — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    U.S. distribution company · large-cap · listed on the NYSE · headquartered in Illinois.
  • 2
    The Numbers
    Annual revenue north of $35 billion, yet margins are razor-thin — classic for a business where moving volume fast is the entire game.
  • 3
    The History
    Traces its roots back to 1989, built through decades of acquisitions into one of the two dominant players in its highly consolidated industry.
  • 4
    The Secret
    It never cooks a single meal, yet it supplies the ingredients for hundreds of thousands of restaurants, hospitals, and hotels across America every single day.
  • 5
    The Lore
    Its main rival is Sysco — the two of them together move so much food that a proposed merger was blocked by regulators over antitrust concerns.
  • 6
    The Giveaway
    If you've eaten at a restaurant and had no idea where the food came from, there's a good chance it arrived on a truck bearing the initials "US Foods" — America's second-largest foodservice distributor.
▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$9.6B

Net Income

Q1 2026

$116.0M

Free Cash Flow

Q1 2026

$196.0M

Operating Margin

Q1 2026

2.3%

ROIC

Q1 2026

2.3%

D/E Ratio

Q1 2026

1.19

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+4.1% YoY
$39.42BFY 2025
FY22 $34.06BFY23 $35.60BFY24 $37.88BFY25 $39.42B

Net Income

+36.8% YoY
$676.0MFY 2025
FY22 $265.0MFY23 $506.0MFY24 $494.0MFY25 $676.0M

Operating Income

+9.1% YoY
$1.20BFY 2025
FY22 $594.0MFY23 $1.02BFY24 $1.10BFY25 $1.20B

EPS (Diluted)

+45.5% YoY
$2.94FY 2025
FY22 $1.01FY23 $2.02FY24 $2.02FY25 $2.94

Total Assets

+3.8% YoY
$13.94BFY 2025
FY22 $12.77BFY23 $13.19BFY24 $13.44BFY25 $13.94B

Total Debt

+5.5% YoY
$5.20BFY 2025
FY22 $4.85BFY23 $4.67BFY24 $4.93BFY25 $5.20B

Op. Cash Flow

+16.6% YoY
$1.37BFY 2025
FY22 $765.0MFY23 $1.14BFY24 $1.17BFY25 $1.37B

AI Insight: USFD Financial Trends

Revenue growth stalled and operating margins compressed in Q1 2026 after a strong 2025, with debt rising to $5.2B while equity contracted.

Q1 2026 revenue fell 5.9% YoY to $9.6B from $10.2B in Q2 2025; operating income declined to $216M from $372M.

Net income deteriorated to $116M in Q1 2026 from $224M in Q2 2025, reflecting margin pressure across the business.

Total debt rose to $5.2B in Q4 2025 while equity fell to $4.3B in Q1 2026, signaling rising leverage amid softer profitability.

Operating cash flow declined to $294M in Q1 2026 from average $351M in prior two quarters; sustainability unclear.

Debt-to-equity ratio climbed to 1.19x in Q1 2026 from 1.04x in Q2 2025, highest in the data series.

AI Insight: USFD Ratio Trends

USFD's returns have compressed sharply into Q1 2026, with ROIC falling to 9.1%—the lowest in the trailing dataset—while leverage edges higher.

Operating margin contracted to 2.2% in Q1 2026 from 3.3% in Q4 2025; NPM fell to 1.2% from 1.9%.

ROIC declined 4.4 percentage points quarter-over-quarter, from 13.5% to 9.1%, marking weakest performance since Q1 2025.

Debt-to-equity rose to 1.19 in Q1 2026 from 1.04 in Q2 2025, approaching levels last seen in Q4 2024.

Q1 2026 ROIC of 9.1% is the lowest quarterly reading in the dataset; pattern suggests seasonal weakness but magnitude warrants monitoring.

ROE dropped 6.4 points to 10.7% in Q1 2026; ROA fell to 3.3%, the lowest since Q1 2025.

Get alerted when USFD's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for US Foods Holding Corp. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of USFD

Put USFD on your watchlist

Track score changes the day US Foods Holding Corp. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Is USFD a good stock to buy?

13F Pro's AI-powered analysis of US Foods Holding Corp. (USFD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for USFD are available on the USFD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own USFD?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling USFD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of US Foods Holding Corp.'s investment landscape.