US Foods Reports Strong Q3 2026 Results with Double-Digit EBITDA Growth
US Foods (USFD) reported robust third-quarter fiscal 2026 results, characterized by a 17.8% increase in adjusted diluted EPS to $1.26 and a 9.9% rise in adjusted EBITDA to $555 million. Growth was primarily driven by total case volume increases and significant margin expansion through productivity gains and strategic vendor management. The company's Pronto platform continues its upward trajectory, with year-to-date sales surpassing $1 billion. Despite a deteriorating macroeconomic backdrop and declining volumes in the chain restaurant segment, US Foods saw strong performance in independent restaurants, which achieved 5.0% case growth. Management also highlighted the successful integration of Prime Line and the significant impact of AI-driven initiatives, which contributed $75 million to adjusted EBITDA this quarter. Based on these results, the company tightened its full-year guidance for net sales and adjusted EBITDA.
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Topics: Adjusted EBITDA AI Contribution EPS Market Share Net Sales