USFD — US Foods Holding Corp

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About US Foods Holding Corp

US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company also provides MOXe, an all-in-one foodservice business application. Its customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, g… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$82.39
Market Cap$17.66B
Float218.7M
Shares Outstanding220.2M
P/E (Forward)17.36
P/E (TTM)27.00
Price/Sales (TTM)0.45
vs. Analyst Target+31.2% to analyst PT
Profit Margin1.71%
Operating Margin (TTM)2.33%
Revenue (TTM)$39.68B
Earnings Growth (YoY)6.10%
Dividend RateNone
Analyst Target Price$108.07 (17 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $22.89B -$226M $3.72B $366M
2021 $29.49B $164M $4.66B $805M
2022 $34.06B $265M $5.49B $988M
2023 $35.60B $506M $6.15B $1.40B
2024 $37.88B $494M $6.53B $1.40B
2025 $39.42B $676M $6.86B $1.67B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $10.08B $224M
Sep 2025 $10.19B $153M
Dec 2025 $9.80B $184M
Mar 2026 $9.61B $116M

Ownership & Float

Insider Ownership0.5%
Institutional Ownership109.4%
Short Float3.8%
% of All Funds Holding7.73%
Number of Funds Holding635

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$88.18Near-term / short-term trend
Weekly40-Week SMA$82.63Medium-term trend
Weekly80-Week SMA$77.26Cyclical trend (business cycle)
Weekly200-Week SMA$57.24Secular trend (multi-year)
Monthly10-Month SMA$82.91Near-term monthly trend
Monthly20-Month SMA$77.06Medium-term monthly trend
Monthly40-Month SMA$61.77Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$93.00 resistance 1.08x 0 months ago
$75.00 support 1.18x 3 months ago
$66.00 support 1.18x 11 months ago
$62.00 support 1.02x 17 months ago
$55.00 support 1.19x 20 months ago

Historical Earnings Reactions (40 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.23% 0.18% 60.00% 3.87% -1.44%
1 Day 1.11% 0.69% 60.00% 10.16% -2.96%
1 Week 2.28% 0.63% 57.50% 45.22% -5.40%
2 Weeks 2.43% 1.71% 60.00% 45.31% -16.88%
1 Month 2.75% 3.56% 61.54% 60.15% -62.94%

Next earnings: August 6, 2026 (70 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.6%70.0%10
Feb4.7%80.0%10
Mar-5.6%30.0%10
Apr3.9%80.0%10
May0.6%55.6%9
Jun-0.0%50.0%10
Jul-0.5%50.0%10
Aug2.1%40.0%10
Sep-2.9%30.0%10
Oct-1.1%40.0%10
Nov12.0%90.0%10
Dec3.6%60.0%10

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.07% 50.0% 468
Tuesday 0.20% 53.7% 518
Wednesday 0.00% 48.8% 514
Thursday -0.05% 48.1% 505
Friday 0.16% 52.3% 507

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 109.4%

Insider Transactions — Smart Summary

Total insider ownership: 0.5%

12-Month Insider Activity Summary

Total Filings5
Net Value-$15.7M
Net Shares Change-99,600
% of Float-0.0%
C-Suite Filings5
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Guberman Steven Chief Transformation Officer and EVP, Nationally Managed Business -$6.0M 1 1 sell
Works James David Jr EVP, Chief Human Resources Officer -$5.7M 1 1 sell
Locascio Dirk J. EVP, Chief Financial Officer -$4.0M 3 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-02-20 Works James David Jr EVP, Chief Human Resources Officer -$5.7M Transaction at $65.04, now +26.7%
2025-11-13 Guberman Steven Chief Transformation Officer and EVP, Nationally Managed Business -$6.0M Transaction at $56.60, now +45.6%
2026-03-31 Locascio Dirk J. EVP, Chief Financial Officer -$1.8M Transaction at $91.19, now -9.7%
2026-02-26 Locascio Dirk J. EVP, Chief Financial Officer -$1.7M Transaction at $63.49, now +29.8%
2025-07-14 Locascio Dirk J. EVP, Chief Financial Officer -$500,325 Transaction at $46.64, now +76.6%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for US Foods Holding Corp (USFD) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for USFD on Trend Edge →