US Foods Holding Corp. (NYSE:USFD) Just Reported And Analysts Have Been Lifting Their Price Targets

Simply Wall St

Sun, February 15, 2026 at 9:42 PM GMT+9 3 min read

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Shareholders of US Foods Holding Corp. (NYSE:USFD) will be pleased this week, given that the stock price is up 11% to US$99.93 following its latest yearly results. US Foods Holding reported in line with analyst predictions, delivering revenues of US$39b and statutory earnings per share of US$2.94, suggesting the business is executing well and in line with its plan. This is an important time for investors, as they can track a company’s performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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NYSE:USFD Earnings and Revenue Growth February 15th 2026

Following the latest results, US Foods Holding’s 14 analysts are now forecasting revenues of US$41.6b in 2026. This would be an okay 5.4% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to leap 35% to US$4.14. In the lead-up to this report, the analysts had been modelling revenues of US$42.0b and earnings per share (EPS) of US$3.93 in 2026. So the consensus seems to have become somewhat more optimistic on US Foods Holding’s earnings potential following these results.

Check out our latest analysis for US Foods Holding

The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 19% to US$109. That’s not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. Currently, the most bullish analyst values US Foods Holding at US$118 per share, while the most bearish prices it at US$94.00. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that US Foods Holding’s revenue growth is expected to slow, with the forecast 5.4% annualised growth rate until the end of 2026 being well below the historical 9.3% p.a. growth over the last five years. Juxtapose this against the other companies in the industry with analyst coverage, which are forecast to grow their revenues (in aggregate) 5.3% annually. So it’s pretty clear that, while US Foods Holding’s revenue growth is expected to slow, it’s expected to grow roughly in line with the industry.

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The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around US Foods Holding’s earnings potential next year. Happily, there were no real changes to revenue forecasts, with the business still expected to grow in line with the overall industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

With that in mind, we wouldn’t be too quick to come to a conclusion on US Foods Holding. Long-term earnings power is much more important than next year’s profits. We have estimates - from multiple US Foods Holding analysts - going out to 2028, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for US Foods Holding that you need to take into consideration.

Have feedback on this article? Concerned about the content? Get in touch** with us directly.**_ Alternatively, email editorial-team (at) simplywallst.com._

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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