US Foods Holding Corp. (NYSE:USFD) shareholders are probably feeling a little disappointed, since its shares fell 7.1% to US$86.88 in the week after its latest quarterly results. Revenues were in line with forecasts, at US$9.6b, although statutory earnings per share came in 19% below what the analysts expected, at US$0.52 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on US Foods Holding after the latest results.

Taking into account the latest results, the consensus forecast from US Foods Holding's 13 analysts is for revenues of US$41.6b in 2026. This reflects a modest 4.8% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to shoot up 30% to US$4.00. Before this earnings report, the analysts had been forecasting revenues of US$41.6b and earnings per share (EPS) of US$4.11 in 2026. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.

The consensus price target held steady at US$108, with the analysts seemingly voting that their lower forecast earnings are not expected to lead to a lower stock price in the foreseeable future. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. Currently, the most bullish analyst values US Foods Holding at US$117 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.

Of course, another way to look at these forecasts is to place them into context against the industry itself. We would highlight that US Foods Holding's revenue growth is expected to slow, with the forecast 6.4% annualised growth rate until the end of 2026 being well below the historical 8.2% p.a. growth over the last five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 5.0% annually. Even after the forecast slowdown in growth, it seems obvious that US Foods Holding is also expected to grow faster than the wider industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for US Foods Holding. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for US Foods Holding going out to 2028, and you can see them free on our platform here..

You still need to take note of risks, for example - US Foods Holding has 2 warning signs we think you should be aware of.

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.