SYY Q4 2025

Q3 2026 Q2 2026 Q1 2026 Q4 2025

Earnings

Sysco delivered a solid beat to close out fiscal 2025, posting adjusted earnings per share of $1.48 against a consensus estimate of $1.39, a 6.47% positive surprise, as revenue climbed 2.8% year over year to $21.14 billion, edging past the $21.02 bil… Read more Sysco delivered a solid beat to close out fiscal 2025, posting adjusted earnings per share of $1.48 against a consensus estimate of $1.39, a 6.47% positive surprise, as revenue climbed 2.8% year over year to $21.14 billion, edging past the $21.02 billion Wall Street had anticipated. The key driver behind the performance was sequential improvement in local volumes, which gained 200 basis points during the quarter, with CEO Kevin Hourican pointing to a particularly strong June exit rate and continued momentum into July as early evidence that Sysco-specific initiatives are gaining traction despite a 0.3% decline in U.S. Foodservice volumes amid soft industry foot traffic. Gross margin expanded 19 basis points to 18.9%, helped by disciplined management of 3.5% product cost inflation concentrated in meat and dairy. The International Foodservice Operations segment stood out, delivering 26.1% operating income growth. Looking ahead, Sysco guided for FY26 sales of $84 billion to $85 billion and adjusted EPS of $4.50 to $4.60, though the outlook carries a roughly $100 million headwind from lapping lower prior-year incentive compensation, with underlying EPS growth of 5% to 7% when that impact is excluded.