Jul. 29 at 1:54 PM
📢
$SYY Q4 Earnings Recap
💰 EPS:
$1.48 vs.
$1.39 est. — beat by
$0.09 ✅
📦 Revenue:
$21.14B vs.
$21.02B est. — beat ✅
📈 Sales grew +2.8% YoY, helped by improved foodservice trends
📊 Margins & Profitability
• Adjusted EBITDA:
$1.3B (+1.8% YoY)
• Gross margin: 18.9% (+19 bps) ✅
• Operating margin: 4.2% (❌ -54 bps YoY)
🔮 FY26 Outlook
• Sales:
$84B–
$85B (midpoint in line with consensus)
• Adj. EPS:
$4.50–
$4.60 vs.
$4.68 est. ❌
• Outlook includes
$0.16/share headwind from FY25 comp resets
• Adjusted EPS still expected to grow +1%–3%
💸 Capital Return Plan
• Returning
$2B to shareholders
•
$1B in share buybacks
•
$1B in dividends
📉 Stock Reaction
• Shares dipped ~2% after guidance miss
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