US · Consumer Defensive · Food Distribution
EPS came in at 1.53 against a street estimate of 1.51 — a beat of 1.3%.
Analysts rate Sysco Corporation a buy (7 buy, 6 hold, 1 sell out of 14) with an average price target of $90.83.
CONFIDENT Sysco beat Q4 FY26 guidance on volume and EPS; guides FY27 6–7% revenue, 9–11% EPS growth. $100M AI-driven cost savings, strong local growth, International double-digit OI. Restaurant Depot deal progressing. Q4 FY26 All segments posted positive volume and profit growth. International momentum sustained across all geographies; USFS local accelerating, national stable with healthcare/hospitality offset by restaurant weakness. Analysts pressed on AI savings scale, USFS profit drivers amid Q4 margin pressure, and fuel pass-through strategy. Management clarified: $100M is start, runway beyond; USFS guides positive profit via cost savings and local growth offsetting fuel; fuel absorbed tactically but modeled into FY27 outlook, no headwind forward. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.75% |
| Vanguard Capital Management, LLC | 6.35% |
| State Street Corp | 5.51% |
| Vanguard Portfolio Management, LLC | 5.48% |
| Harris Associates L.P. | 3.31% |
| Geode Capital Management, LLC | 2.66% |
| The Goldman Sachs Group Inc | 2.08% |
| Amvescap Plc. | 1.50% |
| Document | Date |
|---|---|
| Material agreement · Q2 FY2027 HEADLINE NUMBERS • On October 6, 2026, Sysco Corporation and Sysco Holdings Corporation issued $10.75 billion of USD senior notes, $3.9 billion of US | 2026-10-06 |
| Proxy statement · Q2 FY2027 EXECUTIVE PAY • CEO Kevin P. Hourican’s fiscal 2026 total compensation was not included in the provided excerpt; therefore, the exact amount and year | 2026-10-01 |
| Material agreement · Q1 FY2027 SYSCO CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • C$1.5 billion in new debt issued: C$750 million of 4.250% Senior Notes due 2030 and C$750 million | 2026-09-25 |
| Company announcement · Q1 FY2027 SYSCO CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Total debt issuance: $15.75 billion USD equivalent across four underwriting agreements signed Sep | 2026-09-24 |
| Company announcement · Q1 FY2027 SYSCO CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Sysco completed a public offering of 12,345,679 shares of common stock at $81.00 per share on | 2026-09-16 |
| Company announcement · Q1 FY2027 SYSCO CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Merger announcement date: March 30, 2026 • Form 8-K filing date: September 14, 2026 • Target a | 2026-09-14 |
| Reg FD disclosure · Q1 FY2027 SYSCO CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Document Type: Form 8-K Current Report filed September 9, 2026 • Company: Sysco Corporation | 2026-09-09 |
| Reg FD disclosure · Q1 FY2027 SYSCO CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • $500 million multi-year AI-powered efficiency improvement program announced • Report date: S | 2026-09-09 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.55 / share ex-date Oct 2, 2026 · pay Oct 23, 2026 | 2026-10-02 |
| Dividend | $0.55 / share ex-date Jul 2, 2026 · pay Jul 24, 2026 | 2026-07-02 |
| Dividend | $0.54 / share ex-date Apr 2, 2026 · pay Apr 24, 2026 | 2026-04-02 |
| Dividend | $0.54 / share ex-date Jan 2, 2026 · pay Jan 23, 2026 | 2026-01-02 |
| Dividend | $0.54 / share ex-date Oct 3, 2025 · pay Oct 24, 2025 | 2025-10-03 |
| Announcement | Date |
|---|---|
| Debt offerings to fund pending acquisition of JRD Unico and Warehouse Realty Sysco raised approximately $15.4 billion net through a large debt offering: $10.75 billion of senior notes, $3.9 billion of U.S.-dollar junior subordinated notes and €0.99 billion of euro ju | 2026-10-06 |
| Stock offering to fund pending acquisition of JRD Unico and Warehouse Realty Sysco Corporation completed a stock offering on September 16, 2026, selling 12.3 million shares at $81 per share, raising approximately $967.4 million in net proceeds after underwriting fees | 2026-09-16 |
| Merger agreement with Jetro Restaurant Depot filed with SEC Sysco Corporation is proceeding with its acquisition of Jetro Restaurant Depot (JRD), which was announced on March 30, 2026. This 8-K filing is a procedural step where Sysco is submitting fi | 2026-09-14 |
| Fiscal 2027 guidance reaffirmed; mid-term financial targets raised Sysco Corporation reaffirmed its fiscal 2027 financial guidance and announced a significant $500 million multi-year artificial intelligence-powered efficiency improvement program. The compan | 2026-09-09 |
| Investor presentation regarding previously announced acquisition of JRD Unico and Warehouse Realty Sysco Corporation disclosed that on August 12, 2026, it presented information to investors regarding its previously announced acquisition of JRD Unico, Inc. and Warehouse Realty, LLC. This i | 2026-08-12 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.