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Side-by-side financial comparison of Albertsons Companies, Inc. (ACI) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Albertsons Companies, Inc. is the larger business by last-quarter revenue ($19.1B vs $9.8B, roughly 2.0× US Foods Holding Corp.). US Foods Holding Corp. runs the higher net margin — 1.9% vs 1.5%, a 0.3% gap on every dollar of revenue. On growth, US Foods Holding Corp. posted the faster year-over-year revenue change (3.3% vs 1.9%). US Foods Holding Corp. produced more free cash flow last quarter ($159.0M vs $-94.7M). Over the past eight quarters, US Foods Holding Corp.'s revenue compounded faster (4.6% CAGR vs 3.3%).
Albertsons Companies, Inc. is an American grocery company founded and headquartered in Boise, Idaho.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
ACI vs USFD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $19.1B | $9.8B |
| Net Profit | $293.3M | $184.0M |
| Gross Margin | 27.4% | 17.6% |
| Operating Margin | 2.6% | 3.3% |
| Net Margin | 1.5% | 1.9% |
| Revenue YoY | 1.9% | 3.3% |
| Net Profit YoY | -26.8% | 178.8% |
| EPS (diluted) | $0.55 | $0.82 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $19.1B | $9.8B | ||
| Q3 25 | — | $10.2B | ||
| Q2 25 | $24.9B | $10.1B | ||
| Q1 25 | $18.8B | $9.4B | ||
| Q4 24 | $18.8B | $9.5B | ||
| Q3 24 | — | $9.7B | ||
| Q2 24 | $24.3B | $9.7B | ||
| Q1 24 | — | $8.9B |
| Q4 25 | $293.3M | $184.0M | ||
| Q3 25 | — | $153.0M | ||
| Q2 25 | $236.4M | $224.0M | ||
| Q1 25 | $171.8M | $115.0M | ||
| Q4 24 | $400.6M | $66.0M | ||
| Q3 24 | — | $148.0M | ||
| Q2 24 | $240.7M | $198.0M | ||
| Q1 24 | — | $82.0M |
| Q4 25 | 27.4% | 17.6% | ||
| Q3 25 | — | 17.2% | ||
| Q2 25 | 27.1% | 17.6% | ||
| Q1 25 | 27.4% | 17.3% | ||
| Q4 24 | 27.9% | 17.6% | ||
| Q3 24 | — | 17.1% | ||
| Q2 24 | 27.8% | 17.6% | ||
| Q1 24 | — | 16.7% |
| Q4 25 | 2.6% | 3.3% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | 1.8% | 3.7% | ||
| Q1 25 | 1.5% | 2.4% | ||
| Q4 24 | 2.8% | 3.2% | ||
| Q3 24 | — | 2.9% | ||
| Q2 24 | 1.9% | 3.6% | ||
| Q1 24 | — | 1.8% |
| Q4 25 | 1.5% | 1.9% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | 1.0% | 2.2% | ||
| Q1 25 | 0.9% | 1.2% | ||
| Q4 24 | 2.1% | 0.7% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | 1.0% | 2.0% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | $0.55 | $0.82 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | $0.41 | $0.96 | ||
| Q1 25 | $0.29 | $0.49 | ||
| Q4 24 | $0.69 | $0.28 | ||
| Q3 24 | — | $0.61 | ||
| Q2 24 | $0.41 | $0.80 | ||
| Q1 24 | — | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $195.1M | $41.0M |
| Total DebtLower is stronger | $8.4B | $5.1B |
| Stockholders' EquityBook value | $2.5B | $4.3B |
| Total Assets | $27.1B | $13.9B |
| Debt / EquityLower = less leverage | 3.36× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $195.1M | $41.0M | ||
| Q3 25 | — | $56.0M | ||
| Q2 25 | $151.0M | $61.0M | ||
| Q1 25 | $293.6M | $101.0M | ||
| Q4 24 | $202.3M | $59.0M | ||
| Q3 24 | — | $81.0M | ||
| Q2 24 | $291.1M | $405.0M | ||
| Q1 24 | — | $267.0M |
| Q4 25 | $8.4B | $5.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | $7.0B | $4.7B | ||
| Q1 25 | $7.8B | $4.7B | ||
| Q4 24 | $7.8B | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | $7.8B | $4.6B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | $2.5B | $4.3B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | $3.2B | $4.6B | ||
| Q1 25 | $3.4B | $4.6B | ||
| Q4 24 | $3.4B | $4.5B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | $2.9B | $5.0B | ||
| Q1 24 | — | $4.8B |
| Q4 25 | $27.1B | $13.9B | ||
| Q3 25 | — | $14.0B | ||
| Q2 25 | $26.5B | $13.8B | ||
| Q1 25 | $26.8B | $13.7B | ||
| Q4 24 | $26.7B | $13.4B | ||
| Q3 24 | — | $13.5B | ||
| Q2 24 | $26.1B | $13.7B | ||
| Q1 24 | — | $13.4B |
| Q4 25 | 3.36× | 1.18× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | 2.17× | 1.02× | ||
| Q1 25 | 2.29× | 1.02× | ||
| Q4 24 | 2.31× | 1.06× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | 2.67× | 0.92× | ||
| Q1 24 | — | 0.95× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $367.6M | $293.0M |
| Free Cash FlowOCF − Capex | $-94.7M | $159.0M |
| FCF MarginFCF / Revenue | -0.5% | 1.6% |
| Capex IntensityCapex / Revenue | 2.4% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.25× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $367.6M | $293.0M | ||
| Q3 25 | — | $351.0M | ||
| Q2 25 | $754.4M | $334.0M | ||
| Q1 25 | — | $391.0M | ||
| Q4 24 | $548.0M | $283.0M | ||
| Q3 24 | — | $270.0M | ||
| Q2 24 | $960.9M | $482.0M | ||
| Q1 24 | — | $139.0M |
| Q4 25 | $-94.7M | $159.0M | ||
| Q3 25 | — | $236.0M | ||
| Q2 25 | $169.8M | $257.0M | ||
| Q1 25 | — | $307.0M | ||
| Q4 24 | $53.6M | $178.0M | ||
| Q3 24 | — | $190.0M | ||
| Q2 24 | $417.9M | $413.0M | ||
| Q1 24 | — | $52.0M |
| Q4 25 | -0.5% | 1.6% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | 0.7% | 2.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | 0.3% | 1.9% | ||
| Q3 24 | — | 2.0% | ||
| Q2 24 | 1.7% | 4.3% | ||
| Q1 24 | — | 0.6% |
| Q4 25 | 2.4% | 1.4% | ||
| Q3 25 | — | 1.1% | ||
| Q2 25 | 2.3% | 0.8% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 2.6% | 1.1% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | 2.2% | 0.7% | ||
| Q1 24 | — | 1.0% |
| Q4 25 | 1.25× | 1.59× | ||
| Q3 25 | — | 2.29× | ||
| Q2 25 | 3.19× | 1.49× | ||
| Q1 25 | — | 3.40× | ||
| Q4 24 | 1.37× | 4.29× | ||
| Q3 24 | — | 1.82× | ||
| Q2 24 | 3.99× | 2.43× | ||
| Q1 24 | — | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACI
| Retail Sales | $18.9B | 99% |
| Third Party Sales And Other Miscellaneous Revenue | $196.8M | 1% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
