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Side-by-side financial comparison of Sunoco LP (SUN) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.8B vs $8.6B, roughly 1.1× Sunoco LP). US Foods Holding Corp. runs the higher net margin — 1.9% vs 1.2%, a 0.7% gap on every dollar of revenue. On growth, Sunoco LP posted the faster year-over-year revenue change (63.2% vs 3.3%). Over the past eight quarters, Sunoco LP's revenue compounded faster (25.1% CAGR vs 4.6%).
Sunoco LP is an American vehicle gasoline master limited partnership company organized under Delaware state law and headquartered in Dallas, Texas. Dating back to 1886, the company has transformed from a vertically integrated energy company to a distributor of fuels and operator of energy infrastructure. It was previously engaged in oil, natural gas exploration and production, refining, chemical manufacturing, and retail fuel sales, but divested these businesses.
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.
SUN vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $8.6B | $9.8B |
| Net Profit | $101.0M | $184.0M |
| Gross Margin | 10.7% | 17.6% |
| Operating Margin | 2.1% | 3.3% |
| Net Margin | 1.2% | 1.9% |
| Revenue YoY | 63.2% | 3.3% |
| Net Profit YoY | -28.4% | 178.8% |
| EPS (diluted) | — | $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 | $8.6B | $9.8B | ||
| Q3 25 | $6.0B | $10.2B | ||
| Q2 25 | $5.4B | $10.1B | ||
| Q1 25 | $5.2B | $9.4B | ||
| Q4 24 | $5.3B | $9.5B | ||
| Q3 24 | $5.8B | $9.7B | ||
| Q2 24 | $6.2B | $9.7B | ||
| Q1 24 | $5.5B | $8.9B |
| Q4 25 | $101.0M | $184.0M | ||
| Q3 25 | $133.0M | $153.0M | ||
| Q2 25 | $86.0M | $224.0M | ||
| Q1 25 | $207.0M | $115.0M | ||
| Q4 24 | $141.0M | $66.0M | ||
| Q3 24 | $2.0M | $148.0M | ||
| Q2 24 | $493.0M | $198.0M | ||
| Q1 24 | $230.0M | $82.0M |
| Q4 25 | 10.7% | 17.6% | ||
| Q3 25 | 10.7% | 17.2% | ||
| Q2 25 | 10.6% | 17.6% | ||
| Q1 25 | 12.6% | 17.3% | ||
| Q4 24 | 11.9% | 17.6% | ||
| Q3 24 | 7.4% | 17.1% | ||
| Q2 24 | 9.2% | 17.6% | ||
| Q1 24 | 8.8% | 16.7% |
| Q4 25 | 2.1% | 3.3% | ||
| Q3 25 | 4.2% | 2.8% | ||
| Q2 25 | 3.8% | 3.7% | ||
| Q1 25 | 5.7% | 2.4% | ||
| Q4 24 | 4.5% | 3.2% | ||
| Q3 24 | 1.9% | 2.9% | ||
| Q2 24 | 2.4% | 3.6% | ||
| Q1 24 | 5.4% | 1.8% |
| Q4 25 | 1.2% | 1.9% | ||
| Q3 25 | 2.2% | 1.5% | ||
| Q2 25 | 1.6% | 2.2% | ||
| Q1 25 | 4.0% | 1.2% | ||
| Q4 24 | 2.7% | 0.7% | ||
| Q3 24 | 0.0% | 1.5% | ||
| Q2 24 | 8.0% | 2.0% | ||
| Q1 24 | 4.2% | 0.9% |
| Q4 25 | — | $0.82 | ||
| Q3 25 | — | $0.67 | ||
| Q2 25 | — | $0.96 | ||
| Q1 25 | — | $0.49 | ||
| Q4 24 | — | $0.28 | ||
| Q3 24 | — | $0.61 | ||
| Q2 24 | — | $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 | $891.0M | $41.0M |
| Total DebtLower is stronger | $13.4B | $5.1B |
| Stockholders' EquityBook value | — | $4.3B |
| Total Assets | $28.4B | $13.9B |
| Debt / EquityLower = less leverage | — | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $891.0M | $41.0M | ||
| Q3 25 | — | $56.0M | ||
| Q2 25 | — | $61.0M | ||
| Q1 25 | — | $101.0M | ||
| Q4 24 | $94.0M | $59.0M | ||
| Q3 24 | — | $81.0M | ||
| Q2 24 | — | $405.0M | ||
| Q1 24 | — | $267.0M |
| Q4 25 | $13.4B | $5.1B | ||
| Q3 25 | $9.5B | $4.8B | ||
| Q2 25 | $7.8B | $4.7B | ||
| Q1 25 | $7.7B | $4.7B | ||
| Q4 24 | $7.5B | $4.8B | ||
| Q3 24 | $7.3B | $4.7B | ||
| Q2 24 | $7.3B | $4.6B | ||
| Q1 24 | $3.8B | $4.6B |
| Q4 25 | — | $4.3B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | — | $4.6B | ||
| Q1 25 | — | $4.6B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.6B | ||
| Q2 24 | — | $5.0B | ||
| Q1 24 | — | $4.8B |
| Q4 25 | $28.4B | $13.9B | ||
| Q3 25 | $17.8B | $14.0B | ||
| Q2 25 | $14.4B | $13.8B | ||
| Q1 25 | $14.3B | $13.7B | ||
| Q4 24 | $14.4B | $13.4B | ||
| Q3 24 | $14.1B | $13.5B | ||
| Q2 24 | $14.5B | $13.7B | ||
| Q1 24 | $7.4B | $13.4B |
| Q4 25 | — | 1.18× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | 1.02× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 1.06× | ||
| Q3 24 | — | 1.01× | ||
| Q2 24 | — | 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 | $392.0M | $293.0M |
| Free Cash FlowOCF − Capex | — | $159.0M |
| FCF MarginFCF / Revenue | — | 1.6% |
| Capex IntensityCapex / Revenue | — | 1.4% |
| Cash ConversionOCF / Net Profit | 3.88× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | — | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $392.0M | $293.0M | ||
| Q3 25 | $401.0M | $351.0M | ||
| Q2 25 | $243.0M | $334.0M | ||
| Q1 25 | $156.0M | $391.0M | ||
| Q4 24 | $123.0M | $283.0M | ||
| Q3 24 | $210.0M | $270.0M | ||
| Q2 24 | $-70.0M | $482.0M | ||
| Q1 24 | $286.0M | $139.0M |
| Q4 25 | — | $159.0M | ||
| Q3 25 | $244.0M | $236.0M | ||
| Q2 25 | $83.0M | $257.0M | ||
| Q1 25 | $55.0M | $307.0M | ||
| Q4 24 | — | $178.0M | ||
| Q3 24 | $109.0M | $190.0M | ||
| Q2 24 | $-140.0M | $413.0M | ||
| Q1 24 | $245.0M | $52.0M |
| Q4 25 | — | 1.6% | ||
| Q3 25 | 4.0% | 2.3% | ||
| Q2 25 | 1.5% | 2.5% | ||
| Q1 25 | 1.1% | 3.3% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | 1.9% | 2.0% | ||
| Q2 24 | -2.3% | 4.3% | ||
| Q1 24 | 4.5% | 0.6% |
| Q4 25 | — | 1.4% | ||
| Q3 25 | 2.6% | 1.1% | ||
| Q2 25 | 3.0% | 0.8% | ||
| Q1 25 | 2.0% | 0.9% | ||
| Q4 24 | — | 1.1% | ||
| Q3 24 | 1.8% | 0.8% | ||
| Q2 24 | 1.1% | 0.7% | ||
| Q1 24 | 0.7% | 1.0% |
| Q4 25 | 3.88× | 1.59× | ||
| Q3 25 | 3.02× | 2.29× | ||
| Q2 25 | 2.83× | 1.49× | ||
| Q1 25 | 0.75× | 3.40× | ||
| Q4 24 | 0.87× | 4.29× | ||
| Q3 24 | 105.00× | 1.82× | ||
| Q2 24 | -0.14× | 2.43× | ||
| Q1 24 | 1.24× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
SUN
| Fuel Distribution | $8.2B | 95% |
| Service Revenue | $440.0M | 5% |
| Lease Revenue | $40.0M | 0% |
| Lease Income | $12.0M | 0% |
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% |
