Shares of Sysco Corporation ( SYY ) have been a poor performer over the past year, losing just over 1% of their value. While the company has been gaining market share and benefits from a weaker U.S. dollar (Over fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!Analyst’s Disclosure: I/we hav ...

Sysco (SYY) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.98 per share. This compares to earnings of $0.93 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +1.43%. A quarter ago, it was expected that this food distributor would post earnings of $1.12 per share when it actually produced earnings of $1.15, delivering a surprise of +2.68%.Over the last four quarters, the company ha ...

业绩总结 - 财政2026年第二季度销售额增长至208亿美元，同比增长3.0%[36] - 调整后每股收益（EPS）增长至0.99美元，同比增长6.5%[36] - 调整后营业收入增长至8.07亿美元，同比增长3.1%[36] - Sysco公司第二季度销售额（GAAP）为207.62亿美元，同比增长3.0%[62] - Sysco公司第二季度毛利润（GAAP）为37.92亿美元，同比增长3.9%[62] - Sysco公司第二季度净收益（GAAP）为3.89亿美元，同比下降4.2%[63] 用户数据 - 美国食品服务（USFS）销售增长2.4%，总案例量增长0.8%[39] - 国际业务销售增长7.3%，调整后增长9.9%[42] - 美国食品服务运营的销售额（GAAP）为143.83亿美元，同比增长2.4%[67] - 国际食品服务运营的销售额（GAAP）为39.99亿美元，同比增长7.3%[67] 财务状况 - 净债务为124亿美元，净债务与调整后EBITDA比率为2.86倍[48] - 调整后的运营费用占销售额的比例（非GAAP）为14.38%，较上年同期上升15个基点[62] - Sysco公司截至2025年12月的净债务（非GAAP）为12,368百万美元[76] - Sysco公司截至2025年12月的调整后EBITDA（非GAAP）为4,326百万美元[76] 未来展望 - 预计2026财年调整后每股收益增长在5%至7%之间[54] - 目标在2026年下半年实现本地销量增长2.5%以上[22] - Sysco公司预计在2026财年实现净债务与调整后EBITDA杠杆比率目标[84] 其他信息 - 第二季度向股东返还的股息总额为2.59亿美元[8] - 调整后的国际食品服务运营的可比毛利率（非GAAP）为20.66%，较上年同期上升27个基点[67] - Sysco公司第二季度的利息支出（GAAP）为173百万美元，同比增长8.1%[72] - 2024财年第四季度的重组和转型项目成本影响为3000万美元，全年总影响为1.43亿美元[81]

2026财年第二季度业绩表现 - 净销售额为207.6亿美元，符合分析师预期 [1] - 调整后每股收益为0.99美元，略高于分析师预计的0.98美元 [1] - 毛利率扩大15个基点，达到18.3% [1] 2026财年业绩展望 - 公司预计2026财年调整后每股收益将增长5%至7%，达到4.5至4.6美元 [1] - 此前的预测为增长1%至3%，本次展望较此前预测显著上调 [1]

Food distributor Sysco lifted its annual profit forecast and beat estimates for both second-quarter profit and sales on Tuesday, as strong demand for its steaks, fillets and frozen-food products helpe... ...

公司财务表现 - 公司第二财季净利润出现下滑 [1] - 公司预计全年调整后收益将达到此前预测区间的高端 [1]

SYSCO REPORTS SECOND QUARTER FISCAL YEAR 2026 RESULTS HOUSTON, January 27, 2026 - Sysco Corporation (NYSE:SYY) ("Sysco" or the "company") today announced financial results for its 13-week second fiscal quarter ended December 27, 2025. Key financial results for the second quarter of fiscal year 2026 include the following (comparisons are to the same period in fiscal year 2025): "Sysco delivered strong results in the second quarter of fiscal year 2026. Our performance was driven by increased local case growth ...

HOUSTON, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Sysco Corporation (NYSE:SYY) (“Sysco” or the “company”) today announced financial results for its 13-week second fiscal quarter ended December 27, 2025. Key financial results for the second quarter of fiscal year 2026 include the following (comparisons are to the same period in fiscal year 2025): Sales increased 3.0%; U.S. Foodservice volume increased 0.8%, U.S. local volumes increased 1.2%;Gross profit increased 3.9% to $3.8 billion;Operating income decreased 2.8% ...

Key Takeaways Sysco is expected to deliver Q2 revenue growth of 3.3% and EPS growth of 4.3% year over year.Sysco's U.S. Foodservice local volumes are set to rise at least 100 bps sequentially in Q2.SYY profitability is supported by gross margin expansion, supply-chain productivity and expense control.Sysco Corporation (SYY) is likely to witness top-and bottom-line growth when it reports second-quarter fiscal 2026 earnings on Jan. 27. The Zacks Consensus Estimate for revenues is pegged at $20.8 billion, indi ...

Sysco Corporation (NYSE:SYY) is among the 12 Best Food Stocks to Buy in 2026. Citi Retains a Neutral Rating on Sysco Corporation (SYY) According to TheFly, on January 7, 2026, Citi reduced its price target for Sysco Corporation (NYSE:SYY) from $82 to $81. It kept a neutral rating on the stock. The revision was part of Citi’s overall 2026 projection upgrade for the food distributors category. Citi claimed that distributors have a stronger position than restaurants. Meanwhile, Barclays confirmed its Over ...