Sysco's in-line Q4 with positive FY2027 guidance of 9-11% adjusted EPS growth signals continued operational momentum. Traders should watch for further details on the Jetro Restaurant Depot acquisition and execution of $100M AI cost savings program. The stock may see modest upside on guidance, but the beat was small.
Price Chart
Executive Summary
Sysco reported Q4 FY2026 results with sales up 4.7% to $22.1B and adjusted EPS of $1.53, a modest 1.2% beat vs consensus of $1.51. The company initiated FY2027 guidance calling for 6-7% sales growth and 9-11% adjusted EPS growth, supported by $100M in AI-driven cost savings. The quarter was in-line but the positive forward guidance provides a catalyst.
Key Financial Metrics
Key Facts
- Q4 FY2026 sales $22.1B (+4.7% YoY), GAAP EPS $1.15 (+4.5%), adjusted EPS $1.53 (+3.4%)
- Full year FY2026 adjusted EPS $4.61, at high end of prior $4.50-$4.60 guidance
- FY2027 guidance: sales growth 6-7%, adjusted EPS growth 9-11% on a 53-week basis
- Announced $100M in AI-enabled cost savings for FY2027
- Free cash flow $2.1B for FY2026, up 16.3% YoY
- Returned $1.2B to shareholders via dividends ($1.0B) and buybacks ($200M)
- Jetro Restaurant Depot acquisition pending regulatory review, expected close by FY2027 Q3
Financial Impact
Modest EPS beat of ~$0.02 vs consensus; FY2027 adjusted EPS guidance implies ~$5.02-$5.12, up from $4.61 in FY2026
Risk Factors
- Execution risk on $100M AI cost savings program
- Macro headwinds from inflation, tariffs, and consumer spending shifts
- Jetro acquisition regulatory approval and integration risk
- Competitive pressure from other food distributors
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000096021-26-000026 |
| Document: syy-20260804.htm | 0000096021-26-000026 |
| Document: 0000096021-26-000026-index-headers.html | 0000096021-26-000026 |
| Document: 0000096021-26-000026-index.html | 0000096021-26-000026 |
| Document: 0000096021-26-000026.txt | 0000096021-26-000026 |
| 8-K Data (Synthetic) | 0000096021-26-000026 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 424B5 | $78.71 $77.14 | ▼ −1.99% | ▼ −4.56% | $77.49 (−1.55%) |
Sep 15, 2026 17d ago | Press Release | $79.60 $78.67 | ▲ +1.17% | ▲ +3.28% | $77.49 (+2.65%) |
Sep 14, 2026 17d ago | 8-K | $79.60 $78.67 | ▼ −1.17% | ▼ −3.28% | $77.49 (−2.65%) |
Sep 9, 2026 23d ago | 8-K | $81.57 $78.71 | ▼ −3.51% | ▼ −2.85% | $77.49 (−5.00%) |
Sep 9, 2026 23d ago | 8-K | $81.57 $78.71 | ▼ −3.51% | ▼ −2.85% | $77.49 (−5.00%) |
Aug 20, 2026 6w ago | Press Release | $84.10 $81.94 | ▼ −2.57% | ▼ −3.04% | $77.49 (−7.86%) |
Aug 20, 2026 6w ago | 8-K | $83.06 $82.45 | ▼ −0.73% | ▼ −1.85% | $77.49 (−6.71%) |
Aug 12, 2026 7w ago | 425 / 8-K | $84.69 $82.41 | ▼ −2.70% | ▼ −2.25% | $77.49 (−8.50%) |
Aug 4, 2026 8w ago | 8-K | $82.79 $84.26 | ▲ +1.78% | ▲ +1.88% | $77.49 (−6.40%) |
Jul 14, 2026 11w ago | Press Release | $82.85 $80.78 | ▼ −2.50% | ▼ −1.20% | $77.49 (−6.47%) |
US Market Status
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