Loading
Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Sysco (SYY) is 5/10.
Local volume growth accelerated to 3.3%, the strongest in three years, as Sysco announced the transformative $29.1 billion Jetro Restaurant Depot acquisition while revenue grew 4.7% and international delivered its tenth consecutive double-digit profit growth. Adjusted EPS of $0.94 was in line with expectations as incentive compensation lapping created a significant headwind, and gross margin expansion accelerated on strategic sourcing and mix improvement. The $800 million share repurchase was suspended and the CFO departed ahead of the acquisition closing.
Scored from Sysco’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $20.48B | +4.4% | $0.99 | 0.0% | 18.3% | 3.9% | 2.4% | $-69M |
| FY2025 Q2 | $20.15B | +4.5% | $0.82 | 0.0% | 18.1% | 3.5% | 2.0% | $234M |
| FY2025 Q3 | $19.60B | +1.1% | $0.82 | -3.5% | 18.3% | 3.5% | 2.0% | $620M |
| FY2025 Q4 | $21.14B | +2.8% | $1.10 | -10.6% | 18.9% | 4.2% | 2.5% | $819M |
| FY2026 Q1 | $21.15B | +3.2% | $0.99 | 0.0% | 18.4% | 3.8% | 2.3% | $-74M |
| FY2026 Q2 | $20.76B | +3.0% | $0.81 | -1.2% | 18.3% | 3.3% | 1.9% | $385M |
| FY2026 Q3 | $20.52B | +4.7% | $0.71 | -13.4% | 18.6% | 3.0% | 1.7% | $691M |
| FY2026 Q4 | $22.12B | +4.7% | $1.15 | +4.5% | 18.7% | 4.4% | 2.5% | — |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $76.32B | +11.2% | $3.47 | +31.4% | 18.3% | 4.0% | 2.3% | $2.07B |
| FY2024 | $78.84B | +3.3% | $3.89 | +12.1% | 18.5% | 4.1% | 2.5% | $2.16B |
| FY2025 | $81.37B | +3.2% | $3.73 | -4.1% | 18.4% | 3.8% | 2.2% |
| $1.60B |
| FY2026 | $84.55B | +3.9% | $3.66 | -1.9% | 18.5% | 3.7% | 2.1% | — |