Sysco Reports Q4 Beat, Issues FY27 Guidance of 9-11% Adjusted EPS Growth
SYY sits 25% above its 52-week low of $68.19 on elevated volume (2.9× avg).
Summary
Sysco posted Q4 FY2026 results above year-ago levels, with sales of $22.1 billion and adjusted EPS of $1.53. The company initiated FY2027 guidance of 9-11% adjusted EPS growth and announced $100 million in AI-powered cost savings.
Key Events · Earnings and Guidance · SYY
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Q4 Earnings Beat
Sales rose 4.7% to $22.1 billion; adjusted EPS of $1.53 increased 3.4% year-over-year, driven by U.S. local volume growth of 2.6% and international adjusted operating income up 15.7%.
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FY2027 Guidance Initiated
Management expects 6-7% sales growth and 9-11% adjusted EPS growth on a 53-week basis, underpinned by $100 million in AI-enabled cost savings from inventory management, routing optimization, and back-office automation.
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Strong Cash Flow and Capital Returns
Full-year free cash flow surged 16.3% to $2.1 billion, enabling $1.2 billion returned to shareholders via $1.0 billion in dividends and $200 million in share repurchases.
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Jetro Acquisition Costs Impact
Q4 results included $30 million in bridge loan amortization and a $54 million loss on deal-contingent rate lock transactions related to the planned $29.1 billion Jetro Restaurant Depot acquisition.
Analysis · SYY · Trade & Services
Sysco delivered a solid Q4 with sales up 4.7% and adjusted EPS of $1.53, beating the prior year. Full-year free cash flow jumped 16.3% to $2.1 billion, providing ample liquidity ahead of the $29.1 billion Jetro acquisition. FY2027 guidance calls for 9-11% adjusted EPS growth, supported by $100 million in AI-driven cost savings. The results reinforce the company's operational momentum and balance-sheet strength as it navigates the transformative Jetro deal.
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At the time of this filing, SYY was trading at $84.92 on NYSE in the Trade & Services sector, with a market capitalization of approximately $40.6B. The 52-week trading range was $68.19 to $91.85. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.