UNFI Posts Strong Q4: Adjusted EBITDA Up 48%, Launches $200M Buyback
UNFI sits 48% above its 52-week low of $27.97.
Summary
UNFI reported Q4 and full-year fiscal 2026 results with Adjusted EBITDA up 48% in the quarter, authorized a new $200 million buyback, and issued fiscal 2027 guidance for continued growth.
Key Events · Earnings and Guidance · UNFI
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Q4 Adjusted EBITDA Up 48%
Q4 fiscal 2026 Adjusted EBITDA rose 48.3% to $172 million, with net income of $35 million ($0.57 EPS) versus a net loss of $87 million a year ago.
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Full-Year Profitability Turnaround
Fiscal 2026 net income reached $84 million ($1.34 EPS) versus a loss of $118 million in fiscal 2025; Adjusted EBITDA grew 27% to $701 million and free cash flow rose 35% to $323 million.
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New $200M Buyback Authorized
Board approved a $200 million share repurchase program on September 3, 2026, replacing the September 2022 program; Q4 repurchases totaled 420,502 shares at an average price of $49.94.
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Fiscal 2027 Guidance Issued
Company guided to net sales of $31.2B-$31.8B, Adjusted EBITDA of $730M-$780M, Adjusted EPS of $3.00-$3.50, and free cash flow of $275M-$325M.
Analysis · UNFI · Trade & Services
UNFI delivered a solid finish to fiscal 2026 with Q4 net income of $35 million and Adjusted EBITDA up 48.3% to $172 million, while full-year Adjusted EBITDA grew 27% to $701 million. The company also authorized a new $200 million share repurchase program, replacing the prior 2022 authorization, and issued fiscal 2027 guidance calling for high-single-digit Adjusted EBITDA growth. The results confirm the turnaround narrative that has been building since the Q3 report, with net leverage down to 2.2x and free cash flow of $323 million for the year.
How filings like this one have moved
In the 30 days to Sep 10, 2026, 30.2% of the 2009 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was -0.11%. These are measured outcomes after filings of this importance, not a forecast for this one.
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At the time of this filing, UNFI was trading at $41.50 on NYSE in the Trade & Services sector, with a market capitalization of approximately $2.7B. The 52-week trading range was $27.97 to $57.02. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.