earnings
confidence high
sentiment positive
materiality 0.80
UNFI Q2 FY2026: Adj EBITDA +23% to $179M; raises profitability outlook
UNITED NATURAL FOODS INC
2026-Q2 EPS reported
$0.25
revenue$15,787,000,000
- Net sales $7.95B (-2.6% YoY, -500bp from optimization); net income $20M vs loss year ago; Adj EPS $0.62 vs $0.22.
- Adjusted EBITDA $179M (+23.4%); net leverage fell to 2.7x, targeting ~2.3x by year-end (vs prior ≤2.5x).
- Repurchased ~750k shares for ~$25M; free cash flow $243M, up 25.9%.
- Raised FY2026 profitability guidance; expects lower net sales but higher adjusted EBITDA and FCF.
- On-time deliveries and productivity improved; operating expenses down ~6%.