macro

CLAR and USFD: adjusted EBITDA rose in the third quarter

CLAR raised its 2026 adjusted EBITDA guidance, while USFD reported higher sales and adjusted EBITDA for Q3. Per TradingView, based on company filings.

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what happened

According to TradingView, CLAR's third-quarter revenue rose 2.7% year on year to $71.2 million. Adjusted EBITDA climbed to $6.8 million and gross margin reached 41.0%, helped by tariff-recovery benefits. The company lifted its fiscal 2026 adjusted EBITDA guidance to a range of $15 million to $17 million.

USFD reported that third-quarter sales grew 2.1%, and adjusted EBITDA increased 9.9%. Stronger gross margin, which came in at 18.3%, and higher case volume supported the results. Nine-month net income reached $609 million, and the company spent $690 million on share repurchases.

Fiscal 2026 capital expenditure is projected at $410 million to $430 million.

why it matters

For investors, the key points are CLAR's combination of higher profitability and a raised outlook, and USFD's large buybacks alongside its planned capital spending, which show how the company is allocating cash.

market impact

CLAR and USFD shares: stronger profitability in results supports interest in both stocks

tags

instruments

CLARUSFD

on polymarket

sources

  1. CLAR: Q3 adjusted EBITDA rose to $6.8M as gross margin expanded to 41.0% — TradingView, 5 November 2026 at 21:23 UTC
  2. USFD: Q3 Adjusted EBITDA rose 9.9% as gross margin expanded to 18.3% — TradingView, 5 November 2026 at 21:36 UTC

prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.

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