SYY at a glance
Sysco (SYY, SEC CIK 96021) filed its latest 10-K annual report on August 21, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on October 6, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 27, 2026 (FY2026), Sysco (SYY) reported revenue of $84.6 billion (up 3.9% from FY2025) and net income of $1.8 billion. Diluted EPS was $3.66.
- As of June 30, 2026, 56 institutional investment managers tracked by SignalX reported holding Sysco (SYY) shares worth $17.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Phillips Ronald L on September 14, 2026 of 57 shares at $84.32 per share.
- In the last 90 days, SYY insiders reported 0 open-market purchases ($0) and 6 open-market sales ($1.3M) on Form 4, a net sale of $1.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $84.6B
- +3.9% vs prior year
- Insiders · 90 days
- 0 buys · 6 sells
- Net −$1.3M
- 13F holders
- 56 funds
- $17.2B · +3 vs prior quarter
- Latest 8-K
- Sep 25, 2026
- Item 2.03 · Item 1.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 27, 2026
Business Overview
- Core business: global leader in foodservice marketing, selling, and distribution to restaurants and institutional customers
- New major initiative: $29.1B merger agreement to acquire Jetro Restaurant Depot, expanding warehouse stores to 167 locations across 35 states
- Strategic shift: broaden market coverage by targeting smaller independent restaurants and cash-and-carry warehouse customers via Jetro acquisition
- Quantitative highlight: 75,000 employees worldwide, stable compared to prior year; $700M capital investment in infrastructure in fiscal 2026
- Noteworthy fact: Creation of Sysco Holdings Corporation post-merger; combined entity to be publicly traded on NYSE with Jetro equity holders owning ~16%
Management Discussion & Analysis
- Revenue $84.6B, up 3.9% YoY or $3.2B driven by inflation and volume growth across all segments
- Operating margin 3.7% vs 3.8%; adjusted operating income up 2.6% to $3.6B; net earnings down 3.9% to $1.8B
- Best segment: U.S. Foodservice Ops, sales $58.8B (+3.2%), operating income $3.5B (+0.1%), margin 6.0%
- Worst segment: Other, sales down 0.5% to $1.1B; operating income improved from loss of $73M to income of $5M (due to absence of goodwill impairment)
- Cash flow from operations $2.6B (+5.1%); Capex $700M (-22.7%); free cash flow $2.1B (+16.3%); dividends $1.0B stable; share repurchases $200M (-84.6%)
- FY27 outlook: revenue growth 6-7%; inflation ~1.5-2.0%; expect $100M cost savings from tech and efficiency; risks include inflation, macroeconomic conditions, acquisition integration, and competitive pressures
Risk Factors
- Regulatory risk: FTC second request under Hart-Scott-Rodino Act may delay or add costs to $21.6B Jetro Restaurant Depot acquisition
- Geopolitical threat: Fuel cost exposure from Russia-Ukraine conflict, OPEC actions; unable to fully pass on rising fuel surcharges
- Operational risk: Supply chain disruptions from labor shortages, weather, trade barriers impair product delivery and increase costs
- Competitive risk: Growth of AI-powered online wholesalers and GPOs pressuring pricing and Sysco’s market share
- Financial risk: $13.5B debt outstanding, with $792M maturing in 12 months, refinancing risk amid volatile credit markets
AI summary of the SYY 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 28, 2026
Management Discussion & Analysis
- Revenue $20.5B, up 4.7% or $921M YoY, driven by volume improvements
- Operating margin 3.0% vs 3.5% YoY; net margin 1.7% vs 2.0%
- International Foodservice best sales growth, up 12.4% to $3.885B; operating margin 2.1% vs 2.8%
- Global Support Center worst operating loss, $(261)M vs $(183)M YoY
- Fourth-quarter local case growth expected at least 2.5%; restaurant foot traffic down 1.9% and consumer sentiment pressured
Risk Factors
- Newly added transaction risk: March 30, 2026 merger agreement creates completion uncertainty and potential business disruption
- Regulatory risk: Hart-Scott-Rodino waiting-period clearance required before transaction completion
- Legal risk: $1.164 billion termination fee potentially payable if proposed transaction fails under specified circumstances
- Operational risk: pending transaction uncertainty may impair employee retention and customer, supplier, and vendor relationships
- Financial risk: transaction-related financing, advisory, legal, accounting, and printing costs remain payable even if transaction fails
AI summary of the SYY 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.03: Creation of a Direct Financial Obligation
- Item 2.03 indicates a direct financial obligation or off-balance-sheet obligation
Item 1.01: Entry into a Material Definitive Agreement
- C$1.5B senior notes issued: C$750M due 2030 at 4.250% and C$750M due 2034 at 4.800%
- Approximately C$1.49B net proceeds earmarked for JRD Unico and Warehouse Realty acquisition costs
Item 8.01: Other Events
- $12.75B USD senior notes issued across maturities 2029–2066, adding substantial long-term fixed-rate debt
- C$1.5B senior notes due 2030 and 2034, expanding Canadian-dollar funding exposure
AI summaries of SYY 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SYY
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Paul Alison Kenney | A | Sep 30, 2026 | 105 | $78.49 |
| Dibadj Ali | A | Sep 30, 2026 | 350 | $78.49 |
| GLASSCOCK LARRY C | A | Sep 30, 2026 | 334 | $78.49 |
| Brutto Daniel J | A | Sep 30, 2026 | 63 | $78.49 |
| Phillips Ronald L | Sell | Sep 14, 2026 | 57 | $84.32 |
| Phillips Ronald L | M | Sep 11, 2026 | 960 | - |
| Phillips Ronald L | Sell | Sep 11, 2026 | 960 | $83.00 |
| Garrett Brenna C | F | Sep 11, 2026 | 47 | $82.31 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $81.4B | $84.6B |
| Gross Profit | - | $15.0B | $15.6B |
| Operating Income | $3.2B | $3.1B | $3.1B |
| Net Income | $2.0B | $1.8B | $1.8B |
| Gross Margin | - | 18.4% | 18.5% |
| Op. Margin | - | 3.8% | 3.7% |
| Net Margin | - | 2.2% | 2.1% |
| Balance Sheet | |||
| Total Assets | - | $26.8B | $28.4B |
| Equity | - | $1.8B | $2.7B |
| ROE | - | 99.9% | 65.9% |
| Per Share | |||
| EPS | $3.89 | $3.73 | $3.66 |
| Cash Flow | |||
| Operating CF | $3.0B | $2.5B | $2.6B |
Source: XBRL data in Sysco (SYY)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SYY share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 56 | $17.21B |
| Q1 2026 | 53 | $13.70B |
| Q4 2025 | 51 | $14.59B |
| Q3 2025 | 54 | $16.68B |
| Q2 2025 | 49 | $14.96B |
| Q1 2025 | 47 | $12.07B |
| Q4 2024 | 45 | $11.13B |
| Q3 2024 | 38 | $5.89B |
- Citadel Advisors LLC+4.04M (+518%)
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- AQR Capital Management+2.70M (+180%)
- Invesco Ltd−4.23M (-36%)
- Ameriprise Financial−855.3K (-35%)
- FMR LLC (Fidelity)−645.6K (-20%)
- Morgan Stanley−382.1K (-6%)
- Raymond James Financial−163.4K (-17%)
- Third Point LLC+580.0K
- Two Sigma Investments+31.8K
- WESTWOOD HOLDINGS GROUP INC+6.1K
- First Bancorp, Inc /ME/+1.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 393 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SYY filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 6, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 25, 2026 | - | Analysis | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
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SYY SEC filings: frequently asked questions
Are SYY insiders buying or selling?
In the last 90 days, Sysco (SYY) officers, directors and 10% owners reported no open-market purchases and 6 open-market sales worth $1.3 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SYY stock?
As of June 30, 2026, the largest Sysco (SYY) holders among the 13F filers tracked by SignalX were BlackRock ($3.6 billion), Vanguard Capital Management LLC ($2.6 billion), State Street Corp ($2.3 billion), Vanguard Portfolio Management LLC ($2.3 billion), Goldman Sachs Group ($855.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SYY's revenue in fiscal year 2026?
For the fiscal year ended June 27, 2026 (FY2026), Sysco (SYY) reported revenue of $84.6 billion (up 3.9% from FY2025) and net income of $1.8 billion. Diluted EPS was $3.66. The figures come from the XBRL data in the 10-K.
What are the main risks in SYY's latest 10-K?
In the 10-K filed August 21, 2026, Sysco (SYY) flagged: Regulatory risk: FTC second request under Hart-Scott-Rodino Act may delay or add costs to $21.6B Jetro Restaurant Depot acquisition. Geopolitical threat: Fuel cost exposure from Russia-Ukraine conflict, OPEC actions; unable to fully pass on rising fuel surcharges. (AI summary of the Risk Factors section.)
What did SYY report in its latest 8-K?
Sysco (SYY) filed an 8-K on September 25, 2026 reporting Item 2.03 (Creation of a Direct Financial Obligation) and Item 1.01 (Entry into a Material Definitive Agreement). Item 2.03 indicates a direct financial obligation or off-balance-sheet obligation.
What are the latest SYY SEC filings?
Sysco (SYY) filed its latest 10-K annual report on August 21, 2026, a 10-Q quarterly report on April 29, 2026, an 8-K current report on October 6, 2026 and a Form 4 insider filing on October 2, 2026.
What is SYY's SEC CIK number?
Sysco (SYY)'s SEC Central Index Key (CIK) is 96021. EDGAR lists every SYY filing under that number.
Ask anything about SYY
The research agent reads SYY's filings, financials, insider trades and 13F holders, then answers with sources.