Sysco: Jetro Restaurant Depot Acquisition Is A Long-Term Win [Seeking Alpha]
Sysco Corporation (SYY)
Last sysco corporation earnings: 2/3 08:00 am
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Source: Seeking Alpha
The acquisition is highly dilutive short-term (18% share increase) and raises leverage to 4.5x, but it doubles free cash flow and boosts EBITDA margins. Post-deal, SYY expects pro forma EBITDA margin to rise to 6.7%, 150 bps above its closest competitor, and free cash flow to expand by 55%. Long-term value creation outweighs near-term volatility, with dividend growth and eventual resumption of buybacks expected once leverage falls below 2.75x. DCF fair value is higher when considering the acquisition and everything that comes with it, compared to no acquisition. Jovanmandic/iStock via Getty Images On March 30th, Sysco Corporation ( SYY ) announced their plan to acquire Restaurant Depot by the third quarter of their 2027 fiscal year. After this announcement, the company saw a huge drop in their share price (15%). I This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of SYY either through stock ownership, options, or other
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SYY
News
- Jim Cramer Says “For Sysco, the Jetro Acquisition's Superb” [Yahoo! Finance]Yahoo! Finance
- Sysco (SYY) had its price target lowered by UBS Group AG from $95.00 to $90.00. They now have a "buy" rating on the stock.MarketBeat
- Sysco (SYY) had its price target lowered by Guggenheim from $95.00 to $90.00. They now have a "buy" rating on the stock.MarketBeat
- Citi Lowers Sysco (SYY) Target Despite “Accretive” Deal Outlook [Yahoo! Finance]Yahoo! Finance
- Sysco (SYY) was downgraded by <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from "buy (b-)" to "hold (c+)".MarketBeat
SYY
Earnings
- 1/27/26 - Beat
SYY
Sec Filings
- 4/2/26 - Form 8-K
- 4/2/26 - Form 4
- 4/2/26 - Form 425
- SYY's page on the SEC website