Overview

* Performance Food ( PFGC ) Q4 fiscal 2025 sales rise 11.5%, beating analyst expectations

* Adjusted EPS increases 6.9% to $1.55, surpassing consensus

* Adjusted EBITDA grows 19.9% to $546.9 mln, beating estimates

Outlook

* Company expects Q1 fiscal 2026 net sales $16.6 bln to $16.9 bln

* Performance Food ( PFGC ) projects FY 2026 net sales $67 bln to $68 bln

* Company anticipates FY 2026 Adjusted EBITDA $1.9 bln to $2.0 bln

* Performance Food ( PFGC ) sees Q1 fiscal 2026 Adjusted EBITDA $465 mln to $485 mln

Result Drivers

* CASE VOLUME GROWTH - Total case volume increased 11.9%, driven by acquisitions and growth in independent and chain business

* INFLATION IMPACT - Net sales growth of 11.5% attributed to increased selling price per case due to inflation

* ACQUISITIONS - Gross profit improved 14.6% due to recent acquisitions and procurement efficiencies

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Sales Beat $16.90 $16.86

bln bln (12

Analysts

)

Q4 Beat $1.55 $1.45

Adjusted (13

EPS Analysts

)

Q4 EPS $0.84

Q4 Net $131.50

Income mln

Q4 Beat $546.90 $525.20

Adjusted mln mln (12

EBITDA Analysts

)

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the food retail & distribution peer group is "buy"

* Wall Street's median 12-month price target for Performance Food Group Co ( PFGC ) is $105.00, about 6.3% above its August 12 closing price of $98.36

* The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)