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Dec 27, 2025
PFG Q2 2026 Earnings Report
Performance Food Group Company reported strong second-quarter and first-six months fiscal 2026 results with increased case volume, net sales, and cash flow, and adjusted its 2026 financial guidance.
Key Takeaways
Performance Food Group Company delivered solid second-quarter fiscal 2026 results, with total case volume increasing by 3.4% and net sales growing by 5.2% to $16.4 billion. Gross profit improved by 7.6% to $2.0 billion, and net income rose by 45.5% to $61.7 million. Adjusted EBITDA increased by 6.7% to $451.2 million, demonstrating resilience despite a challenging consumer environment and deflation in key foodservice categories.
Total case volume increased 3.4% in the second quarter of fiscal 2026.
Net sales grew 5.2% to $16.4 billion, driven by increased cases sold and favorable mix shifts.
Gross profit improved 7.6% to $2.0 billion, primarily due to procurement efficiencies and mix shifts.
Adjusted EBITDA increased 6.7% to $451.2 million, reflecting solid operational performance.
Revenue by Segment
Forward Guidance
For the third quarter of fiscal 2026, PFG expects net sales to be between $16.0 billion and $16.3 billion, and Adjusted EBITDA to be between $390 million and $410 million. For the full fiscal year 2026, PFG now expects net sales to be in the range of $67.25 billion to $68.25 billion and Adjusted EBITDA to be between $1.875 billion and $1.975 billion.
Positive Outlook
- Continued solid revenue and profit growth expected.
- Resilience of the business in a challenging consumer environment.
- Well-positioned to continue driving growth and executing with discipline.
- Commitment to creating value for shareholders.
- Strong operational performance expected to continue.
Challenges Ahead
- Challenging consumer environment.
- Deflation in key foodservice categories.
- Impact of certain income and expense items not part of underlying operations on Adjusted EBITDA outlook.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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