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Mar 29, 2025
PFG Q3 2025 Earnings Report
Performance Food Group Company reported third-quarter fiscal 2025 results marked by double-digit sales growth and an increase in Adjusted EBITDA, despite a drop in net income.
Key Takeaways
PFG achieved strong net sales growth of 10.5% and a 20.1% increase in Adjusted EBITDA for Q3 2025, although net income declined due to higher expenses tied to acquisitions and operational costs.
Net sales rose 10.5% YoY to $15.3 billion, driven by acquisitions and case volume growth.
Net income fell to $58.3 million, down 17.2% YoY due to increased expenses.
Adjusted EBITDA climbed 20.1% to $385.1 million, reflecting strong operational performance.
Adjusted EPS was $0.79, with a reported GAAP EPS of $0.37.
Revenue by Segment
Forward Guidance
PFG revised its full-year 2025 guidance, tightening revenue expectations and slightly reducing the top end of Adjusted EBITDA guidance amid February challenges.
Positive Outlook
- Strong integration progress of Cheney Brothers and José Santiago.
- Steady case volume growth across independent and chain customers.
- Early Q4 consumer resilience noted.
- Full-year Adjusted EBITDA expected to remain strong at $1.725–$1.75 billion.
- Acquisitions contributed significantly to gross profit improvements.
Challenges Ahead
- February results were softer than expected.
- Top end of revenue guidance range lowered slightly.
- Adjusted EBITDA upper range reduced from $1.8B to $1.75B.
- Ongoing inflationary pressures remain a factor.
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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