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Jun 28, 2025
PFG Q4 2025 Earnings Report
Performance Food Group delivered higher revenue and gross profit in Q4 2025, but net income declined due to increased operating and interest expenses.
Key Takeaways
PFG saw solid top-line growth in Q4 2025 with $16.9B in revenue and strong adjusted earnings, despite a decline in net income driven by higher expenses related to acquisitions and operations.
Revenue by Segment
Forward Guidance
PFG expects continued growth into FY 2026, with full-year revenue between $67B and $68B, and Adjusted EBITDA between $1.9B and $2.0B.
Positive Outlook
- Revenue projected to reach up to $68B in FY 2026
- Adjusted EBITDA guided up to $2.0B
- Strong business momentum entering FY 2026
- Cheney Brothers and José Santiago integrations progressing
- Strategic plan execution remains on track
Challenges Ahead
- Guidance excludes potentially significant non-GAAP adjustments
- Acquisition-related costs may continue to impact margins
- Labor and insurance expense pressures persist
- Interest expense expected to remain elevated
- Fuel and transportation costs remain a risk despite recent decreases
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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