Performance Food Group
Distributes food and related products to restaurants, convenience retailers, and specialized food-away-from-home channels.
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Profile
Distributes food, beverages, supplies, and related products to restaurants, institutions, convenience retailers, vending operators, theaters, and other food-away-from-home customers. Revenue comes through three North American distribution networks—Foodservice, Convenience, and Specialty—built through acquisitions and supported by local sales, procurement, warehousing, and delivery.
Distributes food and food-related products across North America through Foodservice, Convenience, and Specialty. Foodservice supplies restaurants and institutions; Convenience serves convenience retailers; Specialty focuses on candy, snacks, and beverages for vending, office coffee, theaters, hospitality, and other channels.
Combines proprietary and national brands with locally run distribution centers, procurement, warehousing, routing, delivery, and customer services such as menu development. Its acquisition-built network reaches independent operators and chains, with execution centered on product availability, food safety, and dependable delivery.
Growth and service continuity depend on integrating acquired businesses, retaining customers, maintaining supplier relationships, and managing labor, fleet capacity, and fuel costs. Many customer arrangements are non-exclusive, so price, differentiated products, and service shape switching decisions.
Company facts
Key statistics
Year to date +14.5% · Average volume (30d) 1.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | UBS | Reiterate | Buy | $108 | $130 | |
| Aug 13, 2026 | Deutsche Bank | Reiterate | Buy | $123 | $133 | |
| Jul 15, 2026 | Morgan Stanley | Reiterate | Overweight | $123 | $131 | |
| Jul 14, 2026 | Wells Fargo | Reiterate | Overweight | $115 | $130 | |
| Jul 6, 2026 | Cowen & Co. | Initiate | Buy |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q4 FY26 | $1.60 | $1.59 | −0.6% | $18.11B | $18.03B | −0.4% | −5.75% |
| May 6, 2026Q3 FY26 | $0.77 | $0.80 | +3.9% | $16.17B | $16.29B | +0.8% | −0.31% |
| Feb 4, 2026Q2 FY26 | $1.07 | $0.98 | −8.4% | $16.51B | $16.44B | −0.4% | +0.29% |
| Nov 5, 2025Q1 FY26 | $1.21 | $1.18 | −2.5% | $16.88B | $17.08B | +1.2% | −0.55% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $15.31B | $16.94B | $17.08B | $16.44B | $16.29B | $18.03B | |
| Gross profit | $1.82B | $2.00B | $2.02B | $1.97B | $1.94B | $2.17B | |
| Operating income | $174.4M | $267.8M | $224.7M | $190.1M | $148.9M | $323.8M | |
| Net income | $58.3M | $131.5M | $93.6M | $61.7M | $41.7M | $162.3M | |
| Diluted EPS | $0.37 | $0.84 | $0.60 | $0.39 | $0.27 | $1.03 | |
| Gross margin | 11.9% | 11.8% | 11.8% | 12.0% | 11.9% | 12.0% | |
| Operating margin | 1.1% | 1.6% | 1.3% | 1.2% | 0.9% | 1.8% |
Fiscal years (4-quarter sums)FY22 $50.89B · FY23 $57.25B · FY24 $58.28B · FY25 $63.30B · FY26 $67.84B
Revenue by product · Q4 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $92.4M · Total debt $7.78B · Total assets $18.85B · Shareholders' equity $4.90B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 157.09M · Float 154.33M · 98.2% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Capital World Investors | 23.35M | 14.86% | 13F | Aug 12, 2026 |
| BlackRock, Inc. | 14.11M | 8.98% | 13F | Aug 7, 2026 |
| FMR LLC | 12.00M | 7.64% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 6.87M | 4.37% | 13F | Aug 13, 2026 |
| JPMorgan Chase & Co | 6.85M | 4.36% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 25, 2026 | A. Brent King | officer: See Remarks | −1,320 | $105.29 |
| Aug 25, 2026 | Donald S. Bulmer | officer: See Remarks | −1,353 | $105.29 |
| Aug 24, 2026 | Donald S. Bulmer | officer: See Remarks | −10,535 | $105.90 |
| Aug 25, 2026 | Erika T. Davis | officer: See Remarks | −1,320 | $105.29 |
| Aug 21, 2026 | Chasity D. Grosh | officer: See Remarks | −643 | $104.42 |
Peers
- Sysco
Major broadline and specialty foodservice distributor across U.S. channels
- US Foods
Direct rival in nationwide broadline foodservice distribution
- AMCON Distributing Company
Direct convenience and foodservice wholesale competitor
- United Natural Foods
Adjacent grocery wholesaler with foodservice and retail overlap
- The Chefs' Warehouse
Specialty and center-of-the-plate distributor to chef-driven venues
- HF Foods Group
Asian-focused U.S. foodservice distributor with nationwide reach
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Performance Food Group | $100.85 | +0.03% | $15.84B | 44.0 | 17.9 | 0.2 | +6.4% |
| Sysco | $82.10 | +0.20% | $39.18B | 22.4 | 16.2 | 0.5 | +4.7% |
| US Foods | $107.27 | −0.03% | $23.62B | 33.0 | 20.6 | 0.6 | +4.5% |
| AMCON Distributing Company | $67.99 | −5.57% | $70.3M | 51.1 | — | 0.0 | +12.9% |
| United Natural Foods | $45.80 | −0.04% | $2.77B | — | 14.6 | 0.1 | −4.2% |
| The Chefs' Warehouse | $115.00 | −0.04% | $4.69B | 54.8 | 41.7 | 1.1 | +12.9% |
| HF Foods Group | $1.80 | +0.56% | $96.3M | — | 6.4 | 0.1 | +2.8% |
| Median | 42.0 | 16.2 | 0.3 | +4.6% |