Seeking Alpha·3d ago
Performance Food Group Company (PFGC) Q1 2027 Earnings Call TranscriptPerformance Food Group Company (PFGC) Q1 2027 Earnings Call Transcript
PFGC's revenue has expanded from $15.2B in 2024Q4 to $18.0B in 2027Q1, suggesting acquisition-supported scale is the primary growth engine, though gross margin has been confined to a narrow 11.4% to 12.1% band and operating margin has stayed near 1%, which points to limited operating leverage.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue has grown steadily, reaching $18.0B in 2027Q1, but gross margin of roughly 12% and net margin of 0.3% to 1.1% suggest a structurally thin profit profile that leaves little cushion against fuel or labor cost increases.
Performance Food Group reported rising sales to US$16,290.0 million in Q3 2026, up from US$15.31 billion a year earlier, indicating strong top-line growth.
Management highlighted strong momentum across all three business segments, including new wins in the Convenience business, signaling broad operational strength.
The company's operational execution and margin resilience are key drivers, with disciplined capital allocation creating a flywheel effect for sustained growth.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $1.32+3.9% vs $1.27 | $18.0B+0.0% vs $18.0B |
Q3 2026 Aug 12, 2026 | $1.59-0.6% vs $1.60 | $18.0B-0.4% vs $18.1B |
Q2 2026 May 6, 2026 | $0.80+3.2% vs $0.78 | $16.3B+0.8% vs $16.2B |
Q1 2026 Feb 4, 2026 | $0.98-8.4% vs $1.07 | $16.4B-0.4% vs $16.5B |
Performance Food Group Company (PFGC) Q1 2027 Earnings Call Transcript
Performance Food Group (PFGC) came out with quarterly earnings of $1.32 per share, beating the Zacks Consensus Estimate of $1.26 per share. This compares to earnings of $1.18 per share a year ago.
RICHMOND, Va.--(BUSINESS WIRE)--Performance Food Group Company Reports First-Quarter Fiscal 2027 Results.
Performance Food (PFGC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Benchmark PFGC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Performance Food Group Co (PFGC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $107.50 | $16.89B | 42.84 | 7.17% | 0.57% | 8.18% | — | |
| $76.86 | $36.75B | 20.54 | 3.91% | 2.12% | 63.72% | 2.81% | |
| $106.67 | $23.49B | 29.28 | 4.08% | 1.97% | 18.38% | — | |
| $103.77 | $4.23B | 46.76 | 9.36% | 2.27% | 16.08% | — | |
| $45.30 | $2.74B | 33.92 | -1.99% | 0.27% | 5.32% | — | |
| $687.64 | $25.49B | 33.05 | 10.16% | 4.14% | 19.68% | 0.32% |
Performance Food Group Co (PFGC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Performance Food Group Co (PFGC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Aug 12, 2026·SEC
May 6, 2026·SEC
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Performance Food Group Co (PFGC) stock FAQ — growth, dividends, profitability & financials explained
Performance Food Group Co (PFGC) reported $68.78B in revenue over the trailing twelve months. Revenue was $67.84B in fiscal year 2026. That is 429% more than the $12.83B of fiscal year 2013.
Performance Food Group Co (PFGC) grew revenue by 5.9% over the trailing twelve months, compared with the twelve months before.
Yes. Performance Food Group Co (PFGC) earned $395.2M in net income over the trailing twelve months (a 0.6% net margin).
Performance Food Group Co (PFGC) had a return on equity (ROE) of 8.2% over the trailing twelve months. That is below the market's typical 10-15%.
Performance Food Group Co (PFGC) generated $1.11B in free cash flow over the trailing twelve months.
