Performance Food Group is executing a debt-fueled acquisition strategy that has expanded total assets 45.7% to $18.8B since 2024Q3, driving revenue growth acceleration to 6.4% in Q4 2026. However, the business remains structurally low-margin with gross margin ...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 6.4% in Q4 2026 with operating margin expanding to 1.8%, the highest in two years, yet gross margin remains structurally low at 12.0% due to tobacco pass-through and logistics costs.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | $1.18+1.7% vs $1.16 | $17.1B+1.2% vs $16.9B |
Performance Food Group (NYSE: PFGC - Get Free Report) and Maplebear (NASDAQ: CART - Get Free Report) are both large-cap consumer staples companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, profitability, dividends, earnings, analyst recommendations, valuation and risk. Earnings and Valuation This table compares
California State Teachers Retirement System increased its position in shares of Performance Food Group Company (NYSE: PFGC) by 10,766.1% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 19,960,216 shares of the food distribution company's stock after buying an additional 19,776,523 shares
Performance Food Group Company (PFGC) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript
The executive traded 3,000 shares for a total transaction value of ~$298,000 on September 1, 2026. The transaction size was ~5% of the shares held directly by the insider prior to the filing.
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 |
|---|---|---|---|---|---|---|---|
| $90.79 | $14.26B | 39.65 | 7.17% | 0.53% | 7.67% | — | |
| $77.14 | $36.89B | 21.08 | 3.91% | 2.08% | 74.67% | — | |
| $93.93 | $20.69B | 31.95 | 4.08% | 2.1% | 19.77% | — | |
| $108.89 | $4.44B | 64.82 | 9.36% | 2.09% | 15.09% | — | |
| $43.74 | $2.65B | -22.32 | 2.6% | 0.27% | 5.32% | — | |
| $597.31 | $22.14B | 31.17 | 10.16% | 4.14% | 19.68% | — |
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)
Aug 12, 2026·SEC
May 6, 2026·SEC
Feb 19, 2026·SEC
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Performance Food Group Co (PFGC) stock FAQ — growth, dividends, profitability & financials explained
Performance Food Group Co (PFGC) reported $67.84B in revenue for fiscal year 2026. This represents a 429% increase from $12.83B in 2013.
Performance Food Group Co (PFGC) grew revenue by 7.2% over the past year. This is steady growth.
Yes, Performance Food Group Co (PFGC) is profitable, generating $359.3M in net income for fiscal year 2026 (0.5% net margin).
Performance Food Group Co (PFGC) has a return on equity (ROE) of 7.7%. This is below average, suggesting room for improvement.
Performance Food Group Co (PFGC) generated $1.03B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
