Performance Food Q4 sales up 11.5%, beats estimates on higher demand, prices

Performance Food

13/08/2025 12:10

Overview

Performance Food Q4 fiscal 2025 sales rise 11.5%, beating analyst expectations

Adjusted EPS increases 6.9% to $1.55, surpassing consensus

Adjusted EBITDA grows 19.9% to $546.9 mln, beating estimates

Outlook

Company expects Q1 fiscal 2026 net sales $16.6 bln to $16.9 bln

Performance Food projects FY 2026 net sales $67 bln to $68 bln

Company anticipates FY 2026 Adjusted EBITDA $1.9 bln to $2.0 bln

Performance Food sees Q1 fiscal 2026 Adjusted EBITDA $465 mln to $485 mln

Result Drivers

CASE VOLUME GROWTH - Total case volume increased 11.9%, driven by acquisitions and growth in independent and chain business

INFLATION IMPACT - Net sales growth of 11.5% attributed to increased selling price per case due to inflation

ACQUISITIONS - Gross profit improved 14.6% due to recent acquisitions and procurement efficiencies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$16.90 bln
$16.86 bln (12 Analysts)
Q4 Adjusted EPS
Beat
$1.55
$1.45 (13 Analysts)
Q4 EPS
$0.84
Q4 Net Income
$131.50 mln
Q4 Adjusted EBITDA
Beat
$546.90 mln
$525.20 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food retail & distribution peer group is "buy"

Wall Street's median 12-month price target for Performance Food Group Co is $105.00, about 6.3% above its August 12 closing price of $98.36

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nBw3fFB8fa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)