Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

Performance Food Group Co
Next earnings Aug 11, 2026 (after close) · consensus $1.63 EPS, $18.4B rev
Last earnings +6.6% on 2026-05-06
Scaled food distributor growing via M&A, but razor-thin 1.3% margins, falling EPS and rising leverage cap the upside.
Sources: SEC EDGAR (CIK 0001618673, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:43:54 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~86% above fair value) leave little margin of safety — a wait-and-see.
Performance Food Group is a top-tier US food-away-from-home distributor — over 250,000 products to 300,000+ customer locations across Foodservice, Convenience and Specialty segments. Scale is its moat: FY2025 revenue grew 8.6% to $63.3B and gross profit rose 12.8% to $7.42B, helped by the October 2024 Cheney Brothers acquisition that expanded Foodservice in the Southeast. The business is steadily cash-generative, with $1.21B of operating cash flow (+4.0%).
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $30.4B | $50.9B | $57.3B | $58.3B | $63.3B |
| Gross profit | $3.53B | $5.26B | $6.25B | $6.58B | $7.42B |
| Operating income | $201M | $327M | $766M | $826M | $816M |
| Net income | $40.7M | $113M | $397M | $436M | $340M |
| Diluted EPS | $0.30 | $0.74 | $2.54 | $2.79 | $2.18 |
| Net margin | 0.1% | 0.2% | 0.7% | 0.7% | 0.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1 sell · 1 member · last 180d
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 17 sales
| 2026-06-12 | DAVIS ERIKA T See Remarks | Sell | 1.75K @ $105.00 | $184K |
| 2026-06-12 | KING A BRENT See Remarks | Sell | 6.11K @ $105.00 | $642K |
| 2026-06-10 | KING A BRENT See Remarks | Sell | 3.52K @ $100.00 | $352K |
| 2026-06-09 | KING A BRENT See Remarks | Sell | 3.32K @ $100.00 | $332K |
| 2026-06-04 | HOLM GEORGE L See Remarks | Exercise | 33.0K @ $26.57 | $877K |
| 2026-06-04 | HOLM GEORGE L See Remarks | Sell | 19.3K @ $94.10 | $1.82M |
| 2026-06-04 | HOLM GEORGE L See Remarks | Sell | 7.92K @ $95.13 | $754K |
| 2026-06-04 | HOLM GEORGE L See Remarks | Sell | 5.39K @ $96.18 | $518K |
| 2026-06-04 | HOLM GEORGE L See Remarks | Sell | 400.00 @ $97.22 | $38.9K |
| 2026-06-01 | KING A BRENT See Remarks | Sell | 3.64K @ $96.58 | $352K |
| 2026-06-01 | KING A BRENT See Remarks | Sell | 2.00K @ $96.73 | $193K |
| 2026-05-27 | DAVIS ERIKA T See Remarks | Sell | 1.75K @ $95.00 | $166K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.