$PFGC

PFG outlines Q2 adjusted EBITDA of $490M-$510M while reiterating FY2027 sales of $72.5B-$73B (NYSE:PFGC)

Performance Food Group (PFGC) reported Q1 fiscal 2027 revenue growth of 5.5% across all segments, with gross margins improving by 33 basis points. The company expects Q2 adjusted EBITDA of $490M-$510M and reiterated FY2027 sales guidance of $72.5B-$73B, according to CEO Scott McPherson.

Original reporting
Published Nov 4, 2026, 6:15 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 4, 2026, 6:18 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$PFGC
Bullish
high confidence
Mentioned
$PFGC
Relevance
9/10
AlphAI data visualization · based on seekingalpha.com
Decision brief

The 30-second read

$PFGCBullishHigh
01

Why it matters

The guidance sets expectations for the company's near-term profitability and revenue growth, influencing investor sentiment and valuation.

02

Market read

New guidance is a primary catalyst for PFGC's stock movement and may affect sector peers.

03

What to watch

Potential cost efficiencies or new contract wins not reflected in the guidance.

Relevance 9/10Novelty 8/10Timing: today

Background

Performance Food Group (PFGC) released its Q2 adjusted EBITDA and FY2027 sales guidance during its earnings call.

Company-level read

Ticker impact

$PFGCBullishHigh confidence
Context

Company provided Q2 adjusted EBITDA guidance of $490M-$510M and FY2027 sales guidance of $72.5B-$73B, a new primary disclosure.

Expected impact

likely pressure as market prices in the guidance range

Evidence & confidence

First report of earnings guidance with sizable dollar amounts; investors will compare to prior expectations.

Market effects

Food distribution sector may see modest outlook adjustments.

U.S. consumer staples investors may reassess exposure.

Limited to U.S. markets; no broader macro effect.

Counterpoint

Guidance could be a floor, offering upside if the company outperforms expectations.

Key entities

  • Performance Food Group

    U.S.-listed food distribution company (ticker PFGC).

Related articles

$PFGCHighAI 8/10

Performance Food Group Q1 Results Improve, Expects Q2 Sales To Rise; Backs Annual Outlook

Performance Food Group (PFGC) reported Q1 fiscal 2027 earnings of $129.5M ($0.82 per share), up from $93.6M ($0.60 per share) a year ago. Adjusted EBITDA rose to $528M from $480.1M. Net sales increased to $18.018B, driven by organic growth and acquisitions. The company expects Q2 adjusted EBITDA of $490M-$510M and net sales of $17B-$17.2B, reaffirming its annual outlook.

$PFGCHighAI 8/10

Performance Food Group (NYSE:PFGC) reports Q3 CY2026 in line with expectations, stock soars

Performance Food Group (PFGC) reported Q3 CY2026 revenue of $18.02B, matching estimates, and adjusted EPS of $1.32, beating estimates by 4%. Adjusted EBITDA was $528M, a 1.8% beat. The company reconfirmed its full-year revenue guidance of $72.75B but lowered EBITDA guidance to $2.18B, below estimates. Operating margin remained steady at 1.5%, while free cash flow improved to -$143.2M.

$PFGCHighAI 8/10

Performance Food Group Non-GAAP EPS of $1.32 beats by $0.05, revenue of $18B in-line (PFGC:NYSE)

Performance Food Group (PFGC) reported Q1 Non-GAAP EPS of $1.32, beating estimates by $0.05, with revenue of $18B, up 5.3% year-over-year, in line with expectations. The company reiterated its FY2027 guidance, targeting net sales of $72.5B-$73B and adjusted EBITDA of $2.125B-$2.225B. For Q2, it expects net sales of $17B-$17.2B and adjusted EBITDA of $490M-$510M.