Jun 2026 (Q4 FY26) — Aug 12, 2026
Performance Food Group Company Q4 FY26 — Strong Growth Across Segments and Positive FY27 Outlook
Read the full callPerformance Food Group Company earnings: last reported Wed, 12 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 18,029 | +6.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 1.8 | +0.2 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 162 | +23.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $103.52 on 14 Oct 2025 → $97.31. High $116.65 (29 Jul 2026), low $81.03 (20 Mar 2026).
Overview
Call summaries
Performance Food Group Company Q4 FY26 — Strong Growth Across Segments and Positive FY27 Outlook
Read the full callPerformance Food Group Company Q3 FY26 — Strong Independent Case Growth and Tightened FY26 Guidance
Read the full callEvery analysed call
Financials
Net profit, year on year: +23% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 15,416 | 15,638 | 15,306 | 16,939 | 17,076 | 16,445 | 16,290 | 18,029 |
| Operating profit | 215 | 159 | 174 | 268 | 225 | 190 | 149 | 324 |
| Operating margin | 1.4% | 1.0% | 1.1% | 1.6% | 1.3% | 1.2% | 0.9% | 1.8% |
| Other income | -68 | -102 | -96 | -91 | -103 | -103 | -93 | -102 |
| Interest | 67 | 100 | 97 | 95 | 104 | 105 | 103 | 102 |
| Profit before tax | 147 | 57 | 79 | 177 | 122 | 87 | 56 | 222 |
| Tax rate | 26.5% | 25.2% | 25.7% | 25.6% | 23.0% | 28.8% | 25.4% | 26.8% |
| Net profit | 108 | 42 | 58 | 132 | 94 | 62 | 42 | 162 |
| EPS ($ per share) | 0.70 | 0.27 | 0.38 | — | 0.60 | 0.40 | 0.27 | — |
| Line item | Jun 2019 | Jun 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 431 | 317 | 357 | 470 | 867 | 1,303 | 1,643 | 2,002 |
| Total liabilities | 3,355 | 5,709 | 5,740 | 9,079 | 8,754 | 9,266 | 13,409 | 13,950 |
| Fixed assets | 951 | 1,479 | 1,590 | 2,135 | 2,264 | 2,789 | 4,459 | 4,785 |
| Total assets | 4,654 | 7,720 | 7,846 | 12,378 | 12,499 | 13,393 | 17,881 | 18,849 |
| Line item | Jun 2019 | Jun 2020 | Jul 2021 | Jul 2022 | Jul 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 317 | 624 | 65 | 277 | 832 | 1,163 | 1,210 | 1,414 |
| Cash from investing | -349 | -2,146 | -200 | -1,861 | -295 | -683 | -3,089 | -772 |
| Cash from financing | 40 | 1,929 | -274 | 1,582 | -536 | -473 | 1,938 | -625 |
| Net cash flow | 8 | 406 | -410 | -3 | 1 | 8 | 59 | 16 |
| Capital expenditure | -139 | -158 | -189 | -215 | -270 | -396 | -506 | -384 |
| Free cash flow | 178 | 466 | -124 | 61 | 562 | 767 | 704 | 1,030 |
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Foodservice | — | 53% | 55% | — | 54% | 54% | 54% | 54% | — |
| Convenience | 41% | 38% | 38% | 38% | 39% | 39% | 38% | 38% | +5.7% |
| Specialty | — | — | 7% | — | 7% | 8% | 7% | 7% | — |
| Corporate and Other | 1% | <1% | <1% | <1% | <1% | <1% | <1% | <1% | +91.9% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
110 filings between Nov 19, 2025 and Sep 30, 2026.
Purchases
None
No insider bought shares.
Sales
$27.97M
51 sales by 7 insiders
96% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| HOLM GEORGE L | — | $20.45M | Jul 30, 2026 |
| KING A BRENT | — | $3.13M | Aug 25, 2026 |
| DAVIS ERIKA T | — | $1.89M | Aug 25, 2026 |
| Bulmer Donald S. | — | $1.26M | Aug 25, 2026 |
| Hatcher Hugh Patrick | — | $581.2K | Sep 1, 2026 |
| Grosh Chasity D | — | $417.3K | Sep 30, 2026 |
| Grant Kimberly | — | $237.5K | May 20, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 30, 2026 | Grosh Chasity D See Remarks | Sale 10b5-1 plan | 1,005 | $92.9K |
| Sep 28, 2026 | Grosh Chasity D See Remarks | Tax withheld | 434 | $39.9K |
| Sep 1, 2026 | Hatcher Hugh Patrick See Remarks | Sale 10b5-1 plan | 100 | $10.0K |
| Sep 1, 2026 | Hatcher Hugh Patrick See Remarks | Sale 10b5-1 plan | 2,900 | $287.6K |
| Aug 25, 2026 | DAVIS ERIKA T See Remarks | Sale 10b5-1 plan | 1,320 | $139.0K |
| Aug 25, 2026 | KING A BRENT See Remarks | Sale 10b5-1 plan | 1,320 | $139.0K |
| Aug 25, 2026 | Bulmer Donald S. See Remarks | Sale 10b5-1 plan | 1,353 | $142.5K |
| Aug 24, 2026 | Bulmer Donald S. See Remarks | Sale 10b5-1 plan | 5,635 | $594.7K |
| Aug 24, 2026 | Bulmer Donald S. See Remarks | Sale 10b5-1 plan | 4,900 | $521.0K |
| Aug 23, 2026 | HOLM GEORGE L See Remarks | Tax withheld | 5,958 | $625.5K |
| Aug 22, 2026 | DAVIS ERIKA T See Remarks | Tax withheld 10b5-1 plan | 1,086 | $114.0K |
| Aug 22, 2026 | McPherson Scott E See Remarks | Tax withheld | 1,033 | $108.4K |
| Aug 22, 2026 | Hatcher Hugh Patrick See Remarks | Tax withheld | 1,531 | $160.7K |
| Aug 22, 2026 | Bulmer Donald S. See Remarks | Tax withheld | 1,053 | $110.5K |
| Aug 22, 2026 | KING A BRENT See Remarks | Tax withheld 10b5-1 plan | 1,086 | $114.0K |
| Aug 21, 2026 | KING A BRENT See Remarks | Sale 10b5-1 plan | 1,178 | $123.0K |
| Aug 21, 2026 | Grosh Chasity D See Remarks | Sale 10b5-1 plan | 643 | $67.1K |
| Aug 21, 2026 | DAVIS ERIKA T See Remarks | Sale 10b5-1 plan | 1,178 | $123.0K |
| Aug 21, 2026 | HOLM GEORGE L See Remarks | Tax withheld | 5,648 | $592.9K |
| Aug 20, 2026 | KING A BRENT See Remarks | Sale 10b5-1 plan | 2,434 | $254.8K |
| Aug 20, 2026 | DAVIS ERIKA T See Remarks | Sale 10b5-1 plan | 5,329 | $554.2K |
| Aug 20, 2026 | KING A BRENT See Remarks | Sale 10b5-1 plan | 5,589 | $581.3K |
| Aug 20, 2026 | HOLM GEORGE L See Remarks | Tax withheld | 4,152 | $431.7K |
| Aug 20, 2026 | DAVIS ERIKA T See Remarks | Sale 10b5-1 plan | 2,679 | $280.4K |
| Aug 19, 2026 | Grosh Chasity D See Remarks | Tax withheld 10b5-1 plan | 277 | $28.6K |
| Aug 19, 2026 | Bulmer Donald S. See Remarks | Tax withheld | 705 | $72.9K |
| Aug 19, 2026 | KING A BRENT See Remarks | Tax withheld 10b5-1 plan | 969 | $100.1K |
| Aug 19, 2026 | Hatcher Hugh Patrick See Remarks | Tax withheld | 1,175 | $121.4K |
| Aug 19, 2026 | DAVIS ERIKA T See Remarks | Tax withheld 10b5-1 plan | 969 | $100.1K |
| Aug 19, 2026 | McPherson Scott E See Remarks | Tax withheld | 1,321 | $136.5K |
| Aug 18, 2026 | McPherson Scott E See Remarks | Tax withheld | 4,692 | $490.5K |
| Aug 18, 2026 | McPherson Scott E See Remarks | Award | 13,766 | $0 |
| Aug 18, 2026 | Grosh Chasity D See Remarks | Sale 10b5-1 plan | 838 | $87.7K |
| Aug 18, 2026 | Grosh Chasity D See Remarks | Award 10b5-1 plan | 2,741 | $0 |
| Aug 18, 2026 | Bulmer Donald S. See Remarks | Award | 5,166 | $0 |
| Aug 18, 2026 | Bulmer Donald S. See Remarks | Tax withheld | 4,418 | $461.9K |
| Aug 18, 2026 | Hatcher Hugh Patrick See Remarks | Award | 8,801 | $0 |
| Aug 18, 2026 | KING A BRENT See Remarks | Sale 10b5-1 plan | 1,529 | $160.0K |
| Aug 18, 2026 | KING A BRENT See Remarks | Tax withheld 10b5-1 plan | 4,596 | $480.5K |
| Aug 18, 2026 | KING A BRENT See Remarks | Award 10b5-1 plan | 12,619 | $0 |
| Aug 18, 2026 | Hatcher Hugh Patrick See Remarks | Tax withheld | 7,097 | $741.9K |
| Aug 18, 2026 | Hatcher Hugh Patrick See Remarks | Award | 18,353 | $0 |
| Aug 18, 2026 | DAVIS ERIKA T See Remarks | Sale 10b5-1 plan | 1,529 | $160.0K |
| Aug 18, 2026 | DAVIS ERIKA T See Remarks | Award 10b5-1 plan | 6,697 | $0 |
| Aug 18, 2026 | DAVIS ERIKA T See Remarks | Tax withheld 10b5-1 plan | 4,611 | $482.0K |
| Aug 18, 2026 | KING A BRENT See Remarks | Award 10b5-1 plan | 6,697 | $0 |
| Aug 18, 2026 | DAVIS ERIKA T See Remarks | Award 10b5-1 plan | 12,619 | $0 |
| Aug 18, 2026 | HOLM GEORGE L See Remarks | Award | 19,132 | $0 |
| Aug 18, 2026 | HOLM GEORGE L See Remarks | Tax withheld | 31,251 | $3.27M |
| Aug 18, 2026 | HOLM GEORGE L See Remarks | Award | 79,417 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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