Performance Food Group (PFGC) Tops Q1 Earnings and Revenue Estimates

Core Insights - Performance Food Group (PFGC) reported quarterly earnings of $1.18 per share, exceeding the Zacks Consensus Estimate of $1.16 per share, and showing a slight increase from $1.16 per share a year ago, resulting in an earnings surprise of +1.72% [1] - The company achieved revenues of $17.08 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.21% and increasing from $15.42 billion year-over-year [2] - Performance Food has surpassed consensus EPS estimates two out of the last four quarters and topped consensus revenue estimates three times in the same period [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $16.49 billion, while for the current fiscal year, the estimate is $4.98 on revenues of $67.34 billion [7] - The estimate revisions trend for Performance Food was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Food - Natural Foods Products industry, to which Performance Food belongs, is currently ranked in the bottom 8% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Performance Food's stock performance [5]