Earnings Feed

PFGC

Consumer

Adjusted EBITDA increased 19.9% to $546.9 million in Q4, surpassing guidance.
Convenience segment achieved double-digit profit growth for the full year and 4.8% adjusted EBITDA growth in Q4.
Diluted EPS and adjusted EPS growth reflect strong margin and operational improvements across segments.
Gross profit increased 14.6% in Q4, with a $0.17 increase in gross profit per case year-over-year.
Net income for Q4 was $131.5 million; adjusted diluted EPS rose 6.9% to $1.55.
Operating cash flow for 2025 was $1.2 billion with free cash flow of approximately $704 million after $506 million CapEx.
PFG's total net sales grew 11.5% in Q4 2025, boosted by acquisitions of José Santiago and Cheney Brothers.
Specialty segment saw a 9% adjusted EBITDA growth rebound in Q4 with 4.1% net sales increase.

Consumer

Adjusted diluted earnings per share were $4.68, slightly up from $4.67 last year.
Comp sales increased 1% overall, with U.S. comps up 1.4%.
Diluted earnings per share were $4.58, slightly down from $4.60 last year.
Gross margin was 33.4%, flat compared to 2024.
Operating expenses increased by 65 basis points to 18.9% of sales.
Operating margin was 14.5%, down from 15.1% in 2024; adjusted operating margin was 14.8%.
Return on invested capital was 27.2%, down from 31.9% in 2024.
Second quarter sales were $45.3 billion, up 4.9% year-over-year.