PFGC FY2026: Revenue +7.2% to $67.8B, net income +5.6% to $359M; $20M activism costs

Filed August 12, 2026 · Period ending June 27, 2026 · Compared to 10-K Aug 13, 2025 · ~2 min read

Key Changes

• high

  Net income rose 5.6% to $359.3M (diluted EPS +5.0% to $2.29) on revenue growth of 7.2% to $67.8B, driven by Cheney Brothers integration and organic expansion to 350k+ customer locations.

  Key Financials / MD&A view on EDGAR →
• high

  Incurred $20.2M in legal and professional fees related to shareholder activism and a clean team agreement with US Foods Holding Corp., a new one-time expense category not present in the prior year.

  Notes: Other Adjustments verify on EDGAR →
• high

  Fuel expense increased $57.1M year-over-year due to Middle East geopolitical tensions driving higher diesel prices and increased miles driven; a 10% diesel price increase would now cost $43.9M annually (up from $26.3M sensitivity in FY2025).

  MD&A: Fuel Hedging / Risk Factors verify on EDGAR →