Performance Food Group (PFGC) · wyniki II kw. 2026 i wycena

Przy wzroście 5,8% rocznie (3-letni wzrost przychodów) wartość godziwa z modelu to $81.97 na akcję — kurs jest o 23% powyżej niej. Obecna cena zakłada wzrost o 7,9% rocznie.

1. Prognoza

   For the first fiscal quarter of 2027, Performance Food expects net sales to be in the range of $17.9 billion to $18.1 billion and adjusted EBITDA to be in the range…

2. Prognoza

   The company expects its full year 2027 tax rate to be close to its historical range of around 26% to 27%.

   Cytat ze źródła

   “We expect our full year 2027 tax rate to be close to our historical range of around 26% to 27%.”

Management was more positive answering analysts than in its script — usually a sign it was comfortable with the details it was asked about.

Zdania, które wpłynęły na ton

“Again, as Scott has highlighted, all the activities that we're doing around below the line or below the bottom half of the P&L on OpEx.”

“But if there's headwinds, certainly, that could push you to the lower end of the range.”

“So as we look at what we saw in Q4, and we go forward into '27 guidance below the line items, I think the Street did a really nice job...”