Post Holdings

POST

Market cap $5.43B

POST's new $500 million buyback, backed by strong fiscal 2025 cash flow, highlights its flexibility heading into fiscal 2026.

ST. LOUIS , Nov. 26, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced its Board of Directors has approved a new $500 million share repurchase authorization. Share repurchases under the new authorization may begin on November 27, 2025.

Post Holdings, Inc. ( POST ) Q4 2025 Earnings Call November 21, 2025 9:00 AM EST Company Participants Daniel O'Rourke Robert Vitale - President, CEO & Director Jeff Zadoks - Executive VP and Chief Operating Officer Matt Mainer - Executive VP, CFO & Treasurer Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Matthew Smith - Stifel, Nicolaus & Company, Incorporated, Research Division Scott Marks - Jefferies LLC, Research Division Michael Lavery - Piper Sandler & Co., Research Division Marc Torrente - Wells Fargo Securities, LLC, Research Division John Baumgartner - Mizuho Securities USA LLC, Research Division Carla Casella - JPMorgan Chase & Co, Research Division Presentation Operator Welcome to the Post Holdings Fourth Quarter 2025 Earnings Conference Call and Webcast. [Operator Instructions] I would now like to turn the call over to Daniel O'Rourke, Investor Relations for Post.

POST's fiscal fourth-quarter results show year-over-year sales growth, as acquisitions boost revenues despite mixed segment performance.

While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Post Holdings (POST) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.92 per share. This compares to earnings of $1.53 per share a year ago.

ST. LOUIS , Nov. 20, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the fourth fiscal quarter and fiscal year ended September 30, 2025. Highlights: Fourth quarter net sales of $2.2 billion; operating profit of $168.4 million; net earnings of $51.0 million and Adjusted EBITDA (non-GAAP)* of $425.4 million Fiscal year net sales of $8.2 billion; operating profit of $799.3 million; net earnings of $335.7 million and Adjusted EBITDA of $1,538.8 million Fiscal year 2026 Adjusted EBITDA (non-GAAP)* expected to range between $1,500-$1,540 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under "Use of Non-GAAP Measures" later in this release.

LONDON--(BUSINESS WIRE)--Palliser Capital (“Palliser”), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd (“JPH”), this week presented on its investment in JPH at the Annual Sohn London Investment Conference. The presentation outlined why Palliser believes the market has continued to undervalue JPH, despite its exceptional asset quality and substantial potential to unlock embedded value. James Smith, Founder and CIO of Palliser, said, “JPH's true value has n.

Get a deeper insight into the potential performance of Post Holdings (POST) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

POST eyes a stronger fourth-quarter fueled by 8th Avenue gains, seasonal cereal demand and solid momentum across cold-chain and foodservice units.