Post Holdings

POST

Market cap $5.1B

POST's fiscal first-quarter 2026 EPS jumps to $2.13 and sales increase 10.1%, driven by acquisitions and strong Foodservice results.

Post Holdings, Inc. (POST) Q1 2026 Earnings Call Transcript

The headline numbers for Post Holdings (POST) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Post Holdings (POST) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.73 per share a year ago.

ST. LOUIS, Feb. 5, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2025. Highlights: First quarter net sales of $2.2 billion Operating profit of $238.4 million; net earnings of $96.8 million and Adjusted EBITDA (non-GAAP)* of $418.2 million Raised fiscal year 2026 Adjusted EBITDA (non-GAAP)* outlook to $1,550-$1,580 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.

ST. LOUIS, Feb. 5, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced Greg Pearson will join the company as President and Chief Executive Officer of Post Consumer Brands, effective April 1, 2026. Pearson will succeed Nicolas Catoggio, who assumed the role of Post Holdings EVP, Chief Operating Officer in January 2026.

Regional airline Allegiant Travel reported strong near-term demand trends in Q4 alongside a generally softer jet fuel environment, which improved investor sentiment around its ability to deliver margin improvement. Triumph Financial provides banking and other services with a niche focus on the transportation industry, including its innovative payments platform – TriumphPay. Oil-Dri, a leading provider of branded and private-label cat litter as well as other sorbent materials, reported solid but more normalized results against a backdrop of more difficult comparisons.

Post Holdings benefits from strong Foodservice and Refrigerated Retail volumes, but the normalized egg supply is likely to temper near-term EBITDA in the fiscal first quarter.

Post Holdings (POST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Post Holdings (POST) is rated Buy, supported by robust free cash flow, aggressive buybacks, and strategic acquisitions despite industry headwinds. POST's buyback yield exceeded 13% based on their FY25 level, with flexibility from minimal debt maturities until 2030, positioning it well for opportunistic capital allocation. Risks include regulatory threats, changing consumer behavior, and rising debt costs, but POST's value-oriented portfolio and adaptability offer resilience.