The earnings call presented a mix of positive outcomes, such as strong adjusted EBITDA and strategic acquisitions, alongside challenges in key segments like cereal and pet. The company's proactive measures in cost optimization, tax reductions, and share buybacks reflect a solid strategy, but the volume declines in core segments indicate ongoing challenges.

Company Guidance

In the third quarter of fiscal 2025, Post Holdings reported strong financial performance despite a challenging macroeconomic environment, with adjusted EBITDA nearing $400 million. The company highlighted several key developments, including the acquisition of 8th Avenue, which was finalized on July 1, and is expected to yield synergies with the PCB segment, particularly in nut butter and granola. Post Holdings also continued to actively repurchase shares, buying back 8% of the company fiscal year-to-date. The company anticipates significant tax benefits from recent tax law changes, estimating a $300 million reduction in cash taxes over the next five years. In terms of segment performance, Post Consumer Brands faced volume challenges, with cereal volumes down 6% and pet volumes declining 13% year-over-year. However, the Foodservice and Refrigerated Retail segments experienced growth, driven by temporary Avian Influenza pricing and increased volumes. Looking ahead, Post Holdings expects a strong finish to fiscal 2025, with a focus on cost optimization and targeted investments to drive volume growth. The company raised its adjusted EBITDA guidance range from $1.5 billion to $1.52 billion, reflecting the inclusion of 8th Avenue's full-quarter results and offsetting normalization within other portfolio segments.

Strong Adjusted EBITDA

Adjusted EBITDA approached $400 million, indicating strong performance despite a challenging macro environment.

Successful Acquisition of 8th Avenue

The acquisition of 8th Avenue closed on July 1, 2025, with clear synergies identified, particularly in nut butter and granola.

Reduction in Cash Taxes

Recent tax law changes are projected to result in a $300 million reduction in cash taxes paid over the next 5 years.

Share Buybacks

The company has aggressively bought back 8% of the company fiscal year-to-date.

Weetabix and UFIT Performance

Weetabix's flagship product grew consumption volumes by 2.4% year-over-year, and UFIT grew volumes by 31%.

Post Holdings (POST) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

POST Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 13, 2025	2025 (Q4)	1.86 / -	1.53	―	―	―
Aug 07, 2025	2025 (Q3)	1.65 / 2.03	1.54	31.82% (+0.49)	―
May 08, 2025	2025 (Q2)	1.20 / 1.41	1.51	-6.62% (-0.10)	―
Feb 06, 2025	2025 (Q1)	1.52 / 1.73	1.69	2.37% (+0.04)	―
Nov 14, 2024	2024 (Q4)	1.21 / 1.53	1.63	-6.13% (-0.10)	―
Aug 01, 2024	2024 (Q3)	1.25 / 1.54	1.52	1.32% (+0.02)	―
May 02, 2024	2024 (Q2)	1.29 / 1.51	1.1	37.27% (+0.41)	―
Feb 01, 2024	2024 (Q1)	1.12 / 1.69	1.08	56.48% (+0.61)	―
Nov 16, 2023	2023 (Q4)	1.34 / 1.63	0.85	91.76% (+0.78)	―
Aug 03, 2023	2023 (Q3)	0.94 / 1.52	0.69	120.29% (+0.83)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

POST Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$102.90	$107.96	+4.92%
May 08, 2025	$110.86	$110.74	-0.11%
Feb 06, 2025	$105.86	$112.55	+6.32%
Nov 14, 2024	$107.78	$106.14	-1.52%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Post Holdings Inc (POST) report earnings?

Post Holdings Inc (POST) is schdueled to report earning on Nov 13, 2025, After Close (Confirmed).

What is Post Holdings Inc (POST) earnings time?

Post Holdings Inc (POST) earnings time is at Nov 13, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is POST EPS forecast?

POST EPS forecast for the fiscal quarter 2025 (Q4) is 1.86.

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