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Post Holdings (POST)
NYSE:POST
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.76Last Year’s EPS
1.41Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed predominantly positive operational momentum: a sizable Q1 adjusted EBITDA beat, an upward revision to guidance, a higher and apparently sticky Foodservice normalized run rate (cited around $125M per quarter), continued share repurchases with net leverage held flat, and execution actions (plant closures, refrigerated private-label wins). Offsets and risks were discussed but largely characterized as transitory or manageable: cereal volume lag driven by deliberate promotional/assortment choices, pet price/mix tests causing near-term headwinds (~2 percentage points), RTD shake ramp inefficiencies, and typical seasonality pressure into Q2. Overall, positives (beat, guidance raise, deleveraging and cash returns) materially outweigh the challenges, which are mostly tactical or timing-related.Company Guidance
Q1 Adjusted EBITDA Beat
Company reported Q1 adjusted EBITDA 'well above expectations,' driving confidence in operating performance for fiscal 2026 (no dollar amount provided in transcript).
Guidance Increased
Management significantly raised full-year guidance driven by stronger operating performance and an updated, higher normalized Foodservice run rate.
Foodservice Run Rate Up and Sticky
Foodservice normalized earnings were raised to a higher run rate (referenced by analysts as roughly $125 million per quarter). Management expects the run rate to be sticky with embedded growth and a target long-term growth profile aligned with historical dynamics (management noted a typical growth outlook of ~3%–4%).
Inventory / Timing Benefits Realized
Foodservice benefitted from customer inventory reloads (recovery from prior Avian influenza impacts) that contributed to elevated volumes and mix in Q1 and boosting near-term results.
Share Repurchases and Net Leverage Management
Company continued aggressive share repurchases during the period; coupled with the Q1 sale of the 8th Avenue Pasta business and strong operating performance, Post reported net leverage remained flat, preserving flexibility for capital allocation.
Refrigerated Retail Private Label Wins
Refrigerated retail private label business had a 'good early start' with two customers (mashed potatoes and mac & cheese), adding growth on dinner sides and leveraging excess network capacity.
Cereal Category Trajectory Improving
Management noted cereal category returned to a more historical 'down low single-digit' pace after a sharper decline earlier; change in trajectory began Nov/Dec and coincided with SNAP dynamics and trade-down behavior.
Cost Savings from Plant Closures
Closure of two cereal facilities completed in the quarter with expected P&L benefits largely to flow through starting in Q3 and Q4, supporting future margin improvement.
POST Earnings History
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 |
|---|---|---|---|
Feb 05, 2026 | $104.41 | $114.61 | +9.77% |
Nov 20, 2025 | $107.08 | $99.42 | -7.15% |
Aug 07, 2025 | $102.90 | $107.96 | +4.92% |
May 08, 2025 | $110.86 | $110.74 | -0.11% |
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 (POST) report earnings?
Post Holdings (POST) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Post Holdings (POST) earnings time?
Post Holdings (POST) earnings time is at Apr 30, 2026, 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 2026 (Q2) is 1.76.