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Post Holdings Inc (POST)
NYSE:POST
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.66Last Year’s EPS
1.54Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: 1.62%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mix of challenges and achievements. While the company successfully managed significant challenges like Avian influenza and executed strong share repurchases, it faced volume declines in key segments and capital market uncertainties. The increased EBITDA guidance suggests confidence in overcoming these hurdles.Company Guidance
During the Post Holdings Second Quarter 2025 earnings call, several key metrics and guidance points were discussed. The company reported consolidated net sales of $2 billion and adjusted EBITDA of $347 million, with a 2% sales decrease primarily due to lower volumes in retail businesses. The Foodservice segment's adjusted EBITDA was about $20 million lower than the previous quarter due to Avian influenza costs, although manufacturing and supply chain improvements partially mitigated this impact. Post Consumer Brands saw a 7% net sales decrease, with cereal volumes down 6% and pet volumes down 5%. Despite these challenges, adjusted EBITDA for this segment increased by 2%, thanks to better cost management. The call also highlighted the expectation that the unfavorable cost impacts experienced in Q2 would be recovered in the latter half of fiscal 2025, and guidance for the fiscal year’s adjusted EBITDA was increased to a range of $1.43 billion to $1.47 billion. Additionally, the company has been actively repurchasing shares, having bought approximately 6% of the company since the beginning of the fiscal year, and it remains well-positioned for further capital allocation opportunities.Strong Foodservice Performance Despite Challenges
The Foodservice team managed to navigate the difficult egg markets due to Avian influenza, with Q2 Foodservice adjusted EBITDA only $20 million lower than Q1, better than the anticipated $30-$50 million drop.
Avian Influenza Impact Management
Avian influenza pricing became effective in April, and flock repopulation is on track, with expectations to balance egg sourcing and demand by Q4.
Successful Share Repurchases
The company repurchased approximately 6% of its shares since the beginning of the fiscal year, indicating strong capital allocation strategy.
Increased EBITDA Guidance
Adjusted EBITDA guidance was raised to a range of $1.43 billion to $1.47 billion.
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 |
|---|---|---|---|
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% |
Aug 01, 2024 | $110.42 | $113.71 | +2.98% |
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 Jul 31, 2025, TBA Not Confirmed.
What is Post Holdings Inc (POST) earnings time?
Post Holdings Inc (POST) earnings time is at Jul 31, 2025, TBA Not 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 (Q3) is 1.66.