Post Holdings Inc. (POST)
NYSE:POST
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Earnings Data
Report Date
Jul 30, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.7Last Year’s EPS
2.03Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced multiple strategic positives — better-than-expected adjusted EBITDA, strong cash flow and liquidity, a 15% reduction in share count year-to-date, progress on acquisitions and network optimizations, and bright spots in Refrigerated and select brand dynamics — against several operational and macro headwinds including rising fuel/energy costs, regional geopolitical uncertainty, lingering category softness in pet and cereal, and short-term execution timing for relaunches. Management expects to absorb some cost pressure this fiscal year but signaled the potential for pricing actions if inflation persists, while maintaining a disciplined M&A posture.Company Guidance
Adjusted EBITDA Above Expectations
Management reported adjusted EBITDA in Q2 came in above expectations and reiterated full-year adjusted EBITDA guidance (maintenance driven by external uncertainty).
Aggressive Share Repurchases and Capital Allocation
Fiscal year-to-date share count reduced by 15% through aggressive buybacks while holding leverage roughly flat, signaling strong capital allocation and shareholder returns.
Strong Cash Flow, Liquidity and Credit Metrics
Company emphasized strong cash flow and liquidity profile, with management citing roughly $150 million cash needed for working capital and ample flexibility for opportunistic capital allocation and M&A.
Foodservice Profitability Run-Rate
Management views foodservice profitability run-rate around $125 million per quarter and expects this run rate to persist, supported by balanced supply/demand and realized margin benefits (e.g., lower egg prices).
Refrigerated Retail Volume Surge
Refrigerated dinner sides grew ~12% year-over-year in the quarter, driven roughly one-third by Easter timing, one-third by new private-label product introductions and one-third by underlying branded volume growth.
Weetabix and Network Optimization Progress
Management executed network optimization (including a private-label facility closure) following the RTE acquisition; expects sequential margin improvements in Q3 and Q4 and better year-over-year sales as the OREO license lapses.
APAP (Acquisition) Integration and Synergies Ahead
The acquired business is performing in line with the deal model, integration is progressing well and synergies are ahead of plan with run-rate anticipated toward the end of the fiscal year.
Pet Brand Remediation Plan
Management laid out a three-part approach for Pet: (1) category headwinds identified (dry dog food), (2) short-term fixes for price elasticity/distribution (rollbacks), and (3) a full Nutrish relaunch (new positioning, packaging and price points) expected to materially flow through by Q4.
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 07, 2026 | $102.99 | $102.05 | -0.91% |
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% |
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 30, 2026, After Close (Confirmed).
What is Post Holdings Inc. (POST) earnings time?
Post Holdings Inc. (POST) earnings time is at Jul 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 (Q3) is 1.7.