Post Holdings (POST) Announces Earnings Results For The Fourth Quarter And Fiscal Year 2025

Post Holdings, Inc. (POST) today announced its financial results for the fiscal quarter, revealing a diluted earnings per share of $2.09, which exceeded analysts’ expectations by $0.21. However, the company reported quarterly revenue of $2.247 billion, slightly falling short of the estimated $2.248 billion. Despite the revenue miss, Post Holdings demonstrated strong earnings performance, showcasing resilience in a competitive market.

Key Highlights:

• Fourth quarter net sales of $2.2 billion, operating profit of $168.4 million, and net earnings of $51.0 million.
• Fiscal year net sales reached $8.2 billion, with an operating profit of $799.3 million and net earnings of $335.7 million.
• Adjusted EBITDA for fiscal year 2026 is projected to be between $1,500-$1,540 million.
• Acquisition of 8th Avenue Food & Provisions completed on July 1, 2025, with plans to sell its pasta business.
• Significant growth in Foodservice segment driven by egg and protein-based products, with a 20.4% increase in net sales for Q4.

Post Holdings, Inc. reported strong financial results for the fourth quarter and fiscal year 2025, with net sales of $2.2 billion in Q4 and $8.2 billion for the fiscal year. The company experienced an operating profit of $168.4 million in Q4, despite a non-cash goodwill impairment charge of $29.8 million. The Foodservice segment showed remarkable growth, primarily due to increased demand for egg and protein-based products, contributing to a 20.4% rise in net sales. However, the Post Consumer Brands segment faced challenges, including declines in pet food and cereal categories.

Looking ahead, management expects Adjusted EBITDA for fiscal year 2026 to be between $1,500-$1,540 million, which includes contributions from the recently acquired 8th Avenue’s pasta business. Robert V. Vitale, President and CEO, emphasized the company’s commitment to growth and innovation, stating, “We are focused on leveraging our acquisitions and optimizing our operations to drive long-term value.” The company also plans to invest between $350-$390 million in capital expenditures, including expansions in the Foodservice segment.

Post Holdings, Inc. (POST) has experienced a modest uptick in its stock price over the past week and month, with increases of 0.70% and 0.41%, respectively. However, a closer look at the longer-term trends reveals a more concerning picture, as the stock has declined by 3.22% over the past three months and 3.00% over the past year. Despite these price fluctuations, the company’s fundamental metrics present a more stable outlook. With a price-to-earnings ratio of 18.13, POST appears reasonably valued, especially considering its two-year compound annual growth rate (CAGR) for revenue at an impressive 11.97%. Additionally, the free cash flow CAGR of 25.99% suggests that the company is generating strong cash flow, which is crucial for sustaining operations and funding growth initiatives. The net profit margin of 4.62% and a return on invested capital of 6.33% indicate that Post Holdings is managing its resources effectively, even amidst the recent price volatility. Overall, while the stock’s recent performance may raise some eyebrows, the underlying financial health of the company remains robust.

Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. The BellRing Brands segment markets and distributes ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. It serves club stores, food, drug and mass customers, and online retailers, as well as specialty retailers, convenience stores, and distributors. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.