10-Q · February 5, 2026
Post Holdings, Inc. reported strong Q1 2026 results with net sales of $2.17 billion, up 10% from $1.97 billion a year ago, and EPS of $2.13, exceeding estimates. Segment performance was mixed with growth in Post…
Earnings analysis · 10-Q
POST earnings analysis
Filed May 7, 2026 · Our reading of the company's report
The latest report
Post Holdings, Inc. reported net sales of $2,042.9 million for Q2 2026, a 5% increase compared to the prior year. The company achieved a diluted EPS of $1.56, representing a 31% year-over-year growth. While all segments…
Read full summary
Post Holdings, Inc. reported net sales of $2,042.9 million for Q2 2026, a 5% increase compared to the prior year. The company achieved a diluted EPS of $1.56, representing a 31% year-over-year growth. While all segments contributed to revenue growth, the Foodservice segment showed a remarkable 79% increase in segment profit due to reduced raw material costs.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $1.56
- Segment
- Post Consumer Brands
- Segment
- Foodservice
- Segment
- Refrigerated Retail
- Segment
- Weetabix
What stood out
-
Net Sales Growth
Net sales increased by $90.8 million, or 5%, to $2,042.9 million compared to Q2 2025.
-
Significant EPS Increase
Diluted EPS for Q2 2026 was $1.56, up 31% from $1.28 in Q2 2025.
-
Surge in Foodservice Segment Profit
Foodservice segment profit rose by 79% to $109.8 million, driven by lower raw material costs.
-
Operating Profit Growth
Operating profit increased by 16%, reaching $211.9 million, compared to the prior year period.
-
Stable Cash Flow from Operations
Cash provided by operating activities for 6 months ended March 31, 2026 was $478.0 million, up from $471.1 million.
-
Strong Performance Across Segments
All reportable segments showed sales increases, contributing to overall revenue growth.
What to watch
-
Increased Interest Expense
Net interest expense rose 21% to $105.7 million due to higher debt and interest rates.
-
Loss on Held for Sale
A significant loss of $28.3 million was reported related to amounts held for sale from Crystal Farms.
-
Declining Pet Food Volumes
Pet food sales decreased by 20%, contributing to the decline in profit for the Post Consumer Brands segment.
Management's outlook
Management affirmed FY 2026 Adjusted EBITDA guidance of $1,550-$1,580 million.
Earlier filings 4
10-K · November 21, 2025
Post Holdings, Inc. reported a 3% increase in revenue for fiscal 2025, totaling $8.16 billion, despite a decline in the Post Consumer Brands and Weetabix segments. The company faced challenges from rising input costs,…
10-Q · August 8, 2025
Post Holdings reported a slight increase in revenue to $1.98 billion for Q3 2025, representing a 2% year-over-year growth, and a significant EPS of $2.03, beating estimates. The Foodservice segment exhibited strong…
10-Q · May 9, 2025
Post Holdings, Inc. reported a decrease in revenue to $1.95 billion for the second quarter of 2025, down 2% from $1.999 billion in the prior year. The company experienced a decline in earnings per share to $1.03 from…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.