POST earnings analysis
What we found in POST's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
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.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- 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.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- 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.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $1.56
- Segment
- Post Consumer Brands
- Segment
- Foodservice
- Segment
- Refrigerated Retail
- Segment
- Weetabix
What they said about what is next.
Management affirmed FY 2026 Adjusted EBITDA guidance of $1,550-$1,580 million.
The filing reads better than the one before it.
What came before.
- 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…
- 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. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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