POST

POST beats Q3 earnings estimates as Foodservice strengthened, but fiscal 2027 EBITDA is expected to remain generally flat.

POST's 11.8% monthly dip reflects weak retail volumes and rising costs, while Foodservice growth and valuation offer some support.

POST's low valuation and Foodservice growth offer support, but weak retail volumes, inflation and financing costs temper the case.

Post Holdings' Q3 earnings beat estimates despite lower sales, while weaker volumes and higher costs pressure results.

Post Holdings, Inc. (POST) Q3 2026 Earnings Call Transcript

ST. LOUIS, Aug. 6, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST), a consumer packaged goods holding company, today reported results for the third fiscal quarter ended June 30, 2026. Highlights: Third quarter net sales of $1.9 billion Operating profit of $189.3 million; net earnings of $63.4 million and Adjusted EBITDA (non-GAAP)* of $377.3 million Narrowed fiscal year 2026 Adjusted EBITDA (non-GAAP)* outlook to $1,560-$1,570 million; provided preliminary fiscal year 2027 Adjusted EBITDA commentary *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under "Use of Non-GAAP Measures" later in this release.

Post Holdings' value-added egg products and Nutrish relaunch are expected to have supported Q3 results, though manufacturing costs and 9Lives remained headwinds.

POST is repositioning its pet food brands with pricing changes and the Nutrish relaunch to improve volumes and category performance.

ST. LOUIS, July 16, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, August 7, 2026 at 9:00 a.m. ET to discuss financial results for the third quarter of fiscal year 2026 and fiscal year 2026 outlook and to respond to questions.

Post Holdings remains a Strong Buy, driven by robust free cash flow, aggressive buybacks, and a resilient portfolio despite macro headwinds. POST's H1 '26 free cash flow rose to $270.3 million, with a projected FY26 FCF that could reach ~$698 million, for a P/FCF ratio near 5.6x. Management is prioritizing high-yield buybacks over debt repayment, recently authorizing an additional $600 million program after retiring ~15% of shares in H1.