Earnings summaries and quarterly performance for Post Holdings.
Research analysts who have asked questions during Post Holdings earnings calls.
Andrew Lazar
Barclays PLC
6 questions for POST
Also covers: BGS, BRBR, CAG +15 more
John Baumgartner
Mizuho Securities
6 questions for POST
Also covers: BRBR, BYND, GIS +15 more
Marc Torrente
Wells Fargo
6 questions for POST
Also covers: FRPT, LW, MGPI
ML
Michael Lavery
Piper Sandler & Co.
6 questions for POST
Also covers: BGS, BYND, CELH +22 more
CC
Carla Casella
JPMorgan Chase & Co.
4 questions for POST
Also covers: BGS, CENT, COTY +12 more
DP
David Palmer
Evercore ISI
4 questions for POST
Also covers: BGS, BRBR, CAG +21 more
Scott Marks
Jefferies
4 questions for POST
Also covers: BGS, CAG, FLO +13 more
KG
Kenneth Goldman
JPMorgan Chase & Co.
3 questions for POST
Also covers: ACI, BRBR, BYND +17 more
Matthew Smith
Analyst
3 questions for POST
Also covers: BRBR, E, GIS +14 more
Matt Smith
Bank of America
2 questions for POST
Also covers: BRBR, GIS, HAIN +7 more
TP
Tom Palmer
JPMorgan Chase & Co.
2 questions for POST
Also covers: ADM, CAG, CPB +9 more
Robert Dickerson
Jefferies
1 question for POST
Also covers: BGS, JJSF, K +11 more
Recent press releases and 8-K filings for POST.
Post Holdings Issues New Senior Notes and Redeems Existing Debt
POST
Debt Issuance
- On December 15, 2025, Post Holdings, Inc. issued $1,300.0 million aggregate principal amount of 6.50% senior notes due 2036.
- These new notes bear interest at 6.50% per year, payable semi-annually, with the first payment due on March 15, 2026, and mature on March 15, 2036.
- The company may redeem up to 40% of the new notes prior to December 15, 2028, at 106.50% of the principal amount, and has various redemption prices for redemptions on or after March 15, 2031, starting at 103.250% in 2031 and decreasing to 100.000% in 2034 and thereafter.
- On December 17, 2025, Post Holdings completed the redemption of all its outstanding $1,235.0 million aggregate principal amount of 5.50% senior notes due 2029 at a redemption price of 101.833%.
Dec 19, 2025, 9:36 PM
Post Holdings Announces Redemption of 2029 Senior Notes
POST
Debt Issuance
- Post Holdings, Inc. announced its intention to redeem the remaining $1,235.0 million in aggregate principal amount of its 5.50% senior notes due December 2029.
- The redemption is scheduled for December 17, 2025, at a price of 101.833% of the principal amount, plus accrued and unpaid interest.
- This redemption is conditional upon the company completing financing sufficient to cover the redemption amount.
- To fund the redemption, Post Holdings plans to use the net proceeds from a private offering of $1,300.0 million in 6.50% senior notes due 2036, which is expected to close on December 15, 2025.
Dec 2, 2025, 9:06 PM
Post Holdings Announces Redemption of 2029 Senior Notes
POST
Debt Issuance
- Post Holdings, Inc. intends to redeem $1,235.0 million of its outstanding 5.50% senior notes due December 2029 on December 17, 2025, at a redemption price of 101.833% of the principal amount plus accrued interest.
- This redemption is contingent upon the company consummating sufficient financing, which it plans to achieve through the net proceeds from a recently priced offering of $1,300.0 million in 6.50% senior notes due 2036, expected to close on December 15, 2025.
Dec 2, 2025, 9:05 PM
Post Holdings Completes Pasta Business Sale
POST
M&A
- Post Holdings, Inc. completed the previously announced sale of the pasta business of 8th Avenue Food & Provisions, Inc.
- The sale was effective on December 1, 2025.
Dec 1, 2025, 10:00 PM
Post Holdings Announces Pricing of Senior Notes Offering
POST
Debt Issuance
- Post Holdings, Inc. priced $1,300.0 million in aggregate principal amount of 6.50% senior notes due 2036 at par.
- The offering is expected to close on December 15, 2025.
- The primary use of net proceeds is to redeem all outstanding 5.50% senior notes due 2029.
- Any remaining net proceeds may be used for general corporate purposes, including acquisitions, debt retirement, or share repurchases.
Dec 1, 2025, 9:20 PM
Post Holdings Prices Senior Notes Offering
POST
Debt Issuance
- Post Holdings, Inc. priced $1,300.0 million in aggregate principal amount of 6.50% senior notes due 2036 at par.
- The offering is expected to close on December 15, 2025.
- The company intends to use the net proceeds primarily to redeem all outstanding 5.50% senior notes due 2029 and cover offering costs.
- Any remaining net proceeds may be used for general corporate purposes, which could include acquisitions, debt repayment, share repurchases, capital expenditures, and working capital.
Dec 1, 2025, 9:20 PM
Post Holdings Announces Commencement of Senior Notes Offering
POST
Debt Issuance
- Post Holdings, Inc. intends to commence a private offering of $1,300.0 million in aggregate principal amount of senior notes due 2036.
- The net proceeds from this offering will primarily be used to redeem all of the Company's outstanding 5.50% senior notes due 2029, with the redemption expected to occur after December 15, 2025.
- Any remaining net proceeds may be allocated to general corporate purposes, which could include acquisitions, retirement or repayment of existing debt, share repurchases, capital expenditures, and working capital.
Dec 1, 2025, 12:28 PM
Post Holdings Announces Commencement of Senior Notes Offering
POST
Debt Issuance
Debt Repayment
- Post Holdings, Inc. intends to commence a private offering of $1,300.0 million in aggregate principal amount of senior notes due 2036.
- The net proceeds from this offering will primarily be used to redeem all of the Company's outstanding 5.50% senior notes due 2029, with the redemption expected to occur after December 15, 2025.
- Any remaining net proceeds are intended for general corporate purposes, which may include acquisitions, retirement or repayment of existing debt, share repurchases, capital expenditures, and working capital.
Dec 1, 2025, 12:26 PM
Post Holdings Announces New Share Repurchase Authorization
POST
Share Buyback
- Post Holdings, Inc. announced a new $500 million share repurchase authorization, approved on November 25, 2025, and effective November 27, 2025.
- This new authorization replaces a previous $500 million authorization, which was cancelled effective November 26, 2025.
- As of November 25, 2025, the company had repurchased approximately $275.2 million under the prior authorization.
- The new authorization extends for a two-year period beginning on its effective date.
Nov 26, 2025, 9:06 PM
Post Holdings Reports Strong Q4 and Full Year 2025 Results, Provides FY 2026 Guidance
POST
Earnings
Guidance Update
Share Buyback
- Post Holdings reported Q4 2025 consolidated net sales of $2.2 billion and adjusted EBITDA of $425 million, with sales increasing 12% driven by the Eighth Avenue acquisition.
- For the full fiscal year 2025, the company generated nearly $500 million in free cash flow and repurchased 6.4 million shares, maintaining net leverage at 4.4 times.
- The company provided FY 2026 adjusted EBITDA guidance of $1.50 billion to $1.54 billion, representing 1%-4% growth over a normalized FY 2025, and anticipates CapEx to decrease notably to $350 million-$390 million.
- Despite navigating challenges such as regulatory changes, avian flu, and uncertain consumer sentiment, the diversified portfolio delivered strong results, with expectations for continued volume growth in foodservice.
- Capital allocation remains opportunistic, with the company benchmarking M&A opportunities against buying back its own shares to maximize risk-adjusted returns.
Nov 21, 2025, 2:00 PM
Quarterly earnings call transcripts for Post Holdings.
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