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 +25 more
CC
Carla Casella
JPMorgan Chase & Co.
4 questions for POST
Also covers: BGS, CENT, COTY +14 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 +14 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 +8 more
TP
Tom Palmer
JPMorgan Chase & Co.
2 questions for POST
Also covers: ACI, ADM, BG +11 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 Reports Strong Q1 2026 Adjusted EBITDA, Raises Guidance
POST
Earnings
Guidance Update
Share Buyback
- Post Holdings reported Q1 FY 2026 adjusted EBITDA well above expectations, leading to a significant increase in guidance for the year.
- The company maintained net leverage flat through aggressive share repurchases and the Q1 sale of the 8th Avenue pasta business.
- The cereal category has recently returned to a low single-digit decline pace, a notable shift attributed to SNAP changes and consumer trade-down behavior.
- Price mix in the PCB segment was down primarily due to price testing on Nutrish in the pet business, with a brand relaunch expected to improve price per pound.
- Cost savings from cereal facility closures are projected to benefit the P&L starting in Q3.
17 hours ago
Post Holdings Reports Strong Q1 2026 Results and Raises Guidance
POST
Earnings
Guidance Update
Share Buyback
- Post Holdings' fiscal Q1 2026 adjusted EBITDA was well above expectations, leading to a significant increase in guidance.
- The company continued aggressive share repurchases and maintained net leverage flat following the Q1 sale of the 8th Avenue pasta business, preserving significant flexibility for opportunistic capital allocation.
- The foodservice business saw an increase in its normalized run rate and experienced nice volume growth in eggs, with expectations for a 3%-4% growth rate.
- The cereal category is returning to its historical low single-digit decline pace , and benefits from cereal facility closures are expected to impact the P&L starting in Q3.
18 hours ago
Post Holdings Reports Strong Q1 2026 Results and Raises Guidance
POST
Earnings
Guidance Update
M&A
- Post Holdings delivered Q1 2026 adjusted EBITDA well above expectations and significantly increased its guidance for the fiscal year.
- The company continued aggressive share repurchases and maintained net leverage flat due to strong operating performance and the Q1 sale of its 8th Avenue pasta business.
- The foodservice segment's normalized run rate was updated, with expectations for a 3%-4% growth rate and mix benefit, while the cereal category showed a return to historical low single-digit declines.
- Benefits from the closure of two cereal facilities are expected to impact the P&L starting in Q3 2026.
18 hours ago
Post Holdings Shareholders Approve Amendments to Lower Supermajority Voting Thresholds
POST
Proxy Vote Outcomes
Board Change
M&A
- Post Holdings, Inc. shareholders approved three amendments to the Company's Articles of Incorporation at the 2026 Annual Meeting held on January 29, 2026, which became effective the same day.
- These amendments lower certain supermajority voting thresholds related to corporate governance.
- Key changes include reducing the voting requirement for the removal of directors from two-thirds of outstanding shares to a majority of shares entitled to vote.
- The amendments also reduced the voting threshold for the approval of certain business combinations with interested shareholders and for amending related provisions from 85% of outstanding shares to a majority of shares represented (excluding interested shareholder's beneficial ownership).
2 days ago
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
Quarterly earnings call transcripts for Post Holdings.
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