Post Holdings: Valuation Disconnect With Double-Digit Buybacks Accelerating (Rating Upgrade)
Post Holdings is upgraded to Strong Buy as it outperforms expectations with robust free cash flow and aggressive buybacks. POST raised FY26 Adjusted EBITDA guidance to $1.55–$1.58 billion and expects CAPEX to drop sharply, boosting free cash flow potential. Very significant share repurchases of ~20% in 16 months underscore capital return potential, supported by a new $500 million buyback authorization.
Post Holdings Q1 Earnings Beat Estimates, Sales Grow About 10% Y/Y
POST's fiscal first-quarter 2026 EPS jumps to $2.13 and sales increase 10.1%, driven by acquisitions and strong Foodservice results.
Post Holdings, Inc. (POST) Q1 2026 Earnings Call Transcript
Post Holdings, Inc. (POST) Q1 2026 Earnings Call Transcript
Compared to Estimates, Post Holdings (POST) Q1 Earnings: A Look at Key Metrics
The headline numbers for Post Holdings (POST) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Post Holdings (POST) Q1 Earnings and Revenues Surpass Estimates
Post Holdings (POST) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.66 per share. This compares to earnings of $1.73 per share a year ago.
POST's Q1 Earnings Coming Up: Will the Stock Extend Its Beat Streak?
Post Holdings benefits from strong Foodservice and Refrigerated Retail volumes, but the normalized egg supply is likely to temper near-term EBITDA in the fiscal first quarter.
Earnings Preview: Post Holdings (POST) Q1 Earnings Expected to Decline
Post Holdings (POST) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Post Holdings: Double-Digit Buybacks And A Mispriced Stock
Post Holdings (POST) is rated Buy, supported by robust free cash flow, aggressive buybacks, and strategic acquisitions despite industry headwinds. POST's buyback yield exceeded 13% based on their FY25 level, with flexibility from minimal debt maturities until 2030, positioning it well for opportunistic capital allocation. Risks include regulatory threats, changing consumer behavior, and rising debt costs, but POST's value-oriented portfolio and adaptability offer resilience.
Can Post Holdings' Foodservice Volume Growth Drive a Recovery?
POST's Foodservice delivers volume-led growth in the fiscal fourth quarter, lifting sales and EBITDA as distribution gains and inventories normalized.
Post Holdings: Staying Bullish On Cash Flow Growth And Potential EBITDA Surprise
Post Holdings, Inc. remains a Buy-rated name, based on my evaluation of its cash flow and EBITDA prospects. The company's free cash flow could jump by +80% in FY26, thanks to lower capital expenditures and tax cuts. POST's actual EBITDA in the new fiscal year might surpass expectations with the turnaround of its cereal business.
Is POST's New $500 Million Buyback a Signal of Confidence for FY26?
POST's new $500 million buyback, backed by strong fiscal 2025 cash flow, highlights its flexibility heading into fiscal 2026.
Post Holdings, Inc. (POST) Q4 2025 Earnings Call Transcript
Post Holdings, Inc. ( POST ) Q4 2025 Earnings Call November 21, 2025 9:00 AM EST Company Participants Daniel O'Rourke Robert Vitale - President, CEO & Director Jeff Zadoks - Executive VP and Chief Operating Officer Matt Mainer - Executive VP, CFO & Treasurer Conference Call Participants Andrew Lazar - Barclays Bank PLC, Research Division Thomas Palmer - JPMorgan Chase & Co, Research Division Matthew Smith - Stifel, Nicolaus & Company, Incorporated, Research Division Scott Marks - Jefferies LLC, Research Division Michael Lavery - Piper Sandler & Co., Research Division Marc Torrente - Wells Fargo Securities, LLC, Research Division John Baumgartner - Mizuho Securities USA LLC, Research Division Carla Casella - JPMorgan Chase & Co, Research Division Presentation Operator Welcome to the Post Holdings Fourth Quarter 2025 Earnings Conference Call and Webcast. [Operator Instructions] I would now like to turn the call over to Daniel O'Rourke, Investor Relations for Post.
