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.
Post Holdings Q4 Earnings Beat Estimates, Sales Up 11.8% Y/Y
POST's fiscal fourth-quarter results show year-over-year sales growth, as acquisitions boost revenues despite mixed segment performance.
Compared to Estimates, Post Holdings (POST) Q4 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Post Holdings (POST) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Post Holdings (POST) Q4 Earnings and Revenues Top Estimates
Post Holdings (POST) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $1.92 per share. This compares to earnings of $1.53 per share a year ago.
Unlocking Q4 Potential of Post Holdings (POST): Exploring Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Post Holdings (POST) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Post Holdings to Report Q4 Earnings: What Should Investors Expect?
POST eyes a stronger fourth-quarter fueled by 8th Avenue gains, seasonal cereal demand and solid momentum across cold-chain and foodservice units.
Post Holdings (POST) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
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.
Here's Why Post Holdings (POST) is a Strong Growth Stock
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