NYSE$POST
Post holdings · Q1 2025 earnings
Q1 2025 earnings · · After market close · Investor relations
Briefing
Post Holdings reported results for the first fiscal quarter ended December 31, 2024, with increases in net sales, operating profit, and net earnings.
Post Holdings reported a solid first fiscal quarter for 2025, with net sales increasing by 0.4% to $1,974.7 million, driven by acquisitions and growth in Foodservice. Operating profit rose by 2.3% to $214.1 million, and net earnings saw a significant 28.6% increase to $113.3 million. The company also raised its fiscal year 2025 Adjusted EBITDA outlook.
- First quarter net sales reached $2.0 billion, a slight increase from the prior year.
- Operating profit was $214.1 million, showing a 2.3% increase compared to the prior year period.
- Net earnings increased by 28.6% to $113.3 million, and Adjusted EBITDA (non-GAAP) was $369.9 million.
- Post Holdings raised its fiscal year 2025 Adjusted EBITDA (non-GAAP) outlook to $1,420-$1,460 million.
Headline financials
Revenue & EPS history
Post · Revenue · Quarterly
$1.97B
Revenue by segment
Post · $1.95B total across 4 segments · Q4 2023
- Post Consumer Brands$1.01B+71.5%51.8%
- Foodservice$570M-9.0%29.3%
- Refrigerated Retail$233M-6.4%12.0%
- Weetabix$135M+15.5%6.9%
Forward guidance
Post management raised its fiscal year 2025 Adjusted EBITDA outlook to $1,420-$1,460 million, with key assumptions related to avian influenza and capital expenditures.
Tailwinds
- Post expects to recover any second fiscal quarter cost before pricing impact in the balance of the fiscal year.
- Post management's guidance range assumes recovery of lost egg supply over the remainder of the fiscal year.
- No additional avian influenza outbreaks are assumed within Post's controlled farms.
- Capital expenditures for fiscal year 2025 are projected to range between $380-$420 million.
- Significant investments are planned for network optimization and pet food safety and capacity within Post Consumer Brands.
Headwinds
- The cost before pricing impact on the second fiscal quarter is estimated to be a headwind in the range of $30-$50 million due to avian influenza.
- The actual result for avian influenza impact could vary significantly from the estimated range due to volatility in egg market prices.
- The guidance does not provide a reconciliation of forward-looking Adjusted EBITDA to GAAP due to inherent difficulties in forecasting certain amounts.
- Adjustments for non-GAAP measures, such as income/expense on swaps, integration costs, and mark-to-market adjustments, could be significant.
- The prospective financial information is speculative and actual results may vary materially from the assumptions.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2025
+0.4%
Avg return
Earnings day
+1.3%
Avg return
5 days after
+2.0%
Avg return
30 days after
52%
32 / 62 earnings
Positive
+12.3%
Q1 2016
Best reaction
-17.4%
Q3 2014
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | -1.0% | +1.3% | -12.1% | |
| Q1 2026 | +9.8% | +6.2% | +1.1% | |
| Q4 2025 | -9.6% | -4.0% | -5.8% | |
| Q2 2025 | +0.3% | -2.3% | -1.3% | |
| Q1 2025 | +6.3% | +5.5% | +10.4% | |
| Q4 2024 | -3.0% | +0.8% | +7.0% | |
| Q3 2024 | +4.0% | +2.2% | +5.9% | |
| Q2 2024 | -2.1% | +0.6% | +1.7% | |
| Q1 2024 | +8.8% | +12.3% | +12.3% | |
| Q4 2023 | -1.5% | -0.1% | +3.9% | |
| Q3 2023 | +3.0% | +3.5% | +4.8% | |
| Q2 2023 | +0.1% | -1.8% | -4.1% | |
| Q1 2023 | +0.2% | -0.8% | -3.5% | |
| Q4 2022 | -0.7% | +4.8% | +1.4% | |
| Q3 2022 | +1.5% | +1.8% | -1.1% | |
| Q2 2022 | +6.7% | +3.9% | +6.5% | |
| Q1 2022 | -1.7% | +0.4% | -2.3% | |
| Q4 2021 | -4.4% | -2.1% | +0.0% | |
| Q3 2021 | +8.8% | +10.9% | +11.2% | |
| Q2 2021 | +1.8% | +1.7% | +1.4% | |
| Q1 2021 | +2.0% | +3.1% | +9.7% | |
| Q4 2020 | -6.8% | -1.3% | +1.8% | |
| Q3 2020 | -2.8% | -3.4% | -2.8% | |
| Q2 2020 | +2.2% | +0.5% | +3.7% | |
| Q1 2020 | -2.9% | -0.2% | -5.2% | |
| Q4 2019 | -4.6% | +0.1% | +3.3% | |
| Q3 2019 | -4.4% | -8.1% | -7.0% | |
| Q2 2019 | -7.8% | -5.6% | -6.0% | |
| Q1 2019 | +5.3% | +4.6% | +11.4% | |
| Q4 2018 | +4.8% | +0.1% | +0.0% | |
| Q3 2018 | +9.9% | +12.7% | +14.2% | |
| Q2 2018 | +3.4% | +1.1% | +2.1% | |
| Q1 2018 | -1.7% | -2.3% | +2.6% | |
| Q4 2017 | +2.1% | +0.6% | -1.6% | |
| Q3 2017 | +2.8% | +1.8% | +2.9% | |
| Q2 2017 | -3.8% | -0.6% | +1.9% | |
| Q1 2017 | +2.0% | +1.2% | +1.3% | |
| Q4 2016 | -0.7% | +2.5% | +6.7% | |
| Q3 2016 | -1.5% | -2.3% | +0.7% | |
| Q2 2016 | +5.7% | — | — | |
| Q1 2016 | +12.3% | — | — | |
| Q4 2015 | +4.3% | — | — | |
| Q3 2015 | +9.4% | — | — | |
| Q2 2015 | +10.3% | — | — | |
| Q1 2015 | +0.2% | — | — | |
| Q4 2014 | +4.8% | — | — | |
| Q3 2014 | -17.4% | — | — | |
| Q2 2014 | -8.2% | — | — | |
| Q1 2014 | -0.9% | — | — | |
| Q4 2013 | +1.2% | — | — | |
| Q3 2013 | -1.3% | — | — | |
| Q2 2013 | -5.5% | — | — | |
| Q1 2013 | -0.6% | — | — | |
| Q4 2012 | -0.9% | — | — | |
| Q4 2011 | +4.2% | — | — | |
| Q4 2010 | -5.1% | — | — | |
| Q3 2011 | -5.1% | — | — | |
| Q2 2011 | -5.1% | — | — | |
| Q3 2012 | -1.7% | — | — | |
| Q2 2012 | -2.9% | — | — | |
| Q1 2011 | +1.6% | — | — | |
| Q1 2012 | +1.6% | — | — |
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