NYSE$POST

Post holdings · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Reported results for the second quarter of fiscal year 2022.

Post Holdings reported a net sales increase of 17.3% to $1.4 billion. Operating profit was $100.0 million, and net earnings from continuing operations were $525.6 million. Adjusted EBITDA was $229.7 million.

  • Second quarter net sales of $1.4 billion.
  • Operating profit of $100.0 million; net earnings from continuing operations of $525.6 million and Adjusted EBITDA of $229.7 million.
  • Reaffirmed fiscal year 2022 Adjusted EBITDA (non-GAAP) guidance range of $910-$940 million
  • Completed distribution to shareholders of 80.1% of its interest in BellRing Brands, Inc.

Headline financials

Total Revenue

$1.41B

Previous: $1.48B-5.0%
EPS (adj)

$0.24

Previous: $0.29-17.2%
Free Cash Flow

$523M

Previous: $110M+376.2%
Net Income

$523M

Previous: $110M+376.2%
Operating Income

$100M

Previous: $145M-31.1%
Gross Profit

$379M

Previous: $451M-16.1%
Cash & Equivalents

$490M

Previous: $741M-33.9%
Total Assets

$11.8B

Previous: $12.1B-2.6%
Stock-Based Comp

$17.4M

Previous: $13.8M+26.1%

Revenue & EPS history

Post · Revenue · Quarterly

$1.41B

Q2 2022-5%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Post · $1.41B total across 4 segments · Q2 2022

  • Post Consumer Brands
    $573M+19.4%
  • Foodservice
    $452M+22.4%
  • Refrigerated Retail
    $268M+11.7%
  • Weetabix
    $117M+3.2%

Forward guidance

Post management continues to expect fiscal year 2022 Adjusted EBITDA to be between $910-$940 million. Post management expects fiscal year 2022 capital expenditures to range between $250-$300 million.

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 Q2 2022

Historical avgQ2 2022

+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

Earnings price reactions
QuarterReport dateReaction (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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