NYSE$POST

Post holdings · Q2 2026 earnings

Q2 2026 earnings · · After market close · Investor relations

Briefing

Post Holdings reported fiscal Q2 2026 net sales of $2.04B (+5% YoY) with net earnings of $81.9M and diluted EPS of $1.56.

For the quarter ended March 31, 2026 (fiscal Q2), Post Holdings reported net sales of $2.04 billion versus $1.95 billion a year ago. Net earnings were $81.9 million, or $1.56 per diluted share, compared with $62.6 million and $1.03 per share in the prior-year quarter. Operating profit was $211.9 million; the company benefited from inclusion of 8th Avenue nut-butter sales and faced softer pet food volumes.

  • Net sales $2.04B (+5% YoY) across branded food segments.
  • Net earnings $81.9M; diluted EPS $1.56.
  • Post Consumer Brands pet food volumes down on distribution losses.
  • Foodservice egg and side-dish sales grew.

Headline financials

Total Revenue

$2.04B

Previous: $1.95B+4.7%
EPS (adj)

$1.56

Previous: $1.05+48.6%
Net Income

$81.9M

Previous: $62.6M+30.8%
Operating Income

$212M

Previous: $182M+16.3%
Gross Profit

$618M

Previous: $546M+13.2%

Revenue & EPS history

Post · Revenue · Quarterly

$2.04B

Q2 2026+4.7%vs Q2 2025
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Post · $1.95B total across 4 segments · Q4 2023

  • Post Consumer Brands
    $1.01B+71.5%
  • Foodservice
    $570M-9.0%
  • Refrigerated Retail
    $233M-6.4%
  • Weetabix
    $135M+15.5%

Forward guidance

Post discusses segment trends and input costs; full-year guidance appears in earnings materials outside the 10-Q.

Tailwinds

  • Earnings growth on higher sales and operating profit.
  • 8th Avenue acquisition expanded nut-butter platform.

Headwinds

  • Pet food volume and pricing pressure.
  • Interest expense and leverage from acquisitions.

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 2026

Historical avgQ2 2026

+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%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro