NYSE$POST
Post holdings · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Post Holdings reported Q4 2025 net sales of $2.25B with net earnings of $51.0M and adjusted diluted EPS of $2.09.
Fourth-quarter net sales rose 11.8% to $2.25 billion, including acquisition contribution. Net earnings were $51.0 million ($0.88 diluted EPS); adjusted diluted EPS was $2.09. Adjusted EBITDA was $425.4 million. Management guided fiscal 2026 adjusted EBITDA to $1.50–$1.54 billion.
- Q4 net sales $2.25B (+11.8% YoY); adjusted EBITDA $425.4M.
- Net earnings $51.0M; adjusted diluted EPS $2.09.
- 8th Avenue and PPI acquisitions affect segment mix.
- FY26 adjusted EBITDA guide $1.50–$1.54B.
Headline financials
Revenue & EPS history
Post · Revenue · Quarterly
$2.25B
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
The release discusses Post Holdings's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.
Tailwinds
- Management provided quantitative forward revenue or EBITDA/EPS ranges.
- Post Holdings cites demand and execution supporting the near-term outlook.
- Liquidity and balance-sheet capacity support operations and shareholder returns.
Headwinds
- Macro, input costs, and FX may pressure margins quarter to quarter.
- Segment mix and one-time items can affect comparability versus prior periods.
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 Q4 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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