Inferra AIResearch Tools

Inferra AI / Company / POST

Post Holdings, Inc.

POST · Consumer Staples

Last earnings Aug 6, 2026

Key results

Net incomequarter

$108.8 million

Net earnings were $108.8 million, an increase of 9.0%, or $9.0 million, compared to $99.8 million in the prior year period.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Adjusted net incomequarter

$126.4 million

Adjusted net earnings (non-GAAP) * were $126.4 million, compared to $103.1 million in the prior year period.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Net earnings were $284.7 million, a decrease of 0.1%, or $0.4 million, compared to $285.1 million in the prior year period.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Adjusted net earnings were $327.1 million, compared to $318.6 million in the prior year period.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

AI analysis

Q3 FY2025 · reported Aug 7, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net income · Q3 FY2025
$108.8M
+9.0% +$9M vs year ago computed from stated figures
EX-99 · Aug 7, 2025
Adjusted net income · Q3 FY2025
$126.4M
+22.6% vs year ago computed from stated figures
EX-99 · Aug 7, 2025

Headline figures

MetricQ3 FY2025Prior qtrYear ago
Net income$108.8 million—$99.8 million
Adjusted net income$126.4 million—$103.1 million

EX-99 · Aug 7, 2025

Guidance · company-stated

Direction: Raised

Revenue$2.0 billion

“Highlights Third quarter net sales of $2.0 billion Operating profit of $234.6 million net earnings of $108.8 million and Adjusted EBITDA (non-GAAP)* of $397.0 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,500-$1,520 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under Use of Non-GAAP Measures later in this release.”

Company outlook

“Outlook Post management raised its guidance range for fiscal year 2025 Adjusted EBITDA to $1,500-$1,520 million from $1,460-$1,500 million, inclusive of a partial year contribution from 8th Avenue.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Interest, (Gain) Loss on Extinguishment of Debt, Expense (Income) on Swaps and Income Tax Interest expense, net was $88.5 million in the third quarter of fiscal year 2025, compared to $78.8 million in the third quarter of fiscal year 2024.

The increase in interest expense, net in the three and nine months ended June 30, 2025 was driven by higher average outstanding principal amounts of debt and a higher weighted-average interest rate, partially offset by higher interest income compared to the prior year periods.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

( PPI ), the results of which are included in the Refrigerated Retail and Foodservice segments

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Highlights Third quarter net sales of $2.0 billion Operating profit of $234.6 million net earnings of $108.8 million and Adjusted EBITDA (non-GAAP)* of $397.0 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,500-$1,520 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under Use of Non-GAAP Measures later in this release.”

Company outlook: “Outlook Post management raised its guidance range for fiscal year 2025 Adjusted EBITDA to $1,500-$1,520 million from $1,460-$1,500 million, inclusive of a partial year contribution from 8th Avenue.”

Company outlook — Raised (“Raises”)
“htm EX-99.1 - EARNINGS RELEASE Document Exhibit 99.1 Post Holdings Reports Results for the Third Quarter of Fiscal Year 2025 Raises Fiscal Year 2025 Outlook St.”

Revenue — Raised (“Raised”)
“Highlights Third quarter net sales of $2.0 billion Operating profit of $234.6 million net earnings of $108.8 million and Adjusted EBITDA (non-GAAP)* of $397.0 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,500-$1,520 million *For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under Use of Non-GAAP Measures later in this release.”

Company outlook — Raised (“raised”)
“Outlook Post management raised its guidance range for fiscal year 2025 Adjusted EBITDA to $1,500-$1,520 million from $1,460-$1,500 million, inclusive of a partial year contribution from 8th Avenue.”

Classified from the release's primary full-year outlook statement.

Capital allocation

Interest, (Gain) Loss on Extinguishment of Debt, Expense (Income) on Swaps and Income Tax Interest expense, net was $88.5 million in the third quarter of fiscal year 2025, compared to $78.8 million in the third quarter of fiscal year 2024.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

The increase in interest expense, net in the three and nine months ended June 30, 2025 was driven by higher average outstanding principal amounts of debt and a higher weighted-average interest rate, partially offset by higher interest income compared to the prior year periods.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

No gain or loss on extinguishment of debt, net was recorded in the third quarter of fiscal year 2025.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Gain on extinguishment of debt, net of $1.8 million was recorded in the third quarter of fiscal year 2024.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Loss on extinguishment of debt, net of $5.8 million was recorded in the nine months ended June 30, 2025 in connection with Post s redemption of its outstanding 5.625% senior notes due January 2028.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Gain on extinguishment of debt, net of $4.6 million was recorded in the nine months ended June 30, 2024.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Strategy & priorities

Volumes decreased 2.5%, primarily driven by the strategic exit of low-performing products and cereal category declines, partially offset by growth in protein-based shakes.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

This also includes Foodservice investment in the completion of the Norwalk, Iowa precooked egg facility expansion and continued cage-free egg facility expansion, for aggregate expenditures of $90-$100 million.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Stock-based compensation Post s compensation strategy includes the use of stock-based compensation to attract and retain executives and employees by aligning their long-term compensation interests with shareholders investment interests.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Goodwill represents the value the Company expects to achieve through the implementation of operational synergies, the expansion of the business into new or growing segments of the industry and the addition of new employees.

SEC original ↗Post Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

These investments are in the same funds, or funds that employ a similar investment strategy, and are purchased in substantially the same amounts, as the participants selected notional investment options (excluding Post common 13 Table of Contents stock equivalents), which represent the underlying liabilities to participants in the Company s deferred compensation plans.

SEC original ↗Post Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

There are a number of risks and uncertainties that could cause actual results to differ materially from the forward-looking statements made herein.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

( Bob Evans ) in connection with the sale of its restaurants business, including certain indemnification obligations and Bob Evans s payment and performance obligations as a guarantor for certain leases changes in critical accounting estimates losses or increased funding and expenses related to Post s qualified pension or other postretirement plans conflicting interests or the appearance of conflicting interests resulting from any of Post s directors and officers also serving as directors or officers of other companies and other risks and uncertainties described in Post s filings with the Securities and Exchange Commission.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Income expense on swaps, net Post has excluded the impact of mark-to-market adjustments and cash settlements on interest rate swaps due to the inherent uncertainty and volatility associated with such amounts based on changes in assumptions with respect to estimates of fair value and economic conditions and as the amount and frequency of such adjustments are not consistent.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Mark-to-market adjustments on commodity and foreign exchange hedges Post has excluded the impact of mark-to-market adjustments on commodity and foreign exchange hedges due to the inherent uncertainty and volatility associated with such amounts based on changes in assumptions with respect to fair value estimates.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Provision for legal settlements Post has excluded gains and losses recorded to recognize the anticipated or actual resolution of certain litigation as Post believes such gains and losses do not reflect expected ongoing future operating income and expenses and do not contribute to a meaningful evaluation of Post s current operating performance or comparisons of Post s operating performance to other periods.

SEC original ↗Post Holdings, Inc. — Earnings release (8-K exhibit)EX-99Aug 7, 2025

Legal Proceedings 33 Item 1A.

SEC original ↗Post Holdings, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

British American Tobacco (BTI) Consumer StaplesJBS N.V. (JBS) Consumer StaplesAltria (MO) Consumer StaplesCostco (COST) Consumer StaplesSanfilippo John B & Son Inc. (JBSS) Consumer StaplesPhilip Morris International (PM) Consumer StaplesDollar General (DG) Consumer StaplesFEMSA (FMX) Consumer Staples
Documents

Filings

37 documents

Earnings releases

9 documents

Presentations

0 documents

No presentations for Post Holdings, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Post Holdings, Inc. are held in this edition of the library.

Mentioned by

2 companies

Other tracked companies whose held documents mention Post Holdings, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.