POST Stock - Post Holdings, Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $8.16B | $7.92B | $6.99B | $5.85B | $4.98B |
| Gross Profit | $2.15B | $2.16B | $1.76B | $1.26B | $1.23B |
| Gross Margin | 26.4% | 27.2% | 25.1% | 21.5% | 24.7% |
| Operating Income | $851.90M | $835.40M | $695.60M | $384.30M | $423.90M |
| Net Income | $335.70M | $366.70M | $301.30M | $756.60M | $166.70M |
| Net Margin | 4.1% | 4.6% | 4.3% | 12.9% | 3.3% |
| EPS | $5.98 | $6.12 | $5.21 | $12.42 | $2.60 |
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. The BellRing Brands segment markets and distributes ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. It serves club stores, food, drug and mass customers, and online retailers, as well as specialty retailers, convenience stores, and distributors. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| August 20th 2025 | JP Morgan | Resumed | Overweight | $122 |
| January 9th 2024 | Mizuho | Initiation | Buy | $110 |
| December 12th 2023 | Wells Fargo | Initiation | Equal Weight | $92 |
| October 13th 2023 | JP Morgan | Initiation | Overweight | $100 |
| May 8th 2023 | Evercore ISI | Resumed | Outperform | $105 |
| May 2nd 2023 | Barclays | Resumed | Overweight | $105 |
| April 14th 2023 | Stifel | Resumed | Buy | $106 |
| May 9th 2022 | Citigroup | Resumed | Buy | $92 |
Earnings History & Surprises
POSTEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | May 6, 2026 | — | — | — | — |
Q1 2026 | Feb 5, 2026 | $1.62 | — | — | — |
Q4 2025 | Nov 20, 2025 | $1.87 | $2.09 | +11.8% | ✓ BEAT |
Q3 2025 | Aug 7, 2025 | $1.67 | $2.03 | +21.6% | ✓ BEAT |
Q2 2025 | May 8, 2025 | $1.18 | $1.41 | +19.5% | ✓ BEAT |
Q1 2025 | Feb 6, 2025 | $1.49 | $1.73 | +16.1% | ✓ BEAT |
Q4 2024 | Nov 14, 2024 | $1.21 | $1.53 | +26.4% | ✓ BEAT |
Q3 2024 | Aug 1, 2024 | $1.25 | $1.54 | +23.2% | ✓ BEAT |
Q2 2024 | May 2, 2024 | $1.28 | $1.51 | +18.0% | ✓ BEAT |
Q1 2024 | Feb 1, 2024 | $1.10 | $1.69 | +53.6% | ✓ BEAT |
Q4 2023 | Nov 16, 2023 | $1.38 | $1.63 | +18.1% | ✓ BEAT |
Q3 2023 | Aug 3, 2023 | $0.93 | $1.52 | +63.4% | ✓ BEAT |
Q2 2023 | May 4, 2023 | $0.81 | $1.10 | +35.8% | ✓ BEAT |
Q1 2023 | Feb 2, 2023 | $0.58 | $1.08 | +86.2% | ✓ BEAT |
Q4 2022 | Nov 17, 2022 | $0.71 | $0.85 | +19.7% | ✓ BEAT |
Q3 2022 | Aug 4, 2022 | $0.58 | $0.69 | +19.0% | ✓ BEAT |
Q2 2022 | May 5, 2022 | $0.21 | $0.24 | +14.3% | ✓ BEAT |
Q1 2022 | Feb 3, 2022 | $0.34 | $0.29 | -14.7% | ✗ MISS |
Q4 2021 | Nov 18, 2021 | $0.94 | $0.44 | -53.2% | ✗ MISS |
Q3 2021 | Aug 5, 2021 | $0.94 | $0.93 | -1.1% | ✗ MISS |
Latest News
San Francisco Attorney Sues Food Manufacturers Over Alleged Harms Of Ultra-Processed Foods
📉 NegativeMizuho Maintains Outperform on Post Holdings, Lowers Price Target to $120
📈 PositivePost Holdings Intends To Commence Private Offering Of $1,300M In Aggregate Principal Amount Of Senior Notes Due 2036
➖ NeutralPost Holdings Authorizes $500M Share Buyback
📈 PositiveBarclays Maintains Overweight on Post Holdings, Lowers Price Target to $113
➖ NeutralEvercore ISI Group Maintains Outperform on Post Holdings, Lowers Price Target to $129
➖ NeutralWells Fargo Maintains Equal-Weight on Post Holdings, Lowers Price Target to $108
➖ NeutralPost Holdings' Chairman William P. Stiritz To Retire From Board Effective On December 16, 2025; Robert V.
➖ NeutralPost Hldgs Q4 Adj. EPS $2.09 Beats $1.87 Estimate, Sales $2.247B Inline
📈 PositiveWells Fargo Maintains Equal-Weight on Post Holdings, Lowers Price Target to $115
📉 NegativePost Entered Agreement To Sell 9th Avenue Pasta Business To Richardson, Under Which Richardson Will Pay $375M In Cash And Assume ~$80M In Leaseback Liabilities; Post Board Also Approves $500M Share Repurchase
📈 PositiveJP Morgan Assumes Post Holdings at Overweight, Lowers Price Target of $122
➖ NeutralFrequently Asked Questions about POST
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