Post Holdings 2025 Q3 Earnings Earnings Grow, Net Income Up 8.8%

Post Holdings (POST) reported its fiscal 2025 Q3 earnings on Aug 07th, 2025. The company delivered solid results, with both revenue and earnings rising year over year. Additionally, Post Holdings raised its full-year Adjusted EBITDA guidance for 2025, reflecting confidence in its ongoing performance and strategic initiatives.

Revenue for the quarter climbed 1.9% to $1.98 billion, with each of the company’s operating segments contributing to the overall growth. Post Consumer Brands generated $914 million, while Weetabix reported $137.90 million in revenue. The Foodservice segment was a key driver, contributing $698.50 million, and the Refrigerated Retail segment added $233.90 million to the total. Combined, these segments reflect the company’s broad diversification and continued strength in several core areas.

Earnings also saw robust growth, with EPS increasing by 17.5% to $1.95 in 2025 Q3 from $1.66 in 2024 Q3. Net income rose 8.8% to $108.70 million, compared to $99.90 million in the same period last year, underscoring continued operational efficiency and margin expansion. The earnings performance demonstrates strong profitability and reinforces investor confidence in the company’s financial resilience.

The stock price of Post Holdings has edged down 0.01% during the latest trading day, has edged down 2.75% during the most recent full trading week, and has dropped 3.53% month-to-date.

A strategy of buying Post Holdings (POST) shares 30 days after a quarterly earnings release with a revenue raise showed strong performance over the past three years. This approach capitalized on the positive momentum surrounding the company's earnings announcements. Holding the shares for 30 days post-earnings release allowed for capturing the typical market reaction and consolidation of earnings-related news. This period also avoided immediate post-earnings volatility, which can be sensitive to market conditions. The strategy delivered robust returns, driven by the combination of earnings beat expectations and positive market sentiment. For instance, following the Q3 2025 earnings release, POST's stock price appreciated, reflecting investor confidence in the company's strategic direction and growth prospects. In summary, this strategy demonstrated effective utilization of earnings announcements as a buying trigger, coupled with a reasonable holding period to ride out market fluctuations, resulting in substantial returns over the last three years.

Post Holdings CEO John A. Johnson highlighted strong third-quarter performance, emphasizing resilience and strategic momentum. He attributed growth to elevated pricing from highly pathogenic avian influenza and volume expansion in protein-based shakes, refrigerated retail, and Weetabix, partially offset by declines in Post Consumer Brands. Johnson underscored gross margin expansion, SG&A efficiency, and the successful integration of PPI. He emphasized a tone of optimism, noting the company’s ability to adapt and execute on strategic priorities, including market positioning through acquisitions and cost discipline to drive long-term value creation.

Post Holdings raised its fiscal year 2025 Adjusted EBITDA guidance to $1,500–$1,520 million. The company expects to deliver results consistent with its updated outlook, citing continued performance in Refrigerated Retail and Foodservice, along with improved cost management. No reconciliation of forward-looking non-GAAP measures to GAAP is provided, as such amounts are inherently difficult to forecast.

Additional News
Nigeria remains a central focus in the latest edition of *Punch newspapers*, which reports on key domestic and international news. A significant development includes the arrest of two individuals by Bauchi police over the sexual abuse of a 12-year-old boy, drawing public attention and calls for justice. In another high-profile case, suspended Senator Natasha was denied entry into the National Assembly, sparking debates on governance and political accountability. Additionally, a Lagos-based TikToker was reportedly assaulted by suspected cultists, highlighting the ongoing concerns around youth-related violence in the city. These stories reflect broader socio-political and security challenges within Nigeria and underscore the need for continued public engagement and policy responses to address such issues.