Post Holdings 2025 Q3 Earnings Earnings Surge 17.5% Despite Mixed Revenue Trends

Post Holdings (POST) reported fiscal 2025 Q3 earnings on August 8, 2025, delivering a 17.5% increase in EPS to $1.95 from $1.66 in the prior year. The company narrowly beat revenue expectations with $1.98 billion in revenue, and revised its adjusted EBITDA guidance higher for fiscal 2025, signaling improved performance.

Revenue
Total revenue for Post Holdings rose 1.9% to $1.98 billion in Q3 2025, compared to $1.95 billion in the same period the prior year. Post Consumer Brands remained the largest contributor, reporting $914 million in revenue. The Weetabix segment added $137.90 million, while the Foodservice division contributed $698.50 million. The Refrigerated Retail segment posted $233.90 million in revenue, rounding out the segments.

Earnings/Net Income
Earnings per share (EPS) for Post Holdings surged 17.5% to $1.95 in Q3 2025, up from $1.66 in Q3 2024. The company's net income also improved, rising 8.8% to $108.70 million compared to $99.90 million a year ago, reflecting stronger profitability.

Price Action
Post Holdings' stock price experienced modest gains, rising 2.94% during the latest trading day, 2.29% for the week, and 2.12% month-to-date.

Post Earnings Price Action Review
Following the Q3 2025 earnings release, the stock closed at $107.96. While analysts had expected $1.95 billion in revenue, the actual figure slightly exceeded projections, potentially influencing the stock’s performance over the subsequent 30 days. Holding shares post-earnings historically showed a positive return, especially in cases where revenue growth outperformed estimates. Despite fluctuations, the overall trend aligned with the company’s strong financial fundamentals and favorable market perception. This strategy, however, remains subject to broader market dynamics and specific contextual factors.

CEO Commentary
Robert V. Vitale, CEO, highlighted the company’s strong Q3 performance with adjusted EBITDA nearing $400 million despite macroeconomic headwinds. He noted diversification and cold chain improvements as key drivers, offsetting declines in the Post Consumer Brands segment. Vitale also emphasized the strategic acquisition of 8th Avenue, which is expected to integrate in fiscal 2026. He pointed to tax law changes as a source of $300 million in cash tax savings over five years and reiterated confidence in capital allocation strategies, including 8% share buybacks year-to-date.

Guidance
Post Holdings raised its adjusted EBITDA guidance for fiscal 2025 to a range of $1.5–$1.52 billion, implying Q4 performance should be roughly flat with Q3 when including the full-quarter impact of the 8th Avenue acquisition. The company expects declines in cold chain businesses as AI pricing normalizes, while the Post Consumer Brands segment is poised to benefit from back-to-school seasonality and the absence of Q3 severance charges. Foodservice is anticipated to reach a normalized $115 million quarterly adjusted EBITDA run rate by fiscal 2026.

Additional News
The 8th Avenue acquisition marked a significant strategic move for Post Holdings, with its full integration expected in fiscal 2026. CEO Robert Vitale noted the acquisition as a strategic win, emphasizing its role in enhancing long-term growth potential. Additionally, the company has allocated capital toward share repurchases, having executed 8% in buybacks year-to-date, reinforcing its commitment to shareholder returns. Leadership changes, including Jeff Zadoks’ retirement and Nico’s promotion, were also highlighted, with management expressing optimism for continuity and stability.