Post Holdings 2025 Q4 Earnings Adjusted EPS Surpasses Estimates Despite Net Income Dip

Post Holdings (POST) reported fiscal 2025 Q4 earnings on Nov 20th, 2025, delivering adjusted EPS of $2.09, which exceeded Wall Street’s $1.88 estimate, while revenue rose 11.8% to $2.25 billion, aligning with forecasts. The company maintained 2026 guidance for adjusted EBITDA of $1.5–$1.54 billion, reflecting confidence in operational momentum.

Revenue

Post Consumer Brands led with $1.16 billion in revenue, while the Foodservice segment contributed $718 million, driven by egg and protein product demand. Weetabix added $145 million, bolstered by favorable currency exchange rates, and Refrigerated Retail reported $228.20 million. Corporate and eliminations offset with a $3 million drag, though strategic acquisitions added $249.4 million in sales.

Earnings/Net Income

EPS fell 32.4% to $0.94, and net income declined 37.4% to $51.10 million, pressured by lower gross margins and operating profits. Despite higher revenue, profitability metrics contracted, underscoring operational challenges.

Post-Earnings Price Action Review

Shares edged up 0.07% in the latest trading day, 0.70% for the week, but dipped 0.10% month-to-date. Post-earnings volatility reflected mixed sentiment, with analysts split between optimism over EBITDA growth and concerns over margin compression. The stock’s 1.8% premarket decline highlighted near-term uncertainty, though long-term guidance remained cautiously bullish.

CEO Commentary

Robert V. Vitale emphasized Q4 Adjusted EBITDA growth of 22%, attributing success to acquisitions and pricing strategies, while acknowledging pet food distribution losses and cereal declines. He outlined plans to divest the 8th Avenue pasta business and invest in Foodservice egg facilities, signaling confidence in 2026.

Guidance

Post Holdings targets 2026 Adjusted EBITDA of $1.5–$1.54 billion, including partial-year pasta business contributions. Capital expenditures are projected at $350–$390 million, prioritizing cage-free egg expansions and refrigerated retail innovations.

Additional News

Post Holdings finalized the acquisition of 8th Avenue Food & Provisions in July 2025, boosting Q4 sales by $249.4 million. The company also announced the sale of its pasta business to focus on core segments and authorized a $500 million share repurchase program. These moves reflect strategic portfolio optimization amid competitive pressures.