Post Holdings Reports Strong Q1 Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy POST?
Source: seekingalpha
- Earnings Per Share Growth: Post Holdings reported a Q1 non-GAAP EPS of $2.13, indicating a significant improvement in profitability and reflecting enhanced competitiveness in the market.
- Strong Revenue Performance: The company achieved revenue of $2.2 billion in Q1, showing growth compared to the previous year, which underscores sustained strong demand for its products and further solidifies its market share.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, a 13.1% increase or $48.3 million more than the prior year, demonstrating the company's success in cost control and operational efficiency.
- Debt Redemption Plan: Post Holdings announced plans to redeem $1.24 billion of 2029 notes, aimed at optimizing its capital structure and reducing financial costs, thereby providing more funding flexibility for future growth.
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Analyst Views on POST
Wall Street analysts forecast POST stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for POST is 121.71 USD with a low forecast of 108.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 104.470
Low
108.00
Averages
121.71
High
130.00
Current: 104.470
Low
108.00
Averages
121.71
High
130.00
About POST
Post Holdings, Inc. is a consumer-packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. Its businesses include Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms. Its segments include Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. Post Consumer Brands segment manufactures, markets and sells human and pet food products, primarily in the ready-to-eat (RTE) cereal, granola, hot cereal, nut butter and dog and cat food categories in North America. Weetabix segment markets and distributes branded and private label RTE cereal products. Weetabix is a manufacturer's breakfast cereals category, with its brands being Weetabix and Alpen. Foodservice segment produces and distributes egg and potato products through the foodservice and food ingredient channels. Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausage, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Post Holdings Reports Strong Q1 Earnings
- Earnings Per Share Growth: Post Holdings reported a Q1 non-GAAP EPS of $2.13, indicating a significant improvement in profitability and reflecting enhanced competitiveness in the market.
- Strong Revenue Performance: The company achieved revenue of $2.2 billion in Q1, showing growth compared to the previous year, which underscores sustained strong demand for its products and further solidifies its market share.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, a 13.1% increase or $48.3 million more than the prior year, demonstrating the company's success in cost control and operational efficiency.
- Debt Redemption Plan: Post Holdings announced plans to redeem $1.24 billion of 2029 notes, aimed at optimizing its capital structure and reducing financial costs, thereby providing more funding flexibility for future growth.
See More
Post Holdings Reports Strong Q1 Results with Increased Sales and Adjusted EBITDA
- Significant Sales Growth: Post Holdings reported net sales of $2.1746 billion for Q1, a 10.1% increase year-over-year, with $224.6 million attributed to acquisitions, indicating strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, up 13.1% from the previous year, reflecting improved operational efficiency and profitability following the integration of the newly acquired 8th Avenue Food & Provisions.
- Net Earnings Decline: Despite sales growth, net earnings fell to $96.8 million, a 14.6% decrease, primarily due to increased debt extinguishment losses and interest expenses, highlighting financial management pressures.
- Share Repurchase Program: Post repurchased 3.7 million shares for $378.9 million in Q1 and received a new $500 million repurchase authorization, demonstrating confidence in future growth and commitment to enhancing shareholder value.
See More
Post Holdings Reports Strong Q1 Results with Increased EBITDA Guidance
- Significant Sales Growth: Post Holdings reported net sales of $2.175 billion for Q1, a 10.1% increase year-over-year, with acquisitions contributing $224.6 million, showcasing strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Increased Adjusted EBITDA Guidance: The company raised its fiscal year 2026 Adjusted EBITDA outlook to $1.55-$1.58 billion from $1.5-$1.54 billion, reflecting an optimistic view on future profitability driven by operational improvements.
- Net Earnings Decline: While operating profit rose 11.3% to $238.4 million, net earnings fell 14.6% to $96.8 million, primarily due to losses on debt extinguishment and increased interest expenses, indicating financial cost pressures on profitability.
- Share Repurchase Program: In Q1, Post repurchased 3.7 million shares for approximately $378.9 million, and the board approved a new $500 million repurchase authorization, demonstrating confidence in the company's stock value.
See More
Post Holdings Appoints New CEO for Consumer Brands
- Executive Transition: Post Holdings announced that Greg Pearson will become the President and CEO of Post Consumer Brands effective April 1, 2026, succeeding Nicolas Catoggio, who took on the role of EVP and COO in January 2026, indicating a strategic leadership shift within the company.
- Extensive Experience: Pearson brings 25 years of experience in the consumer packaged goods industry, having served as CEO of Compana Pet Brands where he successfully optimized supply chains and reshaped commercial strategies, which is expected to drive new growth for Post Consumer Brands.
- Proven Track Record: While leading Pretzels, Inc. as CEO, Pearson implemented various growth and operational initiatives that culminated in the successful sale of the company to Hershey Company in 2021, showcasing his capability in business transformation.
- Smooth Transition: Catoggio and Pearson will work closely over the coming months to ensure a seamless leadership transition, aiming to maintain the ongoing success and competitive edge of Post Consumer Brands.
See More
Post Holdings Appoints New CEO for Consumer Brands
- Executive Transition: Post Holdings announced that Greg Pearson will become the President and CEO of Post Consumer Brands effective April 1, 2026, succeeding Nicolas Catoggio, who took on the role of EVP and COO in January 2026, indicating a strategic leadership shift within the company.
- Extensive Experience: Pearson brings 25 years of experience in the consumer packaged goods sector, having served as CEO of Compana Pet Brands where he successfully led business transformations, optimized supply chains, and refocused commercial strategies, which is expected to drive new growth for Post.
- Proven Track Record: During his tenure as CEO of Pretzels, Inc., Pearson's initiatives led to the successful sale of the company to Hershey Company in 2021, showcasing his influence and performance in the industry.
- Smooth Transition: Catoggio and Pearson will work closely over the coming months to ensure a seamless leadership transition, aiming to maintain the ongoing success and competitive edge of Post Consumer Brands.
See More
Post Holdings to Announce Q1 Earnings on February 5
- Earnings Announcement Schedule: Post Holdings is set to release its Q1 2023 earnings report on February 5 after market close, with consensus EPS estimates at $1.67, reflecting a 3.5% year-over-year decline, while revenue is projected at $2.17 billion, indicating a 10.2% year-over-year increase.
- Historical Performance: Over the past two years, Post Holdings has consistently beaten EPS estimates 100% of the time, showcasing its earnings stability, although it has only surpassed revenue estimates 50% of the time, indicating market caution regarding its revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and four downward adjustments, reflecting analysts' concerns about the company's profitability outlook; conversely, revenue estimates experienced one upward and one downward revision, suggesting mixed market sentiment on revenue growth.
- Debt Management Strategy: Post Holdings recently announced the redemption of $1.24 billion of its 2029 notes, indicating proactive debt management aimed at optimizing its financial structure and supporting future growth initiatives.
See More
Post Holdings Reports Strong Q1 Earnings
- Earnings Per Share Growth: Post Holdings reported a Q1 non-GAAP EPS of $2.13, indicating a significant improvement in profitability and reflecting enhanced competitiveness in the market.
- Strong Revenue Performance: The company achieved revenue of $2.2 billion in Q1, showing growth compared to the previous year, which underscores sustained strong demand for its products and further solidifies its market share.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, a 13.1% increase or $48.3 million more than the prior year, demonstrating the company's success in cost control and operational efficiency.
- Debt Redemption Plan: Post Holdings announced plans to redeem $1.24 billion of 2029 notes, aimed at optimizing its capital structure and reducing financial costs, thereby providing more funding flexibility for future growth.
See More
Post Holdings Reports Strong Q1 Results with Increased Sales and Adjusted EBITDA
- Significant Sales Growth: Post Holdings reported net sales of $2.1746 billion for Q1, a 10.1% increase year-over-year, with $224.6 million attributed to acquisitions, indicating strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Adjusted EBITDA Increase: Adjusted EBITDA reached $418.2 million, up 13.1% from the previous year, reflecting improved operational efficiency and profitability following the integration of the newly acquired 8th Avenue Food & Provisions.
- Net Earnings Decline: Despite sales growth, net earnings fell to $96.8 million, a 14.6% decrease, primarily due to increased debt extinguishment losses and interest expenses, highlighting financial management pressures.
- Share Repurchase Program: Post repurchased 3.7 million shares for $378.9 million in Q1 and received a new $500 million repurchase authorization, demonstrating confidence in future growth and commitment to enhancing shareholder value.
See More
Post Holdings Reports Strong Q1 Results with Increased EBITDA Guidance
- Significant Sales Growth: Post Holdings reported net sales of $2.175 billion for Q1, a 10.1% increase year-over-year, with acquisitions contributing $224.6 million, showcasing strong performance in Foodservice and Weetabix despite challenges in the Consumer Brands segment.
- Increased Adjusted EBITDA Guidance: The company raised its fiscal year 2026 Adjusted EBITDA outlook to $1.55-$1.58 billion from $1.5-$1.54 billion, reflecting an optimistic view on future profitability driven by operational improvements.
- Net Earnings Decline: While operating profit rose 11.3% to $238.4 million, net earnings fell 14.6% to $96.8 million, primarily due to losses on debt extinguishment and increased interest expenses, indicating financial cost pressures on profitability.
- Share Repurchase Program: In Q1, Post repurchased 3.7 million shares for approximately $378.9 million, and the board approved a new $500 million repurchase authorization, demonstrating confidence in the company's stock value.
See More
Post Holdings Appoints New CEO for Consumer Brands
- Executive Transition: Post Holdings announced that Greg Pearson will become the President and CEO of Post Consumer Brands effective April 1, 2026, succeeding Nicolas Catoggio, who took on the role of EVP and COO in January 2026, indicating a strategic leadership shift within the company.
- Extensive Experience: Pearson brings 25 years of experience in the consumer packaged goods industry, having served as CEO of Compana Pet Brands where he successfully optimized supply chains and reshaped commercial strategies, which is expected to drive new growth for Post Consumer Brands.
- Proven Track Record: While leading Pretzels, Inc. as CEO, Pearson implemented various growth and operational initiatives that culminated in the successful sale of the company to Hershey Company in 2021, showcasing his capability in business transformation.
- Smooth Transition: Catoggio and Pearson will work closely over the coming months to ensure a seamless leadership transition, aiming to maintain the ongoing success and competitive edge of Post Consumer Brands.
See More
Post Holdings Appoints New CEO for Consumer Brands
- Executive Transition: Post Holdings announced that Greg Pearson will become the President and CEO of Post Consumer Brands effective April 1, 2026, succeeding Nicolas Catoggio, who took on the role of EVP and COO in January 2026, indicating a strategic leadership shift within the company.
- Extensive Experience: Pearson brings 25 years of experience in the consumer packaged goods sector, having served as CEO of Compana Pet Brands where he successfully led business transformations, optimized supply chains, and refocused commercial strategies, which is expected to drive new growth for Post.
- Proven Track Record: During his tenure as CEO of Pretzels, Inc., Pearson's initiatives led to the successful sale of the company to Hershey Company in 2021, showcasing his influence and performance in the industry.
- Smooth Transition: Catoggio and Pearson will work closely over the coming months to ensure a seamless leadership transition, aiming to maintain the ongoing success and competitive edge of Post Consumer Brands.
See More
Post Holdings to Announce Q1 Earnings on February 5
- Earnings Announcement Schedule: Post Holdings is set to release its Q1 2023 earnings report on February 5 after market close, with consensus EPS estimates at $1.67, reflecting a 3.5% year-over-year decline, while revenue is projected at $2.17 billion, indicating a 10.2% year-over-year increase.
- Historical Performance: Over the past two years, Post Holdings has consistently beaten EPS estimates 100% of the time, showcasing its earnings stability, although it has only surpassed revenue estimates 50% of the time, indicating market caution regarding its revenue growth.
- Estimate Revision Dynamics: In the last three months, EPS estimates have seen no upward revisions and four downward adjustments, reflecting analysts' concerns about the company's profitability outlook; conversely, revenue estimates experienced one upward and one downward revision, suggesting mixed market sentiment on revenue growth.
- Debt Management Strategy: Post Holdings recently announced the redemption of $1.24 billion of its 2029 notes, indicating proactive debt management aimed at optimizing its financial structure and supporting future growth initiatives.
See More
