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Post Holdings
Post Holdings (POST) investor relations material
Post Holdings Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary6 Feb, 2026
Executive summary
Q1 FY2026 net sales rose 10.1% to $2.17 billion, driven by acquisitions and growth in Foodservice and Weetabix, while Refrigerated Retail was flat and Post Consumer Brands saw volume declines.
Adjusted EBITDA exceeded expectations, rising 13.1% to $418.2 million, with strong operating performance and Foodservice run rate improvements.
Operating profit increased 11.3% to $238.4 million, but net earnings declined 14.6% to $96.8 million due to higher interest expense and debt extinguishment losses.
Major portfolio changes included the acquisition of 8th Avenue and Potato Products of Idaho, and the divestiture of the 8th Avenue pasta business.
Aggressive share repurchases and the sale of the pasta business contributed to maintaining flat net leverage and financial flexibility.
Financial highlights
Net sales: $2,174.6 million, up 10.1% year-over-year.
Adjusted EBITDA: $418.2 million, up 13.1% year-over-year.
Operating profit: $238.4 million, up 11.3% year-over-year.
Net earnings: $96.8 million, down 14.6% year-over-year.
Diluted EPS: $1.71; adjusted diluted EPS: $2.13.
Outlook and guidance
Full-year 2026 Adjusted EBITDA guidance raised to $1,550–$1,580 million, reflecting Q1 outperformance and Foodservice normalization.
Capital expenditures for fiscal 2026 expected between $350–$390 million, with major investments in Foodservice facilities.
Sufficient liquidity and cash on hand are anticipated to meet capital needs for the foreseeable future.
Management expects continued volatility in input costs and supply chain due to inflation and potential tariffs.
Foodservice run rate for the year is expected to remain strong, with embedded growth anticipated for next year.
Strategy for Post Consumer Brands volume recovery
Capital allocation priorities: repurchases vs capex
Drivers of increased FY26 Adjusted EBITDA outlook
M&A strategy given changing valuations?
Cereal promotional spend strategy?
Foodservice normalized run rate stickiness?
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Next Post Holdings earnings date
Q2 20268 May, 2026
Post Holdings
Next Post Holdings earnings date
Q2 20268 May, 2026
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Frequently asked questions
Post Holdings Inc operates as a consumer packaged goods holding company engaged in the manufacturing, marketing, and distribution of branded and private label food products, including cereals, refrigerated food, and protein-based foods. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.
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