Post Holdings, Inc. POST

73.15 (0.99) (1.34%) as of 25 Sep
Market cap
$3.3B
P/E
12.3×
Growth Flags show if company had growth for consecutive years,
Insider Buys alert about insiders buying in the last 12 month

Insider Decisions

Total buys 0.18
Total sells 34.90
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — 1 — — — — — — — — — —
Sell — 1 1 — 1 — — 1 — — — 1
Insider Ownership 17.43%

Capital & Financial Ratios

Market Cap 3,260.00
Revenue 8,412.50
Net Income 293.70
Free Cash Flow 585.60
Net Debt 7,360.10
Current Ratio 1.85
Debt/Equity 2.47
P/E ratio 12.34
P/S ratio 0.39
P/B ratio 1.07
Past 5Y EPS Growth 27.73%
This Y EPS Growth 5.84%
Next Y EPS Growth (5.93%)
Next 5Y EPS Growth 6.22%
in millions of $

Dividends

Payout Ratio 0.00
Annual Dividend Rate —
Annual Dividend Yield —
total individual payouts
2025 Powerpack
2024 Powerpack
2023 Powerpack
2022 Powerpack
2021 Powerpack
2020 Powerpack
2017 Powerpack
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 117 791 183 273
Receivables 512 583 735 699
Inventory 790 754 875 930
Other 58 — 116 —
1,479 2,232 2,025 1,995
2023 2024 2025 Q'26
Payables 369 484 624 559
ST’ Debt 1 1 1 1
Other 435 460 588 517
805 945 1,213 1,077
in millions of $

Compound Annual Growth

10y 5y 3y
Sales 5.79% 11.61% 11.72%
Cash Flow 8.26% 9.80% 37.67%
Earnings 0.00% 234.64% (23.73%)
Book Value 2.38% 5.88% 4.85%

Revenue

Dec Mar Jun Sep Year
’26 2,175 2,043 1,948 — —
’25 1,975 1,952 1,984 2,247 8,158
’24 1,966 1,999 1,948 2,010 7,923
’23 1,566 1,620 1,859 1,945 6,991
’22 1,338 1,410 1,525 1,579 5,851
’21 1,458 1,202 1,248 1,074 4,981
’20 1,457 1,494 1,336 424 4,711
in millions of $ · fiscal quarters ending in the months shown

Operating Cash Flow

Dec Mar Jun Sep Year
’26 236 242 213 — —
’25 310 161 226 301 998
’24 174 250 272 235 932
’23 98 100 282 270 750
’22 106 36 76 165 383
’21 115 48 233 193 588
’20 108 (19) 319 217 626
in millions of $ · fiscal quarters ending in the months shown

Free Cash Flow

Dec Mar Jun Sep Year
’26 120 153 161 — —
’25 182 71 95 152 500
’24 94 151 162 97 503
’23 46 19 213 170 449
’22 63 (6) 12 77 145
’21 77 5 190 144 417
’20 31 (57) 287 135 396
in millions of $ · fiscal quarters ending in the months shown

EPS

Dec Mar Jun Sep Year
’26 1.71 1.56 1.29 — —
’25 1.78 1.03 1.79 0.88 5.51
’24 1.35 1.48 1.53 1.28 5.64
’23 1.52 0.92 1.38 1.01 4.82
’22 (0.25) 8.40 2.72 1.32 12.09
’21 1.21 1.69 (0.95) 0.39 2.38
’20 1.38 (2.76) 0.52 0.83 0.01
fiscal quarters ending in the months shown

Target Price Range

Analyst price targets

Recommendation Rating

1.7
1Buy 2 3Hold 4 5Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
33.33 49.58 46.24 57.13 45.14 60.08 61.68 78.85 87.53 95.07

Analyst estimates 2026–2028

Powerpack
Low Price
58.25 58.27 66.38 74.43 73.55 77.17 95.83 98.84 125.84 119.85
High Price
8,700 11,410 11,550 10,100 10,200 10,735 10,420 11,430 11,480 13,180
Employees
1 0 1 1 0 0 1 1 1 1
Revenue/Emp
5,027 5,226 6,257 5,681 4,711 4,981 5,851 6,991 7,923 8,158
Revenue
30.78% 30.06% 29.63% 31.54% 30.77% 28.67% 25.08% 26.92% 29.09% 28.68%
Gross Margin
(30) 74 265 159 (46) 214 895 413 472 444
EBT
(0.60%) 1.42% 4.23% 2.80% (0.97%) 4.30% 15.30% 5.91% 5.96% 5.44%
EBT Margin
(3) 48 468 126 (55) 112 743 313 367 336
Net Income
303 323 398 380 345 367 380 449 477 554
Depreciation
73.06 77.08 93.95 80.24 68.37 77.58 96.08 116.52 132.27 145.42
Revenue/Sh
(0.41) 0.51 6.87 1.72 0.01 2.42 12.42 5.21 6.12 5.98
Earnings/Sh
7.30 5.70 10.79 9.72 9.08 9.16 6.28 12.51 15.55 17.80
Cash Flow/Sh
(1.74) (2.65) (3.38) (3.84) (3.34) (2.67) (3.90) (5.03) (7.16) (8.88)
Capex/Sh
5.57 3.05 7.41 5.88 5.74 6.49 2.39 7.48 8.39 8.92
Free CF/Sh
43.73 41.15 45.95 41.49 41.06 42.90 53.62 64.19 68.47 67.09
Book Value/Sh
69 68 67 71 69 64 61 60 60 56
Shares
0.00 120.46 9.30 37.65 2,814.00 30.04 6.62 16.44 18.94 18.09
PE Ratio
0.69 0.75 0.68 0.86 0.82 0.93 0.85 0.73 0.88 0.74
PS Ratio
1.15 1.41 1.40 1.67 1.37 1.68 1.53 1.32 1.69 1.60
PB Ratio
1.37 1.83 1.68 1.92 2.06 2.09 1.69 1.57 1.64 1.63
EV/Sales
17.98 46.21 21.34 26.26 24.54 24.96 68.23 24.53 25.77 26.52
EV/FCF
502 387 719 688 626 588 383 750 932 998
Op' Cash Flow
(119) (180) (225) (272) (230) (171) (237) (302) (429) (498)
Capex
383 207 494 416 396 417 145 449 503 500
FCF
1,443 1,912 1,408 1,323 1,313 1,037 1,400 673 1,287 812
Working Cap'
4,564 7,171 7,254 7,080 7,024 6,443 5,958 6,040 6,813 7,423
Total Debt
3,412 5,641 6,260 6,025 5,831 5,771 4,926 5,923 6,022 7,240
Net Debt
3,009 2,790 3,061 2,937 2,829 2,754 3,266 3,851 4,101 3,764
Sh' Equity
(0.31%) 0.33% 3.67% 0.97% 0.01% 1.36% 6.38% 2.63% 2.99% 2.54%
ROA
5.31% 3.83% 3.85% 5.45% 3.87% 3.58% 3.17% 3.83% 4.90% 4.54%
ROIC
(0.95%) 1.20% 15.63% 4.06% 0.03% 5.97% 25.14% 8.47% 9.22% 8.54%
ROE
predictions in italic, sparklines do not include predictions

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Post Holdings, Inc. peers in Packaged Foods

All 71 Packaged Foods stocks →

Post Holdings, Inc. (POST) key facts

  • Post Holdings, Inc. (POST) is a Packaged Foods company in the Consumer Defensive sector, listed on the New York Stock Exchange.
  • Post Holdings, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $8.2 billion, up 2.97% from fiscal 2024.
  • As of September 25, 2026, POST traded at $73.15, a market capitalization of $3.3 billion.
  • Return on equity was 8.54% and debt-to-equity 2.47.

Source: company filings (standardised) and stockrow calculations.

Post Holdings, Inc. (POST) Latest News

News by impact score

Fine-tune

16 Sep

3

Post Holdings assesses whether foodservice segment growth can mitigate retail headwinds. Foodservice growth potential may moderately influence Post Holdings' future performance amid retail challenges.

8 Sep

3

Post Holdings premium cereal gains market share despite ongoing category pressures. Premium cereal share gains offer moderate support to Post Holdings positioning amid category headwinds.

3

Post Holdings faces three major risks that could hinder performance, leading to a recommendation to buy shares of an alternative stock instead. Identification of multiple risks at Post Holdings may shift investor sentiment and affect near-term valuation.

24 Aug

3

Post Holdings beat Q3 earnings estimates. Focus now centers on whether the foodservice segment can sustain growth through 2027. Q3 earnings beat delivers moderate positive signal while foodservice prospects carry limited but noticeable forward influence.

13 Aug

3 transcript

Post Holdings (POST) discussed its Q3 2026 financial results and outlook during the earnings call. Quarterly earnings details and guidance typically produce moderate effects on near-term stock performance.

11 Aug

3

Post Holdings missed Q2 revenue targets with ongoing margin pressures, triggering negative market reaction to the results. Revenue miss combined with persistent margin pressure indicates moderate effects on near-term financial results and sentiment.

8 Aug

3 transcript

Post Holdings reported Q3 revenue of $1.9B and adjusted EBITDA of $312M, with organic sales growth in Post Consumer Brands and refrigerated retail segments. Management highlighted cost savings initiatives, debt reduction progress, and reaffirmed full-year guidance amid stable commodity costs and continued focus on acquisitions. Q3 results and reaffirmed guidance provide moderate updates to financial trajectory and investor expectations without signaling major strategic shifts.

7 Aug

3

Post Holdings Inc. beat Q3 earnings estimates, driven by strength in its foodservice segment. Q3 earnings beat from foodservice performance signals improved results with limited long-term strategic implications.

3

Post Holdings reported Q3 2026 results in its earnings call, covering revenue, segment performance, and management guidance. Quarterly earnings updates typically produce moderate short-term effects on stock sentiment and operational outlook.

6 Aug

3

Post Holdings Q3 earnings missed or beat consensus estimates on key metrics including revenue, EPS and operating income. Quarterly earnings versus estimates typically move near-term sentiment and valuation without altering long-term strategy.

3

Post Holdings reported third quarter fiscal 2026 results and narrowed its fiscal 2026 outlook. Quarterly results with narrowed outlook can moderately shift near-term investor views and stock price.

1 Aug

4

Speculation mounts over potential buyers for Cal-Maine Foods, with Post Holdings named among interested parties eyeing the egg producer in a possible food sector deal. Potential acquisition interest in Cal-Maine could drive major portfolio expansion and strategic shifts for Post Holdings.

22 Jul

3

Post Holdings rebuilds its pet food portfolio to drive growth. Portfolio rebuilding represents a strategic move that may moderately influence Post Holdings financial performance and competitive positioning.

10 Jul

3

Post Holdings faces persistent inflation and cost pressures, responding with pricing adjustments, supply chain efficiencies and portfolio optimization to protect margins. Inflation-driven cost pressures may moderately affect Post Holdings margins and operations without fundamentally altering long-term trajectory.

1 Jul

3

Post Holdings gains from rising cereal demand boosting sales in its core breakfast segment and supporting improved operating performance. Rising cereal demand provides moderate revenue lift for Post Holdings without signaling transformative strategic change.

17 Jun

3

Post Holdings questions whether foodservice business acts as primary growth driver for the company. Foodservice focus may shape Post Holdings growth path and investor outlook without major immediate shifts.

1 Jun

3

Post Holdings (POST) is singled out as a profitable stock with exciting growth potential while two other stocks are recommended against for investment. Positive stock selection coverage for Post Holdings may lift near-term investor attention and share price.

17 May

4

Post Holdings reported an EPS jump, conducted share buybacks, and executed a CEO transition, events likely to affect investor sentiment and the company's stock trajectory. EPS growth, buybacks, and CEO change represent major strategic and financial shifts with clear potential to alter Post Holdings' performance and market perception.

16 May

3

Post Holdings (POST) shares rise on positive investor reaction to recent operational updates and sector momentum supporting the company's packaged food business. Stock price movement signals moderate near-term sentiment lift without evidence of major strategic or earnings shifts.

14 May

4

Post Holdings, Inc. (POST) released Q2 earnings call highlights detailing financial performance, segment results, and future outlook. Q2 earnings call highlights disclose key financial metrics, guidance, and strategic updates that significantly shape investor expectations and stock trajectory.

12 May

3

Post Holdings' Q1 delivered margin expansions offsetting modest revenue growth amid product portfolio changes and leadership transitions. Margin gains counter modest revenue while product and leadership shifts moderately affect financial performance and competitive positioning.

11 May

4

Post Holdings' new CEO outlines pitfalls in the company's pricing strategy. New CEO's outline of pricing strategy pitfalls signals major potential shifts in core operations, margins, and competitive positioning.

8 May

4

Post Holdings, Inc. (POST) Q2 earnings surpassed analyst estimates, with sales increasing year-over-year. Q2 earnings beat and year-over-year sales growth demonstrate strong financial health, likely driving positive investor sentiment and stock performance.

4

Post Holdings, Inc. Q2 2026 earnings call summary details quarterly financial results, operational updates, and forward guidance. Q2 2026 earnings results shape financial performance and investor expectations for Post Holdings.

4

Post Holdings CEO to step down. CEO departure constitutes a major leadership transition likely to influence strategic direction, investor sentiment, and stock performance.

7 May

4

Post Holdings (POST) beat Q2 earnings estimates, reporting stronger-than-expected results. Beating Q2 earnings estimates boosts investor sentiment and signals strong financial health, significantly influencing short-term stock performance.

4

Post Holdings (POST) Q2 earnings featured key metrics analyzed against analyst estimates, covering revenue, EPS, and segment performance. Q2 earnings metrics versus estimates signal financial health and directly sway investor sentiment and stock trajectory.

3

Post Holdings, Inc. (NYSE: POST) missed Q1 CY2026 revenue estimates, reporting lower-than-expected sales and disappointing investors. Missing Q1 CY2026 revenue estimates affects short-term financial performance and market sentiment but is unlikely to fundamentally alter long-term trajectory.

3

Post Holdings reported results for the second quarter of fiscal year 2026 and affirmed its fiscal year 2026 outlook. Quarterly results and reaffirmed outlook moderately influence financial performance and investor sentiment.

1 May

4

Vanguard's stake in Post Holdings combined with strong earnings momentum positions the company for potential game-changing growth and improved market performance. Vanguard's stake signals strong investor confidence while earnings momentum indicates robust financial health capable of significantly boosting POST's trajectory.

stockrow.com/POST · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com