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Post Holdings, Inc.

POST Consumer Defensive Packaged Foods

Post Holdings, Inc.’s revenue for fiscal 2025 (year ended September 2025) was $8.2 billion, up 2.97% from fiscal 2024.

Revenue
−1.83%
EPS
−27.7%
Free cash flow
+69.7%
Total debt
+3.88%

Quarter to June 2026, against a year earlier

84.43 0.42 −0.49%
Market cap
$3.7B
P/E
14.2×
Fwd P/E
11.8×
Dividend yield
—
F-score
4/9
Altman Z
1.46
Beneish M
−2.48
Dividend safety
n/a
Overview
Financials
Income Statement Balance Sheet Cash Flow Metrics & Ratios

Insider Decisions last twelve months

Sold, $m 33.90
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — — — — — — — — — —
Sell 1 — 1 — — 1 — — — 1 — —
Insider Ownership 17.43%

Capital & Financial Ratios $m

Size
Market Cap 3,720.00
Revenue ttm 8,412.50
Net income ttm 293.70
Free cash flow ttm 585.60
Net debt Q 7,360.10
Valuation
P/E 14.24
Forward P/E 11.80
Price / sales 0.45
Forward P/S Powerpack
Price / FCF 6.50
Price / book 1.23
Financial health
Current ratio Q 1.85 (at or above 1.5: strong)
Debt / equity Q 2.47 (above 2: weak)
Interest coverage Q 1.75
Growth
Revenue growth Q −1.83% (below 0%: shrinking)
Operating income growth Q −19.31% (below 0%: shrinking)
EPS, this year +5.85%
EPS, next year A −6.20% (below 0%: weak)
Revenue, next year A +0.10%
EPS, past 5 yrs +253.37% (at or above 15%: strong)
EPS, next 5 yrs A +5.95%

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

EV/Sales, ten years
EV/Sales is 1.3×, against a ten-year median of 1.7×; over the ten years it ranged from 1.3× in 2026 to 2.5× in 2021.
P/E against its own 10 years 27.04%
10-year low 10-year high
P/S against its own 10 years 2.20%
10-year low 10-year high
P/B against its own 10 years 15.47%
10-year low 10-year high
EV/Sales against its own 10 years 3.08%
10-year low 10-year high
EV/FCF against its own 10 years 11.44%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

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

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%

Earnings Trends EPS, adjusted, against the consensus

Q3 FY26 Estimate 1.63 Actual 1.78

Earnings per share against the consensus, by quarter
Quarter Estimate Reported Result
Q4 FY24 1.92 2.09 Beat by 0.17
Q1 FY26 1.66 2.13 Beat by 0.47
Q2 FY26 1.64 1.94 Beat by 0.30
Q3 FY26 1.63 1.78 Beat by 0.15
Q4 FY26 1.69 — Reports 19 November 2026

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.

Revenue $m

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
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

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
Fiscal quarters ending in the months shown.

Free Cash Flow $m

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
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.7
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to September

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Jun ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 5,027 5,226 6,257 5,681 4,711 4,981 5,851 6,991 7,923 8,158 8,413 +5.5% 8,166 7,951 8,021 (0.6%)
Gross margin, % 30.78 30.06 29.63 31.54 30.77 28.67 25.08 26.92 29.09 28.68 28.82 (2.1) pt
EBT (30) 74 265 159 (46) 214 895 413 472 444 393 n/m
EBT margin, % (0.60) 1.42 4.23 2.80 (0.97) 4.30 15.30 5.91 5.96 5.44 4.68 +6.0 pt
Net income (3) 48 468 126 (55) 112 743 313 367 336 294 n/m
Per share, $
Per share, $ Revenue 73.06 77.08 93.95 80.24 68.37 77.58 96.08 116.52 132.27 145.42 186.53 +7.9%
Earnings (0.41) 0.51 6.87 1.72 0.01 2.42 12.42 5.21 6.12 5.98 5.93 n/m
Cash flow 7.30 5.70 10.79 9.72 9.08 9.16 6.28 12.51 15.55 17.80 22.01 +10.4%
Capex (1.74) (2.65) (3.38) (3.84) (3.34) (2.67) (3.90) (5.03) (7.16) (8.88) (9.02) +19.9%
Free cash flow 5.57 3.05 7.41 5.88 5.74 6.49 2.39 7.48 8.39 8.92 12.98 +5.4%
Book value 43.73 41.15 45.95 41.49 41.06 42.90 53.62 64.19 68.47 67.09 68.50 +4.9%
Shares, m 69 68 67 71 69 64 61 60 60 56 50 (2.2%)
Valuation, ×
Valuation, × P/E 0.00 122.92 9.49 38.41 2,871.50 30.65 6.62 16.44 18.94 18.09 14.24 313.3
P/S 0.69 0.77 0.70 0.88 0.84 0.95 0.85 0.73 0.88 0.74 0.45 0.8
P/B 1.15 1.43 1.42 1.70 1.40 1.71 1.53 1.32 1.69 1.60 1.23 1.5
EV/Sales 1.37 1.84 1.70 1.94 2.08 2.11 1.69 1.57 1.64 1.63 1.33 1.8
EV/FCF 17.98 46.60 21.51 26.50 24.74 25.18 68.23 24.53 25.77 26.52 19.07 30.8
Cash, $m
Cash, $m Operating cash flow 502 387 719 688 626 588 383 750 932 998 993 +7.9%
Capex (119) (180) (225) (272) (230) (171) (237) (302) (429) (498) (407) +17.2%
Free cash flow 383 207 494 416 396 417 145 449 503 500 586 +3.0%
Balance, $m
Balance, $m Working capital 1,443 1,912 1,408 1,323 1,313 1,037 1,400 673 1,287 812 917 (6.2%)
Net debt 3,412 5,641 6,260 6,025 5,831 5,771 4,926 5,923 6,022 7,240 7,360 +8.7%
Shareholders’ equity 3,009 2,790 3,061 2,937 2,829 2,754 3,266 3,851 4,101 3,764 3,089 +2.5%
Returns, %
Returns, % ROA (0.31) 0.33 3.67 0.97 0.01 1.36 6.38 2.63 2.99 2.54 2.24 +2.8 pt
ROIC 5.31 3.83 3.85 5.45 3.87 3.58 3.17 3.83 4.90 4.54 4.83 (0.8) pt
ROE (0.95) 1.20 15.63 4.06 0.03 5.97 25.14 8.47 9.22 8.54 8.26 +9.5 pt
People
People Employees 8,700 11,410 11,550 10,100 10,200 10,735 10,420 11,430 11,480 13,180 — +4.7%
Revenue/emp, $m 0.58 0.46 0.54 0.56 0.46 0.46 0.56 0.61 0.69 0.62 — +0.8%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Sep 2025 · latest quarter Jun 2026

Post Holdings, Inc. vs peers in Packaged Foods (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
CPB The Campbell's Company $7.0B 17.5× 12.5× −7.93% (below 0%: shrinking) n/m +5.43% (above 0%: growing) 27.28% 0.19% Compare
PPC Pilgrim's Pride Corporation $6.8B 21.3× 20.3× −2.23% (below 0%: shrinking) −65.97% (below 0%: shrinking) −101.15% (below 0%: shrinking) 7.17% 4.12% Compare
INGR Ingredion Incorporated $6.1B 10.4× 10.3× +0.93% (above 0%: growing) −40.79% (below 0%: shrinking) +34.38% (above 0%: growing) 23.03% 10.16% Compare
POST Post Holdings, Inc. $3.7B 14.2× 11.8× −1.83% (below 0%: shrinking) −27.69% (below 0%: shrinking) +69.65% (above 0%: growing) 29.07% 9.72%
FRPT Freshpet, Inc. $3.1B 24.3× 34.4× +10.04% (above 0%: growing) −70.50% (below 0%: shrinking) +19.86% (above 0%: growing) 44.46% 11.05% Compare
MZTI The Marzetti Company $3.0B 17.2× 16.5× −2.42% (below 0%: shrinking) −37.06% (below 0%: shrinking) −38.53% (below 0%: shrinking) 23.00% 8.61% Compare
CENT Central Garden & Pet Company $2.7B 17.7× 16.3× −8.17% (below 0%: shrinking) −4.58% (below 0%: shrinking) +25.12% (above 0%: growing) 35.92% 14.26% Compare
CENTA Central Garden & Pet Company $2.7B 15.2× — −8.17% (below 0%: shrinking) −4.58% (below 0%: shrinking) +25.12% (above 0%: growing) 35.92% 14.26% Compare
UTZ Utz Brands, Inc. $2.1B — (loss-making) 21.0× +1.39% (above 0%: growing) n/m +93.40% (above 0%: growing) 25.87% (1.48%) Compare
Median of peers $3.0B 17.5× 16.5× −2.32% −38.92% +22.49% 26.58% 9.38%

All 68 Packaged Foods stocks →

Pay and ownership Proxy statement filed 15 December 2025

Ownership

Directors and executive officers, together 13.40%
The Vanguard Group100 Vanguard Blvd., Malvern, PA 10.70%
William P. Stiritz 9.40%
BlackRock, Inc.50 Hudson Yards, New York, NY 8.10%
Clarkston Capital Partners, LLC91 West Long Lake Road, Bloomfield Hills, MI 6.80%
Route One Investment Company, L.P.One Letterman Drive, Building D, Suite DM 6.50%
Dimensional Fund Advisors LP6300 Bee Cave Road, Building One, Austin, TX 5.40%
JPMorgan Chase & Co.383 Madison Avenue, New York, NY 5.30%
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Post Holdings, Inc. (POST) Latest News

29 Oct

Impact 3 · · StockStory

22 Oct

Impact 3 · · PR Newswire

20 Oct

Impact 3 · · Zacks

16 Sep

Impact 3 ·

8 Sep

Impact 3 ·
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24 Aug

Impact 3 ·

13 Aug

Impact 3 · · The Motley Fool transcript

11 Aug

Impact 3 ·

8 Aug

Impact 3 · · MarketBeat transcript

7 Aug

Impact 3 ·
Impact 3 · · Moby

6 Aug

Impact 3 ·
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1 Aug

Impact 4 · · Trefis

22 Jul

Impact 3 ·

10 Jul

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1 Jul

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17 Jun

Impact 3 ·

1 Jun

Impact 3 · · StockStory

17 May

Impact 4 · · Simply Wall St.

16 May

Impact 3 · · StockStory

14 May

Impact 4 · · MarketBeat

12 May

Impact 3 · · StockStory

11 May

Impact 4 · · just-food.com

8 May

Impact 4 · · Zacks
Impact 4 · · Moby
Impact 4 · · fooddive.com

7 May

Impact 4 · · Zacks
Impact 4 · · Zacks

POST metrics, ten years each

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