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Dec 31, 2024
Post Q1 2025 Earnings Report
Expected Revenue:$1.99B
+3.5% YoY
Expected EPS:$1.49
+35.5% YoY
Key Takeaways
Post Holdings reported first quarter fiscal year 2025 results with net sales of $1.97 billion and operating profit of $214.1 million. Net earnings increased to $113.3 million, and Adjusted EBITDA reached $369.9 million. The company raised its fiscal year 2025 Adjusted EBITDA outlook to $1,420-$1,460 million.
Net sales increased by 0.4% to $1.97 billion.
Operating profit increased by 2.3% to $214.1 million.
Net earnings increased by 28.6% to $113.3 million.
Adjusted EBITDA increased by 2.9% to $369.9 million.
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Post Revenue by Segment
Forward Guidance
Post management raised its guidance range for fiscal year 2025 Adjusted EBITDA to $1,420-$1,460 million from $1,410-$1,460 million.
Positive Outlook
- Post expects to recover any second fiscal quarter cost before pricing impact in the balance of the fiscal year.
- Post management's guidance range assumes recovery of lost egg supply over the remainder of the fiscal year.
- There are no additional avian influenza outbreaks within Post's controlled farms.
- Post is investing in network optimization and pet food safety and capacity.
- Post is investing in the completion of the Norwalk, Iowa precooked egg facility expansion and continued cage-free egg facility expansion.
Challenges Ahead
- Post estimates the cost before pricing impact on the second fiscal quarter to be a headwind in the range of $30-$50 million when compared to first fiscal quarter results.
- Volatility in egg market prices could cause the actual result to vary significantly from the estimated range.
- Disruptions or inefficiencies in Post’s supply chain, inflation, tariffs, labor shortages, public health crises, climatic events, avian influenza and other agricultural diseases and pests, fires and other events beyond Post’s control.
- Changes in economic conditions, financial instability, disruptions in capital and credit markets, changes in interest rates and fluctuations in foreign currency exchange rates.
- Volatility in the cost or availability of inputs to Post’s businesses (including raw materials, energy and other supplies and freight).