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Mar 31, 2025
Post Q2 2025 Earnings Report
Post Holdings reported Q2 2025 results with stable Adjusted EBITDA and raised its full-year guidance despite sales and earnings declines.
Key Takeaways
Post Holdings generated $2.0 billion in revenue and $62.6 million in net income in Q2 2025, with strong segment performance in Foodservice and Weetabix partially offsetting declines in Consumer Brands and Refrigerated Retail; Adjusted EBITDA reached $346.5 million.
Net sales reached $1.95 billion, down 2.3% YoY, impacted by category declines and timing shifts.
Net income was $62.6 million with Adjusted EBITDA of $346.5 million.
Post raised FY25 Adjusted EBITDA guidance to $1.43–$1.47 billion.
Foodservice sales grew 9.6% YoY driven by shake volumes; Refrigerated Retail declined due to seasonal shifts.
Revenue by Segment
Forward Guidance
Post raised its full-year Adjusted EBITDA outlook and remains confident in recovery from short-term cost and volume pressures.
Positive Outlook
- FY25 Adjusted EBITDA guidance raised to $1.43–$1.47 billion.
- Cost recovery from avian flu impact expected by year-end.
- Foodservice segment growth driven by protein shake volumes.
- SG&A expenses reduced 7.8% YoY in Q2.
- Strong free cash flow of $241.6 million reported.
Challenges Ahead
- Q2 revenue declined 2.3% YoY due to volume declines and holiday timing.
- Net earnings fell 35.6% YoY due to higher swap expenses and lower gross margin.
- Weetabix and Refrigerated Retail segments posted sales and profit declines.
- Adjusted EPS declined YoY to $1.41 from $1.51.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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