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Jun 30, 2025
Post Q3 2025 Earnings Report
Post Holdings reported higher revenue and profitability in Q3 2025, driven by strong Foodservice and Refrigerated Retail performance despite declines in Post Consumer Brands.
Key Takeaways
Post Holdings delivered revenue growth and improved profitability in Q3 2025, supported by gains in Foodservice and Refrigerated Retail segments, partially offset by weakness in Post Consumer Brands. Adjusted EBITDA margin expanded, and the company raised its full-year guidance.
Net sales reached $1.98 billion, up 1.9% from the prior year.
Operating profit grew 15.5% to $234.6 million.
Adjusted EBITDA increased 13.4% to $397.0 million, with margin expansion to 20.0%.
Post raised FY2025 Adjusted EBITDA guidance to $1.50-$1.52 billion.
Revenue by Segment
Forward Guidance
Post raised its FY2025 Adjusted EBITDA guidance to $1.50-$1.52 billion, reflecting contributions from acquisitions and strong segment performance.
Positive Outlook
- Raised FY2025 Adjusted EBITDA guidance to $1.50-$1.52 billion.
- Strong Foodservice growth supported by volume and pricing gains.
- Refrigerated Retail performance boosted by product mix and timing of holiday demand.
- Weetabix benefited from favorable currency exchange rates.
- Continued cost management reduced SG&A expenses.
Challenges Ahead
- Declines in Post Consumer Brands due to pet food distribution losses and cereal category softness.
- Weetabix segment profit decreased despite revenue growth.
- Increased interest expense due to higher debt and rates.
- Commodity and foreign exchange volatility impacted results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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