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Sep 30, 2025
Post Q4 2025 Earnings Report
Post reported $2.25B in revenue and $51M in net income for Q4 2025.
Key Takeaways
Post Holdings delivered a solid Q4 with strong revenue growth driven by Foodservice and acquisitions, though net income declined due to goodwill impairment.
Revenue reached $2.25B, up from $2.01B the previous year.
Net income fell to $51M due to a $29.8M goodwill impairment.
Adjusted EPS rose to $2.09 from $1.53 YoY.
Adjusted EBITDA jumped 22% to $425.4M, driven by strong Foodservice growth.
Revenue by Segment
Forward Guidance
Post expects FY2026 Adjusted EBITDA between $1.5B–$1.54B and plans capital spending of $350M–$390M.
Positive Outlook
- FY26 Adjusted EBITDA expected to reach up to $1.54B
- Ongoing strength in Foodservice operations
- Investments in cage-free egg capacity
- Growth from 8th Avenue contributions
- Expansion of Norwalk precooked egg facility
Challenges Ahead
- Headwinds from pet food distribution losses
- Continued cereal category decline
- Goodwill impairment suggests margin pressure in cheese/dairy
- Higher interest expenses impacting profitability
- Anticipated divestiture of 8th Avenue pasta business may reduce sales base
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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