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Post Holdings 2月已发布2026财年一季度业绩并上调全年Adjusted EBITDA指引
这是公司2026年2月5日发布的季度业绩与全年指引上调信息，距离当前2026年7月13日已超过五个月，明显不具备事件交易新鲜度。
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ST. LOUIS , Feb. 5, 2026 /PRNewswire/ — Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, tod…
不做 Post Holdings（POST.US）
该信号是2026-02-05的历史财报与指引上调公告，距离当前2026-07-13已超过五个月，事件交易窗口已过且高度price-in。
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研究档案
🔎 新鲜度:最早出现 2026-02-05 · 扩散 high · price-in 风险 high ↗
关键理由
- 这是公司2026年2月5日发布的季度业绩与全年指引上调信息，距离当前2026年7月13日已超过五个月，明显不具备事件交易新鲜度。
- 正文虽包含销售额、Adjusted EBITDA和指引上调等方向性信息，但属于历史财报披露，短线价格反应窗口早已结束。
主要风险
- 未做行情与传播核查，因为首读即可确认该信号为陈旧财报信息，工具结果不可能把它转化为当前可交易催化。
原文全文
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ST. LOUIS , Feb. 5, 2026 /PRNewswire/ — Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2025 .
Highlights:
First quarter net sales of $2.2 billion
Operating profit of $238.4 million ; net earnings of $96.8 million and Adjusted EBITDA (non-GAAP)* of $418.2 million
Raised fiscal year 2026 Adjusted EBITDA (non-GAAP)* outlook to $1,550 – $1,580 million
*For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under “Use of Non-GAAP Measures” later in this release. Post provides Adjusted EBITDA guidance only on a non-GAAP basis and does not provide a reconciliation of its forward-looking Adjusted EBITDA non-GAAP guidance measure to the most directly comparable GAAP measure due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliation, including the adjustments described under “Outlook” below.
Basis of Presentation
On July 1, 2025 , Post completed its acquisition of 8th Avenue Food & Provisions, Inc. (“8th Avenue”), the results of which are included in the Post Consumer Brands segment. On December 1, 2025 , Post completed its sale of the pasta business of 8th Avenue; its operating results prior to the sale were reported in the Post Consumer Brands segment.
On March 3, 2025 , Post completed its acquisition of Potato Products of Idaho , L.L.C. (“PPI”), the results of which are included in the Refrigerated Retail and Foodservice segments.
First Quarter Consolidated Operating Results
Net sales were $2,174.6 million , an increase of 10.1%, or $199.9 million , compared to $1,974.7 million in the prior year period and included $224.6 million in net sales from acquisitions in the current year period. Excluding the benefit from acquisitions in the current year period, net sales growth in Foodservice (primarily driven by volume growth in eggs and protein-based shakes) and Weetabix (primarily driven by favorable foreign currency exchange rates and volume growth) was offset by declines in Post Consumer Brands (driven by pet food distribution losses, cereal category declines and lower relative and absolute promotional spend in cereal). Refrigerated Retail sales were flat as increased pricing was offset by declines in volumes. Gross profit was $638.5 million , or 29.4% of net sales, an increase of 7.3%, or $43.2 million , compared to $595.3 million , or 30.1% of net sales, in the prior year period.
Selling, general and administrative (“SG&A”) expenses were $357.3 million , or 16.4% of net sales, an increase of 7.8%, or $25.7 million , compared to $331.6 million , or 16.8% of net sales, in the prior year period. SG&A expenses in the first quarter of fiscal years 2026 and 2025 included $4.3 million and $15.6 million , respectively, of integration costs, which were primarily related to acquisitions and were treated as adjustments for non-GAAP measures. Operating profit was $238.4 million , an increase of 11.3%, or $24.3 million , compared to $214.1 million in the prior year period.
Net earnings were $96.8 million , a decrease of 14.6%, or $16.5 million , compared to $113.3 million in the prior year period. Net earnings included the following:
Three Months Ended December 31,
( in millions )
2025
2024
Loss on extinguishment of debt, net (1)
$ 17.5
$ 5.8
Income on swaps, net (1)
(1.9)
(15.4)
(1) Discussed later in this release and were treated as adjustments for non-GAAP measures.
Diluted earnings per common share were $1.71 , compared to $1.78 in the prior year period. Adjusted net earnings (non-GAAP) * were $123.7 million , compared to $111.9 million in the prior year period. Adjusted diluted earnings per common share (non-GAAP)* were $2.13 , compared to $1.73 in the prior year period.
Adjusted EBITDA was $418.2 million , an increase of 13.1%, or $48.3 million , compared to $369.9 million in the prior year period.
Post Consumer Brands
Primarily North American ready-to-eat (“RTE”) cereal and granola, pet food and nut butters.
For the first quarter, net sales were $1,103.8 million , an increase of 14.5%, or $139.9 million , compared to the prior year period. Net sales included $217.2 million in the first quarter attributable to 8th Avenue. Excluding the benefit of 8th Avenue in the current year period, volumes decreased 6.1%. Pet food volumes decreased 6.2%, primarily driven by distribution losses and reductions in co-manufactured and private label products. Cereal and granola volumes decreased 5.1%, primarily driven by category declines and lower relative and absolute promotional spend. Segment profit was $132.2 million , an increase of 0.9%, or $1.2 million , compared to the prior year period. Segment Adjusted EBITDA (non-GAAP) * was $203.3 million , a decrease of 0.7%, or $1.5 million , compared to the prior year period.
Foodservice
Primarily egg and potato products.
For the first quarter, net sales were $669.1 million , an increase of 8.5%, or $52.5 million , compared to the prior year period. Net sales included $6.6 million in the first quarter attributable to PPI. Excluding the benefit of PPI in the current year period, volumes increased 7.7%, driven by improved customer service levels versus the prior year period and improved production in protein-based shakes. Segment profit was $117.5 million , an increase of 36.5%, or $31.4 million , compared to the prior year period. Segment Adjusted EBITDA was $152.4 million , an increase of 30.5%, or $35.6 million , compared to the prior year period.
Refrigerated Retail
Primarily side dish, egg, cheese and sausage products.
For the first quarter, net sales were $266.6 million , flat compared to the prior year period. Volumes decreased 0.2%, primarily due to declines in egg and sausage products, partially offset by an increase in side dish products driven by the introduction of private label offerings. Volume information by product is disclosed in a table presented later in this release. Segment profit was $30.4 million , an increase of 25.6%, or $6.2 million , compared to the prior year period. Segment Adjusted EBITDA was $50.1 million , an increase of 20.4%, or $8.5 million , compared to the prior year period.
Weetabix
Primarily United Kingdom RTE cereal, muesli and protein-based shakes.
For the first quarter, net sales were $137.9 million , an increase of 8.1%, or $10.3 million , compared to the prior year period. Net sales reflected a foreign currency exchange rate tailwind of approximately 400 basis points. Volumes increased 2.4%, primarily driven by growth in protein-based shakes and branded products. Segment profit was $21.7 million , an increase of 36.5%, or $5.8 million , compared to the prior year period. Segment Adjusted EBITDA was $33.1 million , an increase of 18.2%, or $5.1 million , compared to the prior year period.
Interest, Loss on Extinguishment of Debt, Income on Swaps and Income Tax
Interest expense, net was $103.4 million in the first quarter of fiscal year 2026 compared to $84.1 million in the first quarter of fiscal year 2025. The increase in interest expense, net in the first quarter of fiscal year 2026 was driven by lower interest income, higher average outstanding principal amounts of debt and a higher weighted-average interest rate compared to the prior year period.
Loss on extinguishment of debt, net of $17.5 million was recorded in the first quarter of fiscal year 2026 in connection with Post’s redemption of its 5.50% senior notes due December 2029 . Loss on extinguishment of debt, net of $5.8 million was recorded in the first quarter of fiscal year 2025 in connection with Post’s redemption of its 5.625% senior notes due January 2028 .
Income on swaps, net relates to mark-to-market adjustments and settlements on
Highlights:
First quarter net sales of $2.2 billion
Operating profit of $238.4 million ; net earnings of $96.8 million and Adjusted EBITDA (non-GAAP)* of $418.2 million
Raised fiscal year 2026 Adjusted EBITDA (non-GAAP)* outlook to $1,550 – $1,580 million
*For additional information regarding non-GAAP measures, such as Adjusted EBITDA, Adjusted net earnings, Adjusted diluted earnings per common share and segment Adjusted EBITDA, see the related explanations presented under “Use of Non-GAAP Measures” later in this release. Post provides Adjusted EBITDA guidance only on a non-GAAP basis and does not provide a reconciliation of its forward-looking Adjusted EBITDA non-GAAP guidance measure to the most directly comparable GAAP measure due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliation, including the adjustments described under “Outlook” below.
Basis of Presentation
On July 1, 2025 , Post completed its acquisition of 8th Avenue Food & Provisions, Inc. (“8th Avenue”), the results of which are included in the Post Consumer Brands segment. On December 1, 2025 , Post completed its sale of the pasta business of 8th Avenue; its operating results prior to the sale were reported in the Post Consumer Brands segment.
On March 3, 2025 , Post completed its acquisition of Potato Products of Idaho , L.L.C. (“PPI”), the results of which are included in the Refrigerated Retail and Foodservice segments.
First Quarter Consolidated Operating Results
Net sales were $2,174.6 million , an increase of 10.1%, or $199.9 million , compared to $1,974.7 million in the prior year period and included $224.6 million in net sales from acquisitions in the current year period. Excluding the benefit from acquisitions in the current year period, net sales growth in Foodservice (primarily driven by volume growth in eggs and protein-based shakes) and Weetabix (primarily driven by favorable foreign currency exchange rates and volume growth) was offset by declines in Post Consumer Brands (driven by pet food distribution losses, cereal category declines and lower relative and absolute promotional spend in cereal). Refrigerated Retail sales were flat as increased pricing was offset by declines in volumes. Gross profit was $638.5 million , or 29.4% of net sales, an increase of 7.3%, or $43.2 million , compared to $595.3 million , or 30.1% of net sales, in the prior year period.
Selling, general and administrative (“SG&A”) expenses were $357.3 million , or 16.4% of net sales, an increase of 7.8%, or $25.7 million , compared to $331.6 million , or 16.8% of net sales, in the prior year period. SG&A expenses in the first quarter of fiscal years 2026 and 2025 included $4.3 million and $15.6 million , respectively, of integration costs, which were primarily related to acquisitions and were treated as adjustments for non-GAAP measures. Operating profit was $238.4 million , an increase of 11.3%, or $24.3 million , compared to $214.1 million in the prior year period.
Net earnings were $96.8 million , a decrease of 14.6%, or $16.5 million , compared to $113.3 million in the prior year period. Net earnings included the following:
Three Months Ended December 31,
( in millions )
2025
2024
Loss on extinguishment of debt, net (1)
$ 17.5
$ 5.8
Income on swaps, net (1)
(1.9)
(15.4)
(1) Discussed later in this release and were treated as adjustments for non-GAAP measures.
Diluted earnings per common share were $1.71 , compared to $1.78 in the prior year period. Adjusted net earnings (non-GAAP) * were $123.7 million , compared to $111.9 million in the prior year period. Adjusted diluted earnings per common share (non-GAAP)* were $2.13 , compared to $1.73 in the prior year period.
Adjusted EBITDA was $418.2 million , an increase of 13.1%, or $48.3 million , compared to $369.9 million in the prior year period.
Post Consumer Brands
Primarily North American ready-to-eat (“RTE”) cereal and granola, pet food and nut butters.
For the first quarter, net sales were $1,103.8 million , an increase of 14.5%, or $139.9 million , compared to the prior year period. Net sales included $217.2 million in the first quarter attributable to 8th Avenue. Excluding the benefit of 8th Avenue in the current year period, volumes decreased 6.1%. Pet food volumes decreased 6.2%, primarily driven by distribution losses and reductions in co-manufactured and private label products. Cereal and granola volumes decreased 5.1%, primarily driven by category declines and lower relative and absolute promotional spend. Segment profit was $132.2 million , an increase of 0.9%, or $1.2 million , compared to the prior year period. Segment Adjusted EBITDA (non-GAAP) * was $203.3 million , a decrease of 0.7%, or $1.5 million , compared to the prior year period.
Foodservice
Primarily egg and potato products.
For the first quarter, net sales were $669.1 million , an increase of 8.5%, or $52.5 million , compared to the prior year period. Net sales included $6.6 million in the first quarter attributable to PPI. Excluding the benefit of PPI in the current year period, volumes increased 7.7%, driven by improved customer service levels versus the prior year period and improved production in protein-based shakes. Segment profit was $117.5 million , an increase of 36.5%, or $31.4 million , compared to the prior year period. Segment Adjusted EBITDA was $152.4 million , an increase of 30.5%, or $35.6 million , compared to the prior year period.
Refrigerated Retail
Primarily side dish, egg, cheese and sausage products.
For the first quarter, net sales were $266.6 million , flat compared to the prior year period. Volumes decreased 0.2%, primarily due to declines in egg and sausage products, partially offset by an increase in side dish products driven by the introduction of private label offerings. Volume information by product is disclosed in a table presented later in this release. Segment profit was $30.4 million , an increase of 25.6%, or $6.2 million , compared to the prior year period. Segment Adjusted EBITDA was $50.1 million , an increase of 20.4%, or $8.5 million , compared to the prior year period.
Weetabix
Primarily United Kingdom RTE cereal, muesli and protein-based shakes.
For the first quarter, net sales were $137.9 million , an increase of 8.1%, or $10.3 million , compared to the prior year period. Net sales reflected a foreign currency exchange rate tailwind of approximately 400 basis points. Volumes increased 2.4%, primarily driven by growth in protein-based shakes and branded products. Segment profit was $21.7 million , an increase of 36.5%, or $5.8 million , compared to the prior year period. Segment Adjusted EBITDA was $33.1 million , an increase of 18.2%, or $5.1 million , compared to the prior year period.
Interest, Loss on Extinguishment of Debt, Income on Swaps and Income Tax
Interest expense, net was $103.4 million in the first quarter of fiscal year 2026 compared to $84.1 million in the first quarter of fiscal year 2025. The increase in interest expense, net in the first quarter of fiscal year 2026 was driven by lower interest income, higher average outstanding principal amounts of debt and a higher weighted-average interest rate compared to the prior year period.
Loss on extinguishment of debt, net of $17.5 million was recorded in the first quarter of fiscal year 2026 in connection with Post’s redemption of its 5.50% senior notes due December 2029 . Loss on extinguishment of debt, net of $5.8 million was recorded in the first quarter of fiscal year 2025 in connection with Post’s redemption of its 5.625% senior notes due January 2028 .
Income on swaps, net relates to mark-to-market adjustments and settlements on
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