Zacks Investment Research·Jun 18, 2026
Here's Why Post Holdings (POST) is a Strong Growth StockThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Post Holdings, Inc.(POST)Earnings, Financials & Key Ratios
POST•NYSE
$88.50
16.1× P/E·Price updated Jul 6, 2026
AboutPost Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. The BellRing Brands segment markets and distributes ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. It serves club stores, food, drug and mass customers, and online retailers, as well as specialty retailers, convenience stores, and distributors. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.Show more
- Revenue$8.16B+3.0%
- EBITDA$1.38B+4.9%
- Net Income$336M-8.5%
- EPS (Diluted)5.51-2.3%
- Gross Margin26.37%-3.2%
- EBITDA Margin16.87%+1.8%
- Operating Margin10.44%-1.0%
- Net Margin4.11%-11.1%
- ROE8.54%-7.4%
POST Price & Volume
Post Holdings, Inc. (POST) stock price & volume — 10-year historical chart
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Inconsistent Organic Growth Amidst High Leverage
Investment Thesis • Updated 2026Q2
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Strained
Cash Flow:Stable
Primary Risk:High leverage and M&A
Key Thesis Takeaways
- Post Holdings exhibits a complex financial profile characterized by aggressive debt-funded M&A and volatile top-line performance, with revenue growth fluctuating between a 2.3% contraction and 25.5% expansion over the last ten quarters.
- While the company maintains stable operating cash flow, the reliance on debt to fuel growth has pushed the debt-to-equity ratio to 2.38, creating significant interest rate sensitivity.
- Investors should monitor the sustainability of current share repurchases, which reached $376.2 million in 2026Q1, against the backdrop of a $4.8 billion goodwill concentration that may mask underlying asset quality risks.
Verdict Logic
while the forward P/E of 11.59 suggests potential value, the high debt-to-equity ratio of 2.38 and inconsistent revenue growth warrant a cautious approach until the firm demonstrates sustained deleveraging.
POST Growth Metrics
Post Holdings, Inc. (POST) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years5.79%
5 Years7.44%
3 Years11.72%
TTM7.16%
Profit CAGR
10 Years-
5 Years234.64%
3 Years-23.73%
TTM-5.29%
EPS CAGR
10 Years-
5 Years244.23%
3 Years-23.04%
TTM5.69%
Return on Capital
10 Years6.05%
5 Years5.64%
3 Years6.97%
Last Year7.03%
POST Recent Earnings
Post Holdings, Inc. (POST) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 12/12 qtrs (100%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 7, 2026Metric
Actual
Est
EPS
$1.94+12.1%
$1.73
Rev
$2.0B-1.6%
$2.1B
Q1 2026
Feb 5, 2026Metric
Actual
Est
EPS
$2.13+28.3%
$1.66
Rev
$2.2B+0.2%
$2.2B
Q4 2025
Nov 20, 2025Metric
Actual
Est
EPS
$2.09+11.8%
$1.87
Rev
$2.2B-0.2%
$2.3B
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$2.03+21.6%
$1.67
Rev
$2.0B-11.9%
$2.3B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 7, 2026 | $1.94vs $1.73+12.1% | $2.0Bvs $2.1B-1.6% |
| Q1 2026 | Feb 5, 2026 | $2.13vs $1.66+28.3% | $2.2Bvs $2.2B+0.2% |
| Q4 2025 | Nov 20, 2025 | $2.09vs $1.87+11.8% | $2.2Bvs $2.3B-0.2% |
| Q3 2025 | Aug 7, 2025 | $2.03vs $1.67+21.6% | $2.0Bvs $2.3B-11.9% |
Based on last 12 quarters of dataView full earnings history →
Latest POST News
Recent stock market news and headlines for Post Holdings, Inc. (POST)
Zacks Investment Research·Jun 17, 2026
Post Holdings' Foodservice Business: Is it the Key Growth Engine?POST's Foodservice business remains a key growth driver, supported by sticky customer relationships and value-added offerings.
Peers Comparison
Key metrics vs top competitors for Post Holdings, Inc. (POST)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $88.50 | $4.01B | 16.06 | 2.97% | 4.11% | 8.54% | — | |
| $83.44 | $29.03B | 21.51 | -2.84% | 10.56% | 31.71% | — | |
| $36.12 | $19.28B | -225.75 | -5.45% | -0.48% | -0.98% | — | |
| $22.66 | $6.76B | 11.27 | 6.4% | 6.12% | 15.3% | — | |
| $111.66 | $11.91B | -85.89 | 3.72% | -1.53% | -2.44% | — | |
| $51.78 | $13.92B | 17.67 | 1.73% | 22.05% | 24.41% | — |
Compare POST vs Peers
Post Holdings, Inc. (POST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
POST SEC Filings & Documents
Post Holdings, Inc. (POST) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 7, 2026·SEC
Material company update
Mar 13, 2026·SEC
Material company update
Mar 4, 2026·SEC
10-K Annual Reports
1FY 2025
Nov 21, 2025·SEC
10-Q Quarterly Reports
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POST Frequently Asked Questions
Post Holdings, Inc. (POST) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Post Holdings, Inc.'s revenue?
Post Holdings, Inc. (POST) reported $8.45B in revenue for fiscal year 2025. This represents a 673% increase from $1.09B in 2007.
How fast is Post Holdings, Inc. growing?
Post Holdings, Inc. (POST) grew revenue by 3.0% over the past year. Growth has been modest.
Is POST profitable?
Yes, Post Holdings, Inc. (POST) is profitable, generating $338.4M in net income for fiscal year 2025 (4.1% net margin).
Dividend & Returns
What is POST's return on equity?
Post Holdings, Inc. (POST) has a return on equity (ROE) of 8.5%. This is below average, suggesting room for improvement.
What is Post Holdings, Inc.'s free cash flow?
Post Holdings, Inc. (POST) generated $724.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.