Brief: Post Holdings Q3 Sales USD 2,000 Million Vs. IBES Estimate USD 1,953 Million

Post Holdings

07/08/2025 22:01

Overview

Post Holdings Q3 net sales rise 1.9% to $2.0 bln, beating expectations

Adjusted EBITDA for Q3 increases 13.4%, surpassing analyst estimates

Company raises FY 2025 adjusted EBITDA outlook to $1,500-$1,520 mln

Outlook

Post raises FY 2025 Adjusted EBITDA outlook to $1,500-$1,520 mln

Company expects FY 2025 capital expenditures between $450-480 mln

Post sees favorable $300 mln cash tax impact over next 5 yrs from H.R. 1

Company to invest $130-$140 mln in Post Consumer Brands network optimization

Result Drivers

FOODSERVICE GROWTH - Driven by increased distribution in egg and potato products and growth in protein-based shakes

PPI ACQUISITION - Contributed $8.4 mln to net sales, included in Refrigerated Retail and Foodservice segments

CONSUMER BRANDS DECLINE - Impacted by pet food distribution losses and cereal category declines

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Beat
$2 bln
$1.95 bln (8 Analysts)
Q3 Net Income
$108.80 mln
Q3 Adjusted EBITDA
Beat
$397 mln
$374.30 mln (7 Analysts)
Q3 Gross Profit
$596.20 mln
Q3 Operating Income
$234.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the food processing peer group is "buy"

Wall Street's median 12-month price target for Post Holdings Inc is $126.00, about 18.7% above its August 6 closing price of $102.44

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 16 three months ago

Press Release: ID:nPn4k2ms1a

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)