Pebbles cereal maker Post Holdings' Q4 adjusted EPS beats estimates

Post Holdings

20/11/2025 22:11

Overview

Post Holdings fiscal Q4 net sales miss analyst expectations

Adjusted EPS for fiscal Q4 beats consensus, reflecting strong operational performance

Company's adjusted EBITDA for fiscal Q4 exceeds analyst estimates

Outlook

Post expects fiscal year 2026 Adjusted EBITDA between $1,500 mln and $1,540 mln

Capital expenditures for fiscal year 2026 expected to be $350-$390 mln

Result Drivers

ACQUISITIONS - Sales growth driven by acquisitions of 8th Avenue and Potato Products of Idaho

FOODSERVICE GROWTH - Significant growth in foodservice segment due to increased distribution of egg and potato products and protein-based shakes

CURRENCY BENEFIT - Weetabix segment benefited from favorable foreign currency exchange rates

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$2.20 bln
$2.25 bln (9 Analysts)
Q4 Adjusted EPS
Beat
$2.09
$1.87 (9 Analysts)
Q4 Net Income
$51 mln
Q4 Adjusted EBITDA
Beat
$425.40 mln
$398.70 mln (8 Analysts)
Q4 Gross Profit
$602.10 mln
Q4 Operating Income
$168.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "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 $125.00, about 14.3% above its November 20 closing price of $107.08

The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn1lnKpfa

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(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.)