Post Holdings beats Q2 Adjusted EBITDA estimates, affirms 2026 adjusted EBITDA outlook

Post Holdings

07/05/2026 21:26

Overview

U.S. packaged foods firm's fiscal Q2 net sales rose 4.7% yr/yr, driven by acquisitions

Adjusted EBITDA for Q2 rose 14% and beat analyst expectations

Company affirmed its fiscal 2026 Adjusted EBITDA outlook and announced $600 mln new share buyback

Outlook

Post affirms fiscal 2026 Adjusted EBITDA outlook of $1,550-$1,580 mln

Company expects fiscal 2026 capital expenditures of $350-$390 mln

Result Drivers

ACQUISITIONS - Net sales growth was primarily driven by contributions from recent acquisitions, including 8th Avenue and Potato Products of Idaho

SEGMENT MIX - Excluding acquisitions, declines in Post Consumer Brands volumes, especially in pet food and cereal, were partially offset by growth in Foodservice (eggs, protein-based shakes), Refrigerated Retail (new products, Easter demand shift), and Weetabix (currency tailwind)

POST CONSUMER BRANDS WEAKNESS - Segment volumes fell due to pet food distribution losses and category declines in cereal and granola

Company press release: ID:nPn3lpfWYa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Net Income
$81.90 mln
Q2 Adjusted EBITDA
Beat
$395 mln
$383.77 mln (6 Analysts)
Q2 Gross Profit
$617.60 mln
Q2 Operating Income
$211.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "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 $120.00, about 15.7% above its May 6 closing price of $103.74

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 14 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)