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Core Insights - Post Holdings, Inc. reported second-quarter fiscal 2025 results with net sales missing estimates but adjusted earnings exceeding expectations, both metrics showing year-over-year declines [1][2]. Financial Performance - Adjusted earnings per share were $1.41, surpassing the Zacks Consensus Estimate of $1.18, but down from $1.51 in the prior year [2]. - Net sales totaled $1,952.1 million, a 2.3% decrease year over year, missing the Zacks Consensus Estimate of $1,977 million [2]. - Gross profit was $545.8 million, down 5.8% year over year, with gross margin contracting to 28% from 29% [3]. - Selling, general and administrative expenses decreased by 7.8% to $314.8 million, representing 16.1% of net sales compared to 17.1% in the previous year [3]. - Operating profit decreased by 4.2% to $182.2 million, while adjusted EBITDA increased by 0.4% to $346.5 million [3]. Segment Performance - **Post Consumer Brands**: Net sales were $987.9 million, down 7.3% year over year, missing estimates. Volumes fell by 5.8%, with cereal volumes down 6.3% [4]. - **Weetabix**: Reported a 4.6% decline in net sales to $131.7 million, missing estimates. Volumes decreased by 7.1% [5]. - **Foodservice**: Achieved 9.6% growth in net sales to $607.9 million, surpassing estimates. Volumes grew by 2.8% [6]. - **Refrigerated Retail**: Sales dipped 6.6% to $224.6 million, missing estimates. Volumes dropped by 4.9% [7]. Other Financial Aspects - Cash and cash equivalents stood at $617.6 million, with long-term debt of $6,944.6 million and total shareholders' equity of $3,841.4 million [8]. - The company repurchased 1.7 million shares for $191.6 million in the second quarter, totaling 3.3 million shares for $372.7 million in the first half of fiscal 2025 [9][10]. Future Guidance - Post Holdings updated its fiscal 2025 adjusted EBITDA guidance to a range of $1,430-$1,470 million, up from the previous range of $1,420-$1,460 million [11]. - Expected capital expenditures for fiscal 2025 are between $390 million and $430 million, including significant investments in Post Consumer Brands and Foodservice [12].

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 __________________ FORM 10-Q __________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 1-35305 Post Holdings, Inc. (Exact name of registrant as specified in its ...

Post Holdings (POST) Q2 2025 Earnings Call May 09, 2025 09:00 AM ET Company Participants Daniel O'Rourke - Investor RelationsRobert Vitale - President & CEOJeff Zadoks - Executive VP and Chief Operating OfficerMatthew Mainer - EVP, CFO & TreasurerAndrew Lazar - Managing DirectorKen Goldman - Managing DirectorJohn Baumgartner - Managing Director, Equity ResearchMarc Torrente - Vice President - Equity ResearchCarla Casella - Managing Director Conference Call Participants David Palmer - AnalystMichael Lavery - ...

Post Holdings (POST) Q2 2025 Earnings Call May 09, 2025 09:00 AM ET Speaker0 Welcome to the Post Holdings Second Quarter twenty twenty five Earnings Conference Call and Webcast. At this time, all participants have been placed on a listen only mode and the floor will be open for your questions following the presentation. I would now like to turn the call over to Daniel O'Rourke, Investor Relations for Post. Speaker1 Good morning. Thank you for joining us today for Post's second quarter fiscal twenty twenty f ...

For the quarter ended March 2025, Post Holdings (POST) reported revenue of $1.95 billion, down 2.4% over the same period last year. EPS came in at $1.41, compared to $1.51 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.98 billion, representing a surprise of -1.28%. The company delivered an EPS surprise of +19.49%, with the consensus EPS estimate being $1.18.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how ...

Post Holdings (POST) came out with quarterly earnings of $1.41 per share, beating the Zacks Consensus Estimate of $1.18 per share. This compares to earnings of $1.51 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.49%. A quarter ago, it was expected that this cereal maker would post earnings of $1.49 per share when it actually produced earnings of $1.73, delivering a surprise of 16.11%.Over the last four quarters, the compa ...

Exhibit 99.1 Post Holdings Reports Results for the Second Quarter of Fiscal Year 2025; Raises Fiscal Year 2025 Outlook St. Louis - May 8, 2025 - Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2025. Highlights: *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 explanation ...

ST. LOUIS, May 8, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the second fiscal quarter ended March 31, 2025.Highlights: Second quarter net sales of $2.0 billion Operating profit of $182.2 million; net earnings of $62.6 million and Adjusted EBITDA (non-GAAP)* of $346.5 million Raised fiscal year 2025 Adjusted EBITDA (non-GAAP)* outlook to $1,430-$1,470 million *For additional information regarding non-GAAP measures, such as Ad ...

Core Insights - Post Holdings (POST) is expected to report quarterly earnings of $1.18 per share, a decline of 21.9% year-over-year, with revenues forecasted at $1.98 billion, reflecting a decrease of 1.1% compared to the same period last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have maintained their initial projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock performance [3] Key Metrics Projections - Analysts predict 'Net Sales- Weetabix' to reach $133.10 million, indicating a year-over-year change of -3.6% [4] - 'Net Sales- Refrigerated Retail' is expected to be $237.73 million, reflecting a year-over-year change of -1.1% [5] - 'Net Sales- Post Consumer Brands' is projected at $1.02 billion, indicating a year-over-year change of -4.4% [5] - 'Net Sales- Foodservice' is estimated at $584.58 million, showing a year-over-year change of +5.4% [5] Adjusted EBITDA Estimates - 'Adjusted EBITDA- Post Consumer Brands' is projected to be $204.92 million, compared to $199 million in the same quarter last year [6] - The consensus estimate for 'Adjusted EBITDA- Weetabix' is $27.17 million, slightly down from $27.80 million year-over-year [6] - 'Adjusted EBITDA- Foodservice' is expected to be $75.40 million, down from $101.70 million in the same quarter last year [7] - 'Adjusted EBITDA- Refrigerated Retail' is projected at $39.89 million, compared to $40.50 million in the same quarter of the previous year [7] Stock Performance - Shares of Post Holdings have returned +0.7% over the past month, while the Zacks S&P 500 composite has changed by +10.6% [8] - Post Holdings holds a Zacks Rank 3 (Hold), indicating it is expected to mirror overall market performance in the near future [8]