Core Viewpoint - Post Holdings, Inc. is expected to report strong quarterly earnings with significant year-over-year growth in EPS and revenue, driven by various operational strengths and market demand [1][2][3][6] Financial Performance - For the quarter ending September 2025, Post Holdings is projected to report an EPS of $1.92, reflecting a 25.5% increase from the previous year [2] - Revenue is anticipated to reach approximately $2.25 billion, indicating an 11.8% rise compared to the same quarter last year [2][4] - The company has consistently delivered an average earnings surprise of 21.4% over the last four quarters [3] Operational Drivers - Performance is bolstered by gains from the 8th Avenue unit, increased seasonal demand for cereals, and strong momentum in cold-chain and foodservice units [3][6] - Improved volumes in egg and potato products, along with healthy breakfast traffic, support cold-chain operations [3] Market Valuation - Post Holdings has a price-to-earnings (P/E) ratio of approximately 16.27, indicating the market's valuation of its earnings [5][6] - The price-to-sales ratio stands at 0.73, suggesting that investors are paying 73 cents for every dollar of sales [5][6] - A debt-to-equity ratio of 1.84 highlights the company's reliance on debt financing relative to equity, while a current ratio of 2.60 indicates a strong liquidity position [5]

LONDON--(BUSINESS WIRE)--Palliser Capital ("Palliser†), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd ("JPH†), this week presented on its investment in JPH at the Annual Sohn London Investment Conference. The presentation outlined why Palliser believes the market has continued to undervalue JPH, despite its exceptional asset quality and substantial potential to unlock embedded value. James Smith, Founder and CIO of Palliser, said, "JPH's true value has n. ...

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Wall Street analysts forecast that Post Holdings (POST) will report quarterly earnings of $1.92 per share in its upcoming release, pointing to a year-over-year increase of 25.5%. It is anticipated that revenues will amount to $2.25 billion, exhibiting an increase of 11.8% compared to the year-ago quarter.The current level reflects a downward revision of 5.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraise ...

Core Insights - Post Holdings, Inc. (POST) is expected to report an increase in both revenue and earnings for the fourth quarter of fiscal 2025, with revenue estimates at approximately $2.25 billion, reflecting an 11.8% year-over-year growth [1] - The earnings consensus has risen to $1.92 per share, indicating a 25.5% increase compared to the previous year [2] Revenue Drivers - The anticipated performance is bolstered by the full-quarter inclusion of 8th Avenue, enhancing portfolio scale and category penetration, which is expected to offset normalization in other business areas [3] - Seasonal strength from the back-to-school period is likely to contribute positively to cereal volumes, further supporting revenue growth [3] Operational Performance - Cold-chain operations have shown improved momentum, particularly in egg and potato volumes, alongside healthy breakfast traffic from end customers [4] - Cost-optimization efforts across segments are expected to strengthen the bottom line, with better cost performance noted in grocery and pet segments, as well as efficiency improvements in Refrigerated Retail [5] Foodservice Segment - The foodservice segment is projected to be a significant earnings contributor, with revenues estimated at $637.7 million, representing a 7% year-over-year growth, supported by stabilized egg supply and improved operational flow [6] Guidance and Outlook - Management has raised the full-year adjusted EBITDA outlook to a range of $1.50 billion to $1.52 billion, suggesting flat to slightly above growth for the fiscal fourth quarter compared to the third quarter [7] - Despite a Zacks Rank of 3 and a negative Earnings ESP of -3.00%, the overall outlook remains cautiously optimistic [8]

Core Viewpoint - Wall Street anticipates a year-over-year increase in earnings for Post Holdings, with a focus on how actual results compare to estimates, which could significantly impact stock price [1][2]. Earnings Expectations - Post Holdings is expected to report quarterly earnings of $1.92 per share, reflecting a year-over-year increase of +25.5% [3]. - Revenue is projected to be $2.25 billion, an increase of 11.8% from the same quarter last year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 5.1% over the last 30 days, indicating a bearish sentiment among analysts regarding the company's earnings prospects [4][12]. - The Most Accurate Estimate for Post Holdings is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -3.00% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive or negative reading indicates the likely deviation of actual earnings from the consensus estimate, with a strong predictive power for positive readings [9][10]. - A combination of a positive Earnings ESP and a strong Zacks Rank increases the likelihood of an earnings beat, but Post Holdings currently holds a Zacks Rank of 3, complicating predictions [10][12]. Historical Performance - In the last reported quarter, Post Holdings exceeded the expected earnings of $1.67 per share, achieving actual earnings of $2.03, resulting in a surprise of +21.56% [13]. - Over the past four quarters, the company has consistently beaten consensus EPS estimates [14]. Conclusion - Despite the potential for an earnings beat, various factors could influence stock movement, and Post Holdings does not currently appear to be a compelling candidate for an earnings surprise [15][17].

Core Viewpoint - Post Holdings, Inc. will hold a conference call on November 21, 2025, to discuss its fourth-quarter financial results for fiscal year 2025 and provide an outlook for fiscal year 2026 [1][2]. Group 1: Conference Call Details - The conference call is scheduled for November 21, 2025, at 9:00 a.m. ET, featuring key executives including the CEO and CFO [1]. - Financial results for the fourth quarter will be released after market close on November 20, 2025 [2]. - Interested parties can join the call by dialing specific numbers for the U.S. and international participants, with a conference identification number provided [3]. Group 2: Replay Information - A replay of the conference call will be available until November 28, 2025, with specific dialing instructions for U.S. and international listeners [4]. - A webcast replay will also be accessible for a limited time on Post's website [4]. Group 3: Company Overview - Post Holdings, Inc. is a consumer packaged goods holding company based in St. Louis, Missouri, with operations in various food categories [5]. - The company includes brands such as Post Consumer Brands, Weetabix, Michael Foods, and Bob Evans Farms, with a strong presence in ready-to-eat cereals, pet food, and refrigerated foods [5].

Core Insights - Post Holdings (NYSE: POST) is enhancing its M&A strategy, indicating a distinctive approach to capital allocation that prioritizes share repurchase over dividends and exhibits a higher tolerance for leverage [1]. Group 1: M&A Strategy - Post Holdings is adding an interesting chapter to its M&A strategy, reflecting its commitment to growth through acquisitions [1]. Group 2: Capital Allocation - The company has a unique capital allocation strategy that emphasizes share repurchase rather than dividends, showcasing its focus on returning value to shareholders [1]. - Post Holdings demonstrates a higher tolerance for leverage, which may indicate a willingness to take on more debt to finance its growth initiatives [1].

Core Insights - The article emphasizes the importance of efficiency ratios as indicators of a company's financial health and operational efficiency [1] Efficiency Ratios - **Receivables Turnover**: This ratio measures a company's ability to extend credit and collect debts, with a higher ratio indicating better performance [2] - **Asset Utilization**: This ratio assesses how effectively a company converts its assets into sales, with higher values suggesting greater efficiency [3] - **Inventory Turnover**: This ratio indicates a company's ability to manage inventory relative to its cost of goods sold, with higher values reflecting better inventory management [4] - **Operating Margin**: This ratio measures the efficiency of a company in controlling operating expenses relative to sales, with higher values indicating better expense management [5] Screening Process - A screening process was applied to identify stocks with efficiency ratios above industry averages, narrowing down from over 7,906 stocks to 18 [7] - The screening criteria included turnover ratios, asset utilization, and operating margin, along with a favorable Zacks Rank of 1 (Strong Buy) [6][8] Selected Companies - **Post Holdings (POST)**: A consumer-packaged goods holding company with a positive earnings surprise of 21.4% [7] - **BuildABear Workshop (BBW)**: A leading interactive retail-entertainment company with a positive earnings surprise of 21.3% [9] - **Equity Bancshares (EQBK)**: A financial services provider with a positive earnings surprise of 17.9% [10] - **Ardmore Shipping (ASC)**: Engaged in the ownership and operation of tankers, with a positive earnings surprise of 9.6% [11] - **Sally Beauty (SBH)**: An international retailer of beauty supplies with a positive earnings surprise of 8.3% [12]

Core Insights - Post Holdings, Inc.'s Foodservice division has shown significant resilience, with Q3 2025 net sales increasing by 18.6% to $698.5 million, driven by a 4.5% volume increase excluding the PPI acquisition [1][8] - The segment's adjusted EBITDA rose 32% to $159 million, indicating strong operational momentum and its importance to overall company performance [1][4] Sales and Performance - The Foodservice segment's sales growth was supported by temporary avian influenza pricing, solid distribution growth in eggs and potatoes, and consistent contributions from protein shakes [1][2] - Management anticipates that avian influenza pricing will decline by the end of Q4, with egg supply expected to fully recover as the company enters fiscal 2026 [2] Future Outlook - Post Holdings expects the Foodservice segment to achieve a normalized adjusted EBITDA run rate of approximately $115 million per quarter after the pricing effects subside, indicating a robust cash-generating platform with potential for expansion [3][4] Market Position - The successful integration of strategic acquisitions, such as PPI, has strengthened the Foodservice segment's market position and diversified its product offerings [4] - The segment's growth is further supported by increased breakfast traffic and improved egg availability, contributing to sustained momentum in key product areas [2][4] Valuation - Post Holdings currently trades at a forward 12-month P/E ratio of 13.31, which is lower than the industry average of 15.92 and the sector average of 17.04, positioning the stock at a modest discount relative to peers [9]