Post Holdings (POST) Beats Q3 Earnings and Revenue Estimates

Group 1: Earnings Performance - Post Holdings reported quarterly earnings of $2.03 per share, exceeding the Zacks Consensus Estimate of $1.67 per share, and up from $1.54 per share a year ago, representing an earnings surprise of +21.56% [1] - The company has surpassed consensus EPS estimates in all four of the last quarters [2] - Revenue for the quarter ended June 2025 was $1.98 billion, surpassing the Zacks Consensus Estimate by 1.70%, and up from $1.95 billion year-over-year [2] Group 2: Stock Performance and Outlook - Post Holdings shares have declined approximately 10.5% since the beginning of the year, while the S&P 500 has gained 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $1.95 on revenues of $2.27 billion, and for the current fiscal year, it is $6.73 on revenues of $8.14 billion [7] Group 3: Industry Context - The Zacks Industry Rank for Food - Miscellaneous is currently in the bottom 23% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Post Holdings was favorable ahead of the earnings release, resulting in a Zacks Rank 1 (Strong Buy) for the stock, indicating expected outperformance in the near future [6]