Post Holdings (POST) Q4 Earnings and Revenues Top Estimates

Core Insights - Post Holdings (POST) reported quarterly earnings of $2.09 per share, exceeding the Zacks Consensus Estimate of $1.92 per share, and up from $1.53 per share a year ago, representing an earnings surprise of +8.85% [1] - The company achieved revenues of $2.25 billion for the quarter ended September 2025, slightly surpassing the Zacks Consensus Estimate by 0.01%, and an increase from $2.01 billion year-over-year [2] - Post Holdings has consistently surpassed consensus EPS estimates over the last four quarters, achieving this four times [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.96 on revenues of $2.2 billion, while for the current fiscal year, the estimate is $7.92 on revenues of $8.68 billion [7] - The company's earnings outlook will be influenced by management's commentary during the earnings call, which is crucial for understanding future stock performance [3][4] Industry Context - The Food - Miscellaneous industry, to which Post Holdings belongs, is currently ranked in the bottom 22% of over 250 Zacks industries, indicating potential challenges ahead [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] Stock Performance - Post Holdings shares have declined approximately 6.6% since the beginning of the year, contrasting with the S&P 500's gain of 12.9% [3] - The current Zacks Rank for Post Holdings is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6]