Post Holdings Inc
POST
ISIN null / Valor 14786937
Post Holdings Inc
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About company
Post Holdings Inc is a diversified consumer goods company that operates within the food industry. It functions somewhat uniquely for a public entity, adopting an operational approach akin to that of a private equity firm. This strategy emphasizes a dual focus on organic and inorganic growth, prioritizing cash flow over generally accepted accounting principles (GAAP) earnings, and aiming for portfolio optimization over mere expansion. The company's business model is designed to generate attractive, long-term risk-adjusted equity returns. Post Holdings oversees a variety of food-related businesses, leveraging this distinctive operational philosophy to manage and grow its portfolio effectively. While the company's specific product lines or brands are not detailed, its approach suggests a broad involvement in the food sector, aiming to enhance shareholder value through strategic investments and management practices.
Summarized from source with an LLMView SourceSector: Consumer Non-CyclicalsLatest Results (17.11.2025):
Post Holdings Inc reported its financial results for the third quarter of fiscal year 2025, showcasing solid performance with net sales of approximately $2.0 billion, operating profit of $234.6 million, net earnings of $108.8 million, and Adjusted EBITDA of $397.0 million. The report also noted the acquisition of Potato Products of Idaho (PPI) and highlighted a raised full-year fiscal 2025 Adjusted EBITDA outlook of $1,500-$1,520 million.
Robust Overall Financials
The company achieved third quarter net sales of $1,984.3 million with improvements across key metrics: a 15.5% increase in operating profit to $234.6 million and a 9.0% increase in net earnings to $108.8 million compared to the prior year period. Adjusted EBITDA rose by 13.4% to $397.0 million, underlining strong operational performance.
Segment Performance Highlights
Performance varied by segment. Foodservice saw significant gains with an 18.6% increase in net sales and a 38.3% jump in segment profit. Refrigerated Retail experienced a dramatic rise in segment profit of over 380% and nearly doubled its Adjusted EBITDA. In contrast, Post Consumer Brands reported declines with a 9.3% decrease in net sales due to lower volumes in cereals and pet food, although volume declines were partially offset in other segments by favorable foreign currency effects in Weetabix.
Updated Guidance and Strategic Integration
The company raised its fiscal year 2025 Adjusted EBITDA (non-GAAP) projection to a range of $1,500-$1,520 million. This update reflects Post Holdings Inc's confidence in its ongoing strategies, including the integration of PPI and targeted investments across its diverse product segments.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
5401 M
Market cap (USD)
2,126,016
Daily traded volume (Shares)
114.16 / 113.05
1 day high/low (USD)
52 weeks high/low (USD)
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Ratings & reviews
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