Post Holdings Narrows FY26 Adjusted EBITDA Outlook to $1.56B–$1.57B and Offers Preliminary FY27 View
POST is trading near its 52-week low of $83.89 (3.4% above the low).
Summary
Post Holdings reported Q3 FY2026 earnings with Adjusted EBITDA of $377.3M, narrowed its full-year Adjusted EBITDA guidance to $1.56B–$1.57B, and provided a preliminary FY2027 Adjusted EBITDA baseline of ~$1.48B, indicating flat earnings next year.
Key Events · Earnings and Guidance · POST
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Q3 Adjusted EBITDA Declines 5%
Adjusted EBITDA came in at $377.3M, down from $397.0M in the prior year, driven by volume declines in pet food and cereal, and lapping of avian influenza pricing in Foodservice and Refrigerated Retail.
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FY26 Guidance Narrowed
Management narrowed FY2026 Adjusted EBITDA guidance to $1.56B–$1.57B from $1.55B–$1.58B, implying a midpoint of $1.565B.
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Preliminary FY27 Outlook Flat
Excluding ~$60M in above-normal Foodservice earnings and ~$20M from divestitures, FY2026 comparable Adjusted EBITDA is ~$1.48B, and management expects FY2027 to be generally flat versus this level.
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Aggressive Share Repurchases Continue
Repurchased 2.1M shares for $198.9M in Q3 and 9.1M shares for $908.8M YTD; $490.7M remains under authorization.
Analysis · POST · Manufacturing
Post Holdings reported Q3 results with Adjusted EBITDA of $377.3M, down 5% year-over-year, and narrowed its full-year Adjusted EBITDA guidance to $1.56B–$1.57B. The company also provided a preliminary FY2027 Adjusted EBITDA baseline of approximately $1.48B, signaling management expects flat earnings next year after adjusting for one-time benefits. The stock trades near its 52-week low, and the guidance implies limited near-term growth, which could pressure the shares further. The company continues aggressive buybacks, repurchasing $908.8M in shares year-to-date, but the outlook suggests earnings headwinds from volume softness and lapping of avian influenza pricing.
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At the time of this filing, POST was trading at $86.75 on NYSE in the Manufacturing sector, with a market capitalization of approximately $4.1B. The 52-week trading range was $83.89 to $117.28. This filing was assessed with negative market sentiment and an importance score of 7 out of 10.