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Earnings transcript
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POST
Post Holdings, Inc.
$100.32
3.09
(3.18%)
[ms_data_label text=’Delayed data’]
| Exchange: | NYSE |
| Market Cap: | 5.232B |
| Shares Outstanding: | 34.5M |
About The Company
| Sector: | Consumer Defensive | |||||
| Industry: | Packaged Foods | |||||
| CEO: | Robert V. Vitale | |||||
| Full Time Employees: | 11480 | |||||
| Address: |
| |||||
| Website: | https://www.postholdings.com |
Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through five segments: Post Consumer Brands, Weetabix, Foodservice, Refrigerated Retail, and BellRing Brands. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, and drug store customers, as well as sells its products in the military, ecommerce, and foodservice channels. The Weetabix segment primarily markets and distributes branded and private label RTE cereal, hot cereals and other cereal-based food products, breakfast drinks, and muesli. This segment sells its products to grocery stores, discounters, wholesalers, and convenience stores, as well as through ecommerce. The Foodservice segment produces and distributes egg and potato products in the foodservice and food ingredient channels. It serves foodservice distributors and national restaurant chains. The Refrigerated Retail segment produces and distributes side dishes, eggs and egg products, sausages, cheese, and other dairy and refrigerated products for grocery stores and mass merchandise customers. The BellRing Brands segment markets and distributes ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and supplements. It serves club stores, food, drug and mass customers, and online retailers, as well as specialty retailers, convenience stores, and distributors. Post Holdings, Inc. was founded in 1895 and is headquartered in Saint Louis, Missouri.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 6,991,000 | 7,922,700 | 8,158,100 |
| Gross Profit | 1,756,200 | 2,157,600 | 2,151,400 |
| EBITDA | 1,099,100 | 1,265,500 | 1,329,700 |
| Operating Income | 695,600 | 835,400 | 851,900 |
| Net Income | 301,300 | 366,700 | 335,700 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 11,646,700 | 12,854,200 | 13,528,400 |
| Total Liabilities | 7,795,400 | 8,752,900 | 9,764,600 |
| Total Stockholders Equity | 3,842,100 | 4,090,600 | 3,753,100 |
| Total Debt | 6,232,500 | 7,061,200 | 7,422,900 |
| Cash and Cash Equivalents | 93,300 | 787,400 | 176,700 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 750,300 | 931,700 | 0 |
| Capital Expenditure | -303,000 | -429,500 | 0 |
| Free Cash Flow | 447,300 | 502,200 | 0 |
| Net Income | 312,900 | 366,900 | 0 |
| Net Change in Cash | -472,900 | 673,700 | -608,100 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2028 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 8,422,320.149 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 8,423,613.936 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 8,422,967.043 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,575,933.112 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,576,175.197 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,576,054.155 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 572,061.042 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 609,772.108 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 590,916.575 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,298,985.487 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,299,185.029 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,299,085.258 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 9.380 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 9.690 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 9.090 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 5 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 3 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Strong Revenue Performance: Post Holdings reported consolidated net sales of $2 billion in Q1 2025, reflecting robust top-line growth as highlighted in the earnings call transcript. This performance underscores the company’s ability to maintain revenue streams across diverse segments.
- Segment-Specific Resilience: The earnings call emphasized positive momentum in the pet segment, indicating a strong competitive position in a potentially high-growth area within the consumer goods sector.
- Operational Efficiency: Key metrics such as gross profit margin (TTM) and net profit margin (TTM) from the provided data suggest effective cost management, supporting profitability despite market challenges.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates POST intrinsic value between $99.33 – $110.46 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about POST valuation
Is Post Holdings, Inc. (POST) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Post Holdings, Inc. (POST) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is POST a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether POST trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is POST’s P/E ratio?
You can see POST’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for POST?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is POST a good long-term investment?
Whether POST fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
POST
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3.18
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 94.13 | Year High: | 118.93 | |
| Price Avg 50: | 102.67 | Price Avg 200: | 104.49 | |
| Volume: | 502010 | Average Volume: | 822006 |
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Login — it's freePOST full analysis
Welcome to MARKETSNAP’s SWOT analysis for Post Holdings! If you’re a long-term investor looking to build wealth and dig into the nitty-gritty of a solid consumer goods player, you’re in the right place. Today, we’re breaking down Post Holdings, a company that’s been a staple in the food and beverage space for years. Let’s dive into what makes this company tick, check out some recent developments, and run through a full SWOT analysis to see if it’s a worthy addition…
