Post Holdings (POST) reported $2.17 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 10.1%. EPS of $2.13 for the same period compares to $1.73 a year ago.
The reported revenue represents a surprise of +0.46% over the Zacks Consensus Estimate of $2.16 billion. With the consensus EPS estimate being $1.66, the EPS surprise was +28.57%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Post Holdings performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Post Consumer Brands: $1.1 billion versus $1.11 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.5% change.
- Net Sales- Foodservice: $669.1 million versus the three-analyst average estimate of $649.93 million. The reported number represents a year-over-year change of +8.5%.
- Net Sales- Refrigerated Retail: $266.6 million compared to the $275.23 million average estimate based on three analysts. The reported number represents a change of 0% year over year.
- Net Sales- Weetabix: $137.9 million compared to the $131.48 million average estimate based on three analysts. The reported number represents a change of +8.1% year over year.
- Adjusted EBITDA- Post Consumer Brands: $203.3 million compared to the $206.39 million average estimate based on three analysts.
- Adjusted EBITDA- Weetabix: $33.1 million versus $30.47 million estimated by three analysts on average.
- Adjusted EBITDA- Foodservice: $152.4 million versus the three-analyst average estimate of $120.76 million.
- Adjusted EBITDA- Corporate/ Other: $-20.7 million versus the three-analyst average estimate of $-21 million.
- Adjusted EBITDA- Refrigerated Retail: $50.1 million versus the three-analyst average estimate of $48.79 million.
View all Key Company Metrics for Post Holdings here>>>
Shares of Post Holdings have returned +8.3% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Post Holdings, Inc. (POST): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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