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POST · Post Holdings, Inc.

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$91.31 +0.40 (+0.44%) At close · Jul 27
Market Cap
$4.14B
Shares
45.32M

Post Holdings, Inc. Earnings Call Transcripts

Every quarterly earnings call for Post Holdings, Inc. (POST) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲47.1% $1.58B $83.90M '22 Q4 22-11-17 ▲17.1% $1.57B $91.90M '23 Q1 23-02-02 ▲14.9% $1.62B $54.10M '23 Q2 23-05-04 ▲21.9% $1.86B $89.60M '23 Q3 23-08-03 ▲23.2% $1.95B $65.70M '23 Q4 23-11-06 ▲25.5% $1.97B $88.10M '24 Q1 24-02-01 ▲23.4% $2.00B $97.20M '24 Q2 24-05-02 ▲4.7% $1.95B $99.80M '24 Q3 24-08-01 ▲3.3% $2.01B $81.60M '24 Q4 24-11-14 ▲0.4% $1.97B $113.30M '25 Q1 25-02-06 ▼2.3% $1.95B $62.60M '25 Q2 25-05-08 ▲1.9% $1.98B $108.80M '25 Q3 25-08-07 ▲11.8% $2.25B $51.00M '25 Q4 25-11-20 ▲10.1% $2.17B $96.80M '26 Q1 26-02-05 LATEST ▲4.7% $2.04B $81.90M '26 Q2 26-05-07
Earnings call
FY26 · Q3
2026-08-07
Q3 2026 Post Holdings, Inc. Earnings Conference Call
Scheduled
Results not yet reported
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2026-05-07
Post Holdings, Inc. Q2 FY2026 Earnings Call
Positive tone Pricing and Consumer Trade-Down M&A and Portfolio Opportunities Pet Food Restage (9Lives, Nutrish)
Revenue
$2.04B
▲ 4.7% YoY
Diluted EPS
$1.56
▲ 51.5% YoY
Gross margin
30.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-02-05
Post Holdings, Inc. Q1 FY2026 Earnings Call
Confident tone Pet category trends Cereal category dynamics Refrigerated retail and private label
Revenue
$2.17B
▲ 10.1% YoY
Diluted EPS
$1.71
▼ 3.9% YoY
Gross margin
29.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-11-20
Post Holdings, Inc. Q4 FY2025 Earnings Call
Positive tone HPAI (avian influenza) impact and recovery Eighth Avenue acquisition and integration Capital allocation, cash flow and share repurchases
Revenue
$2.25B*
▲ 11.8% YoY
Gross margin
26.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-08-07
Post Holdings, Inc. Q3 FY2025 Earnings Call
Positive tone Avian Influenza / Foodservice Recovery Pet Portfolio Transition PCB Cereal Volume Decline
Revenue
$1.98B
▲ 1.9% YoY
Diluted EPS
$1.79
▲ 17% YoY
Gross margin
30.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-05-08
Post Holdings, Inc. Q2 FY2025 Earnings Call
Positive tone Cereal category and consumer pressure Food service egg markets / avian influenza (HPAI) RTD shake ramp
Revenue
$1.95B
▼ 2.3% YoY
Diluted EPS
$1.03
▼ 30.4% YoY
Gross margin
28.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-02-06
Post Holdings, Inc. Q1 FY2025 Earnings Call
Revenue
$1.97B
▲ 0.4% YoY
Diluted EPS
$1.78
▲ 31.9% YoY
Gross margin
30.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-11-14
Post Holdings, Inc. Q4 FY2024 Earnings Call
Positive tone Cereal Category Trends Pet Business (PCB) & Nutrish Relaunch Foodservice & HPAI
Revenue
$2.01B*
▲ 3.3% YoY
Gross margin
28.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-08-01
Post Holdings, Inc. Q3 FY2024 Earnings Call
Revenue
$1.95B
▲ 4.7% YoY
Diluted EPS
$1.53
▲ 10.9% YoY
Gross margin
29.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-05-02
Post Holdings, Inc. Q2 FY2024 Earnings Call
Positive tone Consumer environment and pricing Foodservice and avian influenza M&A pipeline and opportunities
Revenue
$2.00B
▲ 23.4% YoY
Diluted EPS
$1.48
▲ 60.9% YoY
Gross margin
29.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-02-01
Post Holdings, Inc. Q1 FY2024 Earnings Call
Revenue
$1.97B
▲ 25.5% YoY
Diluted EPS
$1.35
▼ 11.2% YoY
Gross margin
29.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-11-06
Post Holdings, Inc. Q4 FY2023 Earnings Call
Revenue
$1.95B*
▲ 23.2% YoY
Gross margin
28.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-08-03
Post Holdings, Inc. Q3 FY2023 Earnings Call
Revenue
$1.86B
▲ 21.9% YoY
Diluted EPS
$1.38
▼ 49.3% YoY
Gross margin
27.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-05-04
Post Holdings, Inc. Q2 FY2023 Earnings Call
Revenue
$1.62B
▲ 14.9% YoY
Diluted EPS
$0.92
▼ 89% YoY
Gross margin
25.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-02-02
Post Holdings, Inc. Q1 FY2023 Earnings Call
Revenue
$1.57B
▲ 17.1% YoY
Diluted EPS
$1.52
Gross margin
26.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-11-17
Post Holdings, Inc. Q4 FY2022 Earnings Call
Revenue
$1.58B*
▲ 47.1% YoY
Gross margin
24.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-08-04
Post Holdings, Inc. Q3 FY2022 Earnings Call
Revenue
$1.52B
▲ 22.2% YoY
Diluted EPS
$2.72
Gross margin
23.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-05-05
Post Holdings, Inc. Q2 FY2022 Earnings Call
Revenue
$1.41B
▲ 17.3% YoY
Diluted EPS
$8.40
▲ 397% YoY
Gross margin
26.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-02-03
Post Holdings, Inc. Q1 FY2022 Earnings Call
Revenue
$1.34B
▼ 8.3% YoY
Diluted EPS
$-0.25
▼ 131.6% YoY
Gross margin
24.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-11-18
Post Holdings, Inc. Q4 FY2021 Earnings Call
Revenue
$1.07B*
▼ 23.9% YoY
Gross margin
22.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-08-05
Post Holdings, Inc. Q3 FY2021 Earnings Call
Revenue
$1.25B
▼ 6.7% YoY
Diluted EPS
$-0.95
▼ 379.2% YoY
Gross margin
29.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-05-06
Post Holdings, Inc. Q2 FY2021 Earnings Call
Revenue
$1.20B
▼ 19.6% YoY
Diluted EPS
$1.69
Gross margin
30.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-02-04
Post Holdings, Inc. Q1 FY2021 Earnings Call
Revenue
$1.46B
▲ 0.1% YoY
Diluted EPS
$0.79
▼ 12.3% YoY
Gross margin
31.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-11-19
Post Holdings, Inc. Q4 FY2020 Earnings Call
Revenue
$1.41B
▼ 2.2% YoY
Diluted EPS
$0.54
Gross margin
31.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-08-06
Post Holdings, Inc. Q3 FY2020 Earnings Call
Revenue
$1.34B
▼ 7.1% YoY
Diluted EPS
$0.34
▲ 147.6% YoY
Gross margin
32.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-05-07
Post Holdings, Inc. Q2 FY2020 Earnings Call
Revenue
$1.49B
▲ 7.7% YoY
Diluted EPS
$-1.81
▼ 575.9% YoY
Gross margin
29.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2020-02-06
Post Holdings, Inc. Q1 FY2020 Earnings Call
Revenue
$1.46B
▲ 3.2% YoY
Diluted EPS
$0.90
▼ 17.4% YoY
Gross margin
32.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–27 of 27 earnings calls
Key facts CIK 1530950 CUSIP 737446104 13F (30d) 88 filings 87 filers Visit website Investor relations

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