CoverageForm 410-K10-Q8-K13D13G13F

POST · Post Holdings, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · POST

Income Statement

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Revenue$2.04B$2.17B$1.98B$1.95B$1.97B$1.95B$2.00B$1.97B$1.86B$1.62B
Cost of Revenue$1.43B$1.54B$1.39B$1.41B$1.38B$1.37B$1.42B$1.39B$1.36B$1.21B
Gross Profit$617.60M$638.50M$596.20M$545.80M$595.30M$577.30M$579.60M$572.60M$501.60M$413.80M
R&D----------
SG&A$326.20M$357.30M$312.10M$314.80M$331.60M$324.50M$341.30M$322.90M$300.90M$239.30M
Total Operating Expenses----------
D&A$138.20M$152.50M$132.20M$125.60M$120.30M$120.70M$119.60M$112.40M$106.50M$94.20M
Operating Income$211.90M$238.40M$234.60M$182.20M$214.10M$203.20M$190.10M$209.30M$158.30M$137.70M
Interest Expense$105.70M$103.40M$88.50M$87.00M$84.10M$78.80M$80.00M$78.10M$72.70M$63.80M
Income Tax$28.10M$27.30M$34.70M$20.00M$32.10M$31.70M$28.60M$28.50M$26.80M$18.90M
Net Income$81.90M$96.80M$108.80M$62.60M$113.30M$99.80M$97.20M$88.10M$89.60M$54.10M
EPS - Basic$1.71$1.87$1.95$1.11$1.94$1.66$1.60$1.46$1.49$0.98
EPS - Diluted$1.56$1.71$1.79$1.03$1.78$1.53$1.48$1.35$1.38$0.92

Balance Sheet

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Cash & Equivalents$269.40M$279.30M$176.70M$617.60M$872.90M$787.40M$333.40M$150.60M$93.30M$490.70M
Accounts Receivable$728.80M$680.60M$735.40M$697.80M$608.40M$582.90M$569.30M$586.70M$564.90M$576.30M
Inventory$911.60M$908.20M$875.00M$718.60M$739.90M$754.20M$802.70M$824.80M$789.90M$594.30M
Accounts Payable$618.30M$579.20M$624.00M$559.80M$563.20M$483.80M$396.30M$412.60M$368.80M$402.70M
Current Assets$2.05B$1.97B$2.02B$2.17B$2.35B$2.23B$1.81B$1.66B$1.48B$2.13B
Total Assets$12.98B$12.98B$13.53B$12.80B$12.82B$12.85B$12.19B$12.07B$11.65B$11.32B
Current Liabilities$1.11B$1.04B$1.21B$1.02B$981.30M$944.90M$839.50M$835.30M$805.30M$779.50M
Long-term Debt$7.63B$7.46B$7.42B$6.94B$6.94B$6.81B$6.41B$6.31B$6.04B$5.84B
Total Liabilities$9.77B$9.52B$9.76B$8.96B$8.92B$8.75B$8.20B$8.12B$7.80B$7.52B
Stockholders' Equity$3.19B$3.46B$3.75B$3.83B$3.89B$4.09B$3.98B$3.94B$3.84B$3.47B
Retained Earnings$2.30B$2.22B$2.12B$1.96B$1.90B$1.78B$1.60B$1.50B$1.42B$1.25B

Cash Flow

Line itemQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Operating Cash Flow-$235.70M--$310.40M--$174.40M--
Investing Cash Flow-$261.80M--($128.30M)--($333.80M)--
Financing Cash Flow-($395.80M)--($94.20M)--$206.30M--
CapEx-$116.40M--$139.00M--$80.80M--
Free Cash Flow-$119.30M--$171.40M--$93.60M--

Ratios

MetricQ2 '26Q1 '26Q3 '25Q2 '25Q1 '25Q3 '24Q2 '24Q1 '24Q3 '23Q2 '23
Profitability
Gross margin30.2%29.4%30.0%28.0%30.1%29.6%29.0%29.1%27.0%25.5%
Operating margin10.4%11.0%11.8%9.3%10.8%10.4%9.5%10.6%8.5%8.5%
EBITDA margin17.1%18.0%18.5%15.8%16.9%16.6%15.5%16.4%14.2%14.3%
Net margin4.0%4.5%5.5%3.2%5.7%5.1%4.9%4.5%4.8%3.3%
Free cash flow margin-5.5%--8.7%--4.8%--
FCF / Net income-1.23--1.51--1.06--
R&D / Revenue----------
SG&A / Revenue16.0%16.4%15.7%16.1%16.8%16.7%17.1%16.4%16.2%14.8%
Effective tax rate25.5%22.0%24.2%24.2%22.1%24.1%22.7%24.4%23.0%25.9%
Return on assets0.6%0.7%0.8%0.5%0.9%0.8%0.8%0.7%0.8%0.5%
Return on equity2.6%2.8%2.9%1.6%2.9%2.4%2.4%2.2%2.3%1.6%
Return on invested capital1.5%1.7%1.6%1.3%1.5%1.4%1.4%1.5%1.2%1.1%
Liquidity
Current ratio1.851.901.672.132.392.362.161.991.842.73
Quick ratio1.031.020.951.431.641.561.201.000.861.97
Cash ratio0.240.270.150.610.890.830.400.180.120.63
Leverage
Debt / Equity2.392.161.981.811.791.671.611.601.571.68
Debt / Assets0.590.570.550.540.540.530.530.520.520.52
Debt / EBITDA21.7919.0820.2322.5620.7721.0320.7119.6322.8125.17
Interest coverage2.0x2.3x2.7x2.1x2.5x2.6x2.4x2.7x2.2x2.2x
Equity multiplier4.063.763.603.343.303.143.063.063.033.26
Liabilities / Assets0.750.730.720.700.700.680.670.670.670.66
Efficiency
Asset turnover0.160.170.150.150.150.150.160.160.160.14
Inventory turnover1.561.691.591.961.861.821.771.691.722.03
Days sales outstanding130d114d135d130d112d109d104d109d111d130d
Days inventory outstanding233d216d230d187d196d201d206d216d212d180d
Days payable outstanding158d138d164d145d149d129d102d108d99d122d
Cash conversion cycle205d192d201d172d159d181d208d217d224d188d
Valuation
P / E63.4x57.9x60.0x113.0x64.3x75.7x71.8x65.2x62.1x97.7x
P / B1.7x1.7x1.8x1.9x1.9x1.9x1.8x1.5x1.5x1.7x
P / S2.6x2.7x3.4x3.8x3.8x4.0x3.6x3.0x3.2x3.6x
EV / EBITDA36.3x33.1x38.0x44.4x40.5x42.5x42.8x37.6x44.6x48.5x
Growth
Revenue growth (YoY)4.7%10.1%1.9%-2.3%0.4%4.7%23.4%25.5%21.9%14.9%
Revenue CAGR (3y)8.0%11.6%9.2%11.5%6.3%7.0%10.5%10.5%11.6%2.7%
Revenue CAGR (5y)6.6%8.3%8.2%5.5%6.3%6.2%7.6%6.9%--
Gross profit growth (YoY)13.2%7.3%3.3%-5.8%4.0%15.1%40.1%38.0%37.5%9.3%
Operating income growth (YoY)16.3%11.3%15.5%-4.2%2.3%28.4%38.1%39.6%50.0%37.7%
Net income growth (YoY)30.8%-14.6%9.0%-35.6%28.6%11.4%79.7%-4.1%-47.4%-89.7%
EPS growth (YoY)51.5%-3.9%17.0%-30.4%31.9%10.9%60.9%-11.2%-49.3%-89.0%
EPS CAGR (3y)19.2%4.0%-13.0%-50.3%---4.3%3.7%38.4%-
EPS CAGR (5y)-1.6%7.2%28.0%-5.2%48.8%20.6%-4.2%1.4%-5.2%
FCF growth (YoY)--30.4%--83.1%--103.5%--
FCF CAGR (5y)-14.5%--40.7%---10.2%--
Book value growth (YoY)-16.6%-11.1%-8.3%-3.8%-1.4%6.5%14.6%15.0%18.1%-0.1%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-09-30.

Business segments

$8.16B total
Post Consumer Brands Segment$4.02B · 49.3%
Foodservice Segment$2.64B · 32.4%
Refrigerated Retail Segment$953.30M · 11.7%
Weetabix Segment$542.20M · 6.6%

Product / service

$8.16B total
Cerealand Granola$2.65B · 32.4%
Eggand Egg Products$2.41B · 29.6%
Pet Food$1.57B · 19.2%
Side Dishes$748.90M · 9.2%
Peanut Butter$179.30M · 2.2%
Other$178.90M · 2.2%
Sausage$166.40M · 2.0%
Cheeseand Dairy$155.00M · 1.9%
Proteinbased Productsand Supplements$103.60M · 1.3%
Product Eliminations($3.00M) · -0.0%

Peer comparison

Same SIC group: Grain Mill Products

CompanyRevenue (last FY)Net marginROE
INGR$7.22B10.1%17.1%
K---
GIS---
KLG---
FRPT$1.10B12.6%11.5%

Comparing Post Holdings against the 5 most active filers in the same SIC group.