Post Holdings, Inc. (POST) Q1 2026 Earnings Call Transcript
Post Holdings, Inc. (POST) Q1 2026 Earnings Call Transcript
Fiscal Year: October - September
Post Holdings, Inc. (POST), listed on the NYSE, has a market capitalization of $. As of Feb 21, 2026, the stock is trading at $106.75 per share, offering investors a clear view of its current market value. Post Holdings, Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 19.78, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Post Holdings, Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Post Holdings, Inc. (POST) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Post Holdings, Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Post Holdings, Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Post Holdings, Inc. is 11.71, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Post Holdings, Inc. (POST) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Post Holdings, Inc. (POST) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Post Holdings, Inc. (POST) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Post Holdings, Inc.. To access the full SS Score, consider upgrading your subscription.
Post Holdings, Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 19.78. Investors should compare these metrics with industry peers to gauge whether Post Holdings, Inc. is outperforming or underperforming within its sector.
Post Holdings, Inc. (POST) Q1 2026 Earnings Call Transcript
ST. LOUIS, Feb. 5, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the first fiscal quarter ended December 31, 2025. Highlig...
ST. LOUIS, Feb. 5, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced Greg Pearson will join the company as President and Chief Executive ...
Regional airline Allegiant Travel reported strong near-term demand trends in Q4 alongside a generally softer jet fuel environment, which improved investor sentiment around its ability to deliver margi...
Post Holdings (POST) is rated Buy, supported by robust free cash flow, aggressive buybacks, and strategic acquisitions despite industry headwinds. POST's buyback yield exceeded 13% based on their FY25...
ST. LOUIS, Jan. 15, 2026 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, February 6, 2026 at 9:00 ...
Post Holdings, Inc. remains a Buy-rated name, based on my evaluation of its cash flow and EBITDA prospects. The company's free cash flow could jump by +80% in FY26, thanks to lower capital expenditure...
ST. LOUIS , Dec. 17, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today released its 2025 Sustainability report. The report details Post's enterpris...
ST. LOUIS , Dec. 2, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it intends to redeem the remaining $1,235.0 million in aggregate principal amount of ...
ST. LOUIS , Dec. 1, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: Post) ("Post"), a consumer packaged goods holding company, announced today it has completed the previously announced sale of the pas...
ST. LOUIS , Dec. 1, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST) (the "Company" or "Post") today announced the pricing of its previously announced senior notes offering. The Company priced $1...
ST. LOUIS , Dec. 1, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST) (the "Company" or "Post") today announced it intends to commence a private offering to eligible purchasers, subject to market a...
ST. LOUIS , Nov. 26, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced its Board of Directors has approved a new $500 million share repur...
Post Holdings, Inc. ( POST) Q4 2025 Earnings Call November 21, 2025 9:00 AM EST Company Participants Daniel O'Rourke Robert Vitale - President, CEO & Director Jeff Zadoks - Executive VP and Chief Ope...
ST. LOUIS , Nov. 20, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the fourth fiscal quarter and fiscal year ended Septemb...
LONDON--(BUSINESS WIRE)--Palliser Capital (“Palliser”), a global multi-strategy fund with a top 15 shareholding in Japan Post Holdings Co. Ltd (“JPH”), this week presented on its investment in JPH at ...
ST. LOUIS , Oct. 23, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, November 21, 2025 at 9:...
ST. LOUIS , Aug. 29, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: POST) ("Post"), a consumer packaged goods holding company, today announced that it has entered into a definitive agreement to sell ...
Post Holdings' stock has underperformed due to weak cereal and pet food sales, but other segments like foodservice and refrigerated retail are showing strong growth. Management's disciplined capital a...
Post Holdings, Inc. (NYSE:POST) Q3 2025 Earnings Conference Call August 8, 2025 9:00 AM ET Company Participants Daniel O'Rourke - Corporate Participant Jeff A. Zadoks - Executive VP and Chief Operati...
Post Holdings Chief Operating Officer Jeff Zadoks Announces Retirement Post Consumer Brands President and CEO Nicolas Catoggio to Add Post Holdings COO Responsibilities upon Zadoks' Retirement ST. LOU...
ST. LOUIS , Aug. 7, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the third fiscal quarter ended June 30, 2025. Highlights...
ST. LOUIS , July 17, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, August 8, 2025 at 9:00 a...
ST. LOUIS , July 1, 2025 /PRNewswire/ -- Post Holdings, Inc. (NYSE: Post) ("Post"), a consumer packaged goods holding company, announced today it has completed the previously announced acquisition of ...
Post Holdings agreed to buy 8th Avenue Food & Provisions for $880 million, which includes assumed debt.
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2026 | 863.15M | Analyst x2 | |
| 2027 | 897.85M | 4.02% | Analyst x2 |
| 2028 | 1,160.00M | 29.20% | Analyst x1 |
| 2029 | 1,321.47M | 13.92% | Est @13.9% |
| 2030 | 1,452.30M | 9.90% | Est @9.9% |
| 2031 | 1,564.05M | 7.70% | Est @7.7% |
| 2032 | 1,660.36M | 6.16% | Est @6.2% |
| 2033 | 1,744.66M | 5.08% | Est @5.1% |
| 2034 | 1,815.01M | 4.03% | Est @4.0% |
| 2035 | 1,879.30M | 3.54% | Est @3.5% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2024A | 502.20M | 1.00 | 502.20M |
| 2025A | 488.10M | 1.00 | 488.10M |
| 2026E | 863.15M | 1.08 | 802.04M |
| 2027E | 897.85M | 1.16 | 775.22M |
| 2028E | 1.16B | 1.25 | 930.66M |
| 2029E | 1.32B | 1.34 | 985.15M |
| 2030E | 1.45B | 1.44 | 1.01B |
| 2031E | 1.56B | 1.55 | 1.01B |
| 2032E | 1.66B | 1.67 | 993.07M |
| 2033E | 1.74B | 1.80 | 969.62M |
| 2034E | 1.82B | 1.94 | 937.31M |
| 2035E | 1.88B | 2.08 | 901.80M |
| Terminal | 37.63B | 2.08 | 18.06B |
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