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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Post Holdings
Post Holdings (POST) investor relations material
Post Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary7 Aug, 2026
Executive summary
Third quarter net sales were $1.95 billion, down 1.8% year-over-year, with operating profit of $189.3 million and net earnings of $63.4 million, both declining from the prior year period.
Adjusted EBITDA for the quarter was $377.3 million, down 5.0% year-over-year; nine-month Adjusted EBITDA rose 6.9% to $1.19 billion.
Fiscal 2026 Adjusted EBITDA guidance was narrowed to $1,560–$1,570 million, with preliminary 2027 outlook expected to be flat at around $1.48 billion after adjusting for non-recurring items.
Major acquisitions included the full purchase of 8th Avenue and Potato Products of Idaho; divestitures included the sale of the Pasta and Crystal Farms businesses.
Third quarter results slightly exceeded expectations, mainly due to stronger food service performance.
Financial highlights
Gross profit for the quarter was $566.3 million (29.1% margin), down from $596.2 million year-over-year.
Net earnings for the quarter fell 41.7% to $63.4 million; diluted EPS was $1.29, down from $1.79.
Repurchased 4% of outstanding shares in the quarter, totaling a 17% reduction year-to-date.
Interest expense increased 22% year-over-year for both the quarter and nine months, reflecting higher debt levels and rates.
Cash flow from operations for the nine months was $691.3 million; cash used in financing activities was $766.5 million, mainly due to debt repayments and share repurchases.
Outlook and guidance
Fiscal 2027 adjusted EBITDA expected to be flat versus the comparable 2026 base of $1.48 billion, after adjusting for non-recurring and comparability items.
Targeted pricing actions, cost savings, and food service margin growth are expected to offset inflation and volume pressures.
CapEx for fiscal 2026 projected at $370–$390 million, with potential for additional investment in network optimization.
Management expects continued inflationary and input cost pressures, with some easing in certain areas.
The company believes it has sufficient liquidity and cash on hand to meet foreseeable capital needs.
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Latest events from Post Holdings
- Sales and volume fell as costs rose; FY2012 net income recovered to $49.9M.POST
Q4 2012 - Sales growth and acquisitions broadened the portfolio, but margins and earnings declined amid costs and leverage.POSTQ4 2013
- Acquisition-led growth was eclipsed by impairments, leverage and cereal weakness.POSTQ4 2014
- Sales and operating profit grew, but debt costs, litigation and commodity risks remain significant.POSTQ4 2016
- Acquisitions drove sales sharply higher, while impairment, swap losses and egg-supply disruption weighed on results.POSTQ4 2015
- Sales grew 4%, but legal costs and segment weakness weighed on operating profit.POSTQ4 2017
- FY18 growth and cash generation advanced alongside portfolio reshaping and elevated leverage.POSTQ4 2018
- 8th Avenue deconsolidation cut sales, while Adjusted EBITDA held at $1.21 billion.POSTQ4 2019
- Retail gains softened the blow of COVID-19-driven Foodservice weakness.POSTQ4 2020
- Sales rose 9%, but supply and cost pressures cut operating profit and challenged execution.POSTQ4 2021
Next Post Holdings earnings date
Q4 202620 Nov, 2026
Post Holdings
Next Post Holdings earnings date
Q4 202620 Nov, 2026
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Frequently asked questions
Post Holdings Inc operates as a consumer packaged goods holding company engaged in the manufacturing, marketing, and distribution of branded and private label food products, including cereals, refrigerated food, and protein-based foods. The company is headquartered in St. Louis, Missouri, and its shares are listed on the NYSE.