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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
- Q2 net sales up 4.7%, operating profit up 16%, and share count cut 15% amid portfolio changes.POST
Q2 2026 - Net sales up 10.1%, Adjusted EBITDA up 13.1%, and full-year outlook raised.POSTQ1 2026
- Acquisition of 8th Avenue for $880M boosts category depth and free cash flow accretion.POSTM&A Presentation
- Virtual annual meeting to vote on directors, auditor, pay, and supermajority rule changes.POSTProxy Filing
- Shareholders will vote on director elections, auditor ratification, executive pay, and governance reforms.POSTProxy Filing
- Q3 Adjusted EBITDA up 13.4%, FY25 guidance raised, and acquisitions drive growth.POSTQ3 2025
- FY24 delivered robust EBITDA and cash flow; FY25 guidance projects continued growth.POSTQ4 2024
- Q3 net sales up 5%, net earnings up 11%, and guidance raised amid strong share repurchases.POSTQ3 2024
- Q1 net earnings up 28.6% to $113.3M, with raised 2025 EBITDA guidance and strong share repurchases.POSTQ1 2025
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.