Preview: Post Hldgs's Earnings
Benzinga Insights 8 months ago
Earnings
Post Hldgs (NYSE:POST) is set to give its latest quarterly earnings report on Thursday, 2026-02-05. Here's what investors need to know before the announcement.
Analysts estimate that Post Hldgs will report an earnings per share (EPS) of $1.67.
Investors in Post Hldgs are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
Past Earnings Performance
The company's EPS beat by $0.20 in the last quarter, leading to a 7.15% drop in the share price on the following day.
Here's a look at Post Hldgs's past performance and the resulting price change:
| Quarter | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|
| EPS Estimate | 1.89 | 1.66 | 1.20 | 1.51 |
| EPS Actual | 2.09 | 2.03 | 1.41 | 1.73 |
| Price Change % | -7.00 | 5.00 | 0.00 | 6.00 |
Market Performance of Post Hldgs's Stock
Shares of Post Hldgs were trading at $102.49 as of February 03. Over the last 52-week period, shares are down 0.56%. Given that these returns are generally negative, long-term shareholders are likely a little upset going into this earnings release.
Analysts' Perspectives on Post Hldgs
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Post Hldgs.
Analysts have provided Post Hldgs with 4 ratings, resulting in a consensus rating of Outperform. The average one-year price target stands at $117.5, suggesting a potential 14.65% upside.
Peer Ratings Comparison
In this analysis, we delve into the analyst ratings and average 1-year price targets of The Marzetti, Lamb Weston Hldgs and Cal-Maine Foods, three key industry players, offering insights into their relative performance expectations and market positioning.
- Analysts currently favor an Neutral trajectory for The Marzetti, with an average 1-year price target of $184.67, suggesting a potential 80.18% upside.
- Analysts currently favor an Neutral trajectory for Lamb Weston Hldgs, with an average 1-year price target of $52.2, suggesting a potential 49.07% downside.
- Analysts currently favor an Neutral trajectory for Cal-Maine Foods, with an average 1-year price target of $91.25, suggesting a potential 10.97% downside.
Comprehensive Peer Analysis Summary
The peer analysis summary presents essential metrics for The Marzetti, Lamb Weston Hldgs and Cal-Maine Foods, unveiling their respective standings within the industry and providing valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| Post Holdings | Outperform | 11.79% | $602.10M | 1.32% |
| The Marzetti | Neutral | 5.77% | $118.82M | 4.67% |
| Lamb Weston Hldgs | Neutral | 1.07% | $324.30M | 3.50% |
| Cal-Maine Foods | Neutral | -19.40% | $207.39M | 3.81% |
Key Takeaway:
Post Holdings is positioned at the top for Revenue Growth among its peers. It ranks at the bottom for Gross Profit and Return on Equity.
About Post Hldgs
Post Holdings Inc. is a consumer packaged goods holding company with products sold through grocery, club, and drug stores, mass merchandisers, foodservice, food ingredient, and eCommerce. It operates through four reportable segments: Post Consumer Brands, focused on North American ready-to-eat cereal and granola, pet food, and nut butters; Weetabix, focused on U.K. ready-to-eat cereal, muesli, and protein-based shakes; Foodservice, focused on egg and potato products; and Refrigerated Retail, focused on side dish, egg, cheese, and sausage products. Products are sold across channels, including retailers, wholesalers, convenience stores, pet supply retailers, drug store customers, military and national restaurant chains, with revenues largely generated in the U.S.
Post Hldgs: Delving into Financials
Market Capitalization Perspectives: The company's market capitalization falls below industry averages, signaling a relatively smaller size compared to peers. This positioning may be influenced by factors such as perceived growth potential or operational scale.
Positive Revenue Trend: Examining Post Hldgs's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 11.79% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Consumer Staples sector.
Net Margin: Post Hldgs's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 2.27%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Post Hldgs's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 1.32%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Post Hldgs's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.38%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Post Hldgs's debt-to-equity ratio is notably higher than the industry average. With a ratio of 2.05, the company relies more heavily on borrowed funds, indicating a higher level of financial risk.
To track all earnings releases for Post Hldgs visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.