PR Newswire·Nov 20, 2025, 5:00 PM ET

Post Holdings Reports Results for the Fourth Quarter and Fiscal Year 2025

POST

Post Holdings, Inc. reported fourth-quarter net sales of $2.2 billion & fiscal year 2025 net sales of $8.2 billion.
Fourth-quarter operating profit was $168.4 million & net earnings were $51.0 million, while fiscal year 2025 operating profit was $799.3 million & net earnings were $335.7 million.
Adjusted EBITDA for the fourth quarter reached $425.4 million, an increase of 22.0% year-over-year, with fiscal year 2025 Adjusted EBITDA totaling $1,538.8 million.
Fiscal year 2026 Adjusted EBITDA is expected to range between $1,500 million & $1,540 million.
The company acquired 8th Avenue Food & Provisions, Inc. on July 1, 2025, & Potato Products of Idaho, L.L.C. on March 3, 2025.
Post announced an agreement to sell the pasta business of 8th Avenue, with the transaction expected to close in December 2025.
A non-cash goodwill impairment charge of $29.8 million was recorded in the Refrigerated Retail segment during the fourth quarter.
Net sales growth in the fourth quarter was driven by acquisitions, avian influenza pricing, & foreign currency exchange rates, offset by declines in Post Consumer Brands pet food & cereal volumes.
Post Consumer Brands segment sales increased 10.6% in the quarter but decreased 2.1% for the full fiscal year 2025.
Foodservice segment sales rose 20.4% in the quarter & 14.5% for the full year, driven by egg & potato product distribution.
Share repurchases totaled $708.5 million for fiscal year 2025 & $273.8 million in the fourth quarter, with $282.6 million remaining in authorization as of November 19, 2025.
William P. Stiritz will retire as Chairman of the Board on December 16, 2025, with Robert V. Vitale succeeding him as Chairman.
Capital expenditures for fiscal year 2026 are projected to range between $350 million & $390 million.